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Resolve to Make Your Conversational AI Project Healthier this Year

By Mandy Reed, Global Head of Marketing

The new year is here and that means it is time for New Year’s resolutions. The most common personal resolutions are focused on being healthier – exercising more, eating better, improving fitness, losing weight, stopping smoking. People join the gym, sign up for weight loss programmes, and download meditation apps.

But what about your conversational AI project? Does it need a New Year’s resolution to be healthier in the new year, too?

If your organisation already has a conversational AI project, then you don’t need me to wax on about the importance of digital customer support. You get it. However, if you’re concerned that your current conversational AI tool isn’t up to the task of improving your digital support experience in 2022, then it’s time to make a resolution for change.

Even the best laid plans sometimes take a wrong turn or need to be tweaked as customer expectations and your organisation change. The start of a new year is the perfect time to take a step back and re-evaluate your conversational AI project and strategy. If this review leaves you dissatisfied with what you find, you’re not alone. Here are some common reasons other organisations have given for being unhappy with their conversational AI projects:

  • I can’t expand my solution to support my growing business and customer base.
  • I have limited integration options to create a seamless and personalised experience.
  • I started my project with an inexperienced start-up that isn’t able to provide the technology updates and support I need from my conversational AI vendor.
  • I am struggling to manage multiple chatbots across different business divisions or departments.
  • I am unable to staff my chatbot project with internal resources with the necessary knowledge and experience.
  • I don’t own the user interface or training data with my current chatbot provider.

The good news is that none of these common issues are dealbreakers that mean you must scrap your current virtual agent or chatbot project and start over. Like any New Year’s resolution to be healthier, you just need a plan that starts where you are and takes you to your goal of creating a successful, valuable, and healthy solution.

Your first step should be to download the new ebook Conversational AI Issues & Solutions: Transforming Ineffective Chatbot & Virtual Agent Projects. It takes an individual look at each of the common issues listed above, explaining how they can negatively impact your conversational AI project and exploring ways they can be solved.

When you’re ready to work out the details of your plan for a healthier chatbot or virtual agent and put it into action, the Creative Virtual team is ready to be your personal trainer and coach. Contact the team here to learn more about the expert consultation and technology that’s helping brands around the world deliver reliable and valuable conversational AI solutions.

This new year, resolve to transform your conversational AI project into a healthier, more effective customer service solution. Make 2022 the year your customers, employees, and company experience the full benefits of a successful chatbot or virtual agent.

The Generic ‘Chat Now’: Virtual Agent or Live Chat?

By Mandy Reed, Global Head of Marketing

A couple months ago I had a question about an online order I had placed several days earlier. After searching through the information on the website in an attempt to self-serve with no success, I started a live chat session. I was connected to a live chat agent relatively quickly, but then spent over 30 minutes in a chat that felt like it was lasting forever and, in the end, delivered no real resolution to my question.

It immediately became obvious to me that the live chat agent was juggling multiple – and likely too many – chat sessions simultaneously. To try to fill the long gaps between his responses, I received canned ‘sorry for the long wait’ messages with random small talk questions about my day and comments about how much I was going to love the item I had ordered. This quickly became tiresome – I wasn’t there because I wanted to chitchat. I just wanted to an answer to my question!

I certainly don’t blame the agent for creating such a poor experience or for ultimately not having access to the information I needed. When implemented properly and with realistic internal expectations of agents, live chat can be a great digital support option. Unfortunately, I know my frustrating experience isn’t a fluke or an uncommon occurrence. That is one reason why customers looking for a quick answer may shy away from starting a conversation with a live chat agent.

This is something that organisations implementing a self-service virtual agent or chatbot should keep in mind, regardless of whether they are integrating it with live chat. Why? In the Guide to Selecting a Virtual Agent or Chatbot Vendor, conversational AI expert Laura Ludmany explains:

“Be sure your virtual agent is prominent on your pages. Make it obvious that it is a digital, automated tool with wording such as ‘Please ask our Virtual Agent’. Avoid using confusing or vague terms such as ‘Agent’ or ‘Chat Now’ as these can make users think it is a live chat tool and may prevent them from starting a session when they are trying to self-serve.”

