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.
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.
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.
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.
Identify the two or three moments where a real, named human is the upgrade customers will happily pay for, and make that tier visible.
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?"
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.
See all of BlueMoso's free tools at bluemoso.com/free-tools, including the interactive Delegation Playbook.