- What your agent writes
- Call and meeting summaries and action lists.
- Who owns the standard
- Operations and Legal
Rules that usually apply
These are examples to adapt. Write your own rules in plain language, or use public rules, and every agent reads the same rule.
Decisions have an owner and a date
Every decision recorded names an owner and a date.
Action items
Each action item has one named owner.
Confidentiality
The summary leaves out anything your confidentiality rule lists, such as named customers or pricing.