Prepare four test scenarios

  1. A routine office lunch with a known date, guest count, and menu preference.
  2. An inquiry missing important details, such as a serving time or delivery address.
  3. A change to an existing event, such as a revised headcount.
  4. A request outside your published policy that needs a person to review it.

Check the conversation and result

  1. Confirm that the caller receives accurate menu and policy information.
  2. Check that missing information is identified and unapproved exceptions are not treated as confirmed.
  3. Review the resulting event brief with the team responsible for follow-up and fulfillment.

Record and retest

  1. For each issue, note the scenario, date and time, expected result, and actual result.
  2. Agree on the correction and owner, then rerun the affected scenario.
  3. Use an agreed test process for invoices or payments; avoid charging real customers during setup checks.
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