Badge for MES Computing Midmarket 100 award 2026, featuring The Channel Co. logo at the top.

MES Award

Recognized for AI QA & Optimization

The Functionary was recognized on the 2026 MES Midmarket 100 list for its AI QA & Optimization work supporting midmarket companies and MSPs. That recognition reflects the work we are doing with clients that need to improve service quality, protect customer experience, and prepare for AI without adding more risk to live operations.

97%

SLA Delivery Across Active Programs

98%

Client Retention

1,600+

Global Employees

10M+

Support Requests Handled

AI QA & Optimization

AI Is Moving Faster Than Service Teams Can Govern

Many customer service teams want the benefits of AI but are cautious about security, compliance, and customer risk. That caution makes sense. If workflows are unclear, documentation is uneven, or QA only reviews a small sample of interactions, AI can move those same problems through the operation faster.

Service leaders need a better way to answer practical questions:

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Are tickets being classified and routed consistently?
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Are escalation paths being followed?
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Where are agents relying on tribal knowledge?
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Are AI-assisted outputs accurate and useful?
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Where is automation helping, and where is it creating risk?
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What should be fixed before AI scales further?
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AI QA Service Overview

What The Functionary Delivers

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The Functionary combines QA talent, service delivery leadership, process review, and RightCX technology to improve quality inside the operation clients already run. The offering can support existing Functionary CX teams, current client service operations, or new service delivery programs that need stronger QA and process control.

Support includes:

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QA team support and oversight
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QA rubric setup or refinement
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Ticket, call, chat, and workflow review
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Escalation path review
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Documentation and knowledge base gap analysis
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Process improvement recommendations
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Coaching insights for supervisors and team leads
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RightCX-supported QA scoring and visibility
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Human review and governance for AI-related workflows
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Case Study

QA in Practice: New Leaf

New Leaf partnered with The Functionary to strengthen quality across a multi-location customer service operation, with New Leaf’s own team in Texas working alongside The Functionary’s teams in Mexico and El Salvador. The work included embedded team support, QA discipline, and shared operating standards across locations. The dedicated QA function became a turning point. Quality scores that once lagged New Leaf’s internal team by 10 to 15 points now match it.

This is the foundational work teams need before adopting AI. Before automation can improve customer experience, the service model needs clear standards, strong QA, and consistent execution.

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RightCX

AI-Assisted Support with RightCX

RightCX is The Functionary’s AI-assisted CX platform. It gives service teams better information, but people still own the decisions. QA leaders, supervisors, and service delivery teams stay close to the work and use the insight to improve performance.

RightCX helps strengthen the QA layer before broader AI adoption. It can support:

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Automated QA scoring
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Customer interaction review
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Agent performance visibility
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Compliance and process checks
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Coaching trends
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Workflow and escalation insights
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Future agent assist use cases when the operation is ready

Use Cases

Built for Service Teams Under Pressure

AI QA & Optimization is built for organizations that are scaling customer support, help desk, or post-sales operations while introducing AI into live service delivery. These teams usually do not need another disconnected dashboard. They need a clearer view of the work, better control over AI rollout, and a practical way to improve service performance over time.

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AI-Assisted Ticket Routing

Validate whether tickets are being categorized, routed, and escalated correctly.

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Agent Assist QA

Review whether agents are using AI-generated guidance appropriately and consistently.

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Workflow Automation Review

Identify where automated workflows are working, where they are creating exceptions, and where human review is still needed.

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Customer Response QA

Monitor consistency, accuracy, tone, and policy alignment across AI-supported customer interactions.

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Escalation Path Review

Identify where escalation ownership is unclear, delayed, or inconsistent across teams.

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Documentation and Knowledge Readiness

Surface gaps in knowledge bases, standard operating procedures, and workflow documentation before automation scales.

Our Approach

Why The Functionary

The Functionary is not approaching AI QA as a standalone tool implementation. We build and run service operations inside client environments, which gives us a practical view of where quality breaks down and where AI can help.

Our model combines:

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Embedded service teams
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Structured QA
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Workflow discipline
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AI-assisted monitoring
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Human oversight
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Clear governance
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Ongoing operational improvement
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FAQs

Frequently Asked Questions

Do we need to be using AI already?
What does this service include?
How does RightCX fit in?
Can this work with our current tools?
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