Customers are more comfortable with and increasingly seeking out digital self-service options. In response, organisations are also increasingly deploying conversational AI tools. However, if those tools aren’t easily accessible or clearly identified as the place to self-serve (without having to engage with a human) then both customers and businesses are missing out on their benefit.

Rest virtual agentLet’s take a look at the successful virtual agent implementation at Rest, one of Australia’s largest superannuation funds by membership, as a great example of Laura’s recommendation in action. Rest understood their large customer base of digital natives were most often starting their experience on the website. In order to enrich the experience for those digitally savvy customers, they added virtual agent Roger to their website in 2016. This not only gave Rest the distinction of being the first Australian superannuation fund to service members’ enquiries online 24/7 with a virtual agent, but also resulted in overwhelmingly positive feedback from their members.

If you visit the Rest website today, Roger maintains a prominent spot on their homepage and throughout the website. They make it easy for users to self-serve as they navigate around the site. Rest has also always communicated clearly with users that Roger is a self-service tool, not a human live chat agent, with both the user interface (UI) and Roger’s welcome informing users they are interacting with an automated virtual agent. This means that the expectation is immediately set for Roger as a self-service option.

It can be tempting to use a generic ‘Chat Now’ as a way to try to engage users both looking to self-serve and chat with a human agent, but customers don’t want to feel tricked. They appreciate the transparency of knowing what kind of support they are going to receive – automated or human-assisted – before initiating the engagement. It sets the tone for the experience and gives customers more control over how they get the information and support they need.

Interested in more conversational AI expert insights and tips? Download the full Guide to Selecting a Virtual Agent or Chatbot Vendor: Forget the Technology & Focus on Experience and check out this collection of posts from the 2021 Customer Service Week & CX Day Blog Celebration.

Conversational AI Doesn’t Have to Be a Risky Investment: Step 2

By Mandy Reed, Global Head of Marketing

Innovative, cutting-edge, ground-breaking – these are all words used regularly to describe conversational AI technologies. Being the organisation that deploys an innovative technology typically requires being comfortable with a high level of risk. However, most companies don’t have the financial flexibility or company culture to take that degree of risk, whether real or inferred.

Deploying conversational AI solutions like chatbots and virtual agents can be risky but doesn’t have to be. You don’t need to be an early adopter of innovations to benefit from the technology. These solutions have been used by businesses for over two decades as part of their customer engagement and employee experience strategies, and you can take advantage of those learnings to deploy reliable, successful projects.

In this three-part blog series, I’m sharing three steps for achieving conversational AI success while minimising the risk for your organisation. Last time, we delved into Step 1: Be selective when deciding on a vendor and technology. If you missed that post, I recommend you read it first before moving on to the second step:

Step 2: Build a business case with realistic goals.

Embarking on any business project without identifying the goal is always a risk, so it is essential that you have a realistic business case and clear objectives for your conversational AI project. An experienced vendor will be able to assist you with this process by performing a textual analysis of your existing data, such as live chat or contact centre transcripts, to identify what queries can and should be automated with conversational AI.

Starting with this analysis immediately reduces risk because your business case is being built around your own data. It’s combining the vendor’s expertise directly with the information that is unique to your customers, employees, and company. Instead of guessing your users’ self-service needs or taking a generic approach, your business case is customised to you and your pain points from the start.

Follow that initial analysis with a consultation workshop to review the results and collaborate with the vendor to identify your key performance indicators (KPIs) and set realistic goals. These business objectives will directly inform how your chatbot or virtual agent is built and implemented. Having clear goals and deciding how you will track progress and measure outcomes minimises the danger of investing in a project that won’t really meet your needs.

