| Live chat requirements brief | Business goals, coverage needs, chat types, response boundaries, escalation rules and success measures | Discovery document | Discovery | Stakeholder goals, current chat volume, policies and platform access |
| Agent playbook | Brand tone, greeting rules, response standards, approved phrases, prohibited responses and escalation triggers | Operating playbook | Setup | Brand guidance, service policies and customer communication standards |
| Knowledge-base and macro library | Common questions, approved answers, troubleshooting steps, product notes and reusable response templates | Chat macros and support documentation | Training and production | Product, policy, technical and support information |
| Queue and routing configuration | Availability rules, departments, tags, priorities, offline handling, ticket creation and handoff paths | Platform configuration plan | Setup | Chat platform access and routing preferences |
| Lead qualification workflow | Qualification questions, buyer-fit criteria, CRM notes, appointment routing and sales notification rules | Qualification checklist and CRM mapping | Implementation | Ideal customer profile, sales process and CRM fields |
| Tier-one support workflow | Issue categories, troubleshooting steps, identity verification boundaries and escalation documentation | Support workflow map | Implementation | Support policies, system permissions and escalation contacts |
| Agent onboarding and training | Service training, platform walkthrough, brand voice, scenarios, QA standards and handoff practice | Training materials and readiness checklist | Launch preparation | Approved scripts, systems access and review feedback |
| Quality assurance scorecard | Response accuracy, tone, completeness, resolution behaviour, escalation accuracy and compliance checks | QA scorecard and review notes | Ongoing support | Transcript access and agreed scoring rules |
| Performance reporting | Response time, chat volume, resolution signals, tags, escalations, customer feedback and improvement actions | Weekly or monthly report | Ongoing support | Chat data, business context and reporting priorities |
| Continuous improvement backlog | Recurring issues, content gaps, process friction, product questions, automation opportunities and training updates | Prioritised improvement list | Optimization | Client review, product updates and service feedback |