GETTING STARTED / 2 min read
Give Hanna a job you know well.
Start with a conversation you could almost type from memory.
Look through yesterday’s messages
Find an exchange you have handled several times this week. Perhaps a family asks about health coverage and you send the same opening questions. You know what a useful answer looks like because you do this work yourself.
That makes it a good first job for Hanna. Write down where the conversation begins and what you need at the end. Include the details you collect along the way and the point where you usually send a plan comparison.
Tell her how you do it
Bring a few anonymized examples of replies you are happy with. They show how you introduce yourself, how much you explain and what you ask next. A real exchange is often easier to work from than a description of your tone.
Agree which information Hanna can use and which questions need your attention. For health, confirm the products and states the workflow supports. Your review, eligibility checks and application work need a clear place in the process from the start.
Try it as a client would
Use a test contact and answer in your own words. Change an age halfway through. Ask for a phone call. Then come back later with another question. Ordinary conversations rarely follow a script from beginning to end.
Read the replies and open the contact record. Check whether you can take the next step with what is saved there. Once that first job works as you expect, you can decide which other part of your day would benefit from the same help.
See what you could leave with Hanna.
See Hanna at work