The key in this step is to build your conversational AI business case around realistic and obtainable goals. Being practical about what you are automating and setting sensible targets for your solution creates a solid foundation for your project. It keeps your investment focused on reliable, reproducible outcomes and business benefits.

In the third and final instalment of this series, we will talk about starting your conversational AI project with a pilot and the best approach to minimise risk while rolling out a full deployment. A great resource for better understanding the financial investment needed for a successful virtual agent or chatbot is the Guide to Enterprise Conversational AI Pricing: Calculating the Cost of a Successful Chatbot or Virtual Agent. Even if your company isn’t at the enterprise-level, this guide provides valuable insights into budgeting and calculating ROI that’s useful for all organisations.

Conversational AI Doesn’t Have to Be a Risky Investment: Step 1

By Mandy Reed, Global Head of Marketing

In the technology industry there tends to be a focus on being innovative, cutting-edge, and ground-breaking. Industry awards, conferences, and articles frequently showcase and reward vendors for technological innovations. Analysts and expert speakers regularly highlight case studies of companies that are early adopters, deploying technologies in inventive ways, or finding success by taking a chance on something new and unproven.

Innovation is essential to the advancement of technology but doesn’t automatically equal practical business benefits. Having companies try out new technological developments and deploy existing solutions in creative and unfamiliar ways is important for finding practical applications for new innovations. However, being the organisation that deploys an innovative technology typically requires being comfortable with a high level of risk.

Most companies don’t have the financial flexibility or company culture to take that degree of risk, whether real or inferred. For them, proven and reliable results are more important than being innovative and flashy. Projects that get budget approval and management backing are ones that are considered safe bets because they utilise established technologies that have documented business benefits.

Conversational AI is one technology that is regularly described with words like ‘innovative’ and ‘cutting-edge’. Simply having ‘AI’ in the name makes some people think of it as being futuristic or only for companies with the resources to implement it for the cool factor. It can be easy for business leaders to associate conversational AI with being a high-risk investment.

Deploying conversational AI solutions like chatbots and virtual agents can be risky but doesn’t have to be. Your organisation doesn’t need to be an early adopter of new innovations to benefit from this technology. Chatbot and virtual agent technology has been used by businesses for over two decades as part of their customer experience and employee engagement strategies, and you can take advantage of those learnings to leverage conversational AI within your organisation.

Over the course of this three-part blog series, I’ll outline three steps for minimising risk and maximising benefits of conversational AI projects. Let’s get started with the first and most important step:

Step 1: Be selective when deciding on a vendor and technology.

The conversational AI market is oversaturated with new, inexperienced start-ups and technologies that haven’t been well-tested in the real world. The first step to reducing your risk is to choose a vendor that is established in the industry and provides a technology that has proven results. Both criteria are important when it comes to risk level.

Vendor experience is critically important because the more knowledge your selected provider brings to your project, the more confident you can be in their advice and guidance. You want a vendor that will become an extension of your own team and knows what they are doing because they’ve done it all before. Working with experts means you benefit from their many years of experience, thereby making your investment less risky even if your company is new to this type of technology.

When evaluating a vendor’s experience, ask specifically about how many years the company has provided conversational AI technologies, as these solutions may be an offering added recently even though the company has been in business for decades. Also ask about the experience of their individual team members and staff turnover rates. If they have high staff turnover and are constantly training replacements for departing employees, then you will likely miss out on the risk-reducing personal expertise you want the vendor to bring to the collaboration.

Just as critical as the vendor experience is having proof of their technology delivering positive results in real world applications. Don’t assume that just because a provider isn’t a brand-new start-up that they have a well-performing conversational AI technology. If the company has been in business for four or five years and only has one customer, you should question why more companies aren’t using their technology and if working with them is a risky option.

To reduce risk, ask about how the vendor has deployed their technology within your industry and what documented business benefits those solutions are providing. Saying they have the ability to deploy important features and functionality is great, but you want to see the technology in action in live installs. Also ask them about the length of their customer relationships as long-term engagements indicate that existing customers are happy with the technology, their results, and the collaboration. The vendor should be able to provide you with customer references so you can get first-hand feedback on their conversational AI projects.

