Firms in all industries see artificial intelligence (AI) and automation as a means to improve operational quality and customer experience (CX), reduce costs and increase margins. Customer service is a good place to employ such technology as its both a major expenditure and a driver of customer experience. AI and automation can help at every step of the customer service journey.
For instance, conversational AI or chatbots are appealing to organisations looking to offer customer service outside of business hours without requiring extra staff. By removing repetitive, low-value tasks from customer service agents, automation lets them focus on where their human touch adds the most value.
This is how hotel chain Hyatt uses a virtual assistant for parts of its reservations journey, taking away the mindless draining tasks such as authenticating customers or gathering their travel dates and destination before transferring the call with all the relevant context to an agent who can focus on the emotional component of the selling. Finally, the ability of the agent to connect to the customer is a fundamental driver of call quality.
As artificial intelligence and automation technologymatures and becomes more affordable, its tempting to rush to deploy it, but this can result in common pitfalls that prevent a business from reaching the impact they expected or worse, that hurt the customer experience.
This can happen if there is a lack of insight into the end-to-end customer service journey. A customer service journey involves multiple digital and non-digital channels, as customers typically try to self-serve before reaching out to a customer service representative. CX professionals who target specific moments or touchpoints in the journey without a clear and complete picture fight a losing battle.
Suppliers of automation and AI services say their main challenge with customers is managing expectations about what technology can and cannot do Forrester
If call centres are overwhelmed because customers cant find the information theyre looking for on the company website, the first action should be to fix the website rather than deploying a chatbot to answer those requests.
Misjudging technology capabilities is another problem organisations can encounter. Suppliers that operate in the automation and AI market agree that their main challenge with customers is managing expectations about what technology can and cannot do. The best return on investment comes from high-volume, simple use cases that can be answered without the need to hand over the interaction to a human agent.
But when companies get it wrong, they create frustrating experiences for customers. Conversational AI or chatbots that lock customers into dialogues, redirecting them from one unhelpful tool to another, are a common illustration of such misjudgment.
It is also worth noting that these technologies should not be considered as replacements for humans. The Covid-19 pandemic accelerated the rate at which machines took on human jobs. Workforce reduction is still considered a potential benefit of AI, but while AI is transforming customer service, it wont replace human agents. Human representatives are necessary for highly emotional or complex cases where customers seek human interaction.
To reap the benefits of AI and automation, you must identify their right place and role in your customer service journey. Forrester breaks this down into six steps.
The starting point is to map out the service blueprint of your customer service.
Opportunities for AI and automation often reside in the backstage of the experience. Start mapping the visible part of the customer service journey, including before and after interacting with an agent. Then add the invisible layers of the experience the technology and processes that enable or hinder steps of the journey. Once you have a complete service blueprint, highlight pain points for all actors that are part of it.
Forresters second tip is to apply the five whys technique, which iteratively drills down into a problem to identify the root cause. Use the five whys technique to perform a deep root-cause analysis of your pain points and assess if you really need artificial intelligence or automation.
Prioritise opportunities that benefit customers and employees for each opportunity identified, evaluate who will benefit and then prioritise those that benefit both employees and customers Forrester
A UK police force, for instance, used service design to discover that a large number of 999 calls were mere requests for information and were hindering call handlers from helping citizens truly in need. Additional research showed that fragmented processes and workarounds for existing blockers were reducing efficiency and visibility of the process for citizens. The solutions focused on better access to information rather than automation.
Forresters third tip is to prioritise opportunities that benefit both customers and employees. For each opportunity identified, evaluate who will benefit and then prioritise those that benefit both employees and customers.
One company that tried this approach is BT, which used AI to improve customer service by focusing its field engineers on the right job at the right time. Instead of using the workforce management system to assign jobs only to local engineers, the company used fuzzy logic to enable field engineers to cross regional borders, resulting in better service, increased productivity, reduced travel costs and improvements in employee well-being.
