Brands are now actively expanding their global footprint, knowing that they can no longer rely on traditional marketing methods like advertising to grow. They need to deal with unprecedented challenges head on if they’re going to continue to effectively attract, interact with, and retain loyal customers.
And today, that means focusing on the interactions between brands and customers. We know that CX has become a top differentiator online, and brands that invest in a better customer experience are seeing the greatest returns.
We can see the truth in this when we examine the automation success of Wave Financial. In just a year, Wave saw a 5X return on investment using a brand interactions platform to handle customer inquiry spikes and leverage conversational AI to strategically improve their CX.
How? With a powerful and intelligent AI platform that prioritizes better brand interactions. Now is the time to make the changes you need, in both technology and strategy, to meet and exceed customer expectations. Let’s explore how industry-leading brands are doing this.
1. Embracing the hybrid model: Humans and robots are friends, not foes
That is to say, automation is meant to complement your CX effort — not replace it — by offering consumers a first line of support that allows them to swiftly solve problems, find products, and update their accounts. And when their inquiries require a human touch, conversational AI can provide a direct hand off to an agent, who is equipped with the context they need to deliver a standout customer experience.
The result is more fulfilled, less stressed agents and reps, more valuable conversations with customers, and data-backed improvements and optimization. Essentially, better brand interactions, which result in a much improved CX.
The proof is in the pudding. Shapermint’s automation-first strategy has resulted in a 50% increase of sales facilitated by live agents, making their engagement with customers that much more valuable.
And this is exactly what fast-growing companies need to scale, especially as more customers flock to their websites to make their most important purchases. This was certainly the case for product design platform, InVision.
When InVision’s growth outpaced their support efforts, their agents were inundated with tickets that required immediate attention. They needed a solution that would free up agents’ time by diverting and containing tickets without having to scale the support team.
Adding an automated brand interaction layer to the frontline of their CX was crucial to meeting and exceeding customer expectations. InVision’s conversational AI now empowers web visitors and customers to access their knowledge base in an intuitive chat window, answering common, repetitive queries and allowing agents to support more complex tickets. As a result, they are automating and containing 83% of brand interactions, deflecting anywhere between 600-700 tickets a week.
2. Leveraging automation = accurate and predictable results
To get the most out of your brand interactions, you need AI that goes beyond human-to-system conversations. This is referred to as Natural Language Processing (NLP)—the ability to program computers to process and analyze natural language data.
You want to look for a platform that uses Natural Language Understanding (NLU), a dimension of NLP that focuses on actually understanding human language by matching input text to a knowledge model. Together, NLP and NLU are foundational to creating exceptional conversational user experiences. So when a customer asks the conversational AI a question, it can accurately interpret the question and populate the chat with an answer drawn from the knowledge base.
Platforms that do this best integrate content from existing CMS systems right into the platform, and then, into the chat, giving customers immediate access to answers and recommendations.
The ability for AI to accurately predict and respond to customer intent — and enable inquiry containment and customer self-service — empowers your agents to develop deeper, revenue-driving relationships with customers. So was the case for Balsam Hill.
Balsam Hill’s automated brand interactions strategy allows customers to easily access the information they’re looking for—be it videos, FAQ articles, tutorial guides, and more—which decreased live chat volumes by 30%, and helped their agents provide a more careful and empathetic service.
And what do I mean by “empathetic” service?
3. Applying hyper-personalization by way of empathy
Everyone wants to feel seen and cared about. And that’s never been truer than today. Customers now expect customized, tailored brand interactions, and hyper personalization is what will set you apart. Every interaction has to be consistent, true to your brand’s promise, and customer data-driven.
To create lasting emotional connections, brands need to focus on unifying sales, marketing, product, and support teams by centralizing customer data and brand interactions in one place. If you’ve been wondering how to get a 360° view of each customer, this is the way to do it. Using customers’ unique history interacting with your brand, you can leverage data to personalize the entire customer journey, not just one section of it.
Take Indigo for example. In 2019, Indigo diversified its delivery network from a single nationwide carrier to eight carriers of both national and regional options. The expansion made it understandably difficult for them to get a timely, centralized view of delivery performance, and this required them to focus their efforts on improving the customer experience around order delivery.
Integrating their choice brand interactions platform with Convey, Indigo now provides ongoing notifications to customers as packages reach key points in their delivery journey, and customers can track packages in real-time, giving them to-the-minute visibility and reassurance and reducing the number of costly WISMO (“where is my order?”) inquiries to live customer service representatives.
For those of us who are laser-focused on CX, designing your brand interactions around what your customers are going through in the moment, is the shift customers are demanding. It’s the difference between considering what you want them to do versus what you can do for them — and the key is showing empathy.
If you want your customers to stick with you until the end, use all the data that’s available to you to personalize digital conversations in a way that’s actually meaningful. The goal is to make it all about the customer — not the company. And that requires an intelligent AI solution that makes it easy to show individual empathy on a grand scale.
By making more confident, data-backed decisions, you can improve conversion and exponentially impact the metrics that matter most. Kustomer’s VP of Growth says it best:
4. Anticipating customer needs and providing proactive CX
When thinking about the shift to proactive brand interactions, I’m compelled to share one of my favourite quotes by Charles Darwin: “It is not the strongest of species that survives, nor the most intelligent. It is the one most adaptable to change.” Shifting your focus to how you can enhance each and every interaction your brand has with your customers is the essence of the opportunity in automation and conversational AI.
With a human-first approach, it’s logistically impossible to expect agents to have contextual data and customer information at their fingertips all at once and wait for the right trigger to manually send out a proactive message — especially at scale. With a digital-first, automation-first approach, you can. And this is an incredibly important point of differentiation.
With proactive CX, customers feel valued and that the brand has their best interests at heart — and that builds trust and loyalty, allowing you to hold on to customers for longer. Loyalty and retention are the keywords here, because that’s what will drive revenue.
And what’s a proactive brand interactions model’s best friend? Using customer data to take insightful action and anticipate your customer’s next move.
5. Aligning ACX with business goals using a data-driven approach
As you think about your own brand’s automated customer experience (ACX®) strategy, it’s important to understand exactly how automation is working to ladder up to bigger business goals, or as I like to call it, your North Star.
Arming your brand with a platform that can easily define success metrics, track them within a dashboard, and optimize according to the insights revealed is what will set your CX apart, and keep your company following it’s shining brand promise.
You not only need to define, track, and measure success, you need the freedom to experiment easily, iterate quickly, and optimize with agility. With this, you can confidently build and create more meaningful brand interactions at scale.
This means measuring custom goals like demos booked, leads captured, forms completed, and sales escalations, just to name a few.
One thing I’ve learned is that you should never assume what people want, be that your closest friends, family members, and in this case, your customers. It is imperative that you take a step back to analyze what works and what doesn’t, your big wins and momentary setbacks, to enhance and optimize your next steps.
To set your brand apart from the competition, choose a platform that allows you to bid farewell to the guesswork. Your best bet is using the results of A/B testing to create multiple versions of an answer, flow or proactive campaign, show the variants to different segments of customers at the same time, and then measure and compare the performance of each variant.
Your brand has a choice, meet your customers where they are or run the risk of falling behind. It’s my hope that you seize the day and transform the way you engage by investing in better brand interactions. Your customers will thank you for it.
To power this hybrid support model Ada and Kustomer have joined forces to build an integration that empowers businesses to deliver contextualized, fast customer service, at scale. Businesses can configure Ada Glass, Ada’s chatbot solution, to automate routine tasks to free up your agents’ time. Define keyword triggers within Ada Glass to facilitate a seamless handoff to a live agent within Kustomer, complete with full conversation transcripts alongside customers’ information and previous conversation history, all within a comprehensive timeline view directly within Kustomer.
How It Works
No-Code Platform for Speedy Deployment
Ada’s no-code building tools and drag-and-drop interface give CX teams full control over their own bot-building to launch a smart chatbot in 30 days with no technical lift.
Power Conversational AI for Automation at Scale
Ada’s industry-leading natural language processing technology requires minimal training to detect customer intent, enabling fast-growing brands to scale more automated interactions without adding headcount.
Scale One Bot Across Channels & Languages
Build automated flows in a single Ada bot that can be deployed across social channels and translated into 120+ languages. With Ada’s chatbot, it’s never been easier to amplify your social reach to customers and speak in their preferred language, all without a single line of code.
View the Entire Customer Journey at a Glance
Deliver personalized experiences at every touchpoint with a single thread of all customer interactions, including chat transcripts from Ada Glass, displayed in an actionable timeline view within Kustomer.
Want to learn more about the Ada x Kustomer integration?
At this point it goes without saying, but the world shifted online rapidly in 2020. According to our recent research of over 500 US consumers, 71% reported shopping online more frequently during the past year. But what is more insightful, is how many of those respondents will continue to shop online more frequently once the world goes back to business-as-usual. Of those who report an increase in online shopping, a whopping 85% plan to continue shopping online more often in the future.
Along with this shift comes a shift in consumer attitudes. Customers no longer see relationships with retailers as transactional — they see brands as an extension of their identity. That’s why delivering an exceptional customer experience, and building relationships with consumers, is imperative for business success.
