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15 Ways to Build Customer Rapport

Key Takeaways

  • Always start with a friendly introduction and ask for the customer’s name – it helps humanize the conversation.
  • Match your tone and style to the customer’s messaging style (formal vs. casual) and use their name throughout.
  • Add personalization, use past purchase info, preferences, etc., to make messages feel more meaningful and relevant.
  • Let frustrated customers speak first before pivoting to solutions, and always respond with specificity.
  • Be consistent and trustworthy: follow through on what you promise, stay positive in phrasing, and occasionally break from scripts to show authenticity.

Messaging is quick. It’s casual. It’s easy to breeze through the pleasantries and get straight to the point. But service agents still need to build customer rapport.

It’s harder to do over messaging, but it’s more important than ever in customer serviceespecially if your company does most of its business online. It’s easy for customers to change brands when things go wrong. In fact, 61% of customers say they’ll switch brands after just one bad customer service experience.

To bridge the digital divide, customer service agents need to build customer rapport with every interaction. By utilizing these quick ways to build rapport, you’ll also foster customer trust and loyalty.

What Is Customer Rapport?

Customer rapport is the sense of trust and connection that forms between your team and your customers. It’s what turns a simple exchange into a genuine conversation. When rapport is strong, customers feel understood, valued, and confident that your brand has their best interests in mind.

So, you might be wondering how to build customer rapport. Continue reading to check out these 15 easy ways to enhance customer interactions.

1. Start With Introductions

Start messaging conversations with a simple “Hello, my name is _______.” Just because messaging is the more casual channel doesn’t mean niceties go out the window.

Once you’ve introduced yourself, ask for the customers’ names as well. These simple touches are a fast way to put the customer at ease, and it’s one of the quickest ways to build rapport. This also goes a long way in helping personalize the experience.

Quick tip: This goes for AI Agents, too! Whether you name your bot or not, tell the customer they’re talking to AI. Being upfront leads to more trust, and you guessed it, a better rapport.

2. Add Call-to-Text to Your IVR

Customers don’t want to wait on hold, but it happens. When you’re down a few agents or dealing with heavy call volume, give your customers another way to connect with call-to-text.

Adding call-to-text into your IVR menu makes it easy to transition to messaging and lets your customers go about their days while still getting assistance. They’re not stuck on hold, growing angrier by the minute.

3. Use Channels Your Customers Are On

It’s hard to build rapport with customers who are in unfamiliar territory. For example, if your agents are only available via web chat (also known as live chat), but your customers are used to texting, this will immediately put up a wall between you. They’re adapting their communication methods to fit your business when it should be the other way around.

Instead, pick communication channels that your customers frequent. In fact, 53% of customers want to use communications channels that are familiar to them, according to Zendesk. When you pick channels they use to chat with friends and family, they’re more likely to connect with your brand.

Quick tip: Conversational AI platforms can help you manage multiple channels all from one central dashboard.

4. Offer a Digital Smile

Most customer service advice starts with a smile – but how do you do that over messaging? Think of it as smiling with your voice. It’s all about using a friendly tone in your writing. Be positive and enthusiastic by showing enthusiasm with exclamation points, emojis (if your brand voice allows), and quick responses to make the conversation feel warm and natural.

5. Establish Trust through Mirroring

One critical way to build customer rapport is to match the customer’s conversation style. For in-person conversations, they call it “mirroring.” It’s when you match the other person’s body language. (You’ve probably seen it taken to the extreme on TV for laughs.) Many people do it unconsciously, but it’s a handy way to instantly connect with people.

But how do you do this over messaging? Match their conversation style. If they’re writing out full formal paragraphs, give them thorough responses and avoid any slang. If they’re using text abbreviations, keep it short and casual. You could even throw in some emojis, but maybe avoid using your own abbreviations. (Too much room for miscommunications.)

6. Use the Customer’s Name

You asked the customer’s name, so you should use it. People perk up at the mention of their own name, so using it to punctuate your messages will keep them interested in your responses.

This is especially helpful over messaging since it’s often asynchronous (both parties don’t need to be present at the same time). They’re probably going about their day or dealing with distractions, but the mention of their name will grab their attention so you can finish the conversation. As a pro tip, though, make sure you always remember their name!

