Learning Objectives
After completing this unit, you'll be able to:
- Identify agent opportunities across the customer lifecycle.
- Plan a cross-team pilot.
Agents Across the Lifecycle
- Attract: marketing agents personalize offers.
- Sell: sales agents prep calls and draft follow-ups.
- Serve: service agents resolve routine cases.
- Grow: agents flag renewal risk early.
Plan a Pilot
Pick one moment in the lifecycle, one team, and one measure of success. A focused pilot shows value fast and teaches you what to fix before you scale.
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points
1What makes a good agent pilot?