The agent's job is changing shape, not disappearing.
AI agents take the simple, repetitive contacts first. What's left for people is harder, more emotional, and higher stakes, so hiring profiles, training, and coaching all have to change with it.
I help senior leaders see where AI is taking their business and feel ready to lead their organizations through it. Most of that work is storytelling: making the technology concrete, finding the real need under the stated problem, and leaving leaders with a plan they own.
Every executive I work with has seen the demos. What they want is a clear, honest view of what changes in their operation, and what it takes to get the value.
AI agents take the simple, repetitive contacts first. What's left for people is harder, more emotional, and higher stakes, so hiring profiles, training, and coaching all have to change with it.
A pilot can hit every technical goal and still die on the floor. If agents don't trust the guidance in front of them, they ignore it, and the business case quietly disappears.
Real-time assist and conversation intelligence turn the supervisor from monitor into coach. That's the biggest role change in the building, and it usually gets the least preparation.
When every conversation can be scored, quality moves from a small, random sample to the whole picture. The hard part isn't the technology; it's deciding what good looks like and agreeing on it.
Long use-case lists stall decisions. I'd rather help leaders name one or two outcomes they truly care about and build the business case with them, so it's their story, not a vendor's spreadsheet.
The organizations that scale AI treat governance like something they run and improve: a Center of Excellence with clear owners, cadences, and decisions, not a document nobody opens.
This is how I'd open a strategic engagement. The company is fictional; the format is how I design sessions for senior leaders: short inputs, real conversations, and a decision at the end of every block.
We open with three short, anonymized customer calls from their own operation: one routine, one escalated, one that went well against the odds. No slides yet.
A twenty-minute view of how AI is reshaping contact center work over the next three years: what AI agents handle, what changes for people, and what most organizations get wrong.
Small groups each take a role (agent, supervisor, QA analyst, customer) and sketch that person's day in a fully AI-enabled operation. Groups report back; I capture the gaps.
Each leader gets the same imaginary budget to spend across outcomes: cost per contact, first-contact resolution, retention, revenue per conversation, compliance. Where the money lands shows where they really agree.
We score the organization together on six readiness dimensions (the same ones in the check below) and agree on the biggest risk to scaling.
We draft a one-page value hypothesis in the room: the outcome, the measure, the baseline, the owner, and what a successful pilot has to prove in ninety days.
A quick version of the readiness conversation I run with leadership teams. Pick the statement closest to where your organization is today.
Scaling AI in a contact center is an operating change. This is the shape I recommend: a small core team with clear decision rights, and a path from pilot to scale with a gate at every step.
Owns the outcome and the budget. Breaks ties. Shows up at every gate review.
Runs the roadmap, the cadence, and the backlog of use cases.
Plans staffing, schedules, and handoffs as AI takes on volume.
Defines what good looks like and turns insights into coaching.
Integrations, data access, and the health of the platform.
Guardrails, disclosures, and review of AI behavior.
Agents and supervisors who test early, give feedback, and bring peers along.
Vision session, readiness baseline, priority outcomes, and a named sponsor.
Gate: value hypothesis signed offOne site or team, a clear baseline, champions on the floor, and supervisors coached first.
Gate: outcome moved and agents using itExpand to a second population, confirm the result holds, and finalize governance and training.
Gate: executive readout and scale planRoll out by wave, retire old processes, and keep a quarterly cadence for new use cases.
Gate: value tracked against the original caseBusiness results take months to show. Adoption shows up in weeks. I build the measures as a chain, so leaders can see the value coming before it lands, or catch it leaking.
If adoption is low, performance won't move, and the business case won't either. That's why I watch the left column first and report all three to the executive sponsor.
As a Senior Learning & Skilling Manager at Microsoft, I help business leaders, especially senior executives, build the skills to lead well with AI and other new technology. Most of my work is turning complex topics into learning that busy leaders will actually use.
Before that I spent more than a decade inside large customer-facing operations: contact center learning at Cox Communications and for Verizon, workforce readiness for 40,000+ team members at Tractor Supply, and system rollouts at First Tech Federal Credit Union and QGenda. I hold an Executive MBA from the University of Georgia's Terry College of Business, with a focus on strategy and AI innovation.
Vision sessions, readiness assessments, and executive AI programs. I usually reply within one business day.