The Human + AI Playbook
How modern CX teams scale support without sacrificing trust. A practical framework from CX practitioners on deploying AI while keeping humans in the loop.
Ticket volumes are climbing and leadership wants AI deployed yesterday, but moving too fast can erode the customer trust you have spent years building. This playbook draws on candid conversations with CX practitioners who have deployed AI the right way: quickly, but with humans at the center. You will walk away with a practical framework for scaling support with AI without sacrificing the relationships that make it work.
What is inside
- Why to start with the customer experience, not a cost-reduction target
- A routing taxonomy for deciding what AI should handle and what belongs with a human
- Guardrails and human-in-the-loop practices for rolling out AI with confidence
- How to bring your team along and turn AI anxiety into adoption
- A CIO-level framework for winning and keeping executive buy-in
- A checklist for choosing a vendor partner who will be honest with you
You really have to keep it anchored in the customer experience. If AI is making things easier for your customer, I think everything else will follow after that.
Taylor Johnson
Director of CX, Nathan James