7. Ask Questions

Customer service is supposed to be helpful. However, with the pressure to serve more customers in less time and the metrics that reinforce it, agents can often speed through conversations by doing the bare minimum, so it’s important that you be helpful, beyond answering questions.

Yes, speed is important – but so is being helpful! If you’re in the travel industry, ask questions and then provide some recommendations on what to do when your customers get to their destination. If you’re in retail, take a look at what the customer has bought in the past and offer some recommendations. Is there a better account-level tier they could take advantage of for your software? Suggest it!

And since 52% of customers are open to product recommendations for agents, according to Zendesk, it’s also a great opportunity for cross-selling and upselling (as long as you do it in the customer’s best interest). Customers will appreciate the advice and feel like you care about them.

8. Practice Active Listening

Active listening over messaging means proving you’re paying attention – even without body language or verbal cues. Instead of simply replying, show customers you’ve truly read and understood their message. Paraphrase their concern (“It sounds like you’re having trouble logging in”) or restate key details before offering help. This builds confidence that you’re not just sending canned responses.

You can also use short acknowledgments like “Got it!” or “That makes sense!” to keep the conversation feeling natural and responsive. If something’s unclear, don’t be afraid to ask questions instead of just guessing. These small signals of attention replace the nods and eye contact of an in-person exchange – and remind customers that there’s someone who cares behind the screen.

9. Be Empathetic

Empathy is the heart of customer rapport, and it’s just as important in a digital conversation as it is face-to-face. Over messaging, empathy means taking the extra moment to acknowledge a customer’s frustration, confusion, or urgency before offering solutions. When you’re handling angry customers, it’s especially powerful to pause and validate their feelings before diving into fixes. A simple “I can see how that would be frustrating” or “Thanks for your patience while we sort this out” shows understanding and human connection, even in a short exchange.

Tone plays a big role in conveying empathy through text. Choose words that sound warm and conversational, avoid overly formal phrasing, and mirror the customer’s energy. If they’re stressed, keep your tone calm and reassuring; if they’re upbeat, match their enthusiasm. These small adjustments help customers feel cared for and heard – turning a quick chat into a meaningful interaction.

10. Personalize the Conversation

Always start with the customer’s name, but that’s not the only information you should use in your messaging conversations. According to McKinsey, 71% of consumers expect personalization, and 76% get frustrated when they don’t find it.

The less information you have to pull from the customer, the better. According to Zendesk, 72% of customers expect agents to have access to all relevant information. Go beyond simple account information, and look at data like:

  • Past purchases
  • Purchase frequency
  • Messaging preferences
  • Product preferences

Then you can design a conversation that feels personal and meaningful to your customers, making it an easy way to build customer rapport.

11. Handling Angry Customers

We know customer service isn’t all sunshine and rainbows. When angry customers reach out via messaging, agents should tread lightly. While it’s easy to jump in with the next steps (typically a short apology and some kind of solution), that’s not the only thing the customer wants.

Frustrated customers typically want their issues validated first. That means letting them type out their frustrations before moving on. Once they’ve had the appropriate space to share their concerns, read their messages at least twice before responding.

12. Speak Clearly and Transparently

The difficulty with messaging is that certain words and phrases can come off as rote and insincere. Saying “I’m sorry for the inconvenience” or even “We appreciate your business” sounds impersonal.

Instead, get specific to your customer’s problem. Say that you’re sorry that the cleats they ordered came damaged – especially since they’ve been eyeing them for months. Apologize that their package was delayed and that their daughter didn’t get her cleats in time for her first day of softball practice. Being specific will make customers feel more comfortable and understood.

13. Veer Off Script

Whether you have an actual script or conversation guidelines to follow, it’s okay to throw them out the window sometimes. Ask customers about their interests, mention that you love (and own!) the trousers they picked out, or compliment them on their destination choice.

Although you may have to work a little harder on messaging, these types of comments and compliments show customers that you’re a real person and you’re interested in them as a real person, too.

14. Keep Your Responses Positive

This is an old customer service trick that works very well over messaging, plus it’s a quick way to build rapport. Try to turn your phrases so that they remain positive, even if you’re saying something negative.

