Spend one focused hour reviewing emails, chat transcripts, social DMs, and call notes. Tag every repeated request, capture exact phrasing, and group variants by intent, not wording. This exercise becomes training data, knowledge base entries, and routing rules that remove daily friction and guide smarter automation later.
Convert long explanations into concise snippets with clear variables, like refund reason, order number, or booking date. Store drafts in a simple doc or lightweight tool. Later, your AI assistant can assemble personalized replies consistently, keeping tone aligned while avoiding that robotic echo customers instantly notice.
Pick one location for policies, how‑to guides, and troubleshooting steps, even if it is a humble spreadsheet. Consistency beats sophistication early. With a single source, your future chatbot, email templates, and help articles stay synchronized, preventing silent drift, contradictory answers, and headaches caused by outdated instructions.
Resist the urge to gather every detail. Ask for the minimum required to identify the account and solve the request. Redact payment tokens and personal identifiers in logs. Less data means less risk, faster audits, and calmer sleep for you and your customers.
Prefer providers that support data isolation, configurable retention, and regional hosting. When possible, run lightweight models locally for classification or redaction, saving cloud calls for generative tasks. Sensible defaults protect privacy automatically, reducing the number of decisions you must make under pressure.