Voice AI Pilot: A 60-Day Playbook

Splashy launches reverse in a quarter. A sixty-day pilot proves or kills the business case with discipline.

Foundation5 Voice AI pilots follow the answers pillar and feed the 12-month roadmap.

Days 1–15 foundation

Name outcome (missed-call recovery, after-hours CSAT). Baseline metrics. CRM hygiene for chosen intents. Consent and recording rules. Escalation matrix draft. Knowledge owners named.

Days 16–45 limited live

Two intents max. Supervised or shadow until thresholds hold. Full logging. Twice-weekly transcript review. No new intents while quality is red.

Days 46–60 decide

Expand only if containment and CSAT both clear thresholds. Otherwise fix process/data — do not cope by adding intents. See why demos fail in production and success checklist.

Related reading

After-hours coverage with Voice AI. SmarterHello. Contact.

Guardrails before you scale intents

Permissions, transcript retention, consent, and escalation ownership belong in the architecture packet — not a week-before-launch legal review. Test angry callers, ambiguous requests, and data-exfiltration attempts in staging.

Pair containment with CSAT and escalation reason codes. High containment with falling CSAT means you automated a dead end. See customers want answers, not support.

Proof from production programs

SmarterHello shows concurrent volume and CRM-connected agents only work when escalation and knowledge ownership are product requirements. Copy the discipline, not only the capacity claims.

When you are ready to apply this on your stack, schedule a consultation with Foundation5 — we stay accountable to named business outcomes, not tool checklists.