A Notion template to help you crush your AI agent rollout while keeping it fun!

📌 Why use this?

This tracker keeps your AgentForce AI deployment structured, on track, and easy to manage. Plus, it includes fun GIFs, easy-to-follow sections, and a no-stress format.

🎯 Goal: Deploy AI-powered customer service seamlessly & wow your users 🎉

🌟 Welcome!

👋 First things first — let’s set up your AI implementation!

✅ Step 1: Click "Duplicate" to add this to your workspace.

✅ Step 2: Fill in your project details below.

✅ Step 3: Follow the phases in order and keep track of progress.

🛠 Project Overview

📌 High-level details to keep everyone aligned

📝 Tip: Keep this section updated so everyone knows where things stand! 🚀

📊 AI Implementation Phases

A structured roadmap with a “drag-and-drop” progress tracker.

🔎 Phase 1: Discovery – Laying the Foundation for AI Success

"AI is only as good as the problem it solves." – Let's get the basics right!

✅ Identify AI Use Cases

🔹 What pain points will AI solve? (e.g., reduce agent workload, automate FAQs, optimize case routing)

🔹 List top 3 customer pain points AI should address.

✅ Gather AI Training Data

📂 Data Sources:

🔹 Chat logs

🔹 Case history

🔹 Knowledge base (FAQs, articles)

🎯 Action Tip:

• Make a Notion sub-page to list the training data sources and their locations.
• Assign owners to ensure all data is gathered.

✅ Define Success Metrics

📊 Key AI KPIs:

• 🚀 Case Deflection Rate – % of cases resolved by AI
• ⏳ First Response Time (FRT) – AI response speed
• ⭐ Customer Satisfaction (CSAT) – AI-assisted experience

💡 Pro Tip: Keep one North Star Metric that aligns with business goals.