The fourth recommendation is to identify the right technology. The termscover such a broad range of capabilities that the help of a subject matter expert might be needed to define whats right for a particular company, depending on its existing systems and use cases. However, theres one technology thats fundamental for the contact centre speech recognition.
Dutch telco KPN, for instance, used speech recognition to reduce its average hold time by 30 seconds per call and increased its net promoter score by 17 points. The customer begins by stating in their own words why they are calling. AI authenticates the caller, recognises their intent, and automatically answers or routes them to the right agent. When it does so, it pulls out the customers details and call history and transcribes their own words so the agent immediately has the right context.
Next is to make emotional connections beyond empathy part of the requirements of the AI and automation project. Subtle changes in words can improve customer experience by creating a positive emotional connection with customers. Content strategists know that what you say and how you say it can be a powerful differentiator. AI can generate emotionally engaging content, but you need to ensure its emotional capabilities.
For example, the team building Capital Ones AI assistant, Eno, focused on developing its emotional intelligence. As a result, the bank saw customers sending Eno gratitude messages after using it as if they had experienced a positive interaction with a real person.
Forresters final recommendation is to align success metrics for the end-to-end journey. Finding the right metrics to measure the return on investment of automation and AI requires a careful assessment. Avoid isolated metrics. Rather, define a set of journey-level quality metrics to measure impact correctly.
One story of woe is that of a telecoms company which had focused on reducing call times in its service centre when onboarding new fibre network customers. But when the firm partnered with McKinsey & Company to analyse journey data, it found that reducing call times caused more follow-up technician visits. This cost the firm between 10 and 20 times what it had saved by shortening call times.
This article is based on an excerpt of the Forrester report, How AI and automation drive better customer service experiences.Karine Cardona-Smits is a senior analyst at Forrester. Ian Jacobs is a principal analyst at Forrester.
More:
How AI and automation drive better customer service - ComputerWeekly.com
- Automation Personnel Services - Temporary Staffing ... [Last Updated On: March 25th, 2016] [Originally Added On: March 25th, 2016]
- Automation | Define Automation at Dictionary.com [Last Updated On: March 25th, 2016] [Originally Added On: March 25th, 2016]
- Automation | Definition of automation by Merriam-Webster [Last Updated On: March 25th, 2016] [Originally Added On: March 25th, 2016]
- Automation | The Car Company Tycoon Game [Last Updated On: March 25th, 2016] [Originally Added On: March 25th, 2016]
- Automation - Wikipedia, the free encyclopedia [Last Updated On: March 25th, 2016] [Originally Added On: March 25th, 2016]
- Automation - Cloud process & workflow automation | Microsoft ... [Last Updated On: June 29th, 2016] [Originally Added On: June 29th, 2016]
- Riverside Automation - Machine Controls [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- Automation: The Car Company Tycoon Game Windows - Mod DB [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- System Integration | Industrial Automation [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- WinAutomation - Smart Macro Recorder, Web Automation ... [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- Automation Solutions - Home [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- The Automation Conference [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- Rohtek Automation [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- JL Automation, LLC | Home Automation, A/V Automation [Last Updated On: July 3rd, 2016] [Originally Added On: July 3rd, 2016]
- Four fundamentals of workplace automation | McKinsey & Company [Last Updated On: August 27th, 2016] [Originally Added On: August 27th, 2016]
- Leviton Security & Home Automation [Last Updated On: August 27th, 2016] [Originally Added On: August 27th, 2016]
