Discovery
Objective: understand goals, chat demand, customer types, and current gaps.
Rudrriv responsibilitiesReview channels, volume, tools, and support scenarios.
Client responsibilitiesShare goals, policies, access needs, and business context.
OutputScope assumptions and discovery summary.
Baseline review
Objective: assess existing transcripts, FAQs, helpdesk setup, and reporting quality.
Quality controlsIdentify missing information, unclear handoffs, and reporting gaps.
InputsHistorical chats, support docs, policies, and tool screenshots.
OutputBaseline findings and improvement priorities.
Scope design
Objective: define what agents handle, escalate, document, and report.
Review pointsConfirm coverage windows, user types, languages, and sensitive topics.
Client responsibilitiesApprove service boundaries and escalation owners.
OutputOperating model and escalation matrix.
Platform setup
Objective: align chat tools, helpdesk queues, CRM fields, tags, and permissions.
Rudrriv responsibilitiesRecommend setup improvements and coordinate permitted configuration changes.
Client responsibilitiesProvide access, admin approvals, and data handling instructions.
OutputTool checklist and reporting field plan.
Training
Objective: prepare agents to answer accurately and escalate responsibly.
InputsKnowledge base, product training, sample chats, and tone guidelines.
Quality controlsScenario practice, script review, and supervisor checks.
OutputAgent readiness notes and training pack.
Pilot coverage
Objective: test the live workflow before expanding scope or coverage.
Rudrriv responsibilitiesHandle agreed queues, track issues, review transcripts, and log blockers.
Review pointsResponse quality, routing accuracy, and tool performance.
OutputPilot report and refinement plan.
Managed delivery
Objective: run live chat support under the agreed service model.
Rudrriv responsibilitiesProvide coverage, documentation, QA, escalation, and reporting.
Client responsibilitiesUpdate product information, respond to escalations, and review reports.
OutputHandled chats, tickets, QA notes, and support summaries.
Optimization
Objective: improve scripts, workflows, staffing plans, and support content.
Quality controlsQA trends, recurring issues, missed chats, and customer feedback.
Timing factorsVolume changes, campaign periods, product updates, and data quality.
OutputImprovement backlog and reporting recommendations.