Forethought

Forethought Pro Tips

↗️ Map top contact drivers first: connect helpdesk/KB/CRM, run Discover to surface gaps, auto-generate starter KB + Autoflows.
↗️ Ship one high-impact Autoflow before scaling: use Solve to automate a single high-volume workflow (e.g., password reset, refund status); add Custom Actions so it can do the task.
↗️ Tune handoffs with Triage: start with sentiment/language/spam routing; add custom models (product/region/priority) so tickets hit the right queue on the first pass.
↗️ Put Assist where agents work: deploy the Chrome extension so summaries, suggested replies, and guided steps appear inside the ticket, great for ramping new hires.
↗️ Exploit existing integrations: begin with your helpdesk (Zendesk/Salesforce) + knowledge (Notion/Guru/Confluence) + data (Snowflake/Airtable) for fast lift, minimal IT.
↗️ Govern for safety: set confidence thresholds, require approvals for risky actions (refunds/PII changes), and use redaction + RBAC, especially in regulated teams.
↗️ Measure what matters: track Deflection Rate, FRT, AHT, CSAT, % solved via Autoflow; use Insights + Discover impact views to prioritize the next automations.