The Online Retail Opportunity
The past year’s rapid shift to digital opens up a massive opportunity for online businesses, but they must be prepared to deliver an exceptional online experience to match their in-store one. And unfortunately, right now, they are not delivering. Eighty-two percent of consumers have had a bad customer service experience with at least two retailers in the past year, and 93% of consumers think contacting retail customer service should be more convenient. This is up from 78% in 2019, meaning that consumers think customer service has been moving in the wrong direction.
The Need for Speed
The pandemic caused an uptick in inquiries for many businesses, even if their sales were down. Consumers had more questions while they could not shop in-store, and many retailers were running into hiccups when it came to shipping and fulfillment. Because of this, 42% of consumers think their time is not valued by retailers, with that number growing to 52% for consumers 65+. These individuals may not have shopped online previously, and needed more assistance than younger consumers, leading to their frustration with inevitable wait times.
On average, most consumers get annoyed after waiting just four minutes for a response from customer service, and 64% of consumers would never shop with a retailer again if they abandoned a customer service conversation before being helped. It is imperative, then, for customer service organizations to improve efficiency without impacting effectiveness.
Support teams are bogged down with manual, routine tasks that consume agents’ time and effort, and result in long response and resolution times that frustrate customers. Currently 50% of customer service agents’ time is spent searching for information and performing repetitive, manual tasks. This is no longer sustainable. Retailers should tap into the power of artificial intelligence (AI) to eliminate the menial, repetitive, and time consuming tasks with intelligent automations that can detect intent, collect relevant information, automate agent interactions, and route conversations based on customer data or request type. Intelligent chatbots are now able to deliver contextual and personalized information that feels human, and can seamlessly hand off to agents when necessary. With the right technology agents can focus on building relationships with customers and fixing complex issues in a timely manner.
Growth creates growing pains. And often, high-growth brands struggle to scale their contact centers while also managing an influx of shopper queries, such as returns or locating an item. Balancing these forces — scale and volume — often starts with reviewing your help center software and removing manual, time-consuming tasks, including sifting through queues, escalating issues and processing transactions.
What Is Help Center Software?
Simply put, help center or support software enables conversations between customer service professionals and shoppers, who submit support inquiries. The software fields, stores and organizes these queries and displays them to the agent. Within this interface, staff have access to a variety of customer communications and data, allowing them to make more informed decisions. Perhaps most importantly, help center software powered by AI and machine learning can automate agent work and process inquiries without agent intervention, freeing up agent time to tackle more complex requests.
As DTC markets grow — and with them, consumer expectations and inquiry volume — technology must keep up. Modern help center software eliminates low level tasks and deflects repetitive questions, empowering customer service professionals to be more focused and reducing per-contact costs. What makes great software? Read more below.
Why Focus on Help Center Software?
Few business facets are more important than customer service. Speaking about 2021 customer service trends, Allegra Ubbes, a senior advisory specialist at Gartner, summarized the market this way:
“Customer service and support leaders face increased pressure from leadership on the role of the service function in improving operational excellence and growing the business. Given this environment, it’s unsurprising that customer service and support leaders’ top 2020 priorities are rooted in customer experience (CX), managing talent and data.”
Adding to their analysis, Gartner surveyed service executives about their priorities. Topping their lists: digital channels and functions. “Customer service leaders feel a distinct pressure to meet customers’ expectations for digital service channels and keep pace with competitors’ service offerings,” analysts write. “As a result, service leaders spend a disproportionate amount of time adding or integrating channels.”
However, research finds this creates a “costlier, more complex network of channels to manage without improving the customer experience and insufficient reduction in live volume.” Put another way: not every help center software – and the channels they facilitate – can power the sleek shopping experience that buyers want. On the contrary, that software may damage customer relations and the company’s bottom line.
Make Friends With Customer Experience (CX)
Simply sidestepping help center software all together isn’t going to solve this issue. Indicators suggest brands can anticipate a sustained surge of digital customer queries. And the National Retail Federation (NRF) found there’s a good chance 2020-based forces have permanently altered the CX industry. As such, brands should take notice.
Training their sights on the November-December holiday season, NRF found retail sales rose to $789.4 billion, an 8.3% increase over 2019. Online and other sales outside of traditional brick-and-mortar stores grew 23.9% over the previous year as well.
Greater sales activity creates a cascade effect on business operations: starting with increased urgency placed on customer service professionals and their tools, such as help desk software. How great a spike in activity? Just under 70% of respondents said they fielded more customer queries in 2020 when compared to the previous holiday season.
And there’s a price tag attached to excellent CX. Researchers found an overwhelming 86% of buyers said they’d pay more for a product when that shopping experience comes with superior customer service. When there’s demand for — and more money to be made — with great customer service, avoiding help center software isn’t an option.
Help Center Software of Your Dreams
Alright, so those are the stakes. But what factors should a customer service professional weigh when evaluating different help center software? Look no further than software that leverages the latest technology to make agents more efficient and effective.
Holistic Customer View. See the whole picture. Often answers are found by combining information from different sources. Opt for a software that uses a holistic customer view, and displays every item of internal and external data into one actionable interface.
Powerful Automation. Give your agents more bandwidth to focus their energy on pressing tasks with AI and machine learning, which completes small, easy tasks that don’t require a human touch.
True Omnichannel. Endlessly toggling between engagement channels burns valuable time and energy, which could be spent delving into customer queries. Choose a help center software with omnichannel features that empower agents to switch between channels without ever leaving the conversation.
Sentiment Fluency. Customer service can be a huge source of data. Let AI do the hard work. Software with sentiment fluency interprets shoppers’ feelings and turns them into actionable insights.
Customization. It’s a bad idea to add tools that aren’t a good fit for your operation. Cumbersome solutions burn resources, and can ultimately harm a customer’s shopping experience. Choose a software that seamlessly integrates with your existing operation.
Help Center Software Solutions
Want to see these fives pillars in action? Check out Kustomer’s customer service CRM platform for managing high support volume. When there’s a surge of customer queries, not just any help center software will do. Delve deeper into this topic, and discover how artificial intelligence can reduce time spent on minor tasks and create a more enjoyable shopping experience for customers.
Have you and your teams struggled with the transition to remote customer service, and want more control on how you’re delivering a stellar experience to your customers? The Kustomer Platform bridges the gap between addressing accountability problems (are my agents really working?), giving you a seamless way to track important data points about your customer.
What is Remote Customer Service?
With an uptick in people working from home and being online more than ever before, consumers need and expect customer support 24/7. Your remote customer service agents should do everything an in-house CS rep can do: take calls, process high-level customer questions, and be attentive to your customer’s unique needs. The good news is, your brand can offer a completely remote customer service experience and you don’t need to rent costly office space to deliver an exceptional experience.
Here Are 4 Simple Ways To Deliver Stellar Remote Customer Service:
1. Easy Access
All you need is an internet browser and standard wifi, and you’re good to go!
2. Seamless Collaboration
Through easy integrations, you can loop in cross functional teams and use tools like Notes, @mentions, followers, and more.
3. Easy Oversight
Remotely manage your CX tool with confidence.
Quickly get a bird’s eye view of customer service agent availability & capacity.
Jump into active conversations and manage queue assignments easily.
4. Stay Efficient & Effective
Finally! You can leverage a true omnichannel CRM to create a detailed picture of every customer and help them stay engaged on any platform.
Easy automation of repetitive tasks.
Access all the data you need in just one place!
Want To See What Effortless Remote Customer Service Looks Like?
You can request a 15-minute live intro call with one of our representatives here, or you can see the Kustomer platform in action by getting a behind-the-scenes look here.
As the direct-to-customer market grows, many brands continue to adopt traditional approaches to customer service and stumble over the same obstacles again and again. How should customer service professionals rethink client care? And where should brands even begin this process? Let’s unpack some common customer service problems and solutions.
Below, we outline common obstacles, such as adapting to new customer preferences and gauging success, and cover modern solutions.
Customer Service Basics: What’s the Problem?
Despite popular wisdom, a majority of buyers do not want to speak to a support agent. That’s according to a survey by market research company Forrester. Analysts found most customers simply want accurate, relevant and complete answers to their queries. Why does this matter?
Returning to the study, more than 50% of U.S. adults said they’re likely to abandon their online purchase if they can’t find a quick answer to their question.
Speaking to only those one-in-two shoppers for whom speed is a factor, whether or not a brand closes a sale depends on how quickly customers can locate answers related to a product.
Delving deeper into this topic, 70% of adults said valuing their time is the most important thing a company can do to provide them with good online customer service.
Customers are increasingly using self-service and agent-assisted digital communication channels for customer service, which apply less friction to the shopping experience, Forrester researchers write.
Examples of these channels include:
Web or mobile self-service.
Online forums or communities.
Of course, now’s not the time to unplug and retire the landlines. What this report points to is a more nuanced, tech-forward approach to our customer service problems and solutions — an approach that is more vital now than ever.
