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Hand the conversation to a person before the assistant guesses

A customer asks the assistant to dispute a charge. The assistant's providers are routed, metered and filtered, and none of them is authorised to decide a dispute.

No demonstration is configured for this journey yet.

Seen by the customer · App, Kiswahili

From the record, not a run: what would reach them, on App, WhatsApp, Web, in Kiswahili, English.

The case

Annotated from the record

What happened

A customer asks the assistant to dispute a charge, and the assistant's providers are routed, metered and filtered but not authorised to decide.

A customer asks the assistant to dispute a charge. The assistant's providers are routed, metered and filtered, and none of them is authorised to decide a dispute.

What it reads

  • The request and the policy that governs it
  • Provider health, cost and language fit
  • The safety filter's result
  • Consent and the customer's channel

Checks before anything is sent

Safety filter, policy limit, provider health, cost control and consent checks pass.

Every option considered, including doing nothing

  1. Answer from the provider that fits, within the policyConsidered
  2. Answer with a safe fallback, where the provider failsConsidered
  3. Hand over to a person with the conversation's contextConsidered
  4. No answer, where the safety filter refusesConsidered

No action is a valid outcome, and it is recorded with its reason. Nothing is computed on this page: the options are the record's own, and no run has decided anything.

Evidence record

Preview
Reference
Issued when a run is saved. An evaluation that was never saved has none.
Decision
One of the options, including no action, with the reason.
Checks
Safety filter, policy limit, provider health, cost control and consent checks pass.
Evidence kept
  • Request
  • routing decision
  • provider
  • cost
  • filter result
  • handoff reason
  • agent's resolution
  • the decision audit
The measures
Handoffs resolved by a person, against answers the assistant gave that it should not have.
Connection
Stated on every record. In the demonstration no operator system is connected, and each record carries that state.

The shape of the record, with no values. A reference appears only after a run is saved.

The improvement, and how it is measured

Hypothesis

An assistant that knows what it may not decide is trusted with the rest; one that guesses once is not trusted again.

Desired result: Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails

Modelled not observed

No figure is modelled for this journey. The mechanism that could produce the result is stated instead.

Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain

Observed

Nothing yet. Measurement begins in a pilot’s validate stage, on your systems, against a comparison agreed first.

Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

Assumptions, costs and the record’s five answers
  1. 01
    Desired result

    The result wanted.

    Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails

  2. 02
    Mechanism

    The mechanism that could produce it.

    Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain

  3. 03
    Evidence required

    The records kept to show it.

    Decision log; eligibility snapshot; price/order response; delivery receipt; control assignment; revenue/outcome ledger

  4. 04
    Costs and risks

    The cost, and the ways it can go wrong.

    Costs: Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline

    If it fails: Fail closed on eligibility/consent/price; queue retryable events; do not duplicate orders; route exception to campaign operations

  5. 05
    Measurement approach

    The measure that shows it helped.

    Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

    Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

Nothing has been observed for this product. Every line above is the record's own design intent; measurement begins in a pilot's validate stage, on your systems, with the comparison agreed first.

The business side

The change
Handoffs resolved by a person, against answers the assistant gave that it should not have.
Running cost
Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline
What evidence supports it
Request, routing decision, provider and cost, filter result, handoff reason, agent's resolution and the decision audit.

The journey in detail

Step by step, from both sides
StepWhat the customer experiencesWhat the operator does
The momentThe moment that started it.A customer asks the assistant to dispute a charge, and the assistant's providers are routed, metered and filtered but not authorised to decide.Reads the request and the policy that governs it, provider health, cost and language fit, the safety filter's result, consent and the customer's channel.
The decisionThe decision to be made.Nothing reaches the customer yet.Routes the request to the provider that fits, filters the answer for safety, and hands the conversation to a person when the policy says the assistant may not decide.
The safeguardsThe conditions that stop it.Still nothing. No action is sent until every check has passed.Safety filter, policy limit, provider health, cost control and consent checks pass.
The actionThe action that reaches the customer.A person takes the conversation with its context; the customer is told who is answering, and the handoff is logged with its reason. Reaches them on App, WhatsApp, Web, in Kiswahili, English.Recommends. The system that holds the right confirms, charges or provisions.
When it goes wrongRefusal, failure and recovery.The fallback provider answers the dispute question with a confident guess about the refund, and the customer treats it as a promise.The policy limit routes dispute questions to a person regardless of provider, the guess is found in the decision audit, and the prompt and the routing rule are corrected under change approval.
The resultThe change it made.What changed for them is what is counted; nothing else is claimed.Handoffs resolved by a person, against answers the assistant gave that it should not have.
The proofThe proof anyone can check.Can be answered for, later, from the record.Request, routing decision, provider and cost, filter result, handoff reason, agent's resolution and the decision audit.

Operator systems remain authoritative. HeuriTel reads these to propose an action; it does not decide on their behalf.

Refusal, failure and recovery

What goes wrong

The fallback provider answers the dispute question with a confident guess about the refund, and the customer treats it as a promise.

What happens then

The policy limit routes dispute questions to a person regardless of provider, the guess is found in the decision audit, and the prompt and the routing rule are corrected under change approval.

The products in this journey

Available to see today

No demonstration is configured for this journey yet.

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