MES Award
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
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:

AI QA Service Overview


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:


Case Study
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.




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:
Use Cases
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.
Validate whether tickets are being categorized, routed, and escalated correctly.
Review whether agents are using AI-generated guidance appropriately and consistently.
Identify where automated workflows are working, where they are creating exceptions, and where human review is still needed.
Monitor consistency, accuracy, tone, and policy alignment across AI-supported customer interactions.
Identify where escalation ownership is unclear, delayed, or inconsistent across teams.
Surface gaps in knowledge bases, standard operating procedures, and workflow documentation before automation scales.
Our Approach
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:



FAQs
No. Many clients start with QA first to improve visibility, process control, and service quality before expanding AI.
It can include QA support, rubric setup, interaction review, escalation review, coaching insights, process cleanup, and RightCX-supported visibility.
RightCX is The Functionary’s AI-assisted CX platform. It helps review more interactions, spot patterns, and support QA scoring while people still make the decisions.
Yes. The Functionary works inside your existing systems, workflows, service standards, and governance structure.