How Did COVID-19 Shift Customer Service
COVID-19. Social distancing. Virtual connections. With an eye on the upcoming year, Forrester suggests customer service centers will adapt to a shifting market, one shaped by the pandemic. There’s a “need for a more empathetic service experience,” analysts write. Additionally, customer service will become a lifeline for an estimated 33 million consumers.
“With U.S. unemployment peaking in April ,” they write, “millions of individuals found themselves struggling to pay for food, bills, and other necessities.” They suggest responsible organizations provide high-quality, emotionally sensitive customer support in a form that meets customers’ needs.
Concurring with the above trend, Forrester predicts a sharp, 40% spike in virtual customer support cases, placing greater scrutiny on brands and greater urgency on their support agents to meet shoppers’ preferences: namely a demand for self-service and agent-assisted digital communication channels.
Finally, Forrester projects the creation of hybrid store/contact center roles. While brick-and-mortar stores have been hurt by the pandemic and subsequent social distancing guidelines, they haven’t been erased. Assuming a hybrid posture towards customer service problems and solutions creates the greatest opportunity for brands to meet shoppers’ needs.
Tackling Customer Service Problems and Solutions
As we covered in a previous blog post, customer service agents who aim to improve their care face a unique challenge. So often, the starting points for new solutions are major issues that may be intangible and tricky to define, such as:
Immediate need to deflect conversations.
Equally challenging is gauging the benefits of your customer service. Of course, a five-star review on a public forum is a clear sign. Generally speaking, these kinds of signals can be few and far between, creating gaps of time without concrete feedback to indicate how well a service center is performing. Where should you look to get a sense of how your service is affecting consumers?
First, look within. Everyone benefits from excellent customer service, not just shoppers. When buyers are happy, that can radiate to an entire organization, boosting morale and — potentially — translating to sales. And in that way, a company’s bottom line becomes a clear, tangible gauge of customer service efforts.
And second, check your workloads. Customer service takes time to perform, especially when done well. As such, professionals may find themselves overburdened when fielding a large volume of easy to answer conversations, and unable to attend to more serious cases. Often, giving agents the freedom to deflect avoidable queries is a matter of implementing tech solutions, such as self-service and agent-assisted digital communication channels.
Customer Service Solutions
Here are just a few options that are available to customer service professionals:
Providing shoppers with resources, such an easily accessible FAQ section.
Installing an AI chatbot.
Implementing a proactive outreach strategy, allowing agents to address customer concerns before they arise.
Learning how to tackle customer service problems and solutions doesn’t have to stop with this blog post. Trust Kustomer as a source of invaluable tactics for honing your custom service center strategy. Learn more.
There’s nothing quite as exciting as growing — and scaling — your business. Along with the excitement comes an all-important need to stay focused on scaling your customer service offerings to meet the needs and expectations of your ever-growing customer base. As your business grows, it’s essential to prioritize providing the best possible service that aligns with your organization’s core competencies, without breaking the bank.
Utilizing a CX CRM platform, such as Kustomer, allows you to focus on three key areas: communication, automation and documentation. By prioritizing these three tenets, you’ll be able to successfully scale your customer service offerings as your business continues to grow.
As with any organization that prioritizes the customer above all else, accurate and instant communication is essential to ensuring that you’re able to provide an exceptional customer experience. A true omnichannel CRM aggregates all channels into one single view, so customers are able to communicate seamlessly on their preferred platform, and agents have all the information they need to provide a personalized experience. With access to a knowledge base, agents have up-to-date information at their fingertips to ensure they’re providing accurate answers to customers’ concerns.
Automation can be leveraged in many ways in intelligent platforms like Kustomer. Businesses are able to tap into the power of queues and routing to automatically route specific conversations to the most appropriate agent. Utilizing business rules ensures proper actions are taken on conversations automatically, and when combined with documentation, CX organizations can ensure that all conversations are properly tagged and ready for a thorough review at a later time.
With AI, businesses now have the opportunity to provide more self-service opportunities. Think about chatbots. They are growing in popularity with both businesses and consumers, and can be used to collect initial information, and solve low level inquiries like business hours, policy questions and “where is my order” (WISMO) inquiries. While there is always fear of losing personalization when using AI and automation, with the right data, businesses can actually do the opposite. For instance, if a business leverages customer data properly, chatbots could ask personalized questions based on an individual’s purchase or browsing history. These interventions save time for both the customer and agent, and increase the time spent on the actual issue rather than information gathering and low-level support.
Documentation is performed in a few ways within CRM platforms like Kustomer. First, you are automatically documenting your correspondence with your customers. This allows you to see past engagements and find areas where your team can improve while you scale. A solid QA program of past conversations is imperative for any organization scaling their customer service organization. Second, this documentation allows you to search across your interactions to find trends. Are you answering the same question(s)? If so, you can uncover those insights through reporting functionality, and then you can update your knowledge base to get that answer into your customer’s hands quicker, or adopt chatbots to automate those conversations. Lastly, utilizing pre-built messages for common inquiries allows agents to engage with customers quickly, accurately, consistently and efficiently.
Scaling a customer service organization doesn’t need to be a scary task. Business growth means you are succeeding, but you must remain focused on delivering the customer service experience that your customers expect. Prioritizing communication, automation, and documentation will allow you to succeed in this endeavor.
One of the biggest shifts over the past few years? A digital-first mindset. While phone support isn’t going anywhere, when you force consumers to switch platforms in order to get their questions answered, you give them a reason to abandon their purchase or generate negative feelings. The less effort, the better — and with the digital-first consumer, chat is often better.
In an effort to understand how brands are currently using live chat for business, why some have not yet done so, and whether there is a disconnect between customer needs and brand expectations, Kustomer went out and surveyed over 100 CX professionals and compared these findings with our recent consumer research.
What is Live Chat for Business?
Live chat is a customer service widget that allows your questions to be answered effortlessly within the web browser. Live chat allows customers to effortlessly communicate with customer service representatives in real time, without having to leave the platform they are already doing business on. The live chat allows customers to communicate with customer service at stores or brands in real time without having to talk with a customer service representative.
Why Consumers Love Chat
Think about the online shopping experience. You find the perfect Christmas present for your son, but have a question about whether batteries are included. So, instead of picking up the phone or searching for an e-mail address to contact the business, there is a chat window right there on the page that can allow your questions to be answered effortlessly. While switching channels may not sound like a deal breaker, the data says otherwise.
According to recent consumer research conducted by Kustomer, 79% of consumers get frustrated when they can’t contact customer service on their preferred medium or platform, and 81% of consumers would abandon a purchase due to a poor service experience.
Chat, as well as social media messaging, allows you to instantly meet your customers where they are, whether that is browsing online for products, checking their shipping status, or perusing your social channels. Research from Matt Dixon revealed that only 9% of customers who have low effort experiences display any kind of disloyal attitude or behavior, compared to 96% of those customers with high effort, difficult experiences. And chat does a great job of delivering this effortless quality customer service experience.
The Business Disconnect
Curiously, businesses are not aligned with these consumer preferences and wants. Only 25% of surveyed customer service organizations are currently using chat, and 18% report they currently use chatbots. When taking into consideration the effortless, fast service that modern customers demand, the vast majority of businesses are missing a huge opportunity and leaving themselves open to competitors.
The top two reasons that companies have not yet adopted chat software, speak to a lack of time, resources or strategy internally: the organization does not know where to start, or they have staffing constraints when it comes to managing more channels. However, the third most popular reason speaks to the massive disconnect between CX organizations and consumers: businesses report that they don’t think their customers want or like it. However, according to Kustomer’s recent consumer research, customers rank live chat as the second most popular channel or tactic for contacting customer service, right below phone.
Top Reasons CX Organizations Haven’t Adopted Chat
Don’t know where to start
Customers don’t want / like it
Lack of customizable solutions
Lack of executive buy-in
Additionally, many organizations report that they are prevented from adopting chat because of the lack of customizable solutions. Seventy-five percent of CX teams say that matching the chat experience to the overall brand experience is important, so slapping any old chat widget on your site just won’t do. Make sure that your customer service CRM can allow your business to build or integrate chat widgets seamlessly, ensuring that all customer data and history is integrated within the chat experience, while maintaining brand guidelines.
When it comes to chatbots, the reasons for lack of adoption differ slightly from live chat:
Top Reasons CX Organizations Haven’t Adopted Chatbots
Not sure of the benefits
Lack of resources to manage chatbots
Customers don’t want / like it
Tried, isn’t effective
Lack of executive buy-in
As chatbots are quite new, and often involve buying a pricey solution or building one with an internal team, the top reasons for lack of adoption make sense. But 61% of the younger generation prefer self-service over talking to a company representative, meaning that the benefits are clear: your customers now expect chatbots as an option.
Additionally, chatbots free up agent time for more complex and proactive support. They can be used to collect initial information, provide responses to simple questions, and even complete standard tasks like initiating a return or answering an order status question. While there is always fear of losing personalization when using AI and automation, with the right platform, businesses can actually do the opposite. For instance, if a business leverages customer data properly, chatbots could ask personalized questions based on an individual’s purchase or browsing history. These interventions save time for both the customer and agent, and increase the time spent on the actual issue rather than information gathering and low-level support.
