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Let’s Talk AI in Sales: Why I Believe AI Agents Are Your Next Revenue Superstars

Key Takeaways

  • Shift your mindset from cost-saving to revenue generation. AI sales agents are powerful tools that can drive significant revenue growth.  Discover how to use AI in sales for a 5.2x ROI, as demonstrated by Ideal Image’s strategic deployment of AI in their sales process.
  • Deliver hyper-personalized experiences at scale. Using AI for sales allows you to A/B test offers and messaging with a speed and depth that human teams cannot match, tailoring each conversation to individual customer attributes and history.
  • Capture every sales opportunity, 24/7. Deploy an AI agent for sales to engage customers during off-hours, ensuring no lead is lost and providing a seamless handoff to your human sales team.
  • Empower customers with self-service. AI agents allow customers to explore information and get answers on their own terms, creating a flexible and positive experience that boosts satisfaction and reduces friction.
  • View AI as a human collaborator, not a replacement. The most effective application of AI in sales is to augment human teams, allowing them to focus on high-value interactions while AI sales agents handle lead capture, qualification, and initial support.

Just recently, at CCW Nashville 2025, I had the privilege of joining Alex White, CTO of Ideal Image, and Gary Courtney, Consulting Principal at ApexCX, on stage. Our session, “AI Agents Aren’t Just for the Contact Center: Develop an AI-powered, Self-service Customer Journey with Ideal Image and Quiq”, wasn’t just about sharing insights; it was about reframing the entire conversation around AI in sales. We wanted to make it clear: AI agents aren’t just for post-sales service and support. They are powerful, critical drivers of revenue across every stage of the customer lifecycle.

How Ideal Image Drives Revenue with Quiq’s AI Agent

Frankly, there’s no better story to illustrate the power of AI in sales than Ideal Image’s journey with their AI sales agent, “Izzy.” As a valued Quiq customer, we’ve been working hand-in-hand with Ideal Image for over a year, evolving Izzy into the powerhouse it is today.

By tackling challenges like inconsistent lead follow-up, Izzy didn’t just move the needle, it boosted Ideal Image to an incredible 3x increase in bookings and a 5.2x ROI within just six months. That kind of impact is the direct result of strategically deploying agentic AI where it truly matters in their customer journey.

How to Use AI in Sales: Four Ways to Drive Revenue with Your AI Agents

Here are the four areas where I believe AI agents shine brightest:

1. Crafting Hyper-Personalized Experiences and A/B Testing at Lightning Speed 

What truly excites me about digital assistants is their ability to deliver hyper-personalization at scale. Imagine A/B testing different offers and messaging not just quickly, but with a thoroughness that’s simply not possible with human agents. This allows us to tailor every interaction based on incredibly specific customer attributes – their location, their history, the product they’re eyeing. 

It’s like having a bespoke conversation with every single customer. I’m so proud to see how Ideal Image is now leveraging Izzy’s insights to directly inform and optimize their new booking flows. That’s personalization directly translating into conversions.

2. Seizing Every Sales Opportunity, Even When You’re Offline

AI-assisted sales can happen 24/7. For sales teams, who often don’t operate around the clock, deploying an AI agent for off-hours can be a game-changer. It means your customers are never left hanging. Instead, you’re capturing valuable sales opportunities that your human team can seamlessly follow up on the moment they’re back online. 

And here’s a pro-tip we’ve seen work wonders: seamlessly transition those initial web conversations to channels like SMS or Apple Messages for Business. This keeps the dialogue going, right where the customer left off and in their channel of choice. Izzy’s incredible success in handling inbound web and text conversations for lead capture and qualification perfectly embodies this “never miss a beat” philosophy.

3. Training That’s Efficient, Smart, and Constantly Evolving

Yes, AI agents need training – much like a new human recruit. And yes, they need continuous updates as your products and services inevitably change. But the beauty? This process is dramatically more efficient and effective, especially when built on a robust platform like Quiq

Ideal Image’s journey with Izzy has consistently underscored the power of ongoing training and feedback loops. This isn’t a “set it and forget it” solution; it’s about continuous refinement to ensure the agent is always performing at its peak and adapting to new customer needs and use cases. Your AI should always be learning, always improving.

4. Empowering Customers to Interact on Their Own Terms

Perhaps one of the most profound shifts agentic AI brings is how it liberates the customer experience. No longer are customers forced down static, pre-defined pathways. Instead, they can ask questions, explore, and discover information in a way that feels natural, flexible, and completely on their terms. This freedom significantly elevates their experience and is a hallmark of how to use AI in sales today. 

Think about how Izzy supports customers: answering FAQs, sharing the necessary pricing information, triaging leads during consideration, and even stepping in to reduce abandonment by responding in real-time to bridge to a human sale during conversion. It truly puts the customer in the driver’s seat.

My Core Belief: The Power of AI as a Human Partner

A conviction that deeply resonated throughout our session, and one I wholeheartedly share, is this: 

AI agents are not here to replace our incredible human teams. 

Quite the contrary, they are powerful collaborators, working alongside humans to craft scalable, impactful customer experiences that redefine what’s possible. As I emphasized when wrapping up our discussion, imagine if your AI agent could truly be your top-performing salesperson, marketer, and retention specialist—all rolled into one.

Just as Gary Courtney so eloquently put it, it’s about aligning AI directly with your sales engine and laser-focusing on tangible business outcomes for achieving real ROI. And as Alex White wisely reminded us, the true magic happens when you combine the right technology with thoughtful change management, leading to genuine transformation.

I am genuinely thrilled about the horizon of agentic AI and its immense potential to completely reshape how businesses connect with their customers and ignite remarkable growth. I’m always excited to hear how other leaders are thinking about these transformations.

Frequently Asked Questions (FAQs)

Aren’t AI agents just for customer support?

Not at all. While they are excellent for support, AI agents are powerful tools for driving revenue across the entire customer lifecycle. They can be used for lead capture, qualification, and sales, turning them into revenue superstars, not just cost-savers.

How can an AI agent actually increase revenue?

AI agents increase revenue in several ways. AI sales agents can capture and qualify leads 24/7, ensuring you never miss a sales opportunity. They also facilitate hyper-personalized experiences by A/B testing offers and messaging at scale, which directly improves conversion rates. For example, the company Ideal Image saw a 3x increase in bookings and a 5.2x ROI by using AI for sales.

What does “hyper-personalization at scale” mean?

It means tailoring every single customer interaction based on specific attributes like their location, browsing history, or the exact product they’re viewing. An AI agent can manage thousands of these unique, bespoke conversations simultaneously, something that isn’t possible for human teams to do.

Will an AI agent replace my human sales and support teams?

No, the goal with AI-assisted sales is collaboration, not replacement. AI agents are designed to complement human teams. They handle initial inquiries, lead qualification, and common questions, which frees up your human experts to focus on more complex, high-value interactions that require a human touch.

Do AI agents require a lot of training?

AI agents do need initial training and ongoing updates, similar to a new employee. However, the process is much more efficient. With the right platform, you can continuously refine the agent’s performance based on real interactions, ensuring it’s always adapting to your business and customer needs.

How do AI agents empower customers?

They provide customers with freedom and flexibility. Instead of being forced down a rigid, predefined path (like a traditional chatbot or website form), customers can ask questions, explore topics, and get information in a natural, conversational way. This puts them in control of their own journey and leads to a better overall experience.

AI Assistants: Give Your Human Agents the Same AI Superpowers as Your AI Agents

Key Takeaways

  • Empowering Human Agents: Quiq’s AI Assistants bridge the gap between advanced customer-facing AI and human agent tools, providing human agents with the same “AI superpowers” as their AI counterparts.
  • Integrated & Dynamic Capabilities: Unlike fragmented basic copilots, Quiq’s AI Assistants offer a unified solution for contextual response suggestions, workflow automation, and adaptive coaching, all working simultaneously and dynamically with shared context.
  • Sophisticated Conversation Handling: They leverage “Process Guides” for agentic reasoning, allowing adaptation to complex, evolving conversations, and support rich messaging for enhanced customer interaction.
  • Enterprise-Grade Foundation: Built on Quiq’s robust AI Studio, ensuring seamless integration with existing systems, full observability, version control, and multi-language support for enterprise environments.
  • Streamlined Agent Workflow: By adapting in real-time, executing workflows, and updating suggestions, the AI Assistants eliminate manual connecting-the-dots, allowing agents to focus on complex customer needs.

Much of the market focus and excitement centers on customer-facing AI agents that automate conversations end-to-end without human involvement, and rightly so. But when conversations require human involvement (whether due to complexity, sensitivity, or customer preference), those agents are often stuck with woefully inadequate tools.

Basic copilots offer human agents simple summaries, rigid coaching, or single-turn response suggestions. Meanwhile, your AI agents leverage agentic reasoning, access real-time system data, and adapt dynamically to conversation context. Why should your human agents settle for less?

They shouldn’t. Meet Quiq’s AI Assistants.

What is an AI Assistant?

Quiq’s AI Assistants are AI-powered sidekicks that work alongside human agents in real-time. They integrate seamlessly into Quiq’s Digital Engagement Center, and provide three core capabilities:

  • Suggest contextual responses that adapt as conversations evolve and feature rich messaging elements, like carousels for more engaging product recommendations.
  • Automate workflows and take action on behalf of the agent, like starting a return, or updating info in a CRM.
  • Provide adaptive coaching and guidance based on best practices.

Here’s what makes them different: Unlike basic copilots where these capabilities work in isolation, often as three separate products, AI Assistants do all three simultaneously and dynamically. They’re all part of the same Assistant, so they adapt together in real-time as conversations evolve.

When a workflow executes mid-conversation, the suggested response automatically updates to incorporate that information. When the conversation context shifts, the coaching adapts accordingly. Everything stays synchronized because it’s all powered by the same underlying intelligence.

“We love how much Quiq’s agentic AI Assistant empowers our human agents by giving them real-time response suggestions and recommendations for next best actions,” says Eugen Majeri, Digital Experience Manager at Panasonic Europe. “When our customers need to talk to a human agent, the experience for everyone involved feels nearly effortless. By integrating agent-facing AI, we’ve empowered our teams to focus on what they do best—building meaningful connections with customers—while the AI handles the heavy lifting in the background.”

AI Assistants Adapt to Complex Conversations

Basic copilots are limited to simple, isolated tasks: suggesting a single response based on the customer’s last message or providing static coaching scripts. This creates a fragmented experience where agents must manually connect the dots across multiple tools and conversation turns.

Quiq AI Assistants deliver three key advantages that enable them to adapt to complex, real-world conversations:

  1. All three capabilities in one. 

Because suggested responses, automated actions, and coaching are all part of the same assistant (not separate products or features), they share context and update together. When an action executes, the response suggestion reflects it. When coaching is provided, actions and responses align with it. This unified approach eliminates the fragmentation of traditional copilot tools.

  1. Process Guides for agentic reasoning. 

AI Assistants use Process Guides: sets of instructions, best practices, and tools that provide goal-focused guidance, rather than rigid if/then rules. An AI Assistant might leverage multiple Process Guides (for example, one for returns, one for sales, one for troubleshooting), dynamically selecting and transitioning between them as conversations evolve. Process Guides come with business process-informed guardrails, ensuring AI Assistants stay in compliance while reasoning autonomously across entire workflows.

  1. Full rich messaging support. 

AI Assistants can suggest dynamic carousels of products or service options, catalog messages for complex flows like user authentication, and interactive buttons that advance conversations efficiently. These aren’t static templates: they’re intelligently recommended at the right moment based on conversation context and Process Guide logic. Learn more about rich messaging.

Built on Quiq’s Enterprise-grade AI Studio

AI assistants are fully agentic, built and managed in Quiq’s enterprise-grade AI lifecycle management platform, AI Studio, which is the same platform you use to build customer-facing AI Agents and AI Services.

I already mentioned AI Assistants leverage the full reasoning power of LLMs combined with business logic through Process Guides to contextually understand and respond to complex conversations. AI Studio also gives them access to the same knowledge and systems your AI agents and human agents use. This means you don’t need to redo any integration work, and your Assistants can build on the existing APIs and integrations already in place. One AI Assistant can also leverage multiple knowledge bases or product catalogs, overcoming potential data complexity.

And with Quiq, AI Assistants integrate directly into the Digital Engagement Center. This gives you ultimate flexibility and control over deployment: you can use different AI Assistants for different teams, queues, or customer segments; or build one to handle all your use cases. AI Assistants natively support Quiq Translate, meaning they can serve customers in all languages, while your human agent can still ensure they understand exactly what they’re sending. And because the Digital Engagement Center can be embedded directly into all major CRMs, it’s easy to bring the power of AI Assistants to wherever your agents are.

Last but certainly not least, AI Assistants come with all the enterprise-grade AI Studio features and functionality Quiq customers have come to know, love, and depend on. These include reusable test sets based on real conversations, full “clear box” observability into exactly why suggestions were made, and safe staging with version control and easy rollback, so you can be confident your AI Assistant is providing accurate suggestions and guidance before launch.

Learn More and Get Started with Quiq’s AI Assistants

AI Assistants represent a fundamental shift in how you support your human agents. By giving them the same agentic AI capabilities as your AI Agents, you create a unified, intelligent customer experience across every touchpoint.

The best part? Getting started is easy.

If you’re already a Quiq client, simply contact your Customer Success Manager and they can help you take the next step. New to Quiq? All you have to do is book a demo. Want to do more of your own research before taking the plunge? Check out our AI Assistants documentation here.

Frequently Asked Questions (FAQs)

What are Quiq’s AI Assistants for human agents?

Quiq’s AI Assistants are AI-powered sidekicks that work alongside human agents in real-time within a Digital Engagement Center. They provide integrated contextual response suggestions, workflow automation, and adaptive coaching to empower human customer service agents.

How do Quiq’s AI Assistants differ from basic copilots or agent assist tools?

Unlike basic copilots that offer fragmented, isolated tools, Quiq’s AI Assistants unify contextual response suggestions, workflow automation, and adaptive coaching into a single, dynamic system. They share context and adapt simultaneously in real-time as conversations evolve, providing a seamless experience for human agents.

What can AI Assistants do?

Quiq’s AI Assistants offer three core capabilities: suggesting contextual responses with rich messaging elements, automating workflows and actions (e.g., starting returns, updating CRM), and providing adaptive coaching and guidance based on best practices.

How do Quiq’s AI Assistants handle complex customer service conversations?

Quiq’s AI Assistants adapt to complex conversations by having all capabilities (responses, actions, coaching) unified, leveraging “Process Guides” for agentic reasoning with business logic and guardrails, and supporting full rich messaging (carousels, interactive buttons) that updates dynamically.

Can you explain how AI Assistants work with “Process Guides”?

Of course! Process Guides are sets of instructions, best practices, and tools that provide goal-focused guidance for Quiq’s AI Assistants. They enable agentic reasoning, allowing the AI to dynamically select and transition between workflows (e.g., returns, sales, troubleshooting) while staying compliant with business rules.

Do Quiq’s AI Assistants integrate with existing CRM systems and knowledge bases?

Yes, Quiq’s AI Assistants are built on Quiq’s AI Studio, giving them access to the same knowledge and systems as customer-facing AI agents. They integrate directly into the Quiq Digital Engagement Center, which can be embedded into major CRMs like Salesforce, leveraging existing APIs and integrations.

Can Quiq’s AI Assistants support multiple languages for global customer service?

Yes, Quiq’s AI Assistants natively support Quiq Translate. This enables them to serve customers in all languages, while still allowing the human agent to understand and oversee the communication effectively.

What enterprise-grade features are included with Quiq’s AI Assistants?

