A client acceptance checklist should say what evidence permits a decision. Words such as natural, helpful and accurate need observable criteria for the intended job. This worksheet-style guide is for a BPO account manager and the client reviewer before a release decision.
The steps below are a proposed operating method. Confirm supported actions in your configured HeyRik account before using them in a client commitment.
Freeze the review package
Identify the client, task, approved knowledge version, agent configuration and test set. Attach the output records to the call evidence using authorised references. The implementer prepares the package; the client owns the business requirements; QA checks the evidence.
The checklist adds detailed release evidence to a pilot brief. It does not replace a contract or establish a universal acceptance standard. Set thresholds with the owner before reviewing results.
Use these acceptance rows
- Business facts: answer agrees with the approved source version; record the specific evidence.
- Required fields: final captured values reflect corrections made by the caller.
- Unknown question: response uses the approved uncertainty and fallback behavior.
- Destination: the receiving record exists with the required owner and fields.
- Caller preference: a declined next step is retained in the record.
- Recovery: a failed phone or integration path follows the configured exception process.
Worked decision: five rows pass, one is unknown
Illustrative review: facts, fields, corrections, caller preference and fallback have evidence, but the receiving record is unavailable. Leave destination acceptance unverified. The missing row matters because the job ends with a usable request, not only a spoken conversation.
Assign the implementer to trace the write and the receiving owner to confirm the destination. Rerun the affected case after repair. Do not turn an unknown into a pass because the other rows look good.
Record the decision and limits
- 1Mark each criterion pass, fail or unverified with an evidence reference.
- 2Record the reviewer, review date and configuration tested.
- 3Describe every unresolved issue and assigned repair owner.
- 4State the approved scope and any excluded language, queue or client variation.
- 5Obtain the actual client decision through its release process.
Use platform fields as evidence inputs
Amazon Connect documents contact attributes as interaction-specific data. They illustrate a way to carry review context, not a complete acceptance process. Check the supported fields in your actual system and use its destination record as the evidence. A checklist cannot confirm a capability that was never tested.
A little more before you begin.
Can the checklist itself prove production readiness?
It records the review decision for the tested scope. Representative operation, receiving-team capacity and unresolved defects still need evaluation.
Start here
Discuss the supported workflow for your BPO
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