Communicate with clients about products, procedures, and policies
Part of the output can be produced by software today.
Software drafts well and sends at volume, and vertical support agents now resolve a large share of inbound questions end to end. What does not transfer is the relationship, and the judgment about when a message should not be sent at all.
| How automatable | Partly automatable |
|---|---|
| Kind of work | Routine communication and explanation |
| Jobs that do it | 9 occupations |
| Tool categories that apply | Vertical agents, Builders |
| O*NET activity | Interpreting the Meaning of Information for Others (4.A.4.a.1) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 9 occupations that perform it.
- Advise or consult with individuals and institutions regarding issues such as the historical authenticity of materials or the customs of a specific historical period.
- Assist customers in selection of tile and grout.
- Talk to clients and study instructions, plans, or diagrams to establish work requirements.
- Confer with customers to determine project requirements or to provide cost estimates.
- Demonstrate start-up, shut-down, maintenance, diagnostic, and safety procedures to thermal system owners.
- Confer with owners, violators, or authorities to explain regulations or recommend remedial actions.
- Discuss fencing needs with customers, and estimate and quote prices.
- Discuss the design with the client.
- Recommend weatherization techniques to clients in accordance with needs and applicable energy regulations, codes, policies, or statutes.
- Explain energy conservation measures, such as the use of low flow showerheads and energy-efficient lighting.
- Contact residents or building owners to schedule appointments.
- Explain recommendations, policies, procedures, requirements, or other related information to residents or building owners.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for routine communication and explanation, and what it costs.
Drafting replies costs nothing beyond the assistant you already pay for. Only move to a support agent billed per resolution once the inbound volume is large enough that the per-resolution price beats the hour it takes you.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
9 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
Work that goes with it
O*NET groups these under “Explain regulations, policies, or procedures”. In practice they tend to be done by the same person, in the same sitting.
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.