KB/SOP Inventory
Inventory of FAQs, process docs, verification scripts, playbooks, and SOP references available to the agents.
References
4
Indexed knowledge objects
Ready
0
Approved for agent grounding
Needs review
1
Draft, queued, or pending
Owners
2
Mapped accountability lanes
Knowledge base
Reference Library
Title
Price Range Disclosure
Give approved starting ranges, then qualify before committing to a quote.
Type
SOP
Owner
Ops
Updated
May 31, 2026
Status
Pass
Title
Account Verification
Verify customer identity before sharing appointment, billing, or service details.
Type
SOP
Owner
Ops
Updated
May 31, 2026
Status
Watch
Title
Refund And Cancellation Escalation
Route refund and cancellation requests to a supervisor before promising outcomes.
Type
SOP
Owner
Supervisor Ops
Updated
May 31, 2026
Status
Review
Title
CRM Tool Failure Handling
Explain delay, retry once when safe, and create a manual task if the retry fails.
Type
Tool SOP
Owner
Ops
Updated
May 31, 2026
Status
Watch
| Title | Type | Owner | Updated | Status |
|---|---|---|---|---|
Price Range Disclosure Give approved starting ranges, then qualify before committing to a quote. | SOP | Ops | May 31, 2026 | Pass |
Account Verification Verify customer identity before sharing appointment, billing, or service details. | SOP | Ops | May 31, 2026 | Watch |
Refund And Cancellation Escalation Route refund and cancellation requests to a supervisor before promising outcomes. | SOP | Supervisor Ops | May 31, 2026 | Review |
CRM Tool Failure Handling Explain delay, retry once when safe, and create a manual task if the retry fails. | Tool SOP | Ops | May 31, 2026 | Watch |
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