Most businesses use AI like a search engine — occasional and shallow. The playbook treats AI as a junior team member: given context, constraints, and a clear job.
The quality of your output is bounded by the quality of your instructions. Vague prompts produce vague results.
Write one prompt that assigns AI a specific role in your business (e.g., 'You are my intake specialist'). Define its goal, tone, and limits.
AI can triage, answer FAQs, and draft responses — but the handoff to a human must be clean. Design the boundary before you deploy.
Start with the 20 questions your team answers most. Document the answers; let AI handle the first pass.