Most CX leaders assumed their roles before AI arrived. Now they answer for its outcomes — the bot's wrong answer, the vendor's silent model update, the deflection number that looks like success and feels like abandonment. Whether you chose the system or inherited it, you own what it does.
The risks that actually bite are rarely the ones on the risk register. They're the assumption nobody made explicit, the dependency each team thought the other owned, the "legal signed off" that covered a version that never shipped. You can't check the perspective you don't know you're missing — which is exactly why a checklist can't find it.
Built from the questions we ask in client diagnoses — the ones that surface the contract term nobody negotiated, the baseline nobody captured, the knowledge base everyone assumed was ready.
You get the full toolkit as a PDF: the Discovery Flow plus all 15 role modules, organized into five key decision areas — Money, Technology & Risk, Guardrails, People, and Discipline. Each module is self-contained and can be used as a part of this process or in isolation to help you with any decision you're responsible for in the contact center.