Free AI Adoption Checklist
Your practical 90-Day Checklist
to implement AI in Customer Service
A simple, structured plan to help your team start using AI Agents in 2026, even if you’re not sure where and how to begin.
Make this year the one you get a smarter, better and faster Customer Service.
Meet the business and CX leaders that already turned AI initiatives into measurable success stories with us.
What’s inside the Checklist
✔️ Readiness Test to assess your organization and team foundations for the journey
✔️ A List with the most suitable processes within your organization to apply AI
✔️ The Three Core Phases of the 90-Day Plan: Foundation & Exploratory Session; Build, Tests & First Pilot; Impact & Expansion
✔️ Frequently Asked Questions with answers to the most common doubts
✔️ Final Tips & Insights on how AI frees teams from repetitive tasks and boosts performance and happiness
Why this Checklist works
Designed to help customer support teams and CX leaders move past the noise and focus on what actually works in 2026 with AI:
- Focused on practical steps, not theory
- Helps you avoid the most common early mistakes
- Based on real AI implementations with Customer Service teams
- Works for businesses of any size or industry
- Lets you follow along and check off each step as you progress through the 90-day plan
Ready to Start Your First 90 Days With AI?
This checklist gives you the structure, clarity, and confidence to take the next step,
no matter where you are in your AI journey.
Make 2026 the year you implement AI, not just talk about it.
© 2026 Automaise. All rights reserved.
AI is now a strategic imperative, not a side project.
Yet most teams are still asking:
“Should we build it ourselves, or buy what’s already proven?”
The truth: every week of delay costs momentum, resources, and competitive edge.
This guide helps you cut through the noise and finally act with confidence.
AI Adoption Checklist
A simple, structured plan to help your team start using AI Agents in 2026, even if you’re not sure where and how to begin.
Make this year the one you get a smarter, better and faster Customer Service.
Strategy Guide
Time’s running out
But you can still make the right AI move in 2025
You’ve talked about AI all year, now it’s actually time to start using it.
This guide helps you make confident, strategic choices for your AI roadmap: clearly, quickly, and without the guesswork.
Meet the business and CX leaders that have already used this guide to turn stalled AI initiatives into measurable success stories.
Your Framework for fast, confident AI decisions
✔️ Understand when to build, buy, or mix both
✔️ Learn how to move from pilot to production, without stalling
✔️ Use our Strategic Prioritization Matrix to focus on high-impact use cases
✔️ Avoid common AI pitfalls: overbuilding, vendor lock-in, or low ROI
✔️ See what real 30-day AI implementation looks like in action
2025: Make this the year you did AI
Not just talked about it