SAMPLE: How we vet Operators
What this article will cover
- How Operators are recruited and screened
- The training every Operator completes before working on a client account
- How performance is reviewed against client targets
Example of an embedded product screen
Articles can reuse the site's illustrative screens:
Today · Back Office Team
14 invoices drafted from completed jobsAgent drafted · Operator checked
SentVendor bill matches one paid last monthAgent flagged · Operator confirmed duplicate
HeldRefund request of $240, above your $100 limitOperator reviewed · Needs your decision
Sent to you3 invoices more than 30 days overdueAgent drafted reminders · Operator sent
ChasedCustomer asked to move a delivery dateOperator replied in your company's voice
1h 12mAI agents handled 71% of today's volumeOperator handled the rest
Example table
| Stage | What happens |
|---|---|
| Screening | Placeholder |
| Training | Placeholder |
| Shadowing | Placeholder |
