| Workflow fit | Which specific support lane will move first, and what work stays internal? | The provider can name the first lane, required fields, blocked actions, and escalation triggers. |
| Training | How are agents trained on scripts, tools, examples, tone, and exceptions? | Training uses client examples, documented SOPs, QA review, and coaching loops. |
| Security and access | What systems can agents access, and how are sensitive records protected? | Access is least-privilege, auditable, credential-reviewed, and scoped before sensitive work starts. |
| Escalation | What happens when the agent is unsure, the customer is upset, or a decision is restricted? | The provider has clear transfer, callback, manager review, and blocked-action rules. |
| QA visibility | Can managers inspect notes, samples, escalations, and follow-up outcomes? | QA samples and performance signals are reviewable before expanding the workflow. |
| Continuity | What happens if one agent is sick, leaves, or cannot handle volume? | The operating model includes team coverage, documentation, manager support, and handoff continuity. |