bigger CX picture

A Successful Self-Service Strategy Requires Looking at the Bigger Picture

By Mandy Reed, Global Head of Marketing

Businesses around the world are navigating through unchartered and very uncertain waters at the moment, making difficult decisions and trying to stay afloat. With physical offices and locations closed, many are struggling with the influx of customer questions to their contact centres – an issue that may be compounded by the sudden need to support agents working from home.

Self-service tools, such as conversational chatbots and virtual agents, are a great option to help alleviate some of the pressure from the contact centre and give customers a better option for finding quick answers to their questions. Organisations with an existing self-service solution have a definite advantage. Organisations without one – or with a solution that isn’t up to the challenge – know they must take action right away.

While companies needing to implement a new self-service solution or upgrade an existing one are feeling a sense of urgency, they still need to be thoughtful about the technology they select and how it is implemented. Having a successful self-service strategy requires looking at the bigger picture of your overall customer service and experience. By not doing that, organisations run the risk of making their current situation worse by frustrating customers even more with a disjointed and unhelpful self-service experience.

The good news is that even if organisations take the time to be thoughtful about how a new self-service solution will fit in with the bigger picture, it’s still possible to move the project forward quickly. Working with a vendor that has extensive experience and a deep understanding of how to implement the technology for both quick wins and long-term success is key.

Here are two recently published resources that will help any organisation jumpstart their quest for a successful self-service solution:

How to Select a Chatbot or Virtual Agent for Your Self-Service Project

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Part of destinationCRM’s Best Practice Series, this guide provides insider tips for selecting a chatbot or virtual agent to positively impact your customer care. There are recommendations both for companies deploying a chatbot or virtual agent for the first time as well as those struggling with an existing poor-performing chatbot. It breaks down selection criteria for these self-service solutions to help you select the best technology to meet your current needs and enable long-term success.

 

The Inner Circle Guide to AI-Enabled Self-Service

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This independent research report published by ContactBabel explores survey responses from consumers on their preferences and usage of self-service channels as well as use cases and results from organisations currently offering self-service options. It takes a deep dive into opportunities for using AI, machine learning and natural language processing (NLP) to improve self-service channels. The report guides organisations on important questions to ask and pitfalls to avoid when implementing a new or updated self-service channel.

 

A large part of the world may be panic buying toilet paper, but organisations don’t need to panic about their self-service strategy. By taking a step back to look at their overall customer experience (CX) and working with experts in conversational AI, chatbots and virtual agents, they can make sound decisions while moving forward quickly.