Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.

An AI tool that prompts call center agents on conversational dynamics—when to listen, show excitement, or pause—dramatically reduces customer conflict. This shows that managing the non-verbal pattern of interaction is often more effective for de-escalation than focusing solely on the words in a script.

Instead of fully automating conversations and risking sounding robotic, use AI to provide real-time suggestions and prompts to a human sales rep. This scales expertise and consistency without sacrificing the human touch needed to close deals.

A critical error in AI integration is automating existing, often clunky, processes. Instead, companies should use AI as an opportunity to fundamentally rethink and redesign workflows from the ground up to achieve the desired outcome in a more efficient and customer-centric way.

To successfully implement AI, approach it like onboarding a new team member, not just plugging in software. It requires initial setup, training on your specific processes, and ongoing feedback to improve its performance. This 'labor mindset' demystifies the technology and sets realistic expectations for achieving high efficacy.

A primary AI agent interacts with the customer. A secondary agent should then analyze the conversation transcripts to find patterns and uncover the true intent behind customer questions. This feedback loop provides deep insights that can be used to refine sales scripts, marketing messages, and the primary agent's programming.

A tangible way to implement a "more human" AI strategy is to use automation to free up employee time from repetitive tasks. This saved time should then be deliberately reallocated to high-value, human-centric activities, such as providing personalized customer consultations, that technology cannot replicate.

For companies wondering where to start with AI, target the most labor-intensive, process-driven functions. Customer support is an ideal starting point, as AI can handle repetitive tasks, leading to lower costs, faster response times, and an improved customer experience while freeing up human agents for more complex issues.

Adopt a 'more intelligent, more human' framework. For every process made more intelligent through AI automation, strategically reinvest the freed-up human capacity into higher-touch, more personalized customer activities. This creates a balanced system that enhances both efficiency and relationships.