
Support teams keep telling us the same thing: the fastest reply wins the deal, but nights and weekends still go dark. Here is the exact Support Agent launch playbook the top operators follow to keep every conversation warm.
What to do before day one
- Collect five transcripts that show your tone, escalation rules, and refund boundaries. The agent trains on real language, not a style guide.
- Map the three channels the agent should cover first - your site widget, WhatsApp, and Messenger - and confirm where transcripts should be sent.
- Decide the human handoff path. We recommend Slack or email summaries so teammates get the full context in two sentences.
- Book the install slot. Our team will wire the widget or hand you the snippet inside 48 hours once credentials are ready.
What not to do with your first AI agent
- Don't drop a PDF or wiki and hope the model invents policy. Pick the five must-know answers and expand once accuracy is proven.
- Don't bury escalations in a shared inbox. Give the agent a single escalation address so humans see the context instantly.
- Don't launch without a transcript review cadence. A 15-minute daily skim keeps tone, links, and promotions current.
- Don't let pricing questions linger. Script how the agent should present plans, then link to the checkout so visitors can close themselves.
Day-one metrics that prove it works
You do not need a month of dashboards to know it is working. Focus on three signals in the first 72 hours: response time under five seconds, escalation summaries that read like a teammate wrote them, and captured leads (name, email, intent) on after-hours chats.
The Support Agent ships with guardrails for billing, security, and refund conversations. Anything risky routes to a human immediately, and the transcript shows what the visitor asked, how the agent responded, and why it escalated.
Bring it live in five days
- Day 0: Kickoff call, knowledge collection, and channel access.
- Day 1: Tone modelling plus sandbox simulations for pricing, troubleshooting, and refund workflows.
- Day 2: Shadow mode with 40 scripted conversations to lock guardrails.
- Day 3-4: Widget install, WhatsApp and Messenger handoffs, QA transcripts.
- Day 5: Go live, monitor the daily transcript digest, and tweak phrasing with us in real time.
Ready to see it on your stack?
Walk through the pricing, launch checklist, and live demo at https://eversale.io/support-agent - we install it for you, keep the transcripts flowing, and make sure your team never loses a qualified chat again.
Operationalize this playbook with Eversale
Our AI SDR agent maps buying circles, personalizes outreach, and tracks the signal that opened the meeting. Launch with data-backed messaging in days.