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Which conversations should be AI, and which should be human?

Some questions a computer can answer in seconds. Some need a real person. This worksheet helps you decide which is which, so you give faster service without losing the personal touch. You'll end up with a simple one-page plan you can print.

What this worksheet does

Make three decisions most businesses never make on purpose.

In a few minutes, you'll list the ways customers reach you and decide, one by one, where AI helps, where it's quietly costing you customers, and where a real person is worth paying for.

Who it's for: any business owner deciding how much of their customer service to automate, and how much to keep human.

What you’ll walk away with
  • One simple list of every way customers reach you, split into "AI can handle this" and "a person should handle this."
  • The gaps spotted, the places where a stuck customer cannot reach a real person, so you can fix them.
  • Your best moments named, the times a real person is worth paying for, so you can offer them as a premium service.
  • A one-page plan you can print or save as a PDF, showing what to automate, what to protect, and what to charge for.

Get the worksheet

Enter your name and email and the worksheet opens right here. Fill it in on screen, then print it or save it as a PDF.

No spam. We’ll send you the occasional thing worth reading on delegation and customer-experience systems.

For the moments that matter

Keep the human moments human.

Book a 30-minute call, bring your list, and we'll match you with a vetted assistant for the human side.

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The AI-or-Human Worksheet: which conversations should be AI, and which should be human?

The AI-or-Human Worksheet is a free interactive tool from BlueMoso for founders and operators deciding how much of their customer experience to automate. It walks through four steps and produces a printable map you can save as a PDF.

Who this worksheet is for

Any founder or operator deciding how much of their customer experience to automate, and how much to protect. Most companies automate everything or nothing. Both are mistakes. This worksheet helps you sort every customer interaction so AI handles the busywork and a real person owns the moments that matter.

The four steps

Step 1: Sort every interaction into AI or human

List every customer touchpoint. Routine, transactional, and factual interactions go in the "Hand to AI" column. Emotional, complex, and high-stakes interactions stay in the "Keep with a human" column.

Step 2: Find the trap doors

For every AI flow, confirm a customer can reach a real person fast. A bot flow with no fast human exit is where you quietly lose frustrated customers.

Step 3: Name your premium moments

Identify the two or three moments where a real, named human is the upgrade customers will happily pay for, and make that tier visible.

Step 4: Brief the human before they pick up

Decide what context AI should hand the human before the conversation starts, so they open with warmth and speed instead of "can you verify your account?"

Is it free?

Yes. The AI-or-Human Worksheet is free to use and prints or saves to PDF. It is published by BlueMoso, a managed virtual assistant service.

More free tools

See all of BlueMoso's free tools at bluemoso.com/free-tools, including the interactive Delegation Playbook.