For example, instead of saying, “I don’t know the answer,” you can say something like, “Let me find that answer for you.” Or, instead of saying you can’t access the customer’s account without their credentials, ask for permission to access their account. It’s kind of like a Jedi mind trick. You’re saying the same thing, but customers see your responses more positively. They’re less likely to get upset or feel put out.

15. Be Honest and Trustworthy

The best way to build rapport and gain customer trust? Do what you say you’re going to do.

Not all customer service inquiries can be solved in one conversation. If agents have to elevate the conversation to a higher service tier, if you need to check with a manager, or if there are any other issues at play, be honest with the customer about when you’ll get back to them, and then do it. Even if you’re just checking in to let them know you’re still working on resolving the issue, make sure you stay in contact.

Quick tip: Use outbound messaging over email for faster communication – and to ensure the message doesn’t get lost in junk mail.

Agentic AI for Building Customer Rapport

Messaging may remove some of the human signals we rely on – tone, face, gestures – but rapport doesn’t have to disappear. With thoughtful conversational design and strategic use of agentic AI, you can amplify the rapport-building techniques you’ve just read about. AI agents can maintain a warm tone, mirror conversation styles, and manage simple follow-ups so human agents can focus on higher-value, more empathetic interactions.

When you deploy AI that understands context and can act autonomously – while surfacing handoff opportunities when needed, you ensure every message feels responsive and personal. The result? You build more trust, reduce friction, and deepen connections at scale.

Frequently Asked Questions (FAQs)

What does building customer rapport mean?

Building customer rapport means creating a sense of trust, understanding, and connection between your business and your customers. It’s about making interactions feel human — even when they happen over digital channels like chat or SMS.

How can I build customer rapport through messaging?

You can build rapport through personalization, empathy, and responsiveness. Use the customer’s name, match their tone, acknowledge their concerns, and reply quickly. Even small touches, like a warm greeting or friendly punctuation, can make digital conversations feel more personal.

What’s the best way to handle angry customers over messaging?

When handling angry customers, start with empathy – acknowledge their frustration before offering solutions. Use calm, clear language and avoid defensive replies. Phrases like “I understand how that would be frustrating” or “Let’s fix this together” show that you care and are taking responsibility.

How does agentic AI help build customer rapport?

Agentic AI enhances rapport-building by recognizing context, mirroring tone, and automating thoughtful responses that still feel human. It can handle repetitive inquiries efficiently while surfacing complex or emotional issues for human agents – helping teams maintain consistency, empathy, and speed at scale.

Why is customer rapport important in digital communication?

Strong rapport leads to higher customer satisfaction, loyalty, and trust. In messaging, where tone and intent can easily get lost, rapport ensures your brand feels approachable and genuine – not robotic or distant.

Are You Tracking These 10 Help Desk Metrics?

Metrics are the lifeblood of help desks and contact centers. Most help desk leaders are using a variety of metrics to measure their team’s performance, but which data should you track?

Data can help drive success, but collecting the wrong metrics (and too many) can cause overwhelm and unnecessary stress on your team.

Traditionally, a help desk refers to IT or internal support. Over time, people have expanded the use of the phrase to include a service desk, general customer support, and customer service teams.

We’ve put together the 10 most vital help desk metrics you should track. Keep reading to learn what they are and how you can use them to improve your customer service.

1. Ticket volume

Your basic metric: How many tickets does your helpdesk receive over a given period of time? Use this information to track busy periods and make important decisions like how many agents you should hire.

2. Ticket channel distribution

This metric helps you track where your tickets are coming from. Do most of your customers use live chat (or web chat)? How many tickets come from Apple Messages for Business? Knowing how many tickets come through each channel will help you allocate resources. You’ll also know which channels to spend more time training your agents on.

3. Response time

Response time measures how fast your agents first respond to customers. This is a big deal for your customer experience. In fact, 83% of customers expect to interact with someone immediately when they contact a company, according to Salesforce’s State of the Connected Customer report.

Response time expectations often vary between channels. For example, customers reaching out on web chat expect an answer within minutes (if not seconds). Yet with channels like SMS/text messaging or email, customers are more forgiving of slower response times.