Quiq’s AI Assistants come with enterprise-grade features from AI Studio, including reusable test sets, full “clear box” observability into AI suggestions, and safe staging with version control and easy rollback for confident deployment.

Your Ultimate Guide to AI Agent Frameworks

Key Takeaways

  • AI agent frameworks provide the building blocks for scalable, autonomous systems by handling architecture, orchestration, integration, and memory—enabling teams to focus on differentiated capabilities.
  • Frameworks can be evaluated by their domain focus (task-specific vs. general-purpose), implementation style (code-heavy vs. code-optional), and model flexibility (LLM-agnostic vs. vendor-specific). Matching these to your goals is critical.
  • The buy-to-build strategy combines the speed and reliability of established platforms like Quiq’s AI Studio with the flexibility to develop custom logic, offering a balanced path for long-term innovation and control.

The term “agentic AI” has already moved from a theoretical concept to practical applications in the enterprise. As businesses strive to create more intelligent, autonomous, and responsive systems, especially in customer experience (CX), the underlying technology that enables this shift becomes critical. This is where AI agent frameworks come into play. These platforms provide the essential structure for building, deploying, and managing sophisticated AI agents capable of perception, reasoning, and autonomous action. They are the key to unlocking the full potential of agentic AI.

This guide explores the world of AI agent frameworks from a technical perspective. We will define what these frameworks are and why they are crucial for building the next generation of AI systems. We’ll examine the different types of frameworks, dissect their core components, and navigate the critical lifecycle considerations from design to long-term maintenance. Finally, we’ll analyze the build vs. buy debate and introduce a strategic “buy-to-build” philosophy that balances speed, control, and innovation, demonstrating how Quiq’s AI Studio offers the best of both worlds.

What are AI Agent Frameworks?

While the terminology in the AI space can be murky, we can define AI agent frameworks as software platforms that provide the tools, libraries, and pre-built components to simplify the construction of AI agents. A key term here is “autonomous.” The goal is to build a more standalone system that can perform tasks by interacting with its environment, as opposed to an “assistant” that relies on constant human-in-the-loop guidance. These frameworks make it easier to build true AI agents by providing a structured environment for development.

At their core, these AI frameworks are designed to support complex initiatives like multi-agent systems, deep Large Language Model (LLM) integrations, autonomous decision-making, third-party system hooks, and connectors to digital messaging channels. They abstract away much of the low-level complexity, allowing developers to focus on the unique logic and behavior of their agents. For example, instead of building communication protocols from scratch, a framework provides standardized methods for agents to interact, delegate tasks, and share information.

This capability is particularly relevant for creating sophisticated omnichannel customer experiences. Imagine a system where a customer starts a conversation on a messaging app, transitions to a voice call, and receives a follow-up email. An AI agent built on a robust framework can maintain context across all these channels, access relevant information from a CRM, and even escalate to a human agent with a complete history of the interaction. This level of orchestration is nearly impossible to achieve without the foundational support of one of these powerful AI frameworks. Real uses extend beyond customer support to include complex task orchestration, process automation, and intelligent data analysis across the enterprise.

Types of AI Agent Frameworks

The landscape of AI agent frameworks is diverse, and selecting the right foundation requires looking beyond marketing claims. To make a sound technical decision, it’s more practical to evaluate frameworks along three key axes that directly impact your project’s scope, team workflow, and long-term strategy.

1. Domain Focus: General-Purpose vs. Task-Specific

The first and most critical consideration is the framework’s intended domain.

General-Purpose Frameworks: These are versatile toolkits (e.g., LangChain) designed to build almost any type of AI application. While they offer maximum flexibility, this comes at the cost of pre-built components for any specific use case. Your team will be responsible for building foundational elements like channel integrations, human escalation paths, and domain-specific logic from the ground up. 

Task-Specific Frameworks: These are purpose-built for a particular domain, such as customer experience (CX). A framework like Quiq’s AI Studio is designed for enterprise CX, including built-in components for voice and messaging channels, CRM integration, and human agent handoff. This “batteries-included” approach handles the non-differentiating plumbing, accelerating development and allowing your team to focus on creating unique, value-added agent logic for your business.

2. Implementation Style: Code-Heavy, Code-Optional, or Configuration-Only

This axis defines how your team interacts with the framework and builds agents.

Code-Heavy: This approach, typical of open-source frameworks, requires significant coding. You have ultimate control, but are also responsible for all infrastructure, orchestration, and tooling. It offers maximum power, yet demands a high level of in-house expertise and operational overhead. 

Configuration-Only (No-Code): On the other end of the spectrum are “black box” platforms that rely purely on visual designers and pre-set configurations. They offer speed for simple use cases, but are highly opinionated and restrictive. Customization is limited, and you risk hitting a hard ceiling when your needs become more complex, forcing a costly migration. 

Code-Optional: This is the strategic middle ground that powers the buy-to-build philosophy. A code-optional platform like Quiq’s AI Studio provides a managed, enterprise-grade foundation with robust visual tools for business logic, but also allows developers to inject custom Python scripts where needed. This hybrid model provides the speed of a managed platform with the flexibility of custom code, enabling you to focus on differentiation without reinventing the wheel.

3. Model Integration: LLM-Agnostic vs. Vendor-Specific

This defines the framework’s relationship with the underlying Large Language Models (LLMs). 

Vendor-Specific: Some frameworks are tightly coupled to a single AI provider’s ecosystem (e.g., a solution built exclusively on OpenAI or a specific cloud vendor’s models). This simplifies initial setup, but creates significant vendor lock-in and strategic risk. You are bound to their roadmap, pricing, and model capabilities. 

LLM-Agnostic: A future-proof framework is model-agnostic. It allows you to route tasks to different LLMs based on cost, performance, or capability. It should also support a Bring-Your-Own-Model (BYOM) approach. This flexibility, a core principle of Quiq’s AI Studio, ensures you can always leverage the best-fit technology for the job without being locked into a single provider. 

Core Components of a Robust AI Agent Framework

A well-architected AI agent framework consists of several critical components that work in concert to enable autonomous, intelligent behavior. While implementations vary, most robust platforms share a common structure that facilitates everything from reasoning to human collaboration. Understanding these layers is crucial, whether you are building your own framework or evaluating a commercial one.

ComponentWhat It Does
Agent ArchitectureOutlines the cognitive loop of how the agent perceives, reasons, and acts, often shaped by sophisticated planning or conversation logic.
Orchestration EngineManages the workflow, coordinates multiple agents, handles task delegation, and ensures real-time adaptation to changing goals.
Memory and Contextual StateStores short-term and long-term information, allowing agents to maintain context across sessions and channels for personalized interactions.
Tool Integration LayerConnects agents to the outside world through APIs, giving them the ability to interact with CRMs, databases, and other enterprise systems.
Human Collaboration LayerProvides mechanisms for human-in-the-loop intervention, including escalation paths, feedback loops, and oversight.

Agent Architecture

The agent architecture defines the agent’s cognitive loop: perceive, reason, act, and self-reflect, ensuring adherence to safety guardrails. It’s the blueprint for how an agent makes decisions. This can range from simple reactive models to complex architectures involving persistent memory, advanced interaction protocols, and sophisticated decision-making engines. The architecture dictates how an agent processes inputs from its environment, uses its knowledge and tools to reason about a course of action, and executes that action. At Quiq, we call these blueprints “Process Guides”, and work to create a unique one for every enterprise client, depending on the agent’s goals, business logics and processes, and specific guardrails.

Orchestration Engine

The orchestration engine is the conductor of the AI system, especially in multi-agent environments. It’s responsible for managing workflows, coordinating communication between different agents, and ensuring seamless task delegation. A powerful orchestration engine enables real-time adaptation, allowing the system to adjust its strategy based on new information or changing priorities. This is a central challenge in agentic AI. Building a robust orchestration engine from scratch that can handle concurrent channels, manage shared state, and integrate with human workflows is a monumental task.

Memory and Contextual State

For an agent to provide personalized and coherent interactions, it must have memory. This component manages both short-term memory (the context of a current conversation) and long-term memory (historical data, user preferences). In omnichannel CX, effective memory management is what allows an agent to seamlessly continue a conversation that moves from a web chat to a phone call, for example, remembering every detail. This shared state is fundamental to creating intelligent, context-aware experiences.

Tool Integration Layer

Agents become truly powerful when they can interact with external systems. The tool integration layer provides this capability through connectors and APIs. It allows agents to access and manipulate data in CRMs, query databases, call external services, and perform actions in the real world. A secure and flexible integration layer is vital. Quiq’s platform, for example, emphasizes secure CRM integrations, enabling agents to work with sensitive customer data while adhering to enterprise security policies.

Human Collaboration Layer

No autonomous system is infallible. The human collaboration layer provides the essential human-in-the-loop functionality. This includes defining clear paths for escalating complex issues to human agents, creating feedback mechanisms for continuous improvement, and enabling human oversight. Advanced frameworks may even incorporate “observer agents”—specialized AI that monitors interactions to identify knowledge gaps or areas for refinement, providing insights that human teams can use to improve the system.

Key Considerations When Choosing an AI Agent Framework

Selecting the right AI agent framework is a strategic decision that will impact your development velocity, operational costs, and long-term agility. Beyond the core components, several key considerations must be evaluated to ensure the framework can meet your enterprise needs now and in the future.

Scalability and Performance

Can the framework handle your projected load? For customer-facing applications, this means supporting high volumes of concurrent conversations across both messaging and voice channels. A framework built on a distributed infrastructure is better equipped to scale horizontally, maintaining performance under pressure. The orchestration engine must be efficient enough to manage thousands of simultaneous interactions without introducing significant latency. Don’t underestimate the performance demands of a production-grade agentic system.

Debuggability and Observability

When an autonomous agent behaves unexpectedly, you need to understand why. True observability is non-negotiable. The ideal framework provides transparent access to logs, prompts, LLM completions, and delegation paths. You need to be able to trace an interaction from end to end, seeing how the agent reasoned and why it chose a specific action. Features like Quiq’s “snapshot replay,” which allows you to re-run a past conversation with modified logic, are invaluable for accelerating debugging cycles. Without this level of transparency, you risk ending up with a “black box” that is impossible to refine or govern effectively.

Model Agnosticism and BYOM Flexibility

The LLM landscape is evolving at a breakneck pace. Tying your entire AI strategy to a single model provider is a significant risk. A future-proof framework should be model-agnostic, giving you the freedom to route requests to different LLMs based on the task, cost, or performance requirements. It should also support a Bring-Your-Own-Model (BYOM) approach, allowing you to integrate custom or fine-tuned models. This flexibility prevents vendor lock-in and ensures you can always leverage the best available technology for the job without a complete architectural overhaul.

Governance and Guardrails

With autonomy comes the need for control. For enterprise-scale agentic AI, robust governance and guardrails are essential. The framework must provide mechanisms to enforce compliance rules, security policies, and ethical guidelines. This includes features for rate limiting, content filtering, access control for tools and data, and monitoring for potential bias or harmful emergent behavior. These guardrails are not optional; they are a prerequisite for deploying autonomous AI responsibly in a business context.

Build vs. Buy: How the Debate Influences Your Approach to Adopting an AI Agent Framework

The classic “build vs. buy” debate takes on new dimensions in the context of agentic AI. The complexity of building a production-grade system from the ground up is often underestimated, while the limitations of off-the-shelf solutions can stifle innovation. This has led to the emergence of a more strategic approach: “buy-to-build.”

The Risks of a Pure Build Strategy

The allure of building a completely custom AI agent framework is strong. It promises ultimate control and a perfect fit for your unique needs. However, the path is fraught with risk. The initial success of a simple prototype built with direct API calls creates a dangerous “prototype illusion,” masking the immense effort required to build a scalable, secure, and resilient production system.

The reality is that building the foundational “plumbing”—the omnichannel orchestration engine, the lifecycle tooling, the security framework, and the human collaboration interfaces— requires massive investment in time, resources, and highly specialized expertise. This is the 99% of the effort that comes after the initial 1% prototype. 

Organizations that attempt a pure build often spend their resources reinventing the wheel, instead of focusing on the differentiating logic that provides business value. In fact, a recent MIT Technology Review report highlights that 95% of generative AI projects stall, largely because teams underestimate the production challenges that come after the initial prototype.

The Limits of a Pure Buy Strategy

On the other end of the spectrum, a pure buy approach involves purchasing a pre-built, often “black box,” solution. This can offer speed to market, but it comes with significant trade-offs. You sacrifice control and customization, forcing you to conform to the vendor’s vision. The lack of transparency, or “opacity,” makes it incredibly difficult to debug, refine, or truly understand agent behavior.

This approach also introduces severe vendor lock-in. Your entire AI strategy becomes dependent on the vendor’s roadmap, pricing, and technological limitations. Migrating away from such a platform often requires a complete rewrite, negating any initial speed advantages and hindering long-term strategic agility. For businesses that see agentic AI as a competitive differentiator, the constraints of a pure buy model are often too restrictive.

Why Buy-to-Build is the Strategic Middle Ground

The “buy-to-build” strategy offers a pragmatic and powerful alternative. This philosophy advocates for buying a robust, foundational platform that provides the essential infrastructure and then building your unique, differentiating logic on top of it. You “buy” the non-differentiating, heavy-lifting components: the omnichannel orchestration engine, the lifecycle management tools, the security and governance layers, and the pre-built integrations.

This frees up your engineering team to “build” what truly matters: the custom agent behaviors, the proprietary workflows, and the deep integrations that create a competitive advantage. A platform like Quiq’s AI Studio is designed for this approach. It provides the core infrastructure and flexibility, allowing you to focus your efforts on innovation rather than plumbing. The buy-to-build model balances speed and strategy, giving you the best of both worlds.

The Lifecycle of Agentic AI Frameworks: Why Strategy Matters

Adopting an AI agent framework is a long-term commitment that spans a full lifecycle. A strategic approach that considers each phase—from initial design to ongoing operations—is essential for sustainable success. The buy-to-build model provides advantages at every stage.

Design and Development

This is where the agent’s logic, workflows, and integrations are created. A strong framework provides tools that cater to both technical and business users. Quiq’s AI Studio, for instance, offers a combination of low-code visual flow designers for business logic and a full Python scripting environment for complex custom logic. This accelerates development by allowing the right people to work at the right level of abstraction, all within a unified platform.

Debugging and Observability

As discussed, debugging autonomous systems is a major challenge. A mature framework provides built-in tools for this phase. This includes multi-agent traceability to follow an interaction across its entire journey, prompt and completion inspection to understand LLM behavior, and snapshot replay capabilities to quickly reproduce and fix bugs. Quiq’s debug workbench and distributed tracing tools are specifically designed to provide the deep visibility needed to manage a complex agentic system, a capability that would require immense effort to create in a pure build scenario.

Maintenance and Iteration

An AI agent is never “done.” It requires continuous maintenance and iteration to remain effective. This includes closing knowledge gaps, updating models as they evolve, and adapting to changes in integrated systems like CRMs. A buy-to-build platform reduces this burden significantly. The platform vendor handles underlying infrastructure updates and model compatibility, while integrated analytics provide insights for refinement. For example, knowledge gap reporting can pinpoint exactly where an agent is failing, allowing you to prioritize content and logic updates effectively.

Operations and Security

Running an agentic system in production requires enterprise-grade reliability, security, and governance. This means ensuring omnichannel resilience, high availability (HA), and disaster recovery (DR). A platform approach provides this foundation, offering built-in guardrails, LLM observability, and policy enforcement engines. Quiq’s platform manages the operational complexity of security, scalability, and reliability, allowing your team to focus on the application layer.

