Methodology
AI is useful for classification, extraction, drafting, prediction, and exception support. It should not quietly become the source of truth for pricing, availability, refunds, eligibility, or other consequential promises.
Start with real calls, leads, tasks, documents, and outcomes.
Give inputs consistent fields, states, owners, and definitions.
Use deterministic rules for promises, prices, eligibility, and risk.
Use AI for classification, extraction, drafting, and bounded recommendations.
Send uncertainty, exceptions, and consequential decisions to a person.
Tie the workflow to time, qualified leads, bookings, revenue, cost, and errors.
A source, system, document, or owner can support it now.
The evidence points this way, but it still needs testing.
The brief depends on it and labels it before action.
A modeled possibility, never booked revenue or collected profit.
Decision brief