4. Open tickets vs. resolved tickets

How many tickets are coming in each day and how many are being resolved? This is a good indicator of agent performance and workload. A healthy help desk team will see roughly the same number of new tickets and resolved tickets each day.

You can quickly identify a problem with your team by looking at this metric. Too many unresolved tickets could mean you need to hire more agents, spend more time on training, or redistribute work so that tickets get resolved faster.

5. Average resolution time

Your average resolution time is a vital metric for measuring your help desk’s performance. How long it takes to resolve a customer inquiry directly impacts the customer experience. Resolution times will vary depending on the complexity of the tickets and your industry, but faster is almost always better.

Be sure to include the total time from when a customer first submits a ticket to when the agent closes it out. Yes, this includes response times too!

6. Conversations per agent

Track how many conversations your agents can manage over a given time period. Identify which agents are taking the most calls to see how you can redistribute the workload.

In a similar vein, you can also track your agents’ utilization rate (time spent solving customer issues divided by total time working). This will tell you which agents are overworked and which have time for extra tasks. Here’s a quick tip: Never aim for a 100% utilization rate. You’ll burn out employees and leave no time for administrative tasks.

7. First-contact resolution rate

Your first-contact resolution rate (FCR) measures how many tickets are solved on the first try. Since 80% of customers expect to solve complex problems by speaking to one agent, according to Salesforce, tracking this metric helps you identify if you’re meeting customer expectations.

Getting customers quick and painless answers often comes down to agent training and easy access to information. Use a conversational platform that easily integrates with your CRM or information databases so agents can pull product or customer info for a frictionless customer experience.

8. Containment rate

Containment rate measures how many people interact with a chatbot or IVR help options without speaking with a live agent. This metric helps you track how effective your chatbot conversations are. If too many people still need to switch to a live agent after talking to your chatbot, it can impact customer satisfaction.

Containment standards vary across industries, but with Quiq’s Conversational AI, contact centers see a 70% containment (or contact deflection) rate.

A word of caution: Use this metric with context. Containment shouldn’t be your top priority—helping customers should. While reducing agents’ workload (and operating costs while you’re at it) is beneficial, you don’t want to risk the customer experience to make it happen. Don’t make it more difficult for customers to reach live agents just to improve this metric. Instead, work to make your chatbots as helpful as possible while still giving customers the option to chat with a human.

9. Customer satisfaction

A fast and efficient help desk with the best metrics in the industry will still be the worst performing if customers aren’t happy. While numbers are important to keeping costs down, providing excellent customer service is the best way to keep sales up. According to Salesforce, 94% of customers say a positive customer service experience makes them more likely to purchase again.

Survey customers immediately after helpdesk interactions to ensure customers are leaving those conversations with answers and good feelings about your brand.

10. Agent satisfaction

While most of these metrics rely on agent performance, this one is surveying you. It’s easy to think you need agents to work harder and lower your operational costs. But don’t forget that pushing them too far will lead to stressed employees, burnout, and high turnover. Finding and training agents will cost you much more in the long run.

Survey agents on a regular basis to gauge their workload levels, see if they have the right tools and equipment, and ensure all levels of management are providing the support your agents need.

3 help desk best practices to keep in mind.

Metrics are important to keep your customer contact center running smoothly, but they can’t measure everything. Here are a few additional help desk metrics best practices to keep your contact center running smoothly.

1. Design chatbot conversations to solve problems—not put up roadblocks.

Chatbots are an integral part of a winning customer service strategy. They give customers 24/7 access to help, they help streamline agent conversations, and they reduce ticket volume. But don’t design the conversations as barriers to overcome to reach your live agents. Your customers shouldn’t have to perform the 12 labors of Hercules to reach Mt. Olympus.

Instead, design chatbots to answer common FAQs, collect information, troubleshoot problems, and other helpful tasks. Make sure you include an easy way for customers to connect with live agents and review the conversation so no one will have to repeat information.

2. Don’t keep help desk metrics in a silo.

These metrics are incredibly valuable for your customer service team, but they can also benefit the rest of your organization. If you suddenