Promise Control Checklist for Sales and Customer Service AI
Sales / Customer Service · Step 4
Promise Control Checklist
AI-generated sales and customer service drafts should always be reviewed for unsupported promises, pricing claims, timing commitments, policy exceptions, and customer trust risks.
Review every draft for
- Refund guarantees.
- Delivery promises.
- Pricing commitments.
- Policy exceptions.
- Contract implications.
- Product capability exaggeration.
- Unsupported claims.
Safe workflow
- Generate the draft.
- Compare against approved source material.
- Remove unsupported commitments.
- Escalate sensitive issues when needed.
- Approve final human-reviewed version.
Review-first rule
AI can support drafting and summarization, but people remain responsible for promises, commitments, customer trust, and final communication.