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What this helps you do

Launch an AI Agent with clear information, safe review, and a dependable human hand-off. Start with one property and one channel.

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Before you start

  • Complete the Quickstart through the channel test.
  • Decide which teammate owns escalations.
  • Prepare one property fact, one company policy, one repeat procedure, and one request that must go to a person.
  • Keep automatic replies off during testing.

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Prepare the source information

Use one source of truth for each kind of information:

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Test in review mode

1

Open the agent

Go to AI Hub, choose the agent, and review its instructions and access.
2

Test a property fact

Ask a question whose answer belongs to one property. Confirm the answer uses that property’s current details.
3

Test a policy and procedure

Ask one question answered by a company document and one that should follow a skill. Confirm the sources do not conflict.
4

Test a hand-off

Use a safe example involving a complaint, refund, safety concern, or another case your team requires a person to review. Confirm the agent pauses or prepares a draft instead of making the sensitive decision.
5

Review the conversation

Check tone, facts, recipient, property, and requested action. Correct the source information, not only the draft.

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Decide when a person takes over

Write short hand-off rules in the agent instructions. Name the situations, the person or team responsible, and what the agent may do while waiting. Common hand-offs include safety issues, money, policy exceptions, angry guests, owner decisions, and uncertain property facts.

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Move beyond review mode

Only consider automatic replies after your team has repeated the tests on real approved examples and reviewed the results. Expand one channel or property at a time. Keep sensitive actions behind approval.

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How to check it worked

  • Each test uses the intended source.
  • The agent follows your tone and limits.
  • The hand-off reaches the responsible person.
  • No sensitive promise or action happens without the required review.
  • A manager knows where to inspect the conversation and improve the source.

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Common problems

Follow Fix wrong AI information and update the source that should own the answer.
Review the agent’s property, Inbox, and tool access in AI Hub.
Tighten the hand-off instructions and require approval for the action. Test the same case again in review mode.