Look for a platform that leverages chatbots and AI-enabled deflection to act as a first line of defense, optimizing a customer’s ability to self-serve so agents can focus on the most important cases and deliver the highest impact.
Want the complete findings from our research on chat? Download the report here.
Customer experience (CX) is a determining factor in whether customers are loyal to a brand or not. Over 80% of companies who prioritize customer experience report an increase in revenue. So, how can businesses ensure their CX is up to scratch?
Brands must stay on top of CX trends in 2021.
2020 brought huge changes to the business world and impacted customer service and operations across the board. Next year will undoubtedly bring even more fascinating developments. Below are five emerging trends that we predict will shape customer experience in 2021.
Remember, you heard it here first.
1. Personalized Customer Service With AI
The words “artificial intelligence” (AI) conjure images of Arnold Schwarzenegger in his iconic Terminator role, or epic Hollywood showdowns between man and antagonistic machine. But don’t worry, 2021 isn’t going to feature any giant robots wielding machine guns. At least, we hope it won’t.
It’s no secret that AI is transforming the way businesses interact with their customers. Microsoft predicts that by 2025 as many as 95% of customer interactions will be through AI.
Sales and CX teams are using business VoiP services equipped with AI to quickly address customer queries and improve their communication. The transportation industry is waiting in anticipation as automated cars threaten disruption. In finance, financial services companies leverage AI to recommend personalized products and services to individuals. It’s moving fast, and businesses need to keep up with AI developments to stay on top of their game.
AI re-imagines customer experiences and end-to-end customer journeys. The result? Improved customer experience that’s both integrated and personalized..
With AI, brands can be available to their customers at every stage of their journeys, instantaneously. Leveraging AI can help businesses better understand customers and deliver better CX, resulting in higher conversions and decreased cart abandonment.
One of the biggest customer experience trends happening right now are the challenges customer service teams are having in handling an increase in customer support calls, emails, and social media inquiries. Customer service teams can employ AI to handle low-level support issues in real time, and gather initial information for live agents before intervention is needed. This results in lower wait times and fewer frustrated customers.
In a world where a good customer experience strategy can make or break a business, AI is a great tool to ensure customers feel their time is valued and stay loyal to a business. Here are some examples of how businesses use AI to streamline CX initiatives:
Intelligently routing to the most appropriate agent
Augmented messaging that allows chatbots and human agents to work in tandem. The bots handle simple queries, and the agents can take over when it gets too complicated.
Enhanced support through call monitoring and real time suggestions for representatives.
The two major growing customer experience trends in 2021 within the AI customer service software industry are chatbots and virtual assistants. Here’s a closer look at how both technologies can automate business functions and boost CX initiatives:
Businesses in various sectors have already employed chatbots to better deliver on customer needs and improve the speed at which business can help consumers.
The chatbot market size is projected to grow from $2.6 billion in 2019 to $9.4 billion by 2024. We’ll see businesses using chatbots to cut operational costs and streamline customer service processes. They can’t completely replace humans, but chatbots can:
Provide instant answers to simple customer queries, 24/7
Collect customer data and analyze it to gain insight into customer behavior
Reduce pressure on customer service staff by automating low level support, allowing them to deal with more difficult inquiries
Increase customer engagement and conversions
Virtual assistants allow users to interact with spoken language (Hey Alexa! Hey Google!) and help to relieve pressure on support staff by enabling interactive in-app support for users. AI virtual assistants are rising to new challenges and playing a vital role in automating customer service interactions.
As a top CX trend in 2021 and beyond, virtual assistants are set to become more customizable, contextual, and conversational.
Contrary to popular belief, virtual assistants aren’t being used to replace humans completely (Blade Runner, anyone?), but to streamline CX while freeing up human agents for important tasks.
2. The Future is an Omnichannel Approach is
A good customer experience strategy is becoming complex, with 51% of businesses using at least eight channels for CX alone.
In 2020, many businesses closed up shop and transferred themselves completely online. Many are still adapting to new strategies of providing digital customer service, as well as enhancing their CX initiatives to cater to customer expectations in a virtual space.
As CX organizations implement important customer experience trends for 2021, they need to focus on providing seamless, omnichannel CX to foster brand equity and drive sales.
Consumers demand consistent and highly personalized experiences as they interact with brands on various digital devices. For example, they might start interacting with a brand on Twitter and continue the conversation through e-mail. They’ll expect a seamless and integrated experience, no matter the platform.
A successful omnichannel CX seamlessly integrates online and offline communication channels to form a unified and unforgettable experience from the first to last point of contact.
If a customer base is interacting with a brand through phone, e-mail, live chat, social media, and SMS, as well as offline, a unified customer experience is a must.
In 2021 and beyond we’ll see more businesses further their digital transformation using instant communication to remove friction throughout the customer journey, and we’ll also see businesses tapping into customer data to personalize CX. As businesses plan their 2021 customer experience strategy, we’re likely to see big changes as brands acclimatize to an omnichannel customer service approach with increased virtual support.
3. Connecting Data to the Customer Experience in 2021
Businesses are becoming increasingly aware of the power of customer data in driving business outcomes and ROI. With customers expecting personalized, in-the-moment online experiences, the value of real-time data insights is paramount.
At present, predictive analytics helps retailers increase their margins by up to 60%. This number is set to grow as AI reaches greater capabilities.
Brands collect transactional, behavioral, and sensor data to form a customer ID that informs business goals as they move forward. This customer data is crucial to understanding what their CX does and does not get right.
Businesses are gaining deeper customer insights by collecting transactional customer data, analyzing customer behavior, segmenting personas, and more. Once all this data is collected and stored, predictive analytics can help businesses to understand how they’re succeeding or falling short of their objectives.
Businesses are using all this data about their customers to enhance the customer experience. How? By providing feedback in real-time, predicting customer needs, and identifying which customers they might lose. As a result, CX agents can satisfy their customers and prevent problems from arising.
As brands continue collecting meaningful data to build an omni-touch, real-time experience that allows customers to feel heard and understood, this will be one of the CX trends in 2021 that will continue for years to come.
4. Customer Service Goes Remote
With the recent advancements in technology, customer service and support have been able to optimize operations online. This has changed not only best practices and strategies, but also what customers expect from businesses.
This trend has a huge impact on businesses, employees, and, inadvertently, customers.
Remote working has plenty of benefits for all parties. Businesses can save significant costs on rent and technology, and hire from a more diverse talent pool. On the flip side, employees can work from anywhere (including their beds) and reduce commute time. No wonder most people who have tried remote work never want to go back!
Adapting to this shift can prove challenging. Remote working teams need to learn new methods of providing effective customer service from their homes or co-working spaces. It’s also essential that they find tactical ways to streamline project collaboration and to share information and customer data.
They’ll need to adapt to communicating in a virtual space, employ automated software to streamline operations, and find methods of staying motivated and on top of tasks.
As customer service goes remote, customer service teams will continue to face challenges when it comes to delivering an impeccable CX without setting foot in the office, but with the right technology, that allows for remote collaboration and oversight, it’s possible.
5. A Personalized Customer Experience Strategy Is Key to Success
As a top customer experience trends in 2021, we can expect businesses to customize their CX and meet customer expectations.
Today’s consumers expect personalized experiences to be tailored to their needs. Businesses need to focus on providing customers with relevant and valuable information. Customers demand proactive, valuable, and relevant outreach from CX teams, without having to share their personal information.What’s more, over 60% of consumers expect that companies send personalized offers or discounts based on items they’ve purchased.
The customer needs to feel valued and listened to throughout their journey with a business.
Nowadays, customer service teams can communicate with customers in their own digital spaces, through social media platforms like Facebook, Twitter, Whatsapp, and Instagram. Companies will likely increase efforts to contact customers through online platforms to provide order updates, offer support, or send promotions.
There are many ways businesses can continue to offer meaningful customer experience in 2021 and beyond. Make sure you know your customers’ communication preferences, and personalize the conversations and outreach you conduct. Personalized emails generate six times higher transaction rates, so stop treating your customers like strangers!
There you have it, five customer experience trends to watch out for in 2021. These trends have been driven by rapid advancements in AI and data collection, the advantages of an omni-channel approach, and the global shift towards remote work. In the future, we’re likely to see continuous developments in these areas which will continue to develop and shape CX.
Don’t get too comfortable, though. We expect that by the end of 2021 these predictions will look completely different! Let’s see what the future of CX holds, shall we?
Guest blog post written by John Allen, Director, Global SEO at RingCentral, a global UCaaS, VoIP and customer engagement strategies provider. He has over 14 years of experience and an extensive background in building and optimizing digital marketing programs. He has written for websites such as Vault and RTInsights.
Conversational automation is crucial to great customer support. An effective customer service chatbot can communicate with customers and answer important questions, streamlining the customer support process.
How to Understand Your Metrics When Building a Customer Service Chatbot
Containment rate, or its alternative name, “deflection rate,” is the percentage of total conversations fully handled by a chatbot, and is a key metric to track when trying to figure out how well your chatbot is performing. Customer satisfaction is also important. Keep in mind how the introduction of a chatbot could alter existing performance indicators. For example, will the average handle time increase now that agents are only handling more complex inquiries? Ultimately, a well-defined customer service chatbot program will be able to communicate increased agent efficiency and customer satisfaction, which equals a reduction in the cost of care.
