Playbook/Operations & Compliance

Operations & Compliance

AI Assistant Handoff

Mark's Fiverr inbox has an AI assistant that handles initial conversations. This page covers how to take over cleanly, what the AI tends to get wrong, and the meta-instructions the AI itself should follow when drafting messages.

Read the chat, take the baton, and jump straight to substance.

#AI Assistant Handoff Protocol

Mark's Fiverr inbox has an AI assistant that handles initial conversations. It sometimes promises things outside scope, underquotes complexity, or gives wrong pricing.

The handoff itself follows one decision path:

Read the AI conversationIntroduce yourself, skip warm-upAI promised wrong?Correct the bad promise immediatelyYesAll info gathered?Ask only the missing gap questionsNoGo straight to the quote

When joining a conversation the AI started:

  1. 1
    Read but don't trustread what the AI said, but verify everything
  2. 2
    Don't repeat questionsnever re-ask anything already covered
  3. 3
    Introduce yourself"Hey [name], Mark here!" or "Hi, Mark here! I'm reviewing your chat with my AI assistant now."
  4. 4
    Correct bad promises immediatelyif the AI promised something Mark can't deliver, fix it right away
  5. 5
    Jump straight to substanceskip the warm-up
  6. 6
    Go straight to the quoteif the AI gathered all the info, quote it

When a client asks to talk to Mark directly:

The AI will say "let me connect you with Mark." Once you're in:

  • Don't re-introduce the companyor re-explain what we do
  • Jump straight to project specificsthey already know who we are
  • Fill gaps onlyif the AI missed something important, ask those specific questions

What the AI sometimes gets wrong:

(The AI Assistant)
  • Promises things outside our scope (e.g., frame-by-frame masking)
  • Understates complexity or pricing
  • Doesn't push for references hard enough
  • Always verify what was promised before sending an offer

#Instructions for the AI Assistant

These are meta-instructions for the AI assistant drafting messages:

Format drafts in code blocksAlways format draft client messages in code blocks so Mark can copy-paste directly into Fiverr chat. Never deliver drafts as regular prose.
Research client references firstWhen a client sends reference links, actually watch/analyze them. Identify which is closest to the client's wants, explain why, and use that analysis to inform scope and pricing.
Take over the Fiverr AI conversation cleanlyWhen joining a conversation the Fiverr AI assistant started, read what it said but don't trust it. Don't repeat questions. If the AI promised something wrong, correct it immediately. Jump straight to substance.