MANAGED AI OPERATIONS

Visibility is useful.
Accountability is essential.

Review critical operational controls before accepting a deployment into ongoing management.

Request a revenue review ↗Explore multi-location operations

MANAGED SERVICE GOVERNANCE

Track operational readiness. Not fictional agent scores.

This local-only worksheet helps an operator record whether the controls needed for a managed AI deployment are in place. It does not inspect a live HighLevel account, verify compliance, or certify a system.

Review each operational control
01 · Intake and routing

Active call/message routes are verified against the production phone configuration.

02 · Knowledge and approvals

Published business facts, exclusions and agent authority are approved by the client.

03 · Calendars and capacity

Booking rules, time zones, service territories and actual availability are tested.

04 · Escalation and fallback

Human owners, failed transfers and safety-critical instructions are tested.

05 · Consent and suppression

Applicable opt-outs and outreach permissions are verified in production.

06 · Observability

Call logs, conversation outcomes, workflow failures and usage anomalies are reviewable.

07 · Economics and attribution

Fee, usage, booked jobs and closed/collected revenue are distinguished.

08 · Change and rollback

Recent changes have QA evidence, a responsible approver and a rollback path.

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CLOSE THE LOOP

Controls become useful when someone owns them.

Use the review to create an accountable action register: open item, risk, owner, remediation due date, verification evidence, and production decision. The worksheet is not a substitute for independent testing.

How managed support is structured ↗