Learn how to build a chatbot that makes communication easy with these six chatbot tips, and watch customer satisfaction skyrocket! Now, let’s explore how to build an effective customer service chatbot program.
1. Start With Hello
Your first customer service chatbot does not need to be elaborate. In fact, we recommend against it. When you are first getting started, pick one or two simple (but useful) use cases to automate. Then, you can learn and iterate as you discover how your customers prefer to interact with a chatbot. No one gets it perfect right out of the gate, so avoid wasting time by trying to build something “perfect”.
2. Leverage the Agent
We have seen countless customer service chatbot programs fail to engage the existing front-line customer service team when designing an automated conversational experience. It’s great to learn from data and prevailing customer experience research, but your customer service agents are the ones who know how your customers are interacting with the chatbot. Treat the bot like another agent: when you need performance feedback, use its peers.
3. Templates, Rules, and Machine Learning
Not all customer service chatbots are “conversational AI”, because not all use cases require machine learning. Very effective bots can leverage rules and simple conditional logic — it all depends on the use case. Similarly, natural language processing is great when you have a customer service chatbot with many different skills and a large corpus of knowledge.
Why make your customers trudge through structured flows when they can ask the question directly? In both cases, we recommend leveraging buttons, quick replies, and other conversational templates that help the user move through the conversation quickly and efficiently.
4. Know When to Handover
A customer service chatbot is not a replacement for a human agent. Often, you need to give the user a way to bail out of tough conversations and difficult questions, and that’s alright. Chatbots are excellent at fully resolving low-level queries because they often suit the modern customer’s habits of utilizing mobile technology to solve simple issues. However, just because an issue is complicated does not mean a chatbot cannot be helpful. Consider how you can use the bot for information gathering and light triage before routing to the right agent. In these cases, the customer service chatbot helps reduce handle time and expedites the customer’s support request.
5. Automation Happens Elsewhere, Too
Customer service chatbots get a lot of attention when it comes to automation. Often it’s the mental model in our heads for intelligent customer service. Consider other ways you can streamline the customer support experience with a chatbot, and leverage additional intelligent services: automatic tagging, routing, and prioritization for the agent (just to name a few).
6. Be Customer-Centric
At the end of the day, the success of your customer service chatbot comes down to how well it fits into the customer support journey and cadence strategy you have outlined for your customers. Consider different segments of customers that might prefer automation to “direct human” connection. Perhaps automation can be more helpful at the end of a live chat interaction than at the beginning. Take a good look at your customers, and we’ll help you find out the right size that fits. In doing so, you will improve your customer experience and customer satisfaction metrics. Discover Kustomer’s intelligent chatbot solutions today.
Since the dawn of the computer age, engineers and designers have had to consider how humans can, and should, interact with new technology. They designed and implemented interfaces that altered our mental models for exchanging information and we had to learn novel symbols, workflows and behaviors in order to interact with these new platforms. Basically, we conformed to the computer, not the other way around. Yet over the last few years, a new service has emerged that represents a departure from this norm: the chatbot, a digital experience that replicates and automates the medium of human conversation.
What Are Chatbots?
If you’ve interacted with an online chat popup, there is a high probability you messaged with a chatbot first, and conversed with a human second. Conversational chatbots are not as complex as you might think. These digital customer service assistants can tap into customer data and knowledge bases stored in their database to help answer common user questions based on the user’s needs or inquiries.
For example, if a customer wants to know what the store operating hours are, they can reap some of the customer service chatbot benefits by getting an automated response with your store’s intelligent chatbot and human customer service agents are now free to focus on more high-level or specific inquiries, conducted through live chat, that might be a bit too complex or nuanced for the chatbot to answer.
The Three Customer Service Chatbot Benefits You Need to Know
Text-based support and conversations are the new interface, but it can get repetitive and it’s difficult to scale a one-to-one communication operation. This is where conversational chatbots come into the picture. Smart businesses use automation to help support more customers who prefer digital communication.
As automated interactions, conversational AI chatbots can essentially exist wherever human-to-human dialogue is used to change information and accomplish an assignment. The best way to experience the benefits of this kind of automation is to focus on the conversations that you are already having with your customers. Here is where you’ll see an immediate impact:
Faster Response Times: Chat and messaging work best when someone can immediately respond, not when customers are waiting in a queue because agents are tied up. With a chatbot, each message is seen and responded to, and your most common questions are quickly addressed. Further, by allowing chatbots to handle initial information gathering, agents are able to join and resolve conversations faster if escalation is needed.
Better Agent Utilization: No one wants to answer the same question over and over again. Chatbots remove basic, low-level questions from the workload. By reducing the number of messages your agents receive, you will increase the efficiency of your support operations and be able to focus on the more complicated questions and tasks.
Data on What Customers Need: Chatbots automatically collect and analyze your customers’ questions and issues. Instead of manually reviewing conversations or asking agents for anecdotal insights, you can review organized and aggregated intent data.
Implementing a Chatbot for Superior Customer Service
Five to Ten One-Touch FAQ Answers: Focus on supporting your most common questions that can be addressed with one response. You can direct customers to an FAQ article, or deliver a conversational answer directly.
One Common Workflow: Similar to the above, there are certainly interactions that require authentication or simple lookups from another data source; these aren’t hard to tackle, just usually require manual attention. Verify, authenticate, and pull in data to automate simple workflows. If you’re an e-commerce business, “Where is My Order” or “Return Status” are great, universal examples.
Easy Agent Takeover with Routing: Once a chatbot cannot answer a question or resolve an issue, make the handover process to human support quick and painless. Better yet, ask a few questions just prior to the handover to give agents context for the conversation and route to specialized teams.
Natural Language Processing: Natural language processing and machine learning — the “AI” of conversational AI — make it possible for your bot to understand and respond to customer intent, not specific keywords. This allows the bot to keep up with the way each customer thinks, communicates, and switches topics, ultimately leading to higher understanding and better resolution rates across all conversations.
Want to learn more about how chatbots can transform your customer experience? Check out how Kustomer powers intelligent self-service here.
It’s no secret that a strong customer service strategy is the cornerstone of a successful business. Even if your products or services are exceptional, if the customer experience is tainted with one poor interaction, customer loyalty can be lost.
A stellar customer support strategy is meant to enhance the consumer experience as they interact with your brand. Whether they’re curious about the product and have questions, are making a purchase, or need to return something, the steps to accomplish this should be easy and engaging.
But it’s not enough to simply create a strategy and let it run its course. A company must be constantly working to maintain and improve the customer experience for continued revenue growth. Let’s explore some of the most effective ways to sustain your customer service strategy.
What Is Customer Service Strategy?
A customer service strategy is a well-thought out plan on how to handle interactions with customers. Many brands strive to offer a consistent experience throughout all channels, but it can be difficult to implement if you don’t first take a step back and think about what it means to create a winning customer support strategy — one where the customer sees the benefits and the company can scale effectively. Here are six ways companies can build and improve the customer experience without a massive reorganization.
6 Ways to Maintain a Strong Customer Service Strategy
We all know that consumer relations are an important area for businesses to gain a competitive advantage, improve employee and customer engagement and, perhaps most importantly, retain loyal customers. HubSpot recently found that only a 5% increase in customer retention has the potential to increase revenue by 25-95%.
It’s incredibly important to retain customers, not only because it’s more expensive to acquire new ones, but because repeat purchases have an overwhelmingly positive impact on a business’s bottom line. Here are six ways your organization can maintain your customer relationship strategy to improve the consumer experience and, in turn, retention rates and sales:
1. Regularly Communicate and Engage With Customers
From surveys and reviews to VOC and other tracking methods, organizations should be constantly communicating and collecting data to determine customer satisfaction long after they have made a purchase. In HubSpot’s “The State of Customer Service in 2020” report, they concluded that companies with high growth are more likely to understand their customers’ thoughts and sentiments about their brand. Some of the most successful strategies included tracking customer happiness and collecting direct feedback through a satisfaction survey.
Finding this information doesn’t need to be difficult or costly, simply continue to reach out to buyers throughout the customer journey and after-sales process. Ask them to complete quick surveys and monitor reviews to make positive changes and ensure customers feel heard.
2. Close the Feedback Loop
On the topic of feedback, it’s not only important to collect it; companies must also work to acknowledge it. When a customer reaches out to explain their negative experience or writes a less-than-stellar review on social media, there’s an opportunity to improve how they view your brand. According to CMS Wire, closing the loop means a company directly responds to customer feedback, no matter if it’s positive or negative.
Continue and end the conversation by offering to make changes or ask the customer to try their brand again while providing them with a discount to reduce churn. At the same time, if a customer leaves a positive review and a brand responds with a thank you, this can increase brand loyalty and turn passive consumers into promoters. Reaching out to consumers this way is proactive customer service.
3. Create a Longstanding Program
There’s no better way to increase customer and employee engagement than by encouraging them to interact and become brand promoters. Creating long-term programs dedicated to understanding the consumer, are great opportunities to receive and study feedback and turn it into action.
