Customer Service / Customer Service Strategy and Planning Live
Service Policy Review
Check a draft service policy against what the team actually does — the commitments nobody can meet, the gaps that leave agents guessing, and the rules already being broken every day.
- Run on demand
- ~8 credits per run
- v1.0.0
What does Service Policy Review do?
Service Policy Review is a production AI agent in the customer service section of the Leverge agent store, built for the customer service strategy and planning process. Check a draft service policy against what the team actually does — the commitments nobody can meet, the gaps that leave agents guessing, and the rules already being broken every day. It runs on demand, works through 4 steps and returns 5 outputs, including can this be delivered?.
What it needs
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Draft policy
The policy as proposed.
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What actually happens
Recent performance data or a ticket sample. The policy is judged against this, not against intent.
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Review context
What it does
- Reading the draft policy
- Reading the performance evidence
- Testing the policy against practice
- Writing the review note
What you get back
- Can this be delivered?
- Review note
- Commitments the evidence says we cannot meet
- Clause by clause
- What the policy leaves undecided
After each run it asks: “Would you sign this policy off?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Customer Service Strategy and Planning
Other agents in customer service strategy and planning
Ticket triage, resolution drafting and feedback analysis
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Account Change Request
Check whether the person asking for an account change is entitled to make it, then draft either the confirmation or the verification request. Nothing is changed and nothing is sent.
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Account Inactivity Outreach
Separate accounts that have genuinely gone quiet from ones that only look quiet, then draft a useful reason to make contact rather than a nudge. Every draft is approved individually — nothing is sent.
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Campaign Inquiry Readiness
Before a campaign goes live, work out what support will be asked, whether the answers exist yet, and which claims in the campaign will generate questions nobody can answer.
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Case Resolution Guidance
Describe a stuck case and get the resolution paths your own playbooks support, ranked, with what the case has not yet established named rather than assumed.
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Chat Transcript Summary
Turn a live-chat log into the two things needed afterwards: a ticket record the next agent can act on, and a clean transcript the customer can be sent.
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Complaint Tracking
Track every open complaint against the commitments made to that customer — which are past the promised date, which have gone quiet, and which were closed without the customer ever agreeing they were.
Next Step
Deploy Service Policy Review, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.