What Sets Quiq’s AI Studio Apart

Quiq’s AI Studio is engineered from the ground up to empower the buy-to-build strategy for the entire agentic AI lifecycle. It provides several core differentiators that make it a strategic choice for enterprises serious about leveraging agentic AI.

First, its omnichannel-native design means it was built to handle complex customer conversations across voice, messaging, and email from day one. It isn’t a single-channel solution with other channels bolted on. This architecture provides seamless context-sharing and sophisticated orchestration for true omnichannel experiences. 

This architecture provides seamless context-sharing and sophisticated orchestration for true omnichannel experiences, a capability leveraged by Brinks Home™ to enable a seamless pay-by-text feature.

Second, the platform is built around a cognitive agent architecture. This allows developers to build agents that can reason about a problem, select the appropriate tools and guides, and autonomously devise a plan to achieve a goal, rather than just following a rigid script. 

This allows developers to build agents that can reason about a problem and devise a plan to achieve a goal—a key reason customers like Roku use AI Studio to transform their CX.

Third, the inclusion of knowledge gap reporting provides a powerful, data-driven feedback loop for continuous improvement. Knowledge gap reporting should automatically identify areas where the AI is struggling, giving your teams actionable insights to make the system smarter over time.

Finally, full lifecycle enablement is baked into the platform. From the intuitive design tools and Python runtime in the build phase to the advanced snapshot replay debugging and integrated security guardrails in the operational phase, AI Studio provides the tooling needed to manage agentic AI effectively and responsibly at scale.

Selecting the Right AI Agent Framework for Your Future

Choosing an AI agent framework is one of the most critical technology decisions your organization will make in the coming years. This choice will shape not just your initial build time, but your long-term agility, operational overhead, and capacity for innovation. The framework is the foundation upon which your entire agentic AI strategy will be built.

As you evaluate your options, look beyond simple feature lists. Consider the entire lifecycle. How will you debug the system? How will you maintain it over time? How will you ensure it operates securely and reliably at scale? The pure build approach offers control but comes with immense risk and cost, while the pure buy approach sacrifices the flexibility needed for true differentiation.

The buy-to-build strategy, powered by a platform like Quiq’s AI Studio, offers a balanced and strategic path forward. It allows you to leverage a proven, enterprise-grade foundation to handle the complex, non-differentiating work, freeing your team to focus on building the unique, high-value AI capabilities that will set your business apart. This approach balances speed with strategy, ensuring you can innovate quickly without sacrificing long-term control and adaptability.

Ready to see how a buy-to-build approach can accelerate your agentic AI initiatives?

Frequently Asked Questions (FAQs)

What is an AI agent framework?

An AI agent framework is a software platform that provides core building blocks, libraries, and ready-to-use components for developing autonomous AI systems—agents that operate independently in complex environments. These frameworks handle key infrastructure like communication, memory, orchestration, and integration, freeing technical teams to focus on defining business rules and advanced agent behavior.

What should I look for in an AI agent framework?

Looks for frameworks that deliver autonomy, modularity, transparency, and robust integration capabilities. Evaluate whether the framework supports both single and multi-agent systems, offers strong observability for debugging, and allows for seamless updates as your environment or business logic evolves.

What is the buy-to-build approach for AI agent frameworks?

Buy-to-build means leveraging a proven framework as your foundation—buying the critical infrastructure and lifecycle tools—then building your own custom agent logic and business rules on top. This hybrid approach accelerates development, reduces risk, and avoids vendor lock-in, all while enabling deep customization and visibility.

Why is autonomy important in the context of AI agent frameworks?

Autonomy is essential for scalable and reliable AI systems. Frameworks built for autonomy enable AI agents to consistently act in line with business logic, adapt to changing environments, and reduce dependency on constant human oversight. This ensures your AI deployments can grow and evolve alongside your organization’s needs.

Branching Out: The Evolution of AI to “Agentic” and the Future of Customer Conversations

Key Takeaways

  • The Evolution of AI Timeline: From rigid chatbots to advanced agentic AI, the journey highlights key milestones like the launch of ChatGPT in 2022, which revolutionized natural language understanding.
  • How Has AI Evolved? AI has transitioned from impersonal, menu-driven systems to empathetic, decision-making agents that enhance customer experiences.
  • Agentic AI in Action: This next-gen AI adapts to customer needs, offering proactive solutions like rebooking flights, issuing vouchers, and more, all in real-time.
  • Lessons Learned: Early challenges like hallucinations and biases taught businesses like ours the importance of clean data, guardrails, and structured frameworks for reliable AI performance.
  • Why Now? With improved models, larger context windows, and reduced costs, the conditions are ideal for businesses to adopt smarter, more human-like AI solutions.

Let’s cut through the buzzwords. Last summer, I talked about agentic AI, and many of you asked for a simpler rundown of the evolution of AI. It’s time to move from clunky, old-school chatbots to the next generation of customer experiences.

Think back to those old chatbots. They were an obstacle course of rigid menus and flawed Natural Language Understanding. If you didn’t use their secret language, you were trapped in an endless loop. The experience was impersonal and never felt like a real conversation.

The evolution of AI timeline took a massive leap forward in late 2022, when OpenAI’s ChatGPT arrived. Suddenly, AI could chat like a human. It could listen, understand, and respond naturally to complex questions. I think many of us felt a mix of awe and nervous excitement the first time we used ChatGPT. It changed the game.

This breakthrough didn’t just fix old chatbots; it flipped the entire customer journey. It’s a key moment that answers the question of how AI evolved from simple tools into true partners. Customers no longer have to master outdated phone trees or confusing apps. It is now our job as businesses to understand our customers, not the other way around. With AI that can read, write, and even show empathy, interactions can feel natural.

What is agentic AI? 

It’s the next generation of AI that can think for itself within safe boundaries. The word “agentic” hints at its ability to take agency. These systems make decisions, adapt to a customer’s needs, and genuinely help. No more forcing people through scripted responses. This rapid evolution of AI is the unlock provided by Large Language Models.

Let’s make this clearer with an example.

Imagine you’re at the airport and get a text that your connecting flight is significantly delayed. Now begins the dreaded maze of rebooking. With an old chatbot, you’d go to the website and click through a maddening series of menus. If you dared to type a real message, the bot would give a polite, worthless response that it doesn’t understand. You’d then spend five minutes trying to escape the bot to find a human, only to start the frustrating process all over again.

Now, let’s try that with agentic AI.

You open the web chat, and the AI agent immediately knows who you are and why you’re there. It apologizes for the delay, shows some empathy, and proactively offers solutions. It can rebook your flight, find a hotel, schedule an Uber, and issue meal vouchers. It has access to the airline’s backend systems and can find you perks like an airport lounge pass. The agent works on your behalf to make a bad day less awful. You pick one of the three flight options it found, and it confirms the change. It also sends you a lounge upgrade with a complimentary meal voucher while you wait. Within minutes, your airline app pings with the confirmation.

The evolution of AI to now.

The journey here wasn’t without a few bumps. Early in 2023, we all heard stories about AI “hallucinations” and some PR nightmares when things went badly. Those early challenges taught everyone valuable lessons. Today, the experience is much smoother and more reliable. The first ones through the door may have faced challenges, but they paved the way for the rest of us to learn without repeating those same missteps. We were there in those early days, too. Our approach was to watch and learn, which helped us sidestep some of those very public pitfalls.

I’m not here to scare you with FOMO. You aren’t being left behind. This is simply an opportunity to evolve. Your competitors are already exploring these capabilities to deliver empathetic and efficient customer interactions. You don’t have to be the first, but you can learn from those who went before. I have my fair share of battle scars, I assure you, and some hurt a lot.

For instance, we once thought we could scrape PDF user manuals to extract relevant data for an LLM. This was a completely backward way to tackle the problem. We learned the hard way about the foundational value of clean, structured data. We also saw other brands suffer PR nightmares with their AI. That made us double down on hallucination detection and guardrails from day one. It was also clear that LLMs trained on public data inherit public biases. That lesson pushed us to build post-LLM checks to ensure every response is free of bias and stays on brand.

If you’re ready to offer a smarter, more natural experience for your customers, now is a great moment to consider making the switch. We’ve moved beyond asking if these tools work. We’re now focused on how they work best. Best practices like tool calling and frameworks like Model Context Protocol (MCP) have matured. The LLMs themselves are far more capable than they were two years ago and can be trusted to execute complex tasks. Frankly, we’ve all just gotten much better at prompt engineering and leveraging AI.

AI’s evolution is an invitation for you to evolve your CX.

Many of us have heard the adage that the best time to plant a tree was 20 years ago, and the second-best time is today. That’s not true in this space. Planting an AI tree “20 years ago” meant your poor forest had to endure unforeseen droughts, floods, and forest fires. We are now in a place where the conditions are just right, and getting better every day. Models are faster, context windows are larger, reasoning has improved dramatically, and costs are coming down.

Find a partner who can break down the business benefits in everyday language. They can guide you smoothly from outdated chatbots to an AI that truly works for you and your customers.

Now that the conditions are right, we can think bigger than just planting one tree and hoping it survives. Let’s work together to build a thriving forest—an ecosystem of smarter, more human experiences that’s built to last.

Frequently Asked Questions (FAQs)

What is the evolution of AI?

The evolution of AI refers to the progression of artificial intelligence from basic, rule-based systems to advanced models like Agentic AI, capable of natural conversations and decision-making.

How has AI evolved over time?

AI has evolved from rigid chatbots with limited understanding to sophisticated systems powered by large language models (LLMs), which enable empathetic and efficient customer interactions.

What is the significance of the evolution of AI timeline?

The timeline highlights pivotal moments, such as the introduction of ChatGPT in 2022, which marked a leap in AI’s ability to understand and respond naturally, transforming customer experiences.

What is agentic AI?

Agentic AI is the next generation of AI that can take agency, adapt to customer needs, and make decisions within safe boundaries, offering personalized and proactive solutions.

Why is now the right time to adopt agentic AI?

Advancements in AI models, reduced costs, and improved reliability make this the perfect moment for businesses to transition from outdated systems to smarter, more human-like AI solutions.

Voice AI Checklist: How to Evaluate Vendors Beyond Flashy Demos

Key Takeaways

  • Voice AI is a high-stakes investment: Voice remains the dominant customer service channel, accounting for up to 70% of interactions. With high costs and long call durations, enterprise-grade voice AI can significantly reduce costs and improve customer satisfaction.
  • Flashy demos can be misleading: Impressive demos often lack the enterprise-grade infrastructure needed for true scalability. Evaluate vendors beyond surface-level features to ensure they can handle complex, high-volume interactions.
  • Integration is key: Successful voice AI requires deep integration with telephony, CRM, and other systems, as well as the ability to transform messy data into AI-usable formats.
  • Long-term value: Enterprise-grade voice AI can deliver double-digit CSAT gains, reduce costs by 50%, and free up human agents for high-value tasks. Focus on vendors with proven scalability and enterprise expertise.
  • Critical evaluation criteria:
    • Multimodal: Look for solutions that integrate voice with text and other channels seamlessly, enabling intelligent channel switching for consistent customer experiences.
    • Technical performance: Prioritize low latency, uptime resilience, and accuracy to ensure smooth, reliable interactions.
    • Agentic architecture: Choose platforms that enable AI to follow Process Guides, maintain context, and complete tasks autonomously, rather than just answering questions.
    • Enterprise readiness: Ensure the platform offers robust testing, debugging, and iteration tools, along with omnichannel deployment and flexible integrations.

While consumer preference is shifting to texting over calling, voice remains the dominant contact channel, accounting for up to 70% of customer service interactions. Voice calls aren’t just high volume; they’re also long and expensive, with average handle times of 6 minutes and 10 seconds and costs of $3-6 per call.

The combination of high cost, high volume, plus new AI technology that enables human-like conversations has created a gold rush. Dozens of vendors are entering the voice AI space, each promising to revolutionize customer service. 

But when evaluating these solutions, there’s far more to consider than what catches your eye in a flashy demo. You can think about it like an iceberg: There’s what you can see and hear, and then there’s an entire platform below it. You’ll have to ask the right questions to determine if that platform ‘below the iceberg’ is solid, or not.

an image of an iceberg as a metaphor of how far you need to look under the surface of a Voice AI demo to see real value

In this article, we’ll cover the key considerations for evaluating a voice AI vendor built for enterprise scale, not just a flashy demo.

How to Separate the Sizzle from the Steak in a Voice Demo

When evaluating new vendors, it’s critical to separate the noise from the actual substance. What impresses in a 5-minute demo often falls apart when deployed across millions of real customer interactions.

A compelling voice demo typically features two hallmark features:

  1. An extremely life-like voice that sounds just like a human.
  2. Fast, friction-free conversations, like “I’ve gone ahead and booked that trip for 2 for 5 nights with dinner planned each night.” 

These are flashy and exciting, but you could create this kind of experience using ChatGPT with zero integrations, zero guardrails, and zero enterprise-readiness.

With voice and LLMs, it’s fairly easy to create a compelling demo that isn’t backed by enterprise-grade infrastructure. In fact, oftentimes these demos sacrifice enterprise best practices (like real enterprise guardrails), to make a happy path demo sound more lifelike. So if a great-sounding voice and snappy responses don’t indicate you’ve found the right vendor, what does?

What Actually Matters for Voice AI?

The following capabilities may not surface in a happy-path demo, but they’re crucial for handling real enterprise voice interactions at scale. Just ask Spirit Airlines.

1. Multimodal Communication

Voice is great in many ways, but it’s terrible for certain tasks. Try reading five flight options with times, prices, and layovers out loud, and asking someone to remember them all.

The best voice AI solutions understand that voice should be augmented, not isolated. Customers should be able to:

  • Receive complex information via text while staying on the same conversation (flight options, order confirmations, tracking links).
  • Respond via text when it makes sense (spelling a name, entering an account number, securely logging in to verify identity, selecting from a list ).
  • Shift channels without losing context (share a photo for a warranty claim, continue later, etc.).

Here’s an example of how we do this at Quiq for our customer, Spirit Airlines:

💡What to look for: Native multimodal support that keeps voice and messaging in a single conversation thread, with intelligent channel switching and consistent AI behavior across channels.

Why this matters: Most voice AI vendors offer voice in a silo from other channels, which limits use case complexity. Multimodal capabilities expand what you can automate while improving the customer experience, driving higher resolution and higher CSAT.

2. Technical Performance

Before you can build compelling voice experiences, you need solid technical infrastructure. Without it, even the smartest AI will feel slow, unreliable, and frustrating to customers. There are a few core areas to consider:

Latency

Every delay is amplified on voice. Slow responses (from the text-to-speech and speech-to-text models, the LLMs, or API calls) feel interminable on a phone call. 

💡What to look for:

  • Model-agnostic architecture for TTS, STT, and LLMs, so you can swap to faster or more performant models as they emerge, and try out different models to find what works best for your experience as it evolves. You don’t want to get stuck with outdated models because your vendor has locked you into a single provider.
  • Parallel processing that can start API calls, or other long-running tasks, early in the conversation flow. For example, fetch flight details the moment a customer authenticates, before they even ask about rebooking, so they’re not stuck waiting when they try to rebook.
  • Flexible model usage that lets you run multiple prompts in parallel, leverage multiple models through your experience, including your own, speeding up response time and accuracy of your voice agent.

Uptime and Resiliency

Outages and performance degradation can happen. When a service fails, what happens?

💡What to look for:

  • Proven uptime SLAs for core infrastructure.
  • Automatic fallbacks at every layer (if one STT provider fails, seamlessly switch to another).
  • Graceful error handling with configurable retries and escalation paths.

Accuracy

Great voice AI is useless if it can’t understand your customers.

💡What to look for:

  • Best-in-class STT & TTS models with flexibility to vary by region and language, within the same agent.
  • Sophisticated disambiguation that handles garbled speech, interruptions, and clarifications.
  • Accent and dialect support that works for your customer base in all markets.

Why this matters: Technical performance is the foundation everything else is built on. Without low latency, your AI feels robotic and frustrating regardless of how smart it is. Without resilience, a single service outage takes down your entire customer service operation. Without accuracy, customers repeat themselves endlessly or give up in frustration. Unreliable performance will kill adoption faster than any other factor.

3. Agentic Architecture

Once you’ve got the above pre-requisite foundation in place, how do you actually build a compelling experience? 

Well, you don’t want to go through all that work, only to end up deploying a simple chatbot that just answers questions from knowledge and escalates to a human agent. Therefore, it’s important to pick a vendor who can help you truly build agentic experiences on voice.

What does agentic actually mean?

  • Your AI agent should follow Process Guides like your best human agent would, adapting to the conversation naturally, rather than forcing customers down rigid paths.
  • The system should reason across the entire conversation, maintaining context and adjusting its approach based on detected customer sentiment, data from external systems, like your CRM, conversation history, and much more.
  • It should proactively solve problems, not just answer questions. For example, it might identify that a customer is calling about a delayed flight and automatically offer rebooking options.
  • It needs customizable guardrails that enable it to handle the longtail of customer requests and non-happy path scenarios, while ensuring every interaction is brand approved, accurate, and helpful.

💡What to look for: An AI platform built for deploying agentic experiences, with Process Guides or equivalent architecture, enterprise integration capabilities capabilities, strong context management, configurable guardrails, and the ability to integrate business logic into the experience.

Why this matters: This is the difference between 10% call deflection and 60+% call deflection. Question-answering bots create minimal value, as customers often find that information themselves on your website or app. Task completion is what actually reduces escalation volume, cuts costs, and improves customer satisfaction. It’s also what justifies the investment in voice AI. If your AI can’t complete common multistep tasks autonomously, you’re essentially building an expensive routing system that still requires the same number of human agents.

4. Enterprise Readiness

It’s impossible to feel confident in an agentic AI experience if it’s a black box you can’t understand or control. Enterprise voice AI requires robust tools for testing and debugging, the ability to deploy consistently across all customer touchpoints, and the right balance of autonomy and vendor support. You’ll need to continuously iterate based on real customer interactions, and you can’t afford to wait weeks for vendor or engineering resources every time you need to make a change.

Testing and Observability

Building agentic AI is complex. You need tools to understand why your agent behaved in a certain way.

💡What to look for:

  • Full event visibility showing the complete reasoning chain for every interaction, not just “what answer did the agent give?”
  • Reusable test sets to quickly identify regressions and understand how your agent reacts to changes, without needing to test in production.
  • Version control and rollback with zero downtime.
  • Real-time debugging for issues as they happen, not weeks later in a dashboard.
  • Deployment and iteration: Can business users make updates, or does every change require engineering or vendor support?
  • Fully customizable Insights & Analytics: Your voice AI shouldn’t be hamstrung by simple out of the box reporting. Make sure you pick a vendor that allows the customization and flexibility you need to measure what matters.

Consistent Brand Experience

Your customers don’t think in channels. They just want help. A customer might start on web chat, call in later, then text a question. Fragmented AI experiences across channels create confusion and frustration. Your AI provider should connect CX across channels.

💡What to look for:

  • Omnichannel deployment that lets you build once and deploy the same agent across voice, web chat, SMS, WhatsApp, Apple Messages for Business, email, and more.
  • Seamless channel switching so customers can move from voice to WhatsApp when they get home, or from web chat to SMS when they need to send a photo—without repeating themselves or losing context.
  • One agentic architecture that shares the same knowledge base, guardrails, and business logic across every channel.

Control and Partnership

Enterprise voice AI requires both autonomy and support. You need the ability to make changes yourself without waiting on vendor resources, while also having access to deep expertise when you hit complex scenarios.

💡What to look for:

  • No-code configuration so your CX team can update responses, adjust flows, and refine the experience without engineering dependencies.
  • In-house professional services team with deep experience in your industry and use cases, not just generic chatbot builders.
  • Flexible engagement models that let you self-serve for minor updates, but provide white-glove support for complex integrations and strategic deployments

Why this matters: Voice AI isn’t a “set it and forget it” solution. Customer needs change, your products evolve, edge cases emerge, and you’ll need to iterate constantly. If every change requires engineering sprints and weeks of development time, your AI will become stale and frustrating. Enterprise-ready platforms enable your CX teams to own the experience, test changes safely, understand why issues occur, and fix them quickly. This is the difference between AI that improves over time and AI that slowly degrades as it falls out of sync with your business reality.

5. Integrations

Voice AI requires deep integration with your telephony system, CRM, order management systems, and more. But integration isn’t just about connecting systems, it’s about making your data actually usable by AI. These integrations are rarely plug-and-play, so the vendor’s integration experience and CX expertise matters more than their integration claims.

💡What to look for:

System Connectivity

  • Can the platform integrate with diverse systems through standard protocols?
  • Telephony specifics: How does it work with your phone system? How do handoffs to humans work?
  • Does the vendor have experience with your specific tech stack?

Data Transformation Capabilities

Your systems likely store data in formats optimized for humans or other software, not AI. Customer records might be spread across multiple tables. Product catalogs might use internal codes. Order statuses might be cryptic abbreviations.

  • The vendor should handle transforming disparate data sources (product catalogs, knowledge bases, how-to manuals, etc.) into formats the AI can reason about, while keeping transformations in sync with the original sources so you’re not stuck managing multiple sources of truth.
  • Look for AI-powered transformation capabilities that can enrich your data (adding clearer descriptions, identifying what questions an article answers), clean it (removing irrelevant contact info or social links), and reformat it (stripping markdown, improving structure) automatically.

Implementation Support

  • Does the vendor have experienced teams who’ve integrated with similar tech stacks?
  • Can they handle not just connecting to your APIs, but understanding your data model and transforming it appropriately?
  • Do they understand how to design an enterprise voice AI, not just build a flashy demo?

Why this matters: Integration complexity is where AI projects often stall. But it’s not just about making API calls and integrating with external systems. Your AI needs clean, contextualized data to make good decisions. Vendors with deep AI, CX, and integration experience can accurately scope work, handle data complexity, and easily manage the unanticipated (a hallmark of true agentic AI). The difference between 6 weeks and 6 months often comes down to whether they’ve solved these problems before, and whether they can turn your messy real-world data into something AI can use effectively.

In Conclusion

There’s a lot to evaluate beneath the surface of flashy voice AI demos. But the payoff is substantial. Companies deploying enterprise-grade voice AI see double-digit CSAT gains when voice AI is deployed, reduce costs by 50%, and free up their best human agents to handle complex, high-value cases that genuinely require human judgment and empathy.

The gap between a compelling demo and an enterprise-ready voice AI system is wide. By focusing on the capabilities that matter, you can separate vendors building for the long haul from those just riding the hype cycle.

Frequently Asked Questions (FAQs)

What is voice AI, and why is it important for customer service?

Voice AI uses artificial intelligence to handle customer interactions over voice channels. It’s crucial for reducing costs, improving customer satisfaction, and managing high call volumes efficiently.

How do I evaluate a voice AI vendor?

Look beyond flashy demos and assess vendors on multimodal communication, technical performance, agentic architecture, enterprise readiness, and integration capabilities. For more guidance evaluating agentic AI, download our free buyer’s toolkit.

What are the benefits of multimodal communication in voice AI?

Multimodal communication allows customers to switch between voice and text seamlessly, improving the customer experience and enabling more complex use cases like sharing photos or receiving detailed information.

Why is technical performance critical for voice AI?

Low latency, uptime resilience, and accuracy are essential for smooth, reliable interactions. Poor performance can frustrate customers and reduce adoption rates.

What is agentic architecture in voice AI?

Agentic architecture enables AI to follow Process Guides, maintain context, and complete tasks autonomously, rather than just answering questions. This drives higher call deflection and customer satisfaction.

How does voice AI integrate with existing systems?

Voice AI integrates with telephony, CRM, and other systems through APIs. Vendors should also handle data transformation to ensure AI can use your data effectively.

What are the long-term benefits of enterprise-grade voice AI?

Enterprise-grade voice AI can reduce costs by 50%, improve CSAT scores, and free up human agents for complex, high-value tasks, delivering significant ROI over time.

Evaluating AI Models: Everything You Need To Know

Key Takeaways

  • AI performance starts with evaluation. Metrics and human insight work together to keep models accurate, reliable, and bias-free.
  • Use the right tools for the job. Regression relies on MSE or RMSE; classification leans on accuracy, precision, and recall.
  • Generative AI needs extra care. Scores like BLEU and BERT help, but human review ensures outputs sound natural and on-brand.
  • Trust is built through testing. Continuous evaluation keeps AI aligned with real-world performance and customer expectations.

Machine learning is an incredibly powerful technology. That’s why it’s being used in everything from autonomous vehicles to medical diagnoses to the sophisticated, dynamic AI Assistants that are handling customer interactions in modern contact centers.

But for all this, it isn’t magic. The engineers who build these systems must know a great deal about how to evaluate them. How do you know when a model is performing as expected, or when it has begun to overfit the data? How can you tell when one model is better than another?

That’s where AI model evaluation comes in. At its core, AI model evaluation is the process of systematically measuring and assessing an AI system’s performance, accuracy, reliability, and fairness. This includes using quantitative metrics (like accuracy or BLEU), testing with unseen data, and incorporating human review to check for issues such as bias or coherence. It’s a critical step for determining a model’s readiness for real-world deployment, ensuring trustworthiness, and guiding continuous improvement.

This subject will be our focus today. We’ll cover the basics of evaluating a machine learning model with metrics like mean squared error and accuracy, then turn our attention to the more specialized task of evaluating the generated text of a large language model like ChatGPT.

How to Measure the Performance of a Machine Learning Model?

A machine learning model is always aimed at some task. It might be predicting sales, grouping topics, or generating text.

How does the model know when it’s gotten the optimal line or discovered the best way to cluster documents?

In the next few sections, we’ll talk about a few common ways of evaluating the performance of a machine-learning model. If you’re an engineer this will help you create better models yourself, and if you’re a layperson, it’ll help you better understand how the machine-learning pipeline works.

To answer that, evaluation must assess multiple dimensions: performance (does it predict accurately?), weaknesses (does it generalize to unseen data or overfit?), trustworthiness (can it be explained and trusted?), and fairness (is it biased toward certain groups?). Together, these components give a complete picture of model quality.

Evaluation Metrics for Regression Models

Regression is one of the two big types of basic machine learning, with the other being classification.

In tech-speak, we say that the purpose of a regression model is to learn a function that maps a set of input features to a real value (where “real” just means “real numbers”). This is not as scary as it sounds; you might try to create a regression model that predicts the number of sales you can expect given that you’ve spent a certain amount on advertising, or you might try to predict how long a person will live on the basis of their daily exercise, water intake, and diet.

In each case, you’ve got a set of input features (advertising spend or daily habits), and you’re trying to predict a target variable (sales, life expectancy).

The relationship between the two is captured by a model, and a model’s quality is evaluated with a metric. Popular metrics for regression models include the mean squared error, the root mean squared error, and the mean absolute error (though there are plenty of others if you feel like going down a nerdy rabbit hole).

Common regression metrics include Mean Squared Error (MSE), Root Mean Squared Error (RMSE), and Mean Absolute Error (MAE). MSE measures average squared error, RMSE converts it to the original units, and MAE reduces the effect of outliers.

Evaluation Metrics for Classification Models

People tend to struggle less with understanding classification models because it’s more intuitive: you’re building something that can take a data point (the price of an item) and sort it into one of a number of different categories (i.e., “cheap”, “somewhat expensive”, “expensive”, “very expensive”).

Regardless, it’s just as essential to evaluate the performance of a classification model as it is to evaluate the performance of a regression model. Some common evaluation metrics for classification models are accuracy, precision, and recall.

Accuracy is simple, and it’s exactly what it sounds like. You find the accuracy of a classification model by dividing the number of correct predictions it made by the total number of predictions it made altogether. If your classification model made 1,000 predictions and got 941 of them right, that’s an accuracy rate of 94.1% (not bad!)

Both precision and recall are subtler variants of this same idea. The precision is the number of true positives (correct classifications) divided by the sum of true positives and false positives (incorrect positive classifications). It says, in effect, “When your model thought it had identified a needle in a haystack, this is how often it was correct.”

The recall is the number of true positives divided by the sum of true positives and false negatives (incorrect negative classifications). It says, in effect, “There were 200 needles in this haystack, and your model found 72% of them.”

Accuracy tells you how well your model performed overall, precision tells you how confident you can be in its positive classifications, and recall tells you how often it found the positive classifications.

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How Can I Assess the Performance of a Generative AI Model?

Now, we arrive at the center of this article. Everything up to now has been background context that hopefully has given you a feel for how models are evaluated, because from here on out it’s a bit more abstract.

Using Reference Text for Evaluating Generative Models

When we wanted to evaluate a regression model, we started by looking at how far its predictions were from actual data points.

Well, we do essentially the same thing with generative language models. To assess the quality of text generated by a model, we’ll compare it against high-quality text that’s been selected by domain experts.

The Bilingual Evaluation Understudy (BLEU) Score

The BLEU score can be used to actually quantify the distance between the generated and reference text. It does this by comparing the amount of overlap in the n-grams [1] between the two using a series of weighted precision scores.

The BLEU score varies from 0 to 1. A score of “0” indicates that there is no n-gram overlap between the generated and reference text, and the model’s output is considered to be of low quality. A score of “1”, conversely, indicates that there is total overlap between the generated and reference text, and the model’s output is considered to be of high quality.

Comparing BLEU scores across different sets of reference texts or different natural languages is so tricky that it’s considered best to avoid it altogether.

Also, be aware that the BLEU score contains a “brevity penalty” which discourages the model from being too concise. If the model’s output is too much shorter than the reference text, this counts as a strike against it.

The Recall-Oriented Understudy for Gisting Evaluation (ROGUE) Score

Like the BLEU score, the ROGUE score is examines the n-gram overlap between an output text and a reference text. Unlike the BLEU score, however, it uses recall instead of precision.

There are three types of ROGUE scores:

  • rogue-n: Rogue-n is the most common type of ROGUE score, and it simply looks at n-gram overlap, as described above.
  • rogue-l: Rogue-l looks at the “Longest Common Subsequence” (LCS), or the longest chain of tokens that the reference and output text share. The longer the LCS, of course, the more the two have in common.
  • rogue-s: This is the least commonly-used variant of the ROGUE score, but it’s worth hearing about. Rogue-s concentrates on the “skip-grams” [2] that the two texts have in common. Rogue-s would count “He bought the house” and “He bought the blue house” as overlapping because they have the same words in the same order, despite the fact that the second sentence does have an additional adjective.

The Metric for Evaluation of Translation with Explicit Ordering (METEOR) Score

The METEOR Score takes the harmonic mean of the precision and recall scores for 1-gram overlap between the output and reference text. It puts more weight on recall than on precision, and it’s intended to address some of the deficiencies of the BLEU and ROGUE scores while maintaining a pretty close match to how expert humans assess the quality of model-generated output.

