Hands-on Workshop: Build AI Customer Agents that remember and resolve issues
Bring one real customer conversation use case. Leave with a practical AI pilot plan for chat, voice, WhatsApp, CRM, and human handoff.
Most companies don’t need another AI demo.
They need to know which customer conversations are worth automating, which ones should stay human, and how to launch an AI agent pilot without creating a bad customer experience.
In this hands-on workshop, you’ll bring one real support, sales, onboarding, scheduling, billing, or service workflow from your business and redesign it for the AI era.
Together, we’ll map the conversation, identify where AI can help, define the handoff to human teams, choose the right channel, and create a simple pilot plan you can actually use.
This is not a coding class - no coding experience needed. It is a practical working session for teams exploring how AI agents can improve customer conversations.
What you’ll work on
Pick the right first customer conversation for AI
Create agents for Text or Voice - look at nuances between different channels - chat, voice, WhatsApp, web, or human handoff
Map the customer journey from first message to resolution
Define what the AI should answer, ask, remember, or escalate
Identify the data, knowledge base, CRM, or support tools needed
Create test cases for bad answers, escalation failures, and edge cases
Define success metrics like resolution rate, response time, CSAT, QA, and cost per contact
Leave with a 30-day roadmap for piloting AI agents for your company or startup
Who it’s for
This workshop is designed for:
CIOs and technology leaders exploring AI pilots
Product managers designing AI-powered workflows
CX and support leaders improving customer operations
Call center and contact center teams
Startup founders building or evaluating voice/chat agents
Operators who want practical AI use cases, not hype
No coding experience is required.
What you’ll leave with
By the end, you’ll have a clear plan for deploying customer conversations agents pilot for your company.
Agenda
4:30pm - 5pm arrive and network, pizza and snacks
5:00pm - 7:00pm workshop
7:00pm - 7:30 Network, ask questions, make friends
Topics for Workshop
1. What makes a good AI customer conversation
A quick teardown of bad bots, useful agents, and strong human handoff. How to monitor agents in real-time, or get alerts.
2. Pick your use case, common use cases for AI
Score one real customer conversation based on volume, pain, risk, data readiness, and business value.
3. Map the flow
Design what the customer says, what the AI should do, when it should ask questions, and when it should escalate.
4. Choose the channel and agent goals
Decide whether the workflow belongs on chat, voice, WhatsApp, web, SMS, or on Slack with your human support team.
5. Design the handoff (Memory)
Define when the AI stops, what the human receives, and how the customer avoids repeating themselves.
6. Test before launch
Create test cases for hallucinations, policy mistakes, angry customers, missing data, voice interruptions, and failed escalations.
7. Build your 30-day pilot plan
Turn the workflow into a simple implementation brief your team can use after the workshop.
Hosted by Chanl AI and Fabrik
Chanl AI is building infrastructure for AI-powered customer conversations across chat, voice, and human teams.