Keep in mind that even if your company is minimising risk by selecting a proven solution with reliable results, you still want to partner with a vendor that is consistently innovating. You may not be the organisation trying out those new innovations first, but you don’t want to invest in a solution that’s not going to improve as those advancements become well-tested and are shown to deliver business benefits.

In my next post, we’ll explore building a realistic business case as part of Step 2 for reducing risk. In the meantime, check out the Guide to Selecting a Virtual Agent or Chatbot Vendor: Forget the Technology & Focus on Experience. It explains in more detail the most important questions to ask a vendor about their experience during your procurement process.

Successful Conversational AI: Blending Machine Learning & Human Intelligence, Part 2

By Chris Ezekiel, Founder & CEO

In February ISG, a leading global technology research and advisory firm, published their ‘ISG Provider Lens™ Intelligent Automation – Solutions & Services’ report. The report evaluates 19 conversational AI vendors against a set of market-driven criteria and places Creative Virtual firmly in the Leader category within the quadrant.

Recently I joined Mrinal Rai, Principal Analyst at ISG, and Jan Erik Aase, Partner and Global Head – ISG Provider Lens, for a discussion on conversational AI over Zoom. In my last post I shared Part 1 of our nearly half hour chat. During the first part of the discussion, Mrinal shared why ISG identified Creative Virtual as an industry leader in their report. Jan Erik and I also discussed current conversational AI trends as well as the evolving role of contact centre agents. You can watch Part 1 here.

In Part 2 of our discussion (scroll down to watch the video), Jan Erik and I address two more questions:

  • What are the biggest barriers organisations face when it comes to building, deploying, and maintaining successful projects?
  • What impact has the pandemic had on the implementation and usage of conversational AI tools?

One key barrier to success that we explore is not having a team with the right skills and experience. Often organisations try to tackle conversational AI projects internally with a lack of knowledge and a toolset that doesn’t enable them to scale the solution to different channels, additional departments, etc. or support enough users simultaneously as the project expands. This sets the whole project up for failure. When it comes to conversational AI, knowing what doesn’t work is just as important as knowing what does.

Jan Erik and I also touch on issues some projects face when integration points and APIs aren’t readily available or accessible. Creating a personalised, omnichannel support experience really needs the conversational AI tool to be properly integrated with other systems. The contact centre not being a part of the organisation’s digital strategy is another common barrier we encounter. This is starting to change, but until company structures are more joined up in this regard, we’ll continue to see this as a widespread challenge.

The need to have the contact centre as part of the digital strategy was highlighted over the past year by the pandemic. We saw record traffic to our virtual agents and chatbots in 2020 as customers turned to online self-service for quick answers to their questions. For many of the organisations we work with, having a well-established conversational AI solution was a lifesaver as their contact centres dealt with an overwhelming volume of calls at the same time as new public health measures designed to keep agents safe.

Having a human-in-the-loop combined with machine learning gave our customers the ability to change responses within their virtual agent quickly, safely, and securely so they could deliver reliable, up-to-date information. In fact, one of our customers found that updating their virtual agent was quicker and easier than updating content on their website. Their contact centre recognised that the virtual agent was helping to reduce call volumes and proactively provided feedback and new content to add based on incoming calls from customers.

Check out Part 2 of our ‘Successful Conversational AI: Blending Machine Learning & Human Intelligence’ discussion:

 

My next post will take a look at Part 3 of our session where we discuss setting goals and identifying KPIs for conversational AI projects. In the meantime, be sure to download your copy of the ISG Provider Lens™ – Conversational AI Quadrant Report.

Harnessing Human and Machine During the Pandemic

By Rachel F Freeman, Operations Director

A direct quote of the explanatory theme for this Customer Service Week says: “The impact of events affecting the world today have changed the way in which companies and their employees engage with customers.”

