| Chat readiness assessment | Store journey, support channels, policies, volume patterns, customer questions and operational constraints | Assessment report and readiness checklist | Discovery and audit | Store access, support history and policy documents |
| Live chat service design | Chat scope, queue structure, coverage model, service levels, routing rules and escalation ownership | Service blueprint and operating model | Planning | Decision-makers, support leads and escalation contacts |
| Conversation playbook | Approved responses for product, order, shipping, return, refund, payment and promotion questions | Macros, response guide and knowledge base | Setup | Product data, policies, brand voice and approved claims |
| Agent onboarding materials | Training notes, workflows, examples, restrictions, quality criteria and handover instructions | Training pack and enablement sessions | Setup | Access to product and operations knowledge |
| Platform setup support | Chat widget settings, tags, forms, routing, notifications, integrations and reporting configuration | Configured workspace or setup specification | Implementation | Platform permissions and technical owner |
| Escalation matrix | Rules for fulfilment, finance, product, technical, fraud, complaint and sensitive issues | Escalation map and contact directory | Implementation | Named owners and response expectations |
| Quality assurance scorecard | Response accuracy, tone, policy compliance, resolution quality, documentation and escalation checks | QA framework and review template | Quality control | Approved standards and review sample size |
| KPI reporting dashboard | Response time, resolution, CSAT, queue health, issue categories, backlog and improvement recommendations | Dashboard, spreadsheet or monthly report | Reporting | Transcript, ticket, ecommerce and analytics data |
| Peak coverage plan | Support capacity, handover routines, promotion FAQs, shift coverage and risk controls for campaigns or holidays | Surge-support plan and staffing model | Scale-up | Event calendar, forecast and promotional details |
| Continuous improvement backlog | Recurring questions, self-service gaps, page improvements, automation opportunities and training needs | Prioritised action log | Ongoing support | Client review and implementation ownership |