Carlos Quaderi, Head of Asia Pacific, Zoom

Checklist for leaders assessing their CX stack

  • ✓ Map the top 3 – 5 customer contact journeys end to end (channels, systems, teams, hand-offs).
  • ✓ Identify where context is lost at each hand-off (missing transcripts, case IDs, status, prior actions).
  • ✓ Define a minimal “context envelope” that must travel with every case (e.g., customer ID, issue category, last interactions, current status, next SLA).
  • ✓ Treat missing context at hand-off as a defect, not an acceptable quirk.
  • ✓ Prioritize integration work on the journeys that generate the most repeat contacts and rework.

Checklist for organisations with fragmented tools

  • ✓ Require that every escalation or channel switch passes the full interaction history and case status.
  • ✓ Enforce use of a single case ID per issue across all systems, even if integrations are limited.
  • ✓ Log where agents must manually re-enter data or re-gather customer information; use this to target integration or workflow changes.
  • ✓ For high-impact journeys, wire up automated context passing between the most critical systems first (e.g., contact center ↔ CRM ↔ billing).
  • ✓ Maintain a simple, shared view of “critical unresolved” cases (owner, last action, next step) if full integration is not yet possible.

Checklist for teams deploying or using AI agents

  • ✓ Define “resolved” for each AI-handled use case before go-live (what outcome counts, what triggers human escalation).
  • ✓ Ensure AI-to-human hand-offs include the complete transcript, data looked up, and actions already attempted.
  • ✓ Monitor resolution, not just containment or deflection:
    • % of AI-handled cases that do not generate a repeat contact for the same issue within a set period
    • % that require human follow-up within 24–72 hours
  • ✓ Regularly sample AI responses and verify they reflect the latest customer data, policies, and edge cases.
  • ✓ Correct data gaps at source rather than only tweaking prompts or flows.