# ViciDial AI Seat Readiness Checklist

Use this as the companion download for **How to Add AI Seats to ViciDial Without Replacing Your Dialer**.

## Campaign and lane

- [ ] One campaign or inbound group selected
- [ ] Call purpose is explicit
- [ ] Eligible and excluded records are defined
- [ ] Human transfer destination exists
- [ ] Disposition vocabulary is controlled
- [ ] Contact windows are defined
- [ ] Consent and DNC behavior is defined
- [ ] Daily volume and concurrency caps are defined

## Ownership

- [ ] ViciDial remains authoritative for campaign and routing rules
- [ ] AI platform owns worker behavior and voice runtime
- [ ] CRM/helpdesk remains authoritative for customer state
- [ ] No campaign logic is duplicated in prompts without an explicit reason
- [ ] Data owners are named
- [ ] Incident owner is named

## Data read

- [ ] Lead/customer identifier
- [ ] Campaign
- [ ] Contact details
- [ ] Time zone
- [ ] Consent/DNC state
- [ ] Language
- [ ] Prior attempts
- [ ] Account/opportunity context
- [ ] Call reason

## Data write

- [ ] Disposition
- [ ] Qualification fields
- [ ] Callback or appointment
- [ ] Summary
- [ ] Transfer result
- [ ] Promise / next step
- [ ] Failure reason
- [ ] Human follow-up task
- [ ] Duplicate-write behavior tested

## Worker definition

- [ ] Narrow role
- [ ] Allowed decisions
- [ ] Prohibited decisions
- [ ] Approved knowledge
- [ ] Tool permissions
- [ ] Required disclosures
- [ ] Transfer conditions
- [ ] End-call conditions
- [ ] Quality rubric
- [ ] Pause conditions

## Voice path

- [ ] Media connection tested
- [ ] Speech recognition tested
- [ ] Synthesis tested
- [ ] Turn detection tested
- [ ] Barge-in tested
- [ ] Recovery after interruption tested
- [ ] Silence tested
- [ ] Background noise tested
- [ ] Long tool latency tested
- [ ] Provider timeout tested
- [ ] Transfer under real queue conditions tested

## Human control

- [ ] Planned transfer
- [ ] Exception follow-up
- [ ] Live takeover
- [ ] Business-hours behavior
- [ ] Queue timeout
- [ ] Fallback destination
- [ ] Context packet
- [ ] Supervisor monitoring
- [ ] Worker/seat pause
- [ ] Rollback to human-only operation

## Security and compliance

- [ ] Credentials are managed outside prompts
- [ ] Transport is encrypted
- [ ] Protected actions have additional controls
- [ ] DNC blocks tested
- [ ] Consent behavior tested
- [ ] Recording/notification requirements reviewed
- [ ] Sensitive-data logging reviewed
- [ ] Audit evidence retained
- [ ] Access is least privilege
- [ ] Secret rotation and failure path tested

## Outcome verification

- [ ] Correct disposition reaches ViciDial
- [ ] Correct outcome reaches the system of record
- [ ] Callback/follow-up is created once
- [ ] Transfer result is captured
- [ ] Failed writeback is visible and recoverable
- [ ] Quality review receives the interaction
- [ ] Cost is attributable
- [ ] Version is attributable
- [ ] No customer must repeat verified context after handoff

## Rollout gates

### Offline simulation

- [ ] Happy path passes
- [ ] Exception library passes
- [ ] Data mapping passes
- [ ] Failure handling passes

### Internal calls

- [ ] Audio quality approved
- [ ] Monitoring approved
- [ ] Takeover approved
- [ ] Transfer approved
- [ ] Writeback approved

### Limited live cohort

- [ ] Operator scheduled
- [ ] Caps active
- [ ] Stop condition active
- [ ] Daily review scheduled
- [ ] Incident escalation active
- [ ] Rollback tested

### Expansion

- [ ] Quality threshold met
- [ ] Reliability threshold met
- [ ] Compliance threshold met
- [ ] Correct disposition threshold met
- [ ] Human collaboration threshold met
- [ ] Cost per accepted outcome approved