STEP 04 — AI LAYER

Where can AI take on the work?

Score each role for automation and augmentation potential, then name what the freed-up time can go to. The three percentages must add up to 100.

Automatable

AI can do this largely on its own, with light human review. This share counts as capacity freed.

AI-augmented

AI speeds it up or improves it; a person still does the core work. Not counted as capacity freed.

Human-core

Judgement, relationships, accountability — AI doesn't really change it.

Chloe Martin — Customer Success Manager

What this role does today

DeliversCustomer onboarding (0.8)Support operations & reporting (0.2)
SkillsCustomer onboardingRelationship managementAccount health monitoring
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 25–55% automatable

Read from 4 of 5 items above: Customer onboarding (medium), Support operations & reporting (high), Customer onboarding (medium), Relationship management (low). A rough guide from the wording alone.

AI tools they use today
None recorded yet

Hannah Weber — Head of Customer Support

What this role does today

DeliversEscalations & complex cases (0.5)Support operations & reporting (0.5)
SkillsTeam leadershipEscalation handlingCustomer empathy
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 20–50% automatable

Read from 3 of 5 items above: Support operations & reporting (high), Team leadership (low), Customer empathy (low). A rough guide from the wording alone.

AI tools they use today
ChatGPT

Ines Costa — Customer Support Specialist

What this role does today

DeliversTicket resolution (0.8)Knowledge base & self-service (0.2)
SkillsTicket resolutionProduct knowledgeWritten communication
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 15–45% automatable

Read from 2 of 5 items above: Product knowledge (medium), Written communication (low). A rough guide from the wording alone.

AI tools they use today
None recorded yet

Luca Bianchi — Support Team Lead

What this role does today

DeliversTicket resolution (0.5)Escalations & complex cases (0.5)
SkillsTicket triageCoachingEscalation handling
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 0–30% automatable

Read from 1 of 5 items above: Coaching (low). A rough guide from the wording alone.

AI tools they use today
None recorded yet

Omar Haddad — Customer Support Specialist

What this role does today

DeliversTicket resolution (0.7)Knowledge base & self-service (0.3)
SkillsTroubleshootingProduct knowledgeWritten communication
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 15–45% automatable

Read from 2 of 5 items above: Product knowledge (medium), Written communication (low). A rough guide from the wording alone.

AI tools they use today
Zendesk AI

Pavel Novak — Support Operations Analyst

What this role does today

DeliversSupport operations & reporting (0.8)Knowledge base & self-service (0.2)
SkillsReportingExcelProcess design
Suggests a split from this role's value streams, skills and tools. Names are never sent to the AI.
Free quick guess from the wording: roughly 50–80% automatable

Read from 4 of 5 items above: Support operations & reporting (high), Reporting (high), Excel (high), Process design (medium). A rough guide from the wording alone.

AI tools they use today
ChatGPT