BERT Score

At this point, it may have occurred to you to wonder whether the BLEU and ROGUE scores are actually doing a good job of evaluating the performance of a generative language model. They look at exact n-gram overlaps, and most of the time, we don’t really care that the model’s output is exactly the same as the reference text – it needs to be at least as good, without having to be the same.

The BERT score is meant to address this concern through contextual embeddings. By looking at the embeddings behind the sentences and comparing those, the BERT score is able to see that “He quickly ate the treats” and “He rapidly consumed the goodies” are expressing basically the same idea, while both the BLEU and ROGUE scores would completely miss this.

Why AI Model Evaluation is Critical

Agentic AI is redefining how businesses operate – automating reasoning, decision-making, and task execution across fields like engineering and CX. But with that autonomy comes risk. Every AI agent must be carefully evaluated, monitored, and fine-tuned to ensure it performs reliably and aligns with your brand’s goals. Otherwise, even a small model error can compound into major consequences for your brand.

If you’re enchanted by the potential of using agentic AI in your contact center but are daunted by the challenge of putting together an engineering team, reach out to us for a demo of the Quiq agentic AI platform. We can help you put this cutting-edge technology to work without having to worry about all the finer details and resourcing issues.

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Footnotes

[1] An n-gram is just a sequence of characters, words, or entire sentences. A 1-gram is usually single words, a 2-gram is usually two words, etc.
[2] Skip-grams are a rather involved subdomain of natural language processing. You can read more about them in this article, but frankly, most of it is irrelevant to this article. All you need to know is that the rogue-s score is set up to be less concerned with exact n-gram overlaps than the alternatives.

Frequently Asked Questions (FAQs)

What does AI model evaluation mean?

It’s how teams measure whether an AI system is performing as intended, accurate, fair, and ready for real-world use.

Why does AI model evaluation matter?

Evaluation exposes blind spots early and helps build confidence that the model can be trusted with customer-facing tasks.

How are generative models evaluated?

Metrics like BLEU, ROUGE, and BERT gauge quality, while human reviewers check tone, clarity, and usefulness.

Can metrics replace human judgment?

Not yet. Automated scores quantify performance, but humans still define what “good” sounds like.

How do I know if my model is ready?

When it performs consistently across test data, aligns with business goals, and earns trust through transparent evaluation.

The 12 Most Asked Questions About AI

Key Takeaways

  • Agentic AI is the ability of machines to perform tasks requiring human intelligence, such as learning, decision-making, and problem-solving.
  • Main branches of AI include Machine Learning, NLP, Computer Vision, Robotics, and Expert Systems, each unlocking different applications.
  • Agentic AI is reshaping industries from healthcare and finance to contact centers by boosting efficiency and personalization.
  • Ethical challenges like bias, transparency, and privacy remain central concerns as AI expands.
  • Economic and social impacts include job displacement and inequality, but current evidence shows AI often enhances rather than eliminates roles.
  • Risks range from misinformation and deepfakes to speculative existential risks tied to future AGI development.
  • The future of AI raises open questions around control, alignment with human values, and specialized capabilities emerging from new platforms.

The term “artificial intelligence” was coined at the famous Dartmouth Conference in 1956, put on by luminaries like John McCarthy, Marvin Minsky, and Claude Shannon, among others.

These organizers wanted to create machines that “use language, form abstractions and concepts, solve kinds of problems now reserved for humans, and improve themselves.” They went on to claim that “…a significant advance can be made in one or more of these problems if a carefully selected group of scientists work on it together for a summer.”

Half a century later, it’s fair to say that this has not come to pass; brilliant as they were, it would seem as though McCarthy et al. underestimated how difficult it would be to scale the heights of the human intellect.

Nevertheless, remarkable advances have been made over the past decade, so much so that they’ve ignited a firestorm of controversy around this technology. People are questioning the ways in which it can be used negatively, and whether it might ultimately pose an extinction risk to humanity; they’re probing fundamental issues around whether machines can be conscious, exercise free will, and think in the way a living organism does; they’re rethinking the basis of intelligence, concept formation, and what it means to be human.

These are deep waters to be sure, and we’re not going to swim them all today. But as contact center managers and others begin the process of thinking about using AI, it’s worth being at least aware of what this broader conversation is about. It will likely come up in meetings, in the press, or in Slack channels in exchanges between employees.

And that’s the subject of our piece today. We’re going to start by asking what artificial intelligence is and how it’s being used, before turning to address some of the concerns about its long-term potential. Our goal is not to answer all these concerns, but to make you aware of what people are thinking and saying.

What is Artificial Intelligence?

Artificial intelligence is famous for having many, many definitions. There are those, for example, who believe that in order to be intelligent, computers must think like humans, and those who reply that we didn’t make airplanes by designing them to fly like birds.

For our part, we prefer to sidestep the question somewhat by utilizing the approach taken in one of the leading textbooks in the field, Stuart Russell and Peter Norvig’s “Artificial Intelligence: A Modern Approach”.

They propose a multi-part system for thinking about different approaches to AI. One set of approaches is human-centric and focuses on designing machines that either think like humans – i.e., engage in analogous cognitive and perceptual processes – or act like humans – i.e., by behaving in a way that’s indistinguishable from a human, regardless of what’s happening under the hood (think: the Turing Test).

The other set of approaches is ideal-centric and focuses on designing machines that either think in a totally rational way – conformant with the rules of Bayesian epistemology, for example – or behave in a totally rational way – utilizing logic and probability, but also acting instinctively to remove itself from danger, without going through any lengthy calculations.

From a practical standpoint, AI can also be defined as the ability of machines to perform tasks that normally require human intelligence, such as learning, problem-solving, and decision-making. AI systems learn from data to identify patterns and make predictions.

Main branches of AI include:

  • Agentic AI: refers to artificial intelligence systems capable of taking autonomous, goal-directed actions rather than simply responding to inputs.
  • Machine Learning (ML): algorithms that improve performance over time with data.
  • Natural Language Processing (NLP): enables human-computer interaction through text and speech.
  • Computer Vision: powers machines to interpret and analyze visual data.
  • Robotics: supports autonomous systems that perform tasks in the physical world.
  • Expert Systems: encode domain-specific knowledge for decision-making.

What we have here, in other words, is a framework. Using the framework not only gives us a way to think about almost every AI project in existence, it also saves us from needing to spend all weekend coming up with a clever new definition of AI.

Joking aside, we think this is a productive lens through which to view the whole debate, and we offer it here for your information.

How Does Agentic AI Differ From Traditional AI?

Traditional AI systems were designed to perform specific, rule-based tasks like predicting loan defaults or detecting spam emails. They rely on structured data and follow defined parameters to reach a decision.

Agentic AI, however, represents a new frontier. Instead of merely analyzing data, it creates new data, producing text, code, images, or audio that mimic human expression. These models learn from massive datasets to understand structure, style, and context, allowing them to generate entirely original outputs.

This distinction matters because agentic AI expands the role of machines from assistive tools to creative collaborators.

  • In contact centers, it drafts responses, summarizes conversations, and adapts to tone.

  • In marketing, it generates campaigns and copy tailored to audiences.

  • In software, it writes or optimizes code in seconds.

Agentic AI doesn’t replace human creativity; it scales it. It can handle repetitive cognitive work so humans can focus on judgment, empathy, and innovation.

What Are the Limitations of AI?

AI’s potential is vast, but it has clear and important limitations.

Despite its sophistication, AI still struggles with context, common sense, and abstract reasoning. A model can produce coherent text or make accurate predictions, but it doesn’t understand the world the way humans do.

Key Limitations Include:

  • Lack of true comprehension: AI interprets patterns, not meaning.
  • Dependence on data quality: Poor or biased data leads to flawed outputs.
  • Limited adaptability: Most models perform poorly outside their training domain.
  • Ethical blind spots: AI has no intrinsic moral compass or emotional intelligence.

For contact centers and other industries, this means AI should be used as a co-pilot, not a substitute for human decision-making. The best outcomes come from combining machine efficiency with human empathy and oversight.

Who Is Accountable When AI Makes a Mistake?

Accountability is one of the thorniest questions in AI ethics. If an algorithm makes a wrong decision denying a loan, misclassifying a medical image, or providing biased recommendations, who bears the blame?

Is it the developer who built the system, the organization that deployed it, or the AI itself?

At present, humans remain fully accountable. AI is a tool, not an entity capable of responsibility. That’s why governance and transparency are critical. Companies deploying AI should: Maintain human oversight in high-stakes decisions. Establish audit trails that document how outputs are produced. Implement explainability features to clarify reasoning. Define escalation protocols when AI outputs seem unreliable.

Ultimately, the ethical principle is simple: AI assists, but humans decide. As AI becomes more capable, accountability frameworks must evolve in parallel to ensure technology remains under human control.

How Can We Prevent AI Bias?

Bias is one of AI’s most persistent and challenging problems. When AI systems are trained on biased or incomplete data, they can unintentionally replicate or even amplify human prejudice.

In sectors like hiring, law enforcement, or lending, these biases can have real-world consequences. For contact centers, bias can subtly affect how language models interpret tone or prioritize customer queries.

Strategies to Reduce Bias:

  1. Use diverse, representative training data. Ensure datasets reflect varied demographics, dialects, and contexts.
  2. Conduct regular bias audits. Test models under different conditions and measure fairness outcomes.
  3. Include human review. Use human judgment in quality assurance loops to catch biased outputs.
  4. Apply explainability tools. Tools like SHAP and LIME help visualize how models make decisions.
  5. Adopt ethical AI frameworks. Follow established standards like NIST’s AI Risk Management Framework or ISO/IEC 42001.

Bias prevention isn’t about perfection; it’s about constant vigilance. AI must evolve alongside our understanding of fairness and equity.

What is Artificial Intelligence Good For?

Given all the hype around ChatGPT, this might seem like a quaint question. But not that long ago, many people were asking it in earnest. The basic insights upon which large language models like ChatGPT are built go back to the 1960s, but it wasn’t until 1) vast quantities of data became available, and 2) compute cycles became extremely cheap that much of its potential was realized.

Today, large language models are changing (or poised to change) many different fields. Our audience is focused on contact centers, so that’s what we’ll focus on as well.

There are a number of ways that agentic AI is changing contact centers. Because of its remarkable abilities with natural language, it’s able to dramatically speed up agents in their work by answering questions and formatting replies. These same abilities allow it to handle other important tasks, like summarizing articles and documentation and parsing the sentiment in customer messages to enable semi-automated prioritization of their requests.

Though we’re still in the early days, the evidence so far suggests that large language models like Quiq’s agentic ai platform will do a lot to increase the efficiency of contact center agents.

Beyond contact centers, AI is transforming healthcare (diagnostics, drug discovery), finance (fraud detection, algorithmic trading), transportation (autonomous vehicles), and education (personalized learning). Its flexibility is why AI is considered one of the most impactful technologies across industries.

Will AI be Dangerous?

One thing that’s burst into public imagination recently has been the debate around the risks of artificial intelligence, which fall into two broad categories.

The first category is what we’ll call “social and political risks”. These are the risks that large language models will make it dramatically easier to manufacture propaganda at scale, and perhaps tailor it to specific audiences or even individuals. When combined with the astonishing progress in deepfakes, it’s not hard to see how there could be real issues in the future. Most people (including us) are poorly equipped to figure out when a video is fake, and if the underlying technology gets much better, there may come a day when it’s simply not possible to tell.

Political operatives are already quite skilled at cherry-picking quotes and stitching together soundbites into a damning portrait of a candidate – imagine what’ll be possible when they don’t even need to bother.

But the bigger (and more speculative) danger is around really advanced artificial intelligence. Because this case is harder to understand, it’s what we’ll spend the rest of this section on.

Artificial Superintelligence and Existential Risk

As we understand it, the basic case for existential risk from artificial intelligence goes something like this:

“Someday soon, humanity will build or grow an artificial general intelligence (AGI). It’s going to want things, which means that it’ll be steering the world in the direction of achieving its ambitions. Because it’s smart, it’ll do this quite well, and because it’s a very alien sort of mind, it’ll be making moves that are hard for us to predict or understand. Unless we solve some major technological problems around how to design reward structures and goal architectures in advanced agentive systems, what it wants will almost certainly conflict in subtle ways with what we want. If all this happens, we’ll find ourselves in conflict with an opponent unlike any we’ve faced in the history of our species, and it’s not at all clear we’ll prevail.”

This is heady stuff, so let’s unpack it bit by bit. The opening sentence, “…humanity will build or grow an artificial general intelligence”, was chosen carefully. If you understand how LLMs and deep learning systems are trained, the process is more akin to growing an enormous structure than it is to building one.

This has a few implications. First, their internal workings remain almost completely inscrutable. Though researchers in fields like mechanistic interpretability are going a long way toward unpacking how neural networks function, the truth is, we’ve still got a long way to go.

What this means is that we’ve built one of the most powerful artifacts in the history of Earth, and no one is really sure how it works.

Another implication is that no one has any good theoretical or empirical reason to bound the capabilities and behavior of future systems. The leap from GPT-2 to GPT-3.5 was astonishing, as was the leap from GPT-3.5 to GPT-4. The basic approach so far has been to throw more data and more compute at the training algorithms; it’s possible that this paradigm will begin to level off soon, but it’s also possible that it won’t. If the gap between GPT-4 and GPT-5 is as big as the gap between GPT-3 and GPT-4, and if the gap between GPT-6 and GPT-5 is just as big, it’s not hard to see that the consequences could be staggering.

As things stand, it’s anyone’s guess how this will play out. But that’s not necessarily a comforting thought.

Next, let’s talk about pointing a system at a task. Does ChatGPT want anything? The short answer is: as far as we can tell, it doesn’t. ChatGPT isn’t an agent, in the sense that it’s trying to achieve something in the world, but work into agentive systems is ongoing. Remember that 10 years ago most neural networks were basically toys, and today we have ChatGPT. If breakthroughs in agency follow a similar pace (and they very well may not), then we could have systems able to pursue open-ended courses of action in the real world in relatively short order.

Another sobering possibility is that this capacity will simply emerge from the training of huge deep learning systems. This is, after all, the way human agency emerged in the first place. Through the relentless grind of natural selection, our ancestors went from chipping flint arrowheads to industrialization, quantum computing, and synthetic biology.

To be clear, this is far from a foregone conclusion, as the algorithms used to train large language models are quite different from natural selection. Still, we want to relay this line of argumentation, because it comes up a lot in these discussions.

Finally, we’ll address one more important claim, “…what it wants will almost certainly conflict in subtle ways with what we want.” Why do we think this is true? Aren’t these systems that we design and, if so, can’t we just tell it what we want it to go after?

Unfortunately, it’s not so simple. Whether you’re talking about reinforcement learning or something more exotic like evolutionary programming, the simple fact is that our algorithms often find remarkable mechanisms by which to maximize their reward in ways we didn’t intend.

There are thousands of examples of this (ask any reinforcement-learning engineer you know), but a famous one comes from the classic Coast Runners video game. The engineers who built the system tried to set up the algorithm’s rewards so that it would try to race a boat as well as it could. What it actually did, however, was maximize its reward by spinning in a circle to hit a set of green blocks over and over again.

biggest questions about AI

Now, this may seem almost silly – do we really have anything to fear from an algorithm too stupid to understand the concept of a “race”?

But this would be missing the thrust of the argument. If you had access to a superintelligent AI and asked it to maximize human happiness, what happened next would depend almost entirely on what it understood “happiness” to mean.

If it were properly designed, it would work in tandem with us to usher in a utopia. But if it understood it to mean “maximize the number of smiles”, it would be incentivized to start paying people to get plastic surgery to fix their faces into permanent smiles (or something similarly unintuitive).

Does AI Pose an Existential Risk?

Above, we’ve briefly outlined the case that sufficiently advanced AI could pose a serious risk to humanity by being powerful, unpredictable, and prone to pursuing goals that weren’t-quite-what-we-meant.

So, does this hold water? Honestly, it’s too early to tell. The argument has hundreds of moving parts, some well-established and others much more speculative. Our purpose here isn’t to come down on one side of this debate or the other, but to let you know (in broad strokes) what people are saying.

At any rate, we are confident that the current version of ChatGPT doesn’t pose any existential risks. On the contrary, it could end up being one of the greatest advancements in productivity ever seen in contact centers. And that’s what we’d like to discuss in the next section.

What is the Biggest Concern with AI?

Ethical Challenges 

While AI’s potential is vast, so are the concerns surrounding its rapid advancement. One of the most pressing concerns is the ethical challenge of transparency. AI models often operate as “black boxes,” making decisions without clear explanations. This lack of visibility raises concerns about hidden biases that can lead to unfair or even discriminatory outcomes, especially in areas like hiring, lending, and law enforcement.

Economic Ramifications

Beyond ethics, AI’s economic impact is another major concern: automation is reshaping entire industries. While it creates new opportunities, it also threatens traditional jobs, particularly in sectors reliant on repetitive tasks. This shift could complicate wealth disparities, favoring companies and individuals who own or develop AI technologies while leaving others behind.

The bigger conversation is whether AI will replace humans or serve as a “copilot.” Current evidence suggests AI is enhancing productivity by supporting humans rather than replacing them outright.

Social Impacts

On a broader scale, AI’s social implications are hard to ignore. The displacement of jobs, increasing socio-economic inequality, and reduced human oversight in decision-making all point to a future where AI plays an even greater role in shaping society. This raises questions about the balance between automation and human oversight.

Privacy and data security are also critical concerns, since AI requires massive datasets to function. Without safeguards, personal data could be misused or breached.

Will AI Take All the Jobs?

The concern that someday a new technology will render human labor obsolete is hardly new. It was heard when mechanized weaving machines were created, when computers emerged, when the internet emerged, and when ChatGPT came onto the scene.

We’re not economists and we’re not qualified to take a definitive stand, but we do have some early evidence that is showing that large language models are not only not resulting in layoffs, they’re making agents much more productive.

Erik Brynjolfsson, Danielle Li, and Lindsey R. Raymond, three MIT economists, looked at the ways in which generative AI was being used in a large contact center. They found that it was actually doing a good job of internalizing the ways in which senior agents were doing their jobs, which allowed more junior agents to climb the learning curve more quickly and perform at a much higher level. This had the knock-on effect of making them feel less stressed about their work, thus reducing turnover.

Now, this doesn’t rule out the possibility that GPT-10 will be the big job killer. But so far, large language models are shaping up to be like every prior technological advance, i.e., increasing employment rather than reducing it.

AI is more likely to shift job responsibilities than eliminate them entirely. By automating repetitive tasks, it frees workers to focus on higher-value skills like problem-solving, empathy, and creativity. In contact centers, for example, AI helps agents train faster, reduce stress, and improve retention.

What is the Future of AI?

The rise of AI is raising stock valuations, raising deep philosophical questions, and raising expectations and fears about the future. We don’t know for sure how all this will play out, but we do know contact centers, and we know that they stand to benefit greatly from the current iteration of large language models.

These tools are helping agents answer more queries per hour, do so more thoroughly, and make for a better customer experience in the process.

If you want to get in on the action, set up a demo of our technology today.

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Frequently Asked Questions (FAQs)

What is artificial intelligence in simple terms?

AI is when machines can perform tasks that normally require human intelligence, like learning, analyzing data, making predictions, or interacting with people.

What are the main types of AI?

The core branches include Machine Learning, Natural Language Processing, Computer Vision, Robotics, and Expert Systems. Each serves a different purpose.

How does AI actually work?

AI systems are trained on data, which they use to detect patterns and make predictions. Machine Learning enables them to improve over time as they’re exposed to more data.

What are the biggest risks of AI today?

Key concerns include bias in decision-making, lack of transparency (“black box” models), privacy issues, misinformation and deepfakes, and potential job displacement.

Will AI take all the jobs?

Most evidence shows AI acts as a “copilot” that boosts productivity rather than replacing workers outright. It automates repetitive tasks while humans focus on higher-value work.

What’s the future of AI?

People are asking how powerful AI will become, whether it can be controlled safely, and how to align it with human values.

5 Key Challenges CX Leaders Face Today: Insights from Execs In The Know

At the recent Customer Response Summit in San Diego, I had the privilege of hosting a dynamic “Practitioner Pop-up” session with Execs In The Know. This think tank brought together CX leaders to tackle real-world challenges submitted by attendees, sparking some of the most meaningful conversations I’ve experienced at an event.

From gaining executive buy-in for AI projects to balancing automation with the human touch, the session highlighted five critical challenges facing CX leaders today. These discussions not only resonated with what we hear from our customers at Quiq, but also underscored the shared hurdles and opportunities in our industry.

I’ve recapped these key takeaways in a guest post for Execs In The Know, where I dive deeper into the insights and solutions shared during the session. I invite you to explore the full post and join the conversation: 5 Key Challenges CX Leaders Face Today: A Think Tank Recap.

All About Process Guides: Your Agentic AI Agent GPS

Key Takeaways

  • Unlike the rigid, pre-defined conversation flows required by traditional chatbots, Process Guides allow agentic AI agents to autonomously reason and handle complex, multi-turn customer inquiries.
  • Process Guides are sets of instructions, best practices, and tools that AI agents can reference to achieve a certain objective.
  • Specific Process Guides vary by organization, but Agent Escalation, Password Reset and Recovery, and Order Assistance are examples of fairly common types of Process Guides.
  • Together with Quiq’s AI Studio, Process Guides help enterprises create safe, consistent, and repeatable AI experiences that harness the full power of AI while keeping humans in the driver’s seat.

Take a look at the following example of a conversation with a typical AI agent. Does it feel familiar?

Rather than ask clarifying questions to help solve the customer’s issue, the chatbot immediately responds with a help desk article on how to fix an item that may or may not match the device in question. As soon as it hears the article isn’t helpful, it routes the customer to a live agent, and the conversation must start all over again.

Frustrating, right? I couldn’t agree more. 

Enter Process Guides: One of the key tools we use at Quiq to power truly agentic AI solutions that replicate experiences customers have with top-tier human agents. Our AI agents are capable of understanding conversational context, switching topics, and reasoning across company policies and procedures to deliver exceptional service that builds satisfaction, trust, and lifetime value.

Never heard of a Process Guide? No sweat, because by the end of this post, you’ll practically be an expert. Let’s go.

Pre-defined Conversation Flows vs. Process Guides

Before we get into what Process Guides are and how they work, it’s helpful to first understand how previous-generation chatbots like the one in the example above work. These chatbots are rules-based and use traditional Natural Language Processing (NLP) to try to match users’ questions to specific, pre-defined intents and responses. 

In other words, companies must anticipate the types of questions users will ask and the phrases they will use to build out rigid if/then conversation flows for the chatbot to follow. This obviously creates a world of problems, including the inability to focus on more than one question or request at a time, or switch topics without forcing the customer to repeat themselves. 

A chatbot’s assistance is limited to the subjects and phrasing it’s been explicitly designed to understand and process. I like to compare this to a train on a track. There is one path to the chatbot’s destination, and it has to stay on the rails to get there. If something unexpected blocks the track, it either goes off the rails (provide a nonsensical or insufficient answer) or has to cut the journey short (escalate to a human).

Some AI for CX vendors claim their chatbots use the most advanced GenAI. However, they are really using only a fraction of an LLM’s power to generate a single response from a knowledge base, rather than reasoning and helping to disambiguate and solve complex issues. Because these simple GenAI bots are designed for single turn questions and answers, they still struggle to actually help users solve real problems, as you can see in the following example:

Rather than simply sending a link to the wrong article like the first-generation bot does in the example at the beginning of our post, this simple GenAI chatbot generates an answer. However, it does so using information from the same incorrect article. Think of it as the same train but with a smarter conductor: better at retrieving and communicating knowledge, but still stuck on the same rails.

In contrast, Process Guides are designed to take advantage of the full reasoning power of the latest large language models (LLMs), enabling truly agentic or autonomous decisions and actions within clearly defined boundaries. Rather than giving the AI agent a specific set of step-by-step rules it must follow, Process Guides provide instructions, best practices, and tools AI agents can reference to achieve certain goals.

Compare this to a car (self-driving, of course) following a GPS. You give a GPS your final destination, but you can also tell it you want to avoid tolls or highways, and it can re-route you in real-time to avoid road closures and traffic along the way. And if you enter a new destination, it will simply re-direct you from your current location without making you “backtrack.”

Similarly, while agentic AI agents are objective-driven, they also comprehend and consider the full conversational context around these goals. This allows them to answer multi-part questions and seamlessly switch topics without losing sight of their “final destination,” or change goals altogether without forcing customers to “backtrack” and repeat themselves.

This approach is especially critical for enterprises, like Roku and Spirit Airlines, for example,  with nuanced policies and procedures, where incorrect information or negative experiences can have high stakes consequences. These workflows are often complex and require rigor and structure in addition to reasoning, problem solving, and sensitivity. Process Guides help provide this essential framework, enabling companies to control AI without dictating it, giving it freedom to provide exceptional service within the necessary constraints.

Let’s Take a Closer Look… 

A Process Guide is a goal-focused document that defines what to collect, which tools to use, and which actions to take. It gives an AI agent clear steps and decision rules to follow during a customer conversation, including which data sources to consult and when to execute specific tasks. These could be anything from a knowledge base to a product catalog to the account details needed to answer a given question. 

Process Guides vary based on what an organization does and the kinds of inquiries it wants its agentic AI agent to handle. However, a few common types of guides are:

  • Agent Escalation
  • General Support
  • Device Trouble Shooting
  • Booking or Scheduling
  • Reservation Modification
  • Account Management
  • Order Management
  • Rebooking or Rescheduling
  • Return or Exchange
  • Subscription Modification
  • Product Recommendation
  • Password Reset or Recovery

Let’s take a look at an example of a real Process Guide for Device Troubleshooting:

As you can see, the Process Guide begins with a clear objective that tells the AI agent when to use this guide. It then provides a list of steps and relevant supporting details for the AI agent to reference. These steps and details also vary by company, which means no two Process Guides are exactly the same, even if they share an objective.

Notice that while the Process Guide may tell the AI agent that specific information (like a user’s email, for example) is required to achieve the objective, it does not specify exactly when to collect it. Similarly, it does not dictate exactly how the AI agent should respond outside of adhering to specific company communication policies, such as keeping responses under a certain length. (However, note that when exact legal or compliance-grade wording is required, Process Guides can direct AI agents to select and send pre-approved messages from a catalog.)

Instead, it offers examples, resources, considerations, and general instructions the AI agent can choose to leverage or follow given the context of the conversation and the knowledge or information it has already obtained. This is essentially the same way companies educate and enable human agents. In fact, we usually collaborate with our clients to adapt their existing human agent training manuals into Process Guides.

Hopefully you have a better understanding of what a Process Guide is than you did at the top of the post. While Process Guides are extremely important, it’s the way they’re leveraged in our AI Studio platform that makes them special and sets our agentic AI agents (and human-facing AI assistants) apart…

Quiq’s AI Studio and Cognitive Architecture

Every one of Quiq’s Quiq agentic AI agents are built and managed using Quiq’s AI Studio, which gives companies the best of both a “buy” and “build” approach to agentic AI lifecycle management. Quiq handles the maintenance, scalability, and ecosystem required to power an agentic AI agent, while teams can choose the level of observability, flexibility, and control they want.

It also strikes the perfect balance between AI capabilities and business logic, enabling enterprises to create safe, consistent, and repeatable AI experiences that harness the full power of AI while keeping humans in the driver’s seat. This is accomplished largely in AI Studio’s cognitive architecture, which enables the AI agents to make sense of information, assess context, reason, and respond and act thoughtfully — very similar to how humans think intelligently. 

Below is a high-level diagram of what Quiq’s cognitive architecture looks like. Every user input goes through this entire architecture before the AI agent responds:

As you can see, before the AI agent even gets to the “Guide Consultation” step, it goes through a “Planning” stage that takes not only the user’s latest input, but also the context of the entire conversation into account, to determine the appropriate Process Guide to invoke. This is what allows the AI agent to seamlessly switch between objectives or Guides without losing context, while orchestration steps like post-answer “Guardrails and Verification” ensure accurate, on-brand responses and effective guide execution.

You’ve Arrived at Your Destination

Now that you have a deeper understanding of Process Guides and how they’re used in Quiq’s AI Studio, let’s revisit the example conversation from the beginning of this post. The following image shows how the conversation would progress with one of Quiq’s agentic AI agents, including how it identifies and references our sample Device Troubleshooting guide behind the scenes:

Better, right? I couldn’t agree more.
If you’re interested in learning more about Quiq’s Process Guides and AI Studio, feel free to reach out to me on LinkedIn. Or, book a demo to see Quiq and our agentic AI agents in action.

Frequently Asked Questions (FAQs)

What are Quiq Process Guides and how do they differ from traditional chatbots?

Process Guides are essentially decision checklists for AI agents. Unlike traditional, rules-based chatbots that follow rigid “if/then” scripts, Process Guides provide instructions, best practices, and tools. This allows the AI agent to understand context, reason, and make autonomous decisions to achieve a goal, much like a top-tier human agent.

How do Process Guides improve AI customer service?

Process Guides transform AI customer service by enabling more human-like, effective conversations. They help AI agents handle complex, multi-part questions and switch topics without losing the conversational thread. This leads to more accurate resolutions, reduced escalations to human agents, and a significant boost in customer satisfaction.

Are Process Guides difficult to create and implement?

Not at all. We usually collaborate with clients to adapt their existing training manuals for human agents into Process Guides. We can also take on as much or as little of the work to incorporate them into our AI Studio platform as our clients want.

What kinds of tasks can an AI agent handle with Process Guides?

Process Guides are versatile and can be designed for a wide range of objectives based on an organization’s specific needs. Common applications include device troubleshooting, booking and scheduling, processing returns or exchanges, managing subscription modifications, and providing product recommendations, among many others.

LLM Governance: Building Trust Into Every Customer Experience

Key Takeaways

  • Establish a formal framework for LLM governance built on transparency, accountability, auditability, and risk management to ensure responsible AI use.
  • Implement governance through four pillars: Create clear policies and standards, define processes and workflows, enable robust monitoring, and provide comprehensive team training.
  • Utilize model governance tools to automate oversight, track AI interactions, detect anomalies, and enforce compliance rules in real-time.
  • Start with a focused approach by piloting governance on a single use case, collaborating across departments, and embedding guardrails from the beginning.

In the rush to deploy large language models (LLMs), it’s easy to overlook a fundamental question: How do we govern them? As enterprises increasingly embed AI into their operations, LLM governance is no longer a “nice to have.” It is essential. Whether you’re building with a commercial model, running on open-source software, or fine-tuning for a specific use case, you need clear structures to ensure responsible and reliable AI.

Why LLM Governance Matters

LLM governance refers to the policies, procedures, and controls that define how large language models are used within an organization. It touches everything from data privacy and security to ethical use and performance auditing.

We’ve seen firsthand how easily fear or misinformation can cloud judgment regarding LLMs. People worry that running sensitive data through an LLM is inherently unsafe. However, the reality is that enterprises have trusted cloud providers like AWS, Google Cloud, and Azure with personally identifiable information (PII) and customer data for years. The key difference now is visibility. Governance is what makes that visibility possible.

