Illustrative use case: a proposed engagement scenario, not a published client result.
The situation
Customer objections and buying signals sit in unstructured notes. Reviewing everything manually is slow, but accepting an AI summary without checking its evidence introduces another risk.
What we would design
Use a focused classification workflow to suggest themes from approved source material. Keep evidence linked to the suggested theme, support reviewer corrections and assess quality before expanding.
How the work could unfold
- Define a small taxonomy with the commercial team.
- Confirm the source data can be used and minimise sensitive details.
- Test classifications on a reviewed sample, including ambiguous examples.
- Introduce a human review queue and monitor errors and changes over time.
Responsible implementation
Do not send confidential CRM records to an AI provider without evaluating its processing terms, access controls and retention. A suggested theme is not a verified fact.