Indeed this is true, and all of us in our businesses and in our personal lives can feel the effects of how services of all kinds have altered in ways ranging from barely discernible to completely different (filling out forms, having temperatures taken, tape and measurements of distance being assessed amidst a lot of Perspex dividers). A main thing that became apparent in call centre scenarios was that call wait times for an array of customer services were much longer and users still are advised in recorded messages that “due to Covid-19” call wait time may be impacted.

I can testify that I’ve never had to wait 25-30 minutes to speak to a representative for whatever service I needed before Spring 2020 but experienced that exact scenario at least four times in the past few months. Speaker phones have never been so handy so that one can do other tasks whilst being on hold for extended periods of time!

Cue the virtual agents, chatbots and virtual assistants. Now more than ever before it is a no brainer that online self-help tools that are available 24/7 should come into their own in this period of uncertainty and continued delays blamed on Covid. Self-help tools need not be subject to the same rules of quarantine which makes them more reliable when it is impossible to predict when humans will be available to handle and field queries based on who is in the office and who is self-isolating.

Now more than ever, in the spirit of seamless customer experience, let’s let the self-help tools do what they are designed to do. Let’s let them share the burden of the increasing pressure on call centre agents and take advantage of them working to their fullest potential. Let’s give the machines space to help, freedom to work whilst the humans that are healthy can spend time not only speaking to customers who truly need a human but also to check in from time to time on the accuracy of the responses of the virtual agent. A smart combination of self-help and human guidance creates confidence that the job will get done with the right tools.

We’re all being told to stay safe and be alert – so let’s work in parallel with the tools to help make that happen. We can enable more efficient customer service interactions whilst at the same time prioritising the health and well-being of both customers and employees.

Check out the Neutrino release of V-Person™ to learn how Creative Virtual is delivering some of the most up-to-date and seamless self-help tools available. Also download the ‘Conversational AI Trends 2020’ ebook from AI Time Journal for virtual agent success stories during the pandemic.

The way companies and their employees are engaging with customers may have changed significantly this year, but with the right tools a positive, seamless experience is possible. This Customer Service Week let’s celebrate both the people and the technology that are delivering safe and seamless customer support in this period of uncertainty.

Finding a Clear Path Forward for Digital Customer Experience Priorities

By Mandy Reed, Global Head of Marketing

It’s the age-old philosophical question: If a tree falls in the forest and no one is around to hear it, does it make a sound?

A question that should be easier for companies to answer – and one that has become increasingly important this year: If your customers expect support on digital channels and you aren’t there to provide it, do you lose those customers to competitors who are?

A new survey conducted by Econsultancy and Marketing Week with marketers around the world found that, among customer-facing organisations with £50 million or more in annual revenue, 63% of respondents said they observed a “strong trend” of consumers adopting digital features more quickly as a result of COVID-19. An additional 33% saw “some trend’ of this happening.

Creative Virtual’s V-Person™ virtual agents and chatbots certainly experienced this trend, setting a record-breaking spike in usage during the first half of 2020. Using these digital self-service tools gave customers an easy way to find the most up-to-date information quickly during a time when contact centres were struggling with long hold and response times, reduced staffing and rapidly changing situations.

Often this trend towards using digital channels has been linked to Millennials and younger generations. However, the Econsultancy and Marketing Week survey found 40% of participants had observed a “strong trend” and 55% had observed “some trend” towards digital adoption among older consumers. This further highlights the importance of, and makes a stronger case for, digital transformation within organisations.

Regardless of whether this move to digital options is due to customer preference or out of necessity – physical locations closed, contact centres inundated, etc. – smart organisations know they need to pay attention and take action to support customers where they are. Digital customer experience (CX) projects can feel overwhelming – a massive undertaking without a clear path forward – during this time when so much seems overwhelming and uncertain.