A lack of LLM governance opens the door to serious risks:

  • Prompt injection attacks
  • Misinformation or hallucinated content
  • Data leakage into public models
  • Unclear accountability for AI decisions

LLMs don’t change a company’s legal or compliance obligations. They expand the scope and speed at which those obligations must be met. Governance helps organizations keep pace.

LLM governance is crucial for ensuring the safe and ethical development of AI. By using the right tools to monitor AI, setting clear rules for its use, and training teams effectively, companies can unlock the power of LLMs without compromising on trust or compliance.

Core Principles of LLM Governance

Strong governance is built on a few foundational principles:

  • Transparency: Understand what data is being entered into the model and how the outputs are generated. At Quiq, each AI agent has a prompt inventory and connection history.
  • Accountability: Assign clear ownership over AI-powered systems and workflows. Someone should be responsible for training, monitoring, and deploying the model.
  • Auditability: Ensure traceability. You need to be able to log and review the data used, the model version that responded, and the action taken.
  • Risk Management: Mitigate unintended consequences through policy and oversight. Just like OSHA standards protect factory workers, AI needs its own safeguards to prevent harm.

Building a Governance Framework

A colorful grid showing Quiq's governance framework: Policy & Standards, Process & Workflow, Monitoring & Enforcement, and Training & Education, each with supporting examples.
Quiq’s four-pillar framework for LLM governance combines policy, process, oversight, and training to ensure responsible, scalable AI use across enterprise environments.

An LLM governance framework brings these principles into structured practice. Here are four key components:

1. Policy & Standards

Establish formal rules for LLM usage, including which data sources are permitted, which providers are authorized, and which business functions can be assisted by AI. For example, Quiq disallows customer PII from being entered into unsupported public LLMs. Furthermore, all of our interactions with LLMs are stateless, meaning the model immediately forgets the data after providing a response. We provide only the necessary conversation context for each specific turn, adding a critical layer of data privacy.

2. Process & Workflow

This means creating a clear, official process for how work gets done. It includes defining who has the authority to approve new AI prompts, who can make changes to existing models, and what the step-by-step plan is when a model gives an out-of-scope response. 

3. Monitoring & Enforcement

Observability is key. Quiq utilizes internal tools to track inputs, outputs, and model decisions, flagging anomalies in real-time. These checks are crucial for maintaining user trust and operational consistency.

4. Training & Education

It’s not just about technology. Staff need to understand what LLMs are, how they behave, and what their limitations are. Quiq provides baseline AI literacy for all teams and deeper training for model owners.

You can find a high-level overview of Quiq’s AI governance approach in our Overview of LLM AI at Quiq whitepaper.

How Model Governance Tools Support Compliance

To ensure compliance, nothing can be a black box. Quiq provides end-to-end tracking for every AI interaction, logging agent behavior and monitoring escalation paths. This detailed oversight means that any anomalies—whether from model drift, bias, or simple misuse—are caught early.

Discover how we design our AI solutions with governance built into our Digital Engagement Center. Model governance tools make these frameworks actionable. They provide dashboards, alerts, and logs to track AI usage and enforce rules.

Some examples include:

  • Lineage tools for tracking data and model versioning
  • Bias detection modules that surface skewed outputs
  • Access management systems that control which teams can use which models

At Quiq, we combine vendor tools with internal safeguards. Our agents are built with configurable access, multifactor authorization (MFA), and domain-specific restrictions. For instance, instead of just trusting an AI’s first answer, we use other specialized models to double-check its work for factual accuracy and common sense.

Model governance tools not only support compliance but also facilitate effective decision-making. They unlock scale. By automating oversight, organizations can deploy LLMs confidently across a broader range of use cases.

Best Practices for Implementing LLM Governance

Gartner refers to AI TRiSM—AI Trust, Risk, and Security Management—as a comprehensive model for managing AI risk. It “includes runtime inspection and enforcement, governance, continuous monitoring, validation testing, and compliance” as essential capabilities for managing AI responsibly.

Drawing from experience with enterprise clients, here are five ways to implement LLM governance effectively:

  • Start small: Pilot your governance policy on one critical use case before expanding.
  • Collaborate cross-functionally: Bring legal, security, and product into the conversation early.
  • Embed guardrails at the start: Train with rules in place; don’t wait to layer them in after incidents occur.
  • Automate monitoring: Utilize model governance tools to identify issues in real-time.
  • Iterate constantly: Governance must evolve as your AI usage and regulatory environments grow.
  • Balance generative and static responses: Many of our customers operate in heavily regulated industries. To guarantee compliance, we often blend dynamic, generative AI with pre-approved static responses. This hybrid approach ensures that in critical situations—like providing financial data or compliance details—the system delivers a predictable and fully vetted answer.

Future Trends in LLM Governance

We’re entering a new era of AI accountability. Here are the trends to watch:

  • Evolving regulatory pressure: The AI legal landscape is constantly changing. At Quiq, we actively monitor global frameworks like the EU AI Act as well as domestic regulations at the state and federal levels. This ensures our governance practices and our platform remain compliant, protecting both our clients and their customers.
  • DevSecOps alignment: Governance will be embedded directly into development pipelines.
  • Open-source adoption: Community-built model governance tools will offer cost-effective alternatives.
  • From rulebooks to reality: Instead of a policy sitting in a document, the rules themselves become part of the software, automatically enforcing compliance..

Putting It All Into Practice

At Quiq, LLM governance isn’t just an internal mandate. It’s core to how we deliver better customer experiences through AI. We understand that trust must be earned with every interaction. This means governance is part of the entire lifecycle, from how an AI agent is first designed to how its performance is monitored in real time to provide insights for improvement.

When clients adopt Quiq, they’re not just getting advanced automation; they’re also gaining access to a comprehensive suite of tools. They’re getting a partner committed to safe, ethical, and effective AI. LLM governance at Quiq is rooted in human-centered design. Our AI enhances the customer experience by making agents more effective, informed, and responsive, without removing the human element that builds trust.

Frequently Asked Questions (FAQs)

What is LLM governance and why is it important?

LLM governance is the system of policies, procedures, and controls that an organization puts in place to manage the use of large language models (LLMs). It is crucial for ensuring that AI is used responsibly, ethically, and securely. Strong governance helps prevent risks like data leakage, misinformation, and prompt injection attacks while building trust with customers and ensuring compliance with legal obligations.

What are the core principles of effective LLM governance?

Effective LLM governance is built on four key principles:

  • Risk Management: Implementing safeguards and policies to mitigate unintended consequences and potential harm.
  • Transparency: Understanding what data goes into an LLM and how it produces outputs.
  • Accountability: Assigning clear ownership for the training, deployment, and monitoring of AI systems.
  • Auditability: Having the ability to log and trace AI interactions for review and compliance.
How can an organization start implementing LLM governance?

A practical way to begin is by creating a governance framework. Start small by piloting a policy on a single, critical use case. It’s important to collaborate with legal, security, and product teams from the start. Embed guardrails and automate monitoring with model governance tools from the beginning, and be prepared to iterate on your policies as your AI usage evolves.

What are model governance tools and how do they help?

Model governance tools are specialized software solutions that make governance frameworks actionable. They provide dashboards, alerts, and logs to automate oversight of AI systems. These tools help track data lineage, detect bias in model outputs, manage access controls, and enforce compliance rules in real-time, allowing organizations to deploy LLMs confidently and at scale.

How does LLM governance relate to data privacy?

LLM governance is essential for protecting data privacy. It involves setting clear rules about what data can be used with which models. For example, a strong governance policy might prohibit sensitive customer information from being entered into public LLMs. It also ensures practices like using stateless interactions, where the model immediately forgets the data after a response, are enforced to add a critical layer of privacy.

Building LLM Guardrails for Safer, Smarter Customer Experiences

Key Takeaways

  • Guardrails’ Role: Ensure AI operates responsibly, aligns with business goals, and meets compliance standards.
  • Three Intervention Levels: Pre-generation (input checks), in-generation (real-time monitoring), and post-generation (response review).
  • Implementation Techniques: Use prompt templating, moderation APIs, response scoring, and consensus modeling for safety and accuracy.
  • CX Use Cases: Guardrails enable AI to handle simple tasks autonomously while escalating complex issues to humans.
  • Balancing Risks: Testing ensures guardrails are neither too strict nor too loose, maintaining effectiveness.
  • Human Oversight: Guardrails highlight when human intervention is needed for high-stakes or ambiguous situations.
  • Emerging Tools: Tools like GuardrailsAI and PromptLayer, plus standards from NIST and IEEE, support responsible AI.

Large language models (LLMs) are rapidly becoming core components of enterprise systems, spanning from customer support to content creation. As adoption matures, the conversation is shifting from experimentation to deployment at scale with reliability and safeguards in place. That shift makes it essential to establish guardrails, practical systems that help AI behave in ways that reflect business priorities, meet compliance standards, and respect user expectations.

Guardrails aren’t constraints on innovation; they’re the structure that allows AI to operate responsibly and consistently, especially in customer-facing or high-stakes environments.

In this article, we’ll explore:

  • The types of LLM guardrails
  • Techniques for implementation
  • Use cases and limitations
  • How Quiq applies guardrails to support responsible automation in customer experience

Why Guardrails Matter for Enterprise-Grade LLMs

Enterprise AI adoption doesn’t occur in a vacuum; it takes place in environments where accuracy, privacy, and accountability are non-negotiable. Whether you’re in healthcare, finance, or customer service, the cost of an AI misstep can be high: misinformation, privacy breaches, regulatory violations, or reputational damage.

The key is knowing what your AI is allowed to do, and just as importantly, what it isn’t. That’s not just a technical problem; it’s a trust-building exercise for your customers, teams, and brand.

The Three Levels of LLM Intervention

Think of guardrails the way you’d think about safety features in a car; you don’t add them all at once. You install them where they’ll do the most good. When it comes to AI, most teams approach guardrails in three parts, each with a specific role to play.

1. Pre-generation

Guardrails begin before the model even sees an input. Before anything reaches the model, inputs are reviewed for red flags. That could mean something as simple as an odd format or as serious as a request for personal information. If the system identifies something out of scope—such as a task the AI isn’t designed to handle—it can halt the process, redirect the request to a human, or direct the user elsewhere.

2. In-generation

As the model generates its response, real-time checks help prevent inappropriate or out-of-scope output. Token-level monitoring with safety classifiers or stop sequences can interrupt generation if it begins to veer into restricted territory. This layer is instrumental in high-sensitivity environments where brand voice, compliance, or factual precision must be tightly controlled.

3. Post-generation

Once a response is generated, it doesn’t go straight to the user. Quiq applies a final layer of review, ranking the output based on quality, clarity, and confidence. If something appears to be off, such as unclear phrasing or questionable accuracy, the system can revise it, flag it, or send it to a human before it is delivered.

Quiq employs techniques across all three stages. On the input side, messages are scanned for prompt injection attempts and sensitive topics that a person, not a machine, should handle. On the output side, responses are evaluated against business-specific criteria, such as tone, factual grounding, and user expectations.

isual diagram showing pre-generation, in-generation, and post-generation guardrails in LLM workflows, including input filtering, real-time monitoring, and output review.
Guardrails can be applied at three intervention levels: before, during, and after generation. Quiq’s AI applies checks at all three stages to ensure safe, brand-aligned output.

Common Techniques for Implementing LLM Guardrails

Quiq leverages a range of techniques to implement and reinforce guardrails for LLMs, a practice often referred to as “guardrails LLM,” that maintain safety, consistency, and customer trust across AI-powered conversations:

Prompt templating and input validation

Before a model can respond reliably, it has to understand what it’s being asked. That’s why Quiq puts structure around the prompt itself and makes sure inputs are clear, complete, and within scope, so the AI isn’t working off something vague or off-target. It’s a simple step, but it keeps things from going sideways early on.

Moderation APIs

Integrated services from OpenAI, Google, AWS, and other providers help flag potentially unsafe, toxic, or inappropriate content before it’s processed. These APIs act as a first line of defense, especially useful in public-facing or high-volume channels.

Response scoring and reranking

Quiq doesn’t just generate a single response. Some responses need more scrutiny than others. If a reply doesn’t align with the context or falls short, it is filtered out or sent for review. Only those that align with the task and tone move forward.

Natural language inference (NLI) models

Even the most advanced LLMs can produce answers that sound right but aren’t. To help catch these errors, Quiq uses NLI techniques that compare the AI’s response with known facts before anything reaches the customer. Quiq applies NLI techniques to assess whether a generated response is supported by evidence or contradicts known facts.

Consensus modeling

When the stakes are high or the input is ambiguous, Quiq consults multiple models or higher-performance variants to build consensus. If the models disagree or produce borderline results, the response may be regenerated, adjusted, or handed off to a human.

Beyond these techniques, context setting and disambiguation are essential. The most effective guardrails sometimes look like good conversation design. If the AI doesn’t have enough information to answer confidently or if the request is too vague, it doesn’t guess. It asks a follow-up question, just like a human agent would. This not only prevents hallucinations but also improves the overall experience by clarifying intent before continuing.

As Pablo Arredondo, VP at CoCounsel at Thomson Reuters, explains to Wired, “Rather than just answering based on the memories encoded during the initial training of the model, you utilize the search engine to pull in real documents…and then anchor the response of the model to those documents.”

Key Use Cases in CX and Business Messaging

“National Furniture Retailer Reduces Escalations to Human Agents by 33%”

This case study highlights how a leading national furniture brand implemented Quiq’s AI platform to reduce support escalations by 33%, boost chat sales on their largest-ever high‑volume sales day, and handle proactive upsell guidance via product recommendations.

Customer-facing interactions are where the value of LLM guardrails becomes especially clear. They help AI stay on-message, support the brand voice, and avoid costly missteps.

Here are a few ways they come to life:

  • An AI assistant working with a furniture retailer can handle delivery rescheduling without issue. But when it comes to refund requests, it pauses and escalates to a human before taking action.
  • A CX agent assist tool can score conversations for tone and sentiment, but flags negative interactions for human quality review before any performance feedback is shared.
  • An AI agent focused on sales can recommend products or services, but is limited to upselling only when relevant customer signals are detected.

In customer interactions, timing matters. When someone stops mid-conversation, such as during a product order, Quiq’s AI doesn’t prematurely close the loop. Instead, it triggers a check-in to help move things forward and avoid dropped requests.

Risks of Over-Reliance or Misconfiguration

While guardrails are essential, they aren’t foolproof. When configured too tightly, they can over-censor AI responses, blocking helpful or harmless content because it resembles something risky. This often results in replies that are vague, overly cautious, or simply not helpful to the customer.

On the other hand, loosening the guardrails too much can introduce risk. For example, hallucination filtering is designed to catch confident but incorrect answers. However, if tuned too conservatively, it can allow false negatives to slip through, enabling misleading or factually incorrect content to reach the customer. In some cases, that could result in an agent (human or AI) making an unauthorized refund or offering incorrect information.

Quiq addresses these tradeoffs through rigorous adversarial testing and curated test sets designed to surface both false positives and false negatives. This helps teams tune the system for real-world conditions, ensuring guardrails support, not obstruct, effective customer interactions.

The Role of Human-in-the-Loop

Guardrails don’t eliminate the need for human oversight. They clarify where it’s needed most. By identifying the limits of what an AI should handle, guardrails create clear decision points for when to escalate an issue to a person.

Scenarios involving high emotional stakes, ambiguous intent, or potential risk to the user or brand are common triggers. If a customer expresses frustration, makes a complaint that doesn’t match standard workflows, or raises a concern with legal, health, or safety implications, the AI defers to human judgment.

