Discovery
Volumes, Salesforce objects, FAQ/plan corpus, Twilio numbers, BAA parties.
15 · Plan
Roadmap & Next Steps
Foundation
Fleet, knowledge ingest, voice+chat intents, auth before PHI.
Integrate
Salesforce cases, recording consent, handoff queues, PCI lane.
Pilot
Supervised traffic, quality sampling, cost dashboards.
OE harden
Concurrency drills, knowledge freeze, carrier escalation runbooks.
Scale / buyout
Grow toward 5,000; optional ownership transfer.