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Implementation

A practical checklist for introducing AI into an agency branch

The safest rollout is narrow, measurable and reversible.

Choose one branch and a small service scope

Start with work that is frequent and easy to verify. Enquiry responses, direct letters and listing packages create clearer evidence than switching on every possible workflow at once.

Define what the system may use

Record the branch tone, authorised users, property source, sign off contact, customer branding and high risk exclusions. Do not rely on a verbal assumption.

Agree the approval boundary

Everyone should know that Tiffbox prepares and checks, while the agency approves and sends customer work.

Measure the real workload

Count usable work when the first human checked version is ready. Track revisions, operator time, missing information and branch friction rather than relying on impressions.

Review before expanding

Use a week four friction review and a week seven evidence report. Add WhatsApp, phone or more complex workflows only after the core service is stable.

Scope note

This guide explains the Tiffbox operating approach. It is general information and is not legal, financial or professional advice.