Customer-facing programs, like rewards and referrals, make existing customers feel like their individual experience is important, and introduces new consumers to the product or service in an exciting way from a trustworthy friend.
4. Invest in Self-Service Solutions
In the same 2020 HubSpot report, the company was surprised to find that building self-service solutions is a low priority (No. 10 out of 12 options) among businesses. Self-service solutions essentially help customers help themselves. Just like how a self-checkout at the supermarket can help shoppers who are in a rush and only need to purchase a few items quickly, tools like chatbots and other automation can create a better experience for online shoppers.
They can receive answers to their questions quickly, saving both them and the organization time. As customer expectations continue to grow and businesses must do more, self-service tools help everyone have a better experience and be more efficient.
5. Use Automation to Create a Personalized Customer Experience
Maintaining your customer service experience is all about continuously improving the interactions consumers have with your brand, and a big part of that is personalization. At a high level, this means knowing their customer history and personalizing interactions to treat them like a person and not just a transaction number. More specifically, it can also be about providing them with unique offers and opportunities that they would like.
Of course, getting to know a customer personally takes a lot of time and effort. It’s impractical to expect a customer service team to understand the intricacies of each customer, but that’s where having a unified customer data platform and automation can help. Smart chatbots with access to unified customer data can be used to a business’s advantage. While artificial intelligence of this nature isn’t a replacement of your people-savvy staff, they are an easy way to make customers feel heard and make their experience more immediate, without sacrificing personalization.
6. Improve Your Digital Customer Service
As more customers than ever make purchases online, it’s important for companies to improve their digital customer service strategy in hand with their in-person interactions. On top of utilizing automation and self-service tools that can quickly collect data and diagnose problems, digital systems must be integrated with other information stores for seamless customer experience.
Customers require access to support in whatever medium is most convenient to them in the moment. For instance, if they are shopping on your mobile app for the first time and have trouble navigating, there should be an effortless way to contact customer service within the app, vs. having to switch devices or channels. Today’s customers expect an easy and hands-off experience, and digital tools can help businesses achieve this by providing a seamless process for resolving problems.
Strive to Improve Your Customer Service Strategy
As you work to maintain an excellent customer support strategy, you should expect to make changes to your processes along the way. As you receive customer feedback and data, you may uncover untapped opportunities to improve their experience and use their advice to the benefit of your organization.
Customer service technology can help you maintain and improve your approach to customer service. Kustomer empowers your service team to deliver an exceptional and personalized brand experience driven by unified data and customer insights.
There’s an unlimited number of opportunities to impress customers and deliver an experience beyond their expectations, and the right tools help you capitalize on them. We are always keeping up with the latest trends to provide the solutions our partners need, to create, execute and maintain an exceptional customer service strategy. Request a demo today to schedule your quick 15-minute introductory call and learn how Kustomer can help your business thrive.
In this episode of Customer Service Secrets, Gabe is joined by Aarde Cosseboom and Vikas Bhambri to discuss how to use AI in contact centers. Aarde is the Senior Director of Technology and Product for Global Member Services at TechStyle. He’s spent the last decade working in e-commerce and is the author of the book Enable Better Service. Vikas, a familiar guest on the show, is the SVP of Sales and CX at Kustomer and a 20-year CRM / contact center veteran. Both Aarde and Vikas have extensive knowledge on the use of AI in customer service and they have come together to discuss how other businesses can optimize with the help of AI.
“Omnibot”, The Omnichannel Bot
Customer expectations have changed significantly over the last few months, and companies are starting to feel the strain— especially in regards to their AI. While autobots have a reputation for dehumanizing companies, we are starting to rely on them heavily as customer needs increase. To ensure chatbots have a positive impact, Vikas and Aarde focus on making sure they are used as an omnichannel tool. Aarde states, “You can’t just have a chatbot on your website anymore, and it only be in your chat profile. It’s gotta be across all of the different channels that you use to support your members.” As customers switch channels, the bot needs to be available to support your customer on their preferred channel. Gabe, Vikas, and Aarde called this adaptable bot an “omnibot.”
Knowing the need for effective AI, and bots that function on multiple channels, Vikas and Aarde discuss who should build the bots and how they should be built. Because coding and creating AI can be taxing, they recommend finding a good partner to help, as it will be a better use of resources. As for how an omnibot should be built, Vikas notes the need for authenticity to the brand. He states, “If you’re a fun hip brand, you want to keep it relative to that. If you’re maybe a more mature brand, you want to keep it in tune with your … general reputation and what your customers expect of you.” In other words, make sure that the bot matches your brand. And, as an additional note, let customers know they’re talking to a bot. Customers don’t like to question whether they’re talking to a person or not.
How to Humanize a Customer’s AI Experience
One of the main concerns with using chatbots, even ones that are authentically built to the brand, is that consumers lose the human touch of customer service. This is a valid point, but Vikas and Aarde explain ways to overcome that while still increasing efficiency. To humanize a bot experience, have a good team behind it. In regards to AI Vikas states, “You still need people that will go and optimize the program behind it.” It is a team effort to optimize a chatbot, and constant evaluative measures will ensure that it grows and changes with the needs of the customer. Good AI is not meant to replace people in customer service, but to aid those committed to helping customers. In fact, Aarde mentions optimization tactics that fix AI and help the customer at the same time. He says, “When we feed the transcripts to our agents, our agents are actually reading through and seeing where things fail and then they escalate that to the bot architects, the engineers in the background. So they could change those bugs.”
Best Practices and Final Advice on How to Optimize AI
Transcribing bot conversations and having the bots follow the customer across multiple channels helps with the overall customer experience. Additionally, not being hesitant to transfer someone to a live agent is a good tactic. If people are saying “Operator”, pressing zero, or yelling, don’t use the bot to fix the problem, have a person step in and do their job. Aarde’s final piece of advice, or best practice, is to not tackle the hardest type of AI first. Don’t try for voice AI from the beginning. “I recommend trying,” he states, “but trying it slowly. So testing with maybe a low volume channel first, just doing a small portion, maybe 10% of volume, see its success rate and then roll it out to the greater population.” Add AI to your company’s customer service department one step at a time. Agreeing with Aarde, Vikas adds, “Look at your FAQ. What are the articles that people most often go to that resolve their issue?” He also suggests, “[Talk] to your agents or even [look] at the analytics in your CRM ticketing tool to look at, ‘What are the macros they most often use?’” While investing in AI can be an intimidating venture, bots can provide increased efficiency to your company, and successful self-service to your customers.
To learn more about how to leverage AI in your customer service department, check out the Customer Service Secrets podcast episode below, and be sure to subscribe for new episodes each Thursday.
You can also listen and subscribe to our podcast here:
Full Episode Transcript:
Leveraging AI to Power Your Contact Center With Aarde Cosseboom and Vikas Bhambri
Intro Voice : (00:04)
You’re listening to the Customer Service Secrets Podcast by Kustomer.
Gabe Larsen: (00:11)
All right. Welcome everybody to today’s broadcast. We’re excited to get going here. We’re going to be talking about one of these really relevant and interesting conversations, leveraging AI and self-service to really power your contact center. To do that we brought on two special guests. We’ll let them introduce themselves. Aarde, why don’t we start with you?
Aarde Cosseboom: (00:31)
Sure. Thanks again Gabe and Vikas for having me and Kustomer, of course, for hosting. I’m Aarde Cosseboom. I’m the Senior Director of Technology and Product for GMS, which is Global Member Services for a company called TechStyle. And we’re an e-commerce retail company.
Gabe Larsen: (00:47)
Awesome. Vikas, over to you.
Vikas Bhambri: (00:49)
Vikas Bhambri, SVP Sales and CX here at Kustomer, 20 years CRM Contact Center Lifer, looking forward to the conversation with Aarde and Gabe.
Gabe Larsen: (00:57)
Yeah, this is exciting. And you know, myself, I run growth over here at Kustomer. So let’s get in and let’s talk about this. Aarde, let’s start with the big picture. What do AI and self-service bots even solve?
Aarde Cosseboom: (01:11)
Yeah, this is a great question and really hard to answer specifics because every business is slightly different, but I’ll try to stay as high level as possible. Really it helps with self service, it’s in the title, but deflection, reducing contact. There’s a lot of automation that happens as well, too. So not only automating for your customer, but also automating a lot of the agent processes like creation of tickets and then auto dispositions as well too. And then one of the things that’s kind of hidden that most people don’t think about, and it’s actually one of the things that we don’t really measure that well in the industry in this area, is customer experience as well, too. So as millennials and gen X are expecting these types of tools, it creates a better experience for those people who are expecting it.
Gabe Larsen: (02:01)
Vikas, maybe you can add onto that. I mean, why do you think this is such an important conversation more so now than it was even just a couple months ago? Give us kind of that thought process.
