How to prepare your company archive before handing it to anyone

A written agreement first

Hand over nothing before a written confidentiality agreement that states what is shared, who sees it, where it is stored and when it is deleted.

Redact what is not needed

Card numbers, national IDs and personal attachments have nothing to do with training an agent. Strip them before exporting.

Export the whole thing, not a sample

A week's sample produces an agent that knows a week. Two years produce an agent that knows the season.

Include calls if you can

Your best selling sentences were said on a call, not in a message.

Write down your limits

One page: what is never said, who can approve a discount, and when a conversation must go to a human.