- EVA Automation [Last Updated On: September 6th, 2016] [Originally Added On: September 6th, 2016]
- News | Automation | The Car Company Tycoon Game [Last Updated On: September 6th, 2016] [Originally Added On: September 6th, 2016]
- Automation - The Car Company Tycoon Game on Steam [Last Updated On: September 6th, 2016] [Originally Added On: September 6th, 2016]
- Test automation - Wikipedia, the free encyclopedia [Last Updated On: September 6th, 2016] [Originally Added On: September 6th, 2016]
- Job Seekers - Automation Personnel Services [Last Updated On: October 8th, 2016] [Originally Added On: October 8th, 2016]
- Custom Automation & Machine Design | Automation GT [Last Updated On: October 31st, 2016] [Originally Added On: October 31st, 2016]
- iAutomation [Last Updated On: October 31st, 2016] [Originally Added On: October 31st, 2016]
- Test automation - Wikipedia [Last Updated On: November 16th, 2016] [Originally Added On: November 16th, 2016]
- Automation - Official Site [Last Updated On: November 19th, 2016] [Originally Added On: November 19th, 2016]
- Beckhoff Automation - Wikipedia [Last Updated On: November 21st, 2016] [Originally Added On: November 21st, 2016]
- Automation - Security Hyperstore [Last Updated On: November 21st, 2016] [Originally Added On: November 21st, 2016]
- IT Automation - BMC [Last Updated On: November 29th, 2016] [Originally Added On: November 29th, 2016]
- ID Automation [Last Updated On: November 29th, 2016] [Originally Added On: November 29th, 2016]
- The Best Home Automation Systems of 2016 | Top Ten Reviews [Last Updated On: December 24th, 2016] [Originally Added On: December 24th, 2016]
- What is Home Automation? | Home Automation Systems [Last Updated On: December 24th, 2016] [Originally Added On: December 24th, 2016]
- Beyond Automation - hbr.org [Last Updated On: December 25th, 2016] [Originally Added On: December 25th, 2016]
- Build automation - Wikipedia [Last Updated On: December 26th, 2016] [Originally Added On: December 26th, 2016]
- Home automation - Wikipedia [Last Updated On: January 10th, 2017] [Originally Added On: January 10th, 2017]
- Automation | Food Engineering [Last Updated On: January 13th, 2017] [Originally Added On: January 13th, 2017]
- Home Automation - Enerwave Home Automation [Last Updated On: January 14th, 2017] [Originally Added On: January 14th, 2017]
- Automation - DESHAZO [Last Updated On: January 14th, 2017] [Originally Added On: January 14th, 2017]
- Robots, Automation, EOAT, Grippers, Conveyors, Guarding [Last Updated On: January 26th, 2017] [Originally Added On: January 26th, 2017]
- Werner Electric | Automation [Last Updated On: January 28th, 2017] [Originally Added On: January 28th, 2017]
- Automationtechies | Automation Engineering Recruiting [Last Updated On: January 28th, 2017] [Originally Added On: January 28th, 2017]
- Automation - Mazak Corporation [Last Updated On: January 28th, 2017] [Originally Added On: January 28th, 2017]
- Automation | Technologies | Systems | Integrator ... [Last Updated On: January 28th, 2017] [Originally Added On: January 28th, 2017]
- Test Automation Services for Development of Regression ... [Last Updated On: January 28th, 2017] [Originally Added On: January 28th, 2017]
- Carlo Gavazzi Automation Components [Last Updated On: January 30th, 2017] [Originally Added On: January 30th, 2017]
- UI Automation Overview - msdn.microsoft.com [Last Updated On: February 5th, 2017] [Originally Added On: February 5th, 2017]
- New telecom transformation goals require service automation - TechTarget [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Global Hazardous Waste Handling Automation Market: By Products ... - Business Wire (press release) [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- 2M Automation wins IoT support from Schneider - Electronics EETimes (registration) [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Futures Shaped by Automation and Catastrophe: Peter Frase on Capitalism's Endgame - Truth-Out [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Automation expected to displace insurance underwriters, real estate brokers - CIO Dive [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Automation, robots could replace 250000 public sector workers in the next 15 years - Computer Business Review [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Design Automation Conference - Business Wire (press release) [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- The Perks Of Automation And The Risks: Why To Think Twice About Getting Into That Driverless Uber - Forbes [Last Updated On: February 6th, 2017] [Originally Added On: February 6th, 2017]