Vikas Bhambri: (02:11)
Sure. I think what we’re running into right now is folks like Aarde are really seeing a tremendous surge of inquiries into their contact center. And the reason they’re seeing that is there’s the heightened level of anxiety and expectation for consumers. Most of what they’re shopping for, they want now and it doesn’t matter what it is. In fact, I was talking to a friend of mine who’s in the middle of buying a bike. Now, normally you buy a bike and you’re good. Whenever it shows up, it shows up. But because of the quarantine, he is literally like, “I need a bike so that I can have something to do with my kids.” So when he placed an order for the bike and wasn’t immediately notified when his bike was going to be available, he got extremely concerned and started pinging the bike shop. So I think it’s really interesting to see that behavior, particularly in these times, the ticket surge and putting pressure on people like Aarde and his peers to be able to respond.
Gabe Larsen: (03:20)
It feels like, again, there’s just more need for it than ever before. How do you think about chatbots versus social versus some of these other channels? Do you feel like they’re just different times to use them, is it different companies, is it different industries? Aarde, what’s your thought on kind of the mix of channels that are out there, why people would use one versus the other, et cetera?
Aarde Cosseboom: (03:42)
Yeah. And it goes back to expectations. So your customers expect a lot from you. And as we grow in channels in the customer service realm, growing the social and then direct social, which is things like WhatsApp and Apple business chat, direct SMS, and MMS. Those are all areas that we need to grow into and when we do grow into, we need to create an omnichannel experience. So you can’t just have a chatbot on your website anymore, and it only be in your chat profile. It’s gotta be across all of the different channels that you use to support your members. And as a member switches, as they do the channel switch, maybe they start in chat online and then they say, “You know what, I’m going to pause the conversation. And now I’m going to go to Facebook messenger.” You need to follow that with your AI so they don’t have to start all over from scratch with that automation tool.
Gabe Larsen: (04:36)
I like that. Vikas, how would you add to that?
Vikas Bhambri: (04:38)
I think Aarde nailed it. The term chatbot is so yesterday, right? Your bot needs to be omnichannel, your bot needs to be available, not just via chat as a channel, but you know Aarde mentioned Facebook messenger, WhatsApp, SMS email, right? So when we think about automation and bots here at Kustomer, we think about it regardless of channel, I mean, even email, right? Why is it that somebody sends an email and somebody actually has to enter a response? Why wouldn’t you send some responses that will allow that customer to self service, even by email, which is obviously one of the older, more mature channels. So that’s how we think about bots here at Kustomer.
Gabe Larsen: (05:23)
Well, look, I’m as guilty as anybody; the chatbot I’m so used to thinking chatbot and it’s something on the website. Is there a different term? Is there, I mean, obviously as you guys kind of pointed out, it’s better to think about it, maybe in an omnichannel approach, but Aarde, I’m looking for you on this one, man. How come you haven’t invented a term that is an omnichannel chatbot? What is that term, what is it?
Aarde Cosseboom: (05:49)
I haven’t invented it, but it is out there. It’s IVA which stands for Intelligent Virtual Assistant and really it’s the omnichannel bot experience, doesn’t matter how you use it, but that’s how you deliver it. So Virtual Assistant or Intelligent Virtual Assistant,
Vikas Bhambri: (06:07)
Gabe, I’m not the marketer on this call, but I’m going to give you a lay up here and you can give me credit. And if our friends at Zendesk are listening, they’ll probably copy it as they always do, but Omnibot.
Gabe Larsen: (06:19)
Omnibot! Oh my goodness! Oh, stolen.
Aarde Cosseboom: (06:22)
I like it.
Vikas Bhambri: (06:22)
I’m a transformers kid. I grew up, I’m a transformers generation. So that just sounds super cool to me.
Gabe Larsen: (06:29)
Honestly that sounds like —
Aarde Cosseboom: (06:31)
Gabe Larsen: (06:31)
Omnibot does sound like one of those transformers. What’s the main transformer? What’s the old guy?
Vikas Bhambri: (06:36)
Gabe Larsen: (06:38)
Optimus Prime. Optimus Prime, meet Omnibot.
Aarde Cosseboom: (06:43)
That’s a great name for a bot too. We could brand it.
Gabe Larsen: (06:47)
It totally works. That probably is good for this question you guys. I consider myself a programmer. I wanted to build my own bot. My kids are doing little things with programming. It seems like a lot of people are building bots these days. Should someone just build a bot? Should you buy a bot? And excuse me, an Interactive Virtual Assistant. Aarde, let’s start with you man. You’re out there in the market, talking to people, can companies just build these things? Is that easy or should you buy it? I’m confused.
Aarde Cosseboom: (07:19)
Yep. Great question. There’s a lot of controversy here and lots of different companies are doing their own little flavor. As technology grows and changes, it’s enabling companies to be able to build their own. Things like Amazon Lex or Google dialogue flow, it’s getting a lot easier than it was a year ago or even five years ago. But in the current market and we assess this here at TechStyle every six months, we recommend to buy or partner, is what we like to call it, partner with an actual partner that has the technology in place. You get a couple benefits from it, ease of use, and you’ll get to market faster. You won’t have to do that long implementation, have to have those developers and experts build something from scratch. You’ll be able to lean on the expertise of your partner to help you with that. And then the other thing that’s really beneficial that most people don’t think about is, when you’re partnering with a technology partner, they’re going to be leveraging all of the AI and machine learning that they have across all of their other customers and bring all of that to you and your bot. So if there’s a best practice in your space, we’re in retail, for example, and we use a partner and they have a best practice for another retail customer, they’re going to knock on our door and give us that easy flow without us having to do all the legwork. So I recommend buy for now and partner with a dedicated partner that has it in that ecosystem.
Gabe Larsen: (08:45)
Yeah. Look, it’s becoming, I mean, there’s just, there’s enough out there. You guys, I think you can get it for a good enough price that I don’t know if you need to dedicate a whole engineering team to kind of build your own automation, roles and bots, and things like that. So I don’t think I’d disagree with Aarde. Vikas, this one just came through on LinkedIn, this is from Keith, this question, and I meant to throw this in here and so I want to throw it in now. He said, “Hey, look, we’re trying to humanize our bots. So we designed them to help people not be viewed as an application. But it still comes — begs the question of how do you think about these bots? I’m thinking more on the website at the moment. Do you name it the bot, do you put a human there? Do you — how do you balance that? Have you seen best practices on that?
Vikas Bhambri: (09:26)
Yeah, the first thing that I recommend to customers is you got to keep it authentic to your brand.
Gabe Larsen: (09:32)
Vikas Bhambri: (09:33)
That’s number one. If you’re a fun hip brand, you want to keep it relative to that. If you’re maybe a more mature brand, you want to keep it in tune with your just general reputation and what your customers expect of you. The other thing is, I think in the early days, and most companies have gone away from this, I remember there was a brand in the UK that had announced a bot, but they branded it Lucy. Ask Lucy. And customers cannot really tell whether they were speaking to a human being or a bot. And they actually got very negative feedback because people were just asking questions and the bot at that time, you can imagine almost seven, eight years ago, wasn’t trained. It couldn’t answer half their questions. So I think the more that you let your customer know, “Look, you’re dealing with a bot” and that allows them to give some flexibility and some leeway to you to understand that look at some point, this bot may not be able to answer my question; to know that you can always escalate to a live human agent, right? So you can still give it a name, right? But making sure it’s authentic to what it is. And if the point comes where it can not resolve the customer’s inquiry, that they know there’s a handoff, a seamless transition. That’s another thing a lot of people get wrong. Right? So now I connect to the human agent, don’t make me ask the five, six, seven questions that I just went through with the bot. The agent should pick up the conversation fluidly from where I left off. Aarde what do you think?
Gabe Larsen: (11:09)
Yeah Aarde, I want to talk — do you agree because I think you might disagree?
Aarde Cosseboom: (11:15)
No, I do agree. There’s a little bit of uncanny Valley; gotta be careful about not tricking your customer into thinking they’re talking to a human. So I totally agree that you have to upfront tell them that it’s a bot. I like to brand it as giving it kind of a bot accent. So if it’s a voice bot giving it a little bit of a mechanical accent, so they know that it’s a bot or, not having a hundred percent of a fluid conversation fragmented a little bit more so they know that they’re talking. Also, you could declare it at the beginning of a chat or social conversation saying that “You’re engaging with an AI tool at this time.” And then, another key point here is you’re right, try to do it on brand. So we have 95% of our customers are females. So we have a female voice. If you’re selling golf clubs online, you may want a male voice because there may be a higher percentage of males that are listening to or engaging with your bot. So think about voice, tone, accent, especially accents, U.S. accents. So if you’re on the East Coast, don’t put words in there like “cool” or “hip” or things like that. Make sure that it’s localized to your customers and brands.
Gabe Larsen: (12:29)
Yeah, don’t use one of those weird Utah accents like you hear coming in all, all “Here y’all.”
Vikas Bhambri: (12:36)
One other thing to Keith’s question, right? And this whole concept of an application; look, it goes back to back in the day and chat, we started out with what we called a pre chat survey, which was literally, “Here are the five questions you need to answer so that we know who to route you to, who you are,” et cetera. Then it became a bit more where people were doing authentication. And so they had some data. Then we moved to this concept of conversational form, which was still a bot, but it asked the question in a humanized way. So it wasn’t just “Fill out these five questions.” It would ask you the question one at a time and maybe there was a variability where if you said you were a buyer versus a seller, the next question would change. Now Keith, where we want to take it is the bot can gather so much data about the customer before they even type in one word. So a lot of that is now picking up with the information that is now unknown to you so that you can then either answer the inquiry or then route it to the agent. So it should necessarily have that kind of predetermined, almost process flow. You can be much more mature about how you even go about using natural language processing for people to just key in things and it doesn’t have to be hard coded, right? So I think there’s a lot that you can do there now.
Gabe Larsen: (14:00)
I like that. This is, I think, one of the questions that comes up often, this is such a cool feature look at this. I can just throw this in here, right here. Look at that. Are you guys seeing that?
Aarde Cosseboom: (14:11)
Vikas Bhambri: (14:11)
Gabe Larsen: (14:12)
Geez louise, man, look at this technology. Scott Mark, little shout out to Scott Mark. What are best practices around the handoff from a bot so we stop dropping the ball? I think that’s — we wanted to get actually into some best practices. Maybe we start it now. That’s just a big debate. It’s when you handoff, how do you hand off, how many questions do you ask? It’s just, it never feels right. Thoughts? Aarde let’s start with you on that one.
Aarde Cosseboom: (14:38)
Yeah, absolutely. And you have to think of one thing first, which we call the IVR prison or the chatbot prison. You’ve got to allow people to get out of that prison. So if you get the same question twice and it’s not — you can’t recognize the right answer like, “What is your email address?” and can’t recognize, ask again, can’t recognize, fail it out to a live agent. That’s a good best practice. Also if they say the word operator or press the zero key on their phone, or if they start cursing, definitely fail them out of the IVR. Don’t keep them in prison. Always allow them a way out of that IVR. But then when you go over into the agent experience and that handoff, even for the experiences where someone engaged with the bot for a very long time, and there’s a long transcript, maybe there is actions that were done like they updated their credit card information with the bot, they updated their billing information, their name, profile; all of that you want to transfer to an agent, screen pop not only the member profile, start to fill out the case or tickets so the agent doesn’t have to do it. And then also, feed them the transcripts so that if the customer or member says, “Hey, I talked to the bot, it updated my billing address, but I think it didn’t do it right. It didn’t do the right street address, the right number. Can you go back and check and see if it did that?” The agent should be able to scroll up through that transcript and see exactly where it failed and then fix that, that failure.
Gabe Larsen: (16:11)
Yeah. Vikas, what would you add to that?
Vikas Bhambri: (16:13)
I think the biggest, so Aarde nailed it, right? So, your initial implementation, those are all the best practices. I think the challenge for most brands is you’ve got to treat this like a program management, just like a marketer would if they were doing a promotion on their website or doing a campaign. Constantly revisiting and optimizing, right? So one, your bot is going to get smarter if you’re investing in the right technology. But two, if you’re finding that customers are constantly getting challenged, that process in your step, go and see what do you need to do to modify it, to smooth that out, right? So where are people cursing, where are people hitting zero? Where are people saying, “Get me to a live human agent?” How do we further optimize that piece before we do it? So I think that’s the biggest thing I see is where people will roll these things out and then forget about them and then six months later, they’ll say, “You know what, this isn’t working and we just have to pull it off the site.” And that to me —
Gabe Larsen: (17:16)
Why do you have to call me out like that? Why do you have to call me out like that? I mean, geez louise. In all truthfulness, that was my first experience with a bot. I mean, it’s been a few years back, but I don’t know. I thought you could throw it on the website and it would maybe like, I don’t know, do its things, some sort of magic or something. And three months later, I’m like, “This thing’s a piece of garbage.” I totally, I mean, I came to the heart of the conclusion that like anything else, it has to be iterative and optimized. I love that one.
Vikas Bhambri: (17:45)
No, I think Gabe, this is an interesting thing, right? Because people keep talking about AI just on a broad macro level. And you know, people will say, look, “AI is going to put everybody out of a job. We won’t need salespeople. We won’t need marketers. We won’t need customer service people.” No, because the role will change because the technology is great, but you still need people that will go and optimize the program behind it. Right? So I think, I think that’s an interesting nuance just as we think about AI generally.
Aarde Cosseboom: (18:11)
Yeah. And talking a little bit about supervised learning; so when we feed the transcripts to our agents, our agents are actually reading through and seeing where things fail and then they escalate that to the bot architects, the engineers in the background. So they could change those bugs. So your team members, your agents are now a part of a QA or quality assurance process on your technology, which is huge. And it kinda levels up the agent as well, too. They’re no longer just answering chats and emails and phone calls. They’re now, they now feel a part of the organization because they have a higher role in reporting this information back.
Gabe Larsen: (18:49)
I’ve been hearing more about this kind of bot, almost like a role, like a bot architect. I love the idea of getting the frontline people in front of it. Guys, give me a couple other nuggets. I think that’s where people want to go with this because I think people are getting onto the idea that they need to have these assistants or bots on their sites, et cetera. I don’t know if people know some of the best practices, lessons learned from deployment, where they get started. Our time’s a little bit short, but give us a quick rundown. Aarde let’s start with you then Vikas, we will go back.
Aarde Cosseboom: (19:18)
Yeah, absolutely. I’ll make it super short, but, it’s a huge chasm to cross from having nothing to having something. That’s why I recommend trying, but trying it slowly. So testing with maybe a low volume channel first, just doing a small portion, maybe 10% of volume, see its success rate and then roll it out to the greater population. So try to do the easier channels first. So online web chat is probably the easiest or a social chat or an SMS bot. Don’t tackle voice first. That’s going to be your hardest heaviest lift and you’re going to be sidetracked.
Gabe Larsen: (19:54)
Vikas what do you think man?
Vikas Bhambri: (19:54)
Yeah, I agree with Aarde. Look, you have to look at this as a crawl, walk, run, right? If you try to bite off more than you can chew, you’re going to end up pretty miserable. So for me, number one is, look at your FAQ. What are the articles that people most often go to that resolve their issue? Maybe that’s something you want to be more proactive serving up. The second is talking to your agents or even looking at the analytics in your CRM ticketing tool to look at what are the macros they most often use, right? Because if somebody is just cutting and pasting, we’re hitting hashtag time after time, again, that means those are probably some, that’s some low hanging fruit that you could front end via a bot, the omnibot, for them to resolve themselves. So those are some things that you could look at. Query the data you have, and then just think about, “How do you want to be proactive and thoughtful about putting some of these things in front of your customers?”
Gabe Larsen: (20:54)
I think that’s spot on you guys. I mean, my biggest takeaway from today, I’m going to trademark Omnibot. That’s what I’m doing. That’s — I could barely listen to you guys. I was thinking so much about money I’m going to be making on Omnibot here. No, I’m teasing. Aarde, really appreciate you joining. Vikas, as always, great to have you on. For the audience, hope you guys have a fantastic day.
Vikas Bhambri: (21:19)
Have a great weekend.
Aarde Cosseboom: (21:20)
Exit Voice: (21:27)
Thank you for listening. Make sure you’re subscribed to hear more customer service secrets.
Artificial intelligence is making a major impact on customer service and shows no sign of stopping. The increased interest is warranted — Forbes contributor Kathleen Walch of Cognitive World said AI is a useful tool that’s improving customer service, enhancing customer loyalty, enabling better brand reputations and allowing customer service agents to focus on tasks of greater value that can bring companies more business.
While all of these benefits are highly advantageous for businesses, making sure customer service staff are satisfied is a critical initial step in the process. Here are four simple ways that AI chatbots can improve work-life for your customer service agents and better streamline agent experience and expectations:
1. Improved Work Efficiencies
One of the many benefits of utilizing chatbots is the ability to shift work expectations of customer service agents. As Chatbots Magazine stated, chatbots are truly the future of engagement. There are many direct questions that can be handled by way of automation, giving customer service staff the freedom to take on the more meaningful conversations within a short period of time.
2. Better Conversations With Customers
When customer service staff can focus on more important cases instead of the simple questions that AI chatbots can handle, agents have a strong role in driving business and loyalty for the company.
3. Enhanced Job Satisfaction
When customer service agents have more time to focus on complex queries and enhance the connection between customers and your company, they may find greater overall satisfaction in their work. With AI chatbots, you also have the opportunity to introduce steady, more enjoyable working hours that create work-life balance. AI-powered bots can handle the low-level inquiries during the traditional “after hours” time frame, which means you don’t have to worry about keeping staff on the clock at all hours of the day. Not only can this help with workplace satisfaction, but it can also reduce overhead costs.
4. Increased Capacity
Realistically, customer service staff can only talk to one customer at a time, making it difficult to handle more than one issue simultaneously. When AI chatbots are introduced, you can alleviate the pressure that customer service agents once felt about long queues. While this is beneficial for agents in terms of streamlined expectations, your company can still meet bottom-line goals and continue servicing all customers that contact you.
Working With Kustomer
Kustomer’s customer service CRM platform is built to meet the expectations of the customers and agents of today. With our solution, you can better manage customer inquiries and high support volume to streamline staff and company expectations. Request a demo today to learn more about our process and services.