Voice AI Readiness Checklist

Is Your Business Ready to Launch Voice AI Agents?

Use this one-page guide to quickly assess your business’s readiness to implement Voice AI and unlock faster response times, better customer experiences, and streamlined operations.

Call Volume & Use Cases

We handle 500+ inbound/outbound calls per month

We have repetitive or FAQ-style queries (e.g. hours, policies, status checks)

We experience after-hours or overflow call demand

We want to reduce wait times or abandonment rates

Technology & Infrastructure

We use a VoIP or cloud-based phone system

We have a CRM or ticketing system (e.g. HubSpot, Salesforce, Zendesk)

Our current system can integrate via API or webhook

Our FAQs or knowledge base is digitally accessible

👥 Team & Change Readiness

We have a point person (Ops, CX, or IT) to own implementation

We’re open to automation for routine tasks

Our team is concerned about burnout or call fatigue

We’re open to piloting new tech with clear ROI

📈 Business Goals & Metrics

We want to scale without adding headcount

Improving CSAT/NPS scores is a priority

We track or want to track call handling times and resolutions

We’re under pressure to reduce support or operations costs

Results

• 12–16 points: ✔ You’re Voice AI Ready! A deployment could happen in under 7 days.

• 8–11 points: You’re Almost There – A pilot project can help bridge the gaps.

• Under 8 points: Start with process mapping or a discovery workshop to define fit.