Forrester analyst Judy Weader talks about CX prioritisation in a recent blog post as an important way for companies to make sound decisions. Not having a structured, consistent approach to prioritisation can lead to making poor choices on where to apply budget and staff, wasting critical time and under-delivering for customers. To help focus efforts and keep from being overwhelmed, Judy recommends prioritisation of CX improvement projects should be a conscious action, based on fact, and grounded in what matters most.

Some organisations may have actioned decisions quickly as a result of COVID-19, moving forward with digital projects initially thought to be temporary solutions to a temporary situation. Those projects should be re-examined and potentially prioritised as more permanent initiatives. Now that customers have experienced the convenience of digital tools and features, your CX might need more of a digital focus to give them the options and support expected on those channels.

If you are considering adding a chatbot or virtual agent to your list of CX priorities, the on-demand webinar Tips for Deploying AI Chatbots & Virtual Agents is a useful resource. The webinar covers questions to ask when adding a self-service solution to your digital CX strategy, tips for selecting the right technology and a series of demonstrations showcasing live implementations across a variety of customer touchpoints.

As digital adoption among consumers across all age groups continues to trend upwards, you must take the proper steps to prioritise and focus your efforts to find the best way forward for your company and your customers. If you aren’t providing the digital tools and support customers expect and need, chances are they will leave you for a competitor that does.

Satisfy Your Curiosity About Deploying AI Virtual Agents and Chatbots

By Mandy Reed, Global Head of Marketing

Do you have a chatbot or virtual agent on your roadmap? Do you need to upgrade a poor performing self-service tool? Are you curious about successful use cases for AI-enhanced virtual agents?

If so, you’ll want to reserve your spot now to join Creative Virtual and Engage Customer for their upcoming webinar, Tips for Deploying AI Chatbots & Virtual Agents.

On Thursday, 4 June 2020 Chris Ezekiel, Founder & CEO of Creative Virtual, will join Steve Hurst, Editorial Director at Engage Business Media, for this live webcast. Through a series of live demonstrations, they’ll explore:

  • Best practices for deploying and optimising conversational self-service
  • Questions to ask when selecting a chatbot or virtual agent solution
  • Tips for using AI and machine learning to improve performance
  • Guidelines for implementing seamless handover to live chat
  • Current live use cases and results from organisations around the world

Advancements in chatbot, virtual agent and conversational AI technologies have made them a go-to solution for providing easy-to-use and cost-effective customer support on digital channels. Customers are becoming more comfortable with using self-service options and appreciate being able to get help instantly at any time of the day or night. Companies benefit from reducing demand on contact centre agents and improving their customer experience.

The realities of the ongoing global pandemic have placed an increased pressure on organisations’ digital channels, including their existing virtual agent solutions. For many companies, the flexibility and robustness of their digital strategy is going to play a key role in how they maintain and build customer loyalty during this time and in the future. Offering reliable self-service is an important piece of that strategy.

Register now for the webinar Tips for Deploying AI Chatbots & Virtual Agents to learn more. Can’t attend the live event? Don’t worry, a recording will be sent to all registrants after the webinar.

You can also request a personalised demo to see how Creative Virtual’s technology can help you deliver seamless, consistent self-service and improve customer loyalty.

Virtual Agent Usage Spikes as Self-Service Rescues the Customer Experience

By Mandy Reed, Global Head of Marketing

Making a call to a customer service contact centre can be a frustrating and time-consuming experience on a regular day. Throw in a global pandemic and all bets are off. Many organisations are struggling with an overwhelming increase in calls and the closure of call centres. Customers are taking to social media to complain about being unable to get through to call centres and being disconnected after waiting on hold for hours. Companies are asking customers to avoid calling them and adding notifications about long call wait times on their websites.

More customers are turning to company websites and apps for support, in some cases out of sheer desperation because they can’t get through to a contact centre agent and in other cases because they have been proactively directed there by the business. Companies with existing online support and easy-to-use self-service tools are at an obvious advantage. These organisations can ‘rescue’ the customer experience by guiding customers to the information they need online while at the same time relieving some of the pressure from their contact centre so agents can better serve customers with questions that need human support.