For example, if a user reports that a Wi-Fi device has caught fire, the system won’t attempt a scripted response. The system doesn’t try to solve everything on its own. When something serious arises, such as a safety concern or a conversation that’s clearly going off course, it flags the issue and hands it over. That way, a human agent can step in and handle it with the judgment and context it deserves.

Not every situation should be left to automation. In cases where the stakes are high or the details are unclear, it’s better to bring in a human. Quiq builds in natural points of escalation so agents can step in when it matters most.

This approach helps prevent missteps and keeps the experience grounded. It’s not about slowing things down. It’s about knowing when a conversation needs a person, not a model.

Emerging Tools and Standards in Guardrails AI

A growing ecosystem of tools and frameworks is helping teams enforce guardrails AI, which are platforms and libraries specifically designed to monitor and manage large language model behavior:

  • GuardrailsAI: a Python framework for validation and output control
  • PromptLayer and Rebuff: tooling for monitoring prompt history and security
  • Moderation APIs: from OpenAI and other model providers

Industry groups, such as NIST and IEEE, are also working to formalize standards surrounding risk, explainability, and auditability.

Expert Insight

“AI guardrails are mechanisms that help ensure organizational standards, policies, and values are consistently reflected by enterprise AI systems.”
— McKinsey & Company

Quiq combines trusted third-party tools with in-house methods developed specifically for the complexities of enterprise customer experience. Let’s say someone wants to reschedule a delivery. As it’s a simple request, the system handles it using a quick, low-friction process. But if the question is about getting a refund, it gets a closer look. In those cases, the platform checks the details against the company’s policy. If it detects something outside the usual parameters, it alerts a human agent to intervene.

To help responses stay consistent with brand voice and customer expectations, Quiq uses adaptive prompt chains. These allow the AI to adjust its communication based on what’s already known about the customer, as well as the company’s tone and seasonal context. The result is a more relevant and human-like interaction that evolves with the conversation.

How Quiq Implements Responsible AI with Guardrails

At Quiq, guardrails are built into every layer of the LLM deployment pipeline:

  • Secure inputs, where prompts are structured and validated
  • Filtered outputs, using scoring and consensus models
  • Confidence scoring, to assess and rerank replies before delivery

Internal frameworks are designed to align outputs with each client’s brand voice and policies. Any response below a confidence threshold is either escalated or regenerated.

Designing Guardrails for Scalable, Safe LLMs

Effective guardrails start early. Teams should build and test safety mechanisms during development, not after deployment. Guardrails aren’t about censorship, they’re about clarity. They help teams set expectations, limit AI agency appropriately, and maintain consistency at scale.

It’s not about what the AI can do. It’s about what it should do.

Frequently Asked Questions (FAQs)

What techniques implement guardrails?

Prompt templating, moderation APIs, response scoring, and consensus modeling.

How do guardrails improve CX?

They help AI stay on-brand, avoid errors, and escalate sensitive issues to humans.

What are LLM guardrails?

Systems ensuring AI operates responsibly, aligns with business goals, and meets compliance standards.

What are the three levels of guardrails?

Pre-generation (input checks), in-generation (real-time monitoring), and post-generation (response review).

Why is human oversight needed?

It ensures high-stakes or ambiguous issues are handled with care and judgment.


CSAT vs NPS: Key Differences & When to Use Each

Key Takeaways

  • CSAT (Customer Satisfaction Score) measures short-term satisfaction with a specific interaction, while NPS (Net Promoter Score) measures long-term loyalty.
  • CSAT is best for pinpointing friction points and gathering immediate, actionable feedback; NPS is best for benchmarking overall sentiment and predicting growth.
  • Using both CSAT and NPS together creates a holistic view of customer experience, combining tactical insights with strategic brand health.
  • Improving CSAT requires fast resolutions, empathetic service, and timely responses, while improving NPS involves broader efforts like product quality, loyalty programs, and consistent customer care.
  • The ideal CX strategy includes CSAT, NPS, and, when possible, CES (Customer Effort Score) for a full picture of satisfaction, loyalty, and ease of service.

There are lots of customer success metrics floating around the customer service industry, and it’s hard to keep them straight! But the two we hear most often are CSAT and NPS®.

You know they’re both important, but what’s the difference?

They’re both short, often one-question surveys that use numerical scales. The big difference? CSAT scores (customer satisfaction) measure one specific interaction, while NPS (Net Promoter Score®) evaluates the overall opinion of your business.

Hint: You need both in your business.

Keep reading to learn how to use CSAT and NPS surveys, and what you can do to raise your scores.

What is a CSAT score?

A customer satisfaction (CSAT) survey asks customers a single question: On a scale from one to five, how satisfied were you with [company/service/product/interaction]?

To get the CSAT score, you take the average number of respondents who answered either fours (satisfied) or fives (very satisfied).

The CSAT formula
Total number if 4 and 5 responses ÷ Total number of responses x 100 = % of
satisfied customers

Simple, right? That’s the beauty of CSAT surveys. They’re easy to answer because they’re multiple-choice and come immediately after the interaction. Customer responses tend to be higher than other forms of surveys.

What makes CSAT scores such powerful metrics is their ability to be used across the organization in a variety of ways. The best way to use it in customer service? Immediately after a customer interaction.

It can also evaluate products and services, the e-commerce experience, a piece of content, and more.

How do you use CSAT scores in your business?

Customer satisfaction scores are a quick and easy way to get immediate customer feedback. And with Zendesk reporting that over 60% of customers admit that the pandemic has raised their customer service expectations, staying on top of customer satisfaction is critical to business success.

CSAT is a numbers game. The more customers you get to answer the survey, the better picture you’ll have of your customer service as a whole. While responses tend to be higher than those of other surveys, customers already show signs of survey fatigue.

Here are a few ways to increase response rates.

Best practices to increase CSAT score response rates

  • Include the survey in their preferred messaging channel. Don’t rely on an email after the interaction (which comes with a meager open rate and an even lower response rate). Instead, send customers the survey right within the messaging platform they’re already using. If the conversation happened over text messaging, send the survey via text at the end.
  • Use an AI agent to administer the survey. Automate survey distribution and capture sentiment while it’s still fresh in your customers’ minds. Program your AI agent to jump into the conversation once the customer’s problem is solved.
  • Make the survey visually engaging. Use rich messaging to make your surveys stand out. Try emojis when appropriate, test out stars vs. a number scale, or even try incorporating GIFs. See what it’ll take to get your customers to click!
  • Be specific. Make sure you say exactly what you’re asking for. A vague “rate us” won’t elicit a good response, but something like “How did Jenny do on this request?” might.

If you’re thinking, “This is great! But what does it really tell me about our customer service team?”, then it’s time for some deeper questions.

Live-Chat-Software-Chatbot-Messaging-WindowYou have a few options. Consider adding an optional question that asks why your customers scored the way they did. This captures in-the-moment information to help you discern the problem or what made that customer service experience stand out.

However, adding additional questions (even optional ones) could keep customers from answering the survey altogether. Maybe they feel like they need to think through their answers a bit more, or feel like it’s just too much.

If that’s the case, you can also let them opt in to receive a follow-up survey that goes into more detail. If they agree, send them an email with questions that dig into the heart of the problem. For severe issues or standout surveys, you can even request an interview (and offer an incentive to participate).

It’s also important to note that you’re more likely to hear from customers on either end of the spectrum. The people who had very positive experiences (fives) and extremely dissatisfying experiences (ones) are the most likely to respond to your surveys. Keep that in mind when assessing your customer service experience.

What can you do to improve your CSAT score?

That depends on what you’re measuring.

Let’s assume you’re measuring your customer service interactions. Every customer wants a few key things when they reach out to your support team.

  • Quick resolutions: 61% of customers define a good customer service experience as one that solves their problems quickly. Make sure your staff is well-trained and has access to all the information they need to serve your customers.
  • Timely responses: Customers expect access to support agents 24/7. While this isn’t always possible, there are several options to serve customers when agents aren’t available. Many customers want self-service options, so spend the time and effort to enhance your knowledge base. You can also rely on AI agents to answer common questions and set expectations for when an agent will be available. Relying on asynchronous messaging, like text messaging, will also help with more flexible response times.
  • A friendly customer service agent: Now more than ever, customers are looking for empathy from your customer service agents. Train your agents to practice patience and kindness (and ensure they can translate those emotions into text), and empower them to flex the rules and do what it takes to make the customer happy.

What is NPS?

NPS stands for Net Promoter Score, and it calculates how likely your customers are to recommend your brand.

  • Focus: Overall relationship with the brand and likelihood to recommend.
  • Scale: 0–10, with 0 meaning not at all likely and 10 meaning extremely likely.
  • Calculation: Percentage of Promoters (9–10) minus Percentage of Detractors (0–6).
  • Best for: Measuring customer loyalty, benchmarking against competitors, and predicting growth.
  • Benefit: Provides a standardized, high-level view of brand sentiment and long-term advocacy.

An NPS survey asks the question, “How likely is it that you would recommend [brand] to a friend or colleague?” Customers then rate their likelihood from 0–10, with zero being not at all likely and ten being extremely likely.

csat score vs. NPS

When calculating your NPS, only customers who select nine or ten are considered your promoters, while passives score seven and eight, and detractors score zero through six. So, calculating your NPS looks a little different than calculating your CSAT score.

The NPS formula
% of promoters — % of detractors = NPS

Pros and Cons of Net Promoter Scores (NPS)

Your NPS identifies overall brand perception rather than a specific transaction. This leads to several pros and cons.

Pros Cons
There’s a strong correlation between NPS (which measures loyalty) and business growth. Since NPS measures perception instead of performance, it’s harder to pinpoint specific problem areas.
NPS is standardized across brands, so it’s better at providing benchmark numbers on which to base your business’s performance. It requires a deep analysis of both industry-wide and internal trends to decipher the results.

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Like CSAT surveys, NPS surveys often need a little help to get usable feedback from your customers. Ask respondents to explain their reasoning in a follow-up question. While asking another question may limit your responses, it’s better to have insights into what matters most to your customers.

So, how often should you measure NPS? Since it’s an assessment of your overall experience, you’ll need to evaluate the best frequency and delivery method for your brand. Opt for at least once a year.

If your customer base is large and you change tactics frequently, you might want to consider sending out surveys once a quarter to get more immediate feedback.

What is considered a good NPS?

Since NPS scores are standardized, it’s easy to identify a benchmark score.

According to Sametrix, the average NPS for online shopping brands in 2021 was 41, and the industry leader’s NPS was 59.

Context matters. A “good” NPS in SaaS may look different than in retail or healthcare. Always benchmark against peers in your industry.

Once you start tracking your own data, pay attention to internal and external trends that influence your score. For example, many brands may be experiencing lower-than-average scores due to supply shortages or long wait times.

How do you increase your NPS?

Once you’ve established your NPS baseline, you have a benchmark for future results. But since you aren’t measuring a specific interaction, it’ll take a little more digging to identify ways to improve it. Here are some ways to get started:

  1. Dive into the data: Instead of looking at your NPS as a standalone metric, compare it to what you know about your customers. Are your promoters Gen Z, and your detractors Gen X? Did all your promoters buy a particular service? Look at what other metrics you can pull in so you have a bigger picture of the results.
  2. Look at the internal context: What was going on when you sent out that survey? Had you just released a new product? Was your customer service team understaffed? See what could have influenced your responses. It may not give you the whole picture, but it can help you identify where to start.
  3. Review industry-wide trends: It’s no secret that the pandemic caused net promoter scores to drop due to a variety of factors. But it doesn’t have to be a global problem to impact your customer service. See what external trends may have contributed to the score.

To increase your NPS, you need to do some investigating and then rally your customer service team around the solutions. With the right tools and understanding, it’s absolutely possible to increase your scores.

CSAT and NPS: What’s the difference?

When it comes to measuring customer experience, CSAT and NPS are two of the most widely used customer satisfaction metrics, but they serve different purposes. CSAT, short for Customer Satisfaction Score, typically uses a 1–5 or 1–10 scale to measure how satisfied a customer is with a specific interaction. CSAT is all about gauging immediate satisfaction with a particular service moment.

NPS, or Net Promoter Score, uses a 0–10 scale to measure overall brand sentiment, asking customers how likely they are to recommend your company. Responses are segmented into Promoters, Passives, and Detractors, offering a broader view of long-term loyalty.

If you’re comparing CSAT vs NPS, think of CSAT as a snapshot of individual experiences, while NPS tracks the cumulative impression over time. Both are essential tools for strong contact center management.

When to Use Each and When to Use Both (CSAT & NPS)

When to use CSAT:

  • After a support interaction to measure immediate satisfaction.
  • Post-purchase or checkout to spot friction in the buying journey.
  • During onboarding to see if customers find the process smooth.

When to use NPS:

  • On a quarterly or annual basis to measure overall brand loyalty.
  • After a major product release or company milestone to gauge perception.
  • For benchmarking against industry competitors.

When to use both together:

  • To create a complete feedback loop, CSAT gives you the micro view of individual interactions, while NPS delivers the macro view of brand health.
  • To identify whether improvements in day-to-day service (CSAT) translate into stronger long-term loyalty (NPS).
  • To align tactical fixes with strategic growth, ensuring every customer touchpoint contributes to stronger advocacy.

Should you use NPS or CSAT to evaluate your customer service?

Ideally, you should use both NPS and CSAT scores to get a full understanding of how your brand is performing. While NPS is great at measuring the overall sentiment around your customer service, product, etc., CSAT surveys will provide specific, actionable insights into support interactions.

Unlock Better Customer Metrics with Quiq

To deliver exceptional customer experiences, you need more than just support; you need smart, real-time insights. Quiq’s agentic AI platform makes it easy to measure and act on the customer experience with automated CSAT and NPS surveys delivered at just the right moments. Whether you’re tracking specific interactions or long-term loyalty, Quiq helps you capture meaningful data that drives better outcomes.

CSAT, short for Customer Satisfaction Score, gives you quick snapshots of customer sentiment after individual touchpoints, while NPS, or Net Promoter Score, reveals how likely customers are to recommend your brand—two critical customer satisfaction metrics that work best in tandem. Still wondering what CSAT stands for or how to compare CSAT vs NPS? Quiq makes it effortless.

With intelligent, multi-channel messaging, asynchronous conversations, and AI-powered automation, you’ll serve more customers with less effort—while gaining the insights you need to continuously improve.

Curious how it all works? Watch our video here.

FAQs

What is the difference between CSAT and NPS?

CSAT measures how satisfied customers are with a single interaction (short-term), while NPS measures overall loyalty and the likelihood of recommending your brand (long-term).

When should I use CSAT vs NPS?

Use CSAT right after a specific touchpoint—like a support call, checkout, or onboarding flow. Use NPS when you want to assess overall brand health and predict customer retention.

What is a good CSAT score?

Most industries consider 75%–85% a strong CSAT score, but benchmarks vary. The goal is consistent improvement and identifying trends in your own data.

What is a good NPS score?

An NPS above 0 means you have more promoters than detractors. In many industries, a score of 40+ is considered excellent, while world-class brands often score 70+.

Can you improve both CSAT and NPS at the same time?

Yes. Improving customer service speed, empathy, and accessibility boosts CSAT scores right away, and over time, these improvements increase customer loyalty, which raises NPS.

What other metrics should I track besides CSAT and NPS?

Many businesses also track CES (Customer Effort Score), which measures how easy it is for customers to resolve issues. Together, CSAT, NPS, and CES provide a comprehensive view of customer experience.