- Lib Dems Should Embrace Automation of the Workforce - Liberal Democrat Voice [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- Voices Reinventing enterprise finance by overhauling AP automation - Accounting Today [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- How Accountants Can Use Automation Their Advantage - Accountingweb.com (blog) [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- DFLabs Launches the First Security Automation and Orchestration Platform based Upon Supervised Active Intelligence - Business Wire (press release) [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- QAD Automation Solutions is Honda Approved - Yahoo Finance [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- VIDEO: Going Big on Automation in a Small Footprint Facility - ENGINEERING.com [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- Building a better model of human-automation interaction - Phys.Org [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- AlixPartners examines automation in manufacturing and logistics management - Logistics Management [Last Updated On: February 7th, 2017] [Originally Added On: February 7th, 2017]
- Report: Test automation is increasing - SD Times - SDTimes.com [Last Updated On: February 9th, 2017] [Originally Added On: February 9th, 2017]
- Automation is the unavoidable future of the economy - The Daily Cougar [Last Updated On: February 9th, 2017] [Originally Added On: February 9th, 2017]
- GM's Cruise Automation Is Testing An App to Order Self-Driving ... - Fortune [Last Updated On: February 9th, 2017] [Originally Added On: February 9th, 2017]
- Speeders beware: Legislation would allow automation crackdown ... - SFGate [Last Updated On: February 9th, 2017] [Originally Added On: February 9th, 2017]
- Orbita Ingenieria: New Age Terminal Automation - Port Technology International [Last Updated On: February 10th, 2017] [Originally Added On: February 10th, 2017]
- A Sharper Focus on the Edge - Automation World [Last Updated On: February 10th, 2017] [Originally Added On: February 10th, 2017]
- Rockwell Automation Surged 10% in January as Growth Picked Up Steam - Motley Fool [Last Updated On: February 10th, 2017] [Originally Added On: February 10th, 2017]
- Most people are optimistic about workplace automation, social data suggests - ZDNet [Last Updated On: February 10th, 2017] [Originally Added On: February 10th, 2017]
- Improving Behavior Through Automation of Vehicle Systems - School Transportation News (blog) [Last Updated On: February 11th, 2017] [Originally Added On: February 11th, 2017]
- 'We employ insane levels of automation' Kris Canekeratne - Times of India [Last Updated On: February 11th, 2017] [Originally Added On: February 11th, 2017]
- Why Don't We See More Automation in Federal Networks? - Nextgov [Last Updated On: February 11th, 2017] [Originally Added On: February 11th, 2017]
- Technobabble: Automation and the modern worker - CIO Dive [Last Updated On: February 11th, 2017] [Originally Added On: February 11th, 2017]
- Readers Write (Feb. 12): The moose population; jobs, start-ups and automation; diversity in the funny pages - Minneapolis Star Tribune [Last Updated On: February 12th, 2017] [Originally Added On: February 12th, 2017]
- Automation Nightmare: Philosopher Warns We Are Creating a World Without Consciousness - Big Think [Last Updated On: February 12th, 2017] [Originally Added On: February 12th, 2017]
- Automation can replace bureaucrats and save taxpayers money - Hot Air [Last Updated On: February 12th, 2017] [Originally Added On: February 12th, 2017]
- Automation can revitalize the US workforce - Fox News [Last Updated On: February 12th, 2017] [Originally Added On: February 12th, 2017]
- TigerStop hopes to ride automation to new heights - The Columbian [Last Updated On: February 13th, 2017] [Originally Added On: February 13th, 2017]
- Hexadite Unveils Custom Playbooks Following One Millionth Automated Cybersecurity Investigation - Yahoo Finance [Last Updated On: February 13th, 2017] [Originally Added On: February 13th, 2017]
- NEC updates postal automation system for Hongkong Post - ETCIO.com [Last Updated On: February 13th, 2017] [Originally Added On: February 13th, 2017]