In a recent blog post, my colleague Laura Ludmany talked about the sharp increase of traffic Creative Virtual’s banking virtual agents had experienced over the previous month. As she pointed out, it’s not unusual for us to see an increase in usage during significant events. However, this sudden spike surpassed anything we’ve seen in the 16 years of the company’s history. With the help of another colleague and analyst extraordinaire, Lester Lane, I took a closer look at our recent virtual agent traffic.

The graph below shows virtual agent traffic globally and across multiple industries for the period of 1 January 2019 through 12 April 2020. Starting from late February, you can clearly see the number of transactions trending sharply upwards and peaking at the beginning of April.

virtual agent traffic

To put this in context a bit more – by 12 April 2020, these virtual agents had reached nearly 50% of the total traffic they recorded for all of 2019, despite being only about a quarter of the way through this year. During the approximately month and a half between 1 March and 12 April 2020, these installs completed 30% more transactions than during January and February of this year.

It’s also interesting to break down the virtual agent traffic by region. The graph below compares traffic from our Europe-based installs and those from North America. Spikes in usage of our European virtual agents start showing up earlier, a reflection of COVID-19 lockdowns and stay-at-home orders becoming more widespread there before North America. The traffic increases also correlate with the timings of announcements about government schemes and stimulus packages in the UK and the US, two of the main countries where Creative Virtual has virtual agents deployed.

virtual agent usage

I’m curious to watch how virtual agent traffic changes over the coming months as coronavirus-related restrictions are eased – and potentially reinstated – and the world continues to transition. Will customers having their first virtual agent experience during the pandemic make those self-service tools their go-to for future support questions, thereby raising average usage figures? Only time will tell.

Hungry for more stats? Download The Inner Circle Guide to AI-Enabled Self-Service which delves into survey responses from customers on their customer service preferences and business leaders on their usage of self-service technologies.

Hindsight May Be 20/20 But CX Needs a 20/20 Vision

By Mandy Reed, Global Head of Marketing

They say hindsight is 20/20, but companies can’t afford to rely solely on hindsight when it comes to their customer experience (CX). They should, of course, learn from past successes and failures and pay attention to the feedback from both customers and employees. However, that’s not enough to attract new business and build a loyal customer base. Companies also need to have a 20/20 CX vision.

Recently customer service and experience expert Shep Hyken tweeted his thoughts on customer service, pointing out the fact that “customers are getting smarter and expecting more”:

That “expecting more” includes effective service across touchpoints. For organisations, that means offering end-to-end engagement that blends self-service and human assisted support options. Just as each company is unique, so should be their chatbot, virtual agent and live chat strategy – there’s no one-size-fits-all approach that guarantees success.

Frost & Sullivan has identified 2020 as the year CX will overtake product and price as the number one way by which companies will differentiate themselves from the competition. There’s no avoiding the reality that it’s more important than ever to effectively serve and engage customers across touchpoints. It’s key that organisations work with a vendor that has the right tools and expertise to help them create and implement a chatbot, virtual agent and live chat vision that is unique to them and their customers.

To help get you started, the expert team at Creative Virtual has put together a new guide: Creating a 20/20 Vision for Your Chatbot, Virtual Agent & Live Chat Strategy. The guide includes:

  • Three steps for creating a successful chatbot, virtual agent and live chat strategy
  • A checklist for selecting and partnering with the right vendor
  • Tips for using existing chatbot projects and live chat transcripts to jumpstart your vision

The new year is all about looking forward, so learn from your 2019 CX hits and misses but also take the time to map out an updated vision for 2020. Make it your resolution to be one of those “great companies” Shep Hyken referenced in his tweet this year. Download this guide for creating a 20/20 vision to get the inspirational juices flowing with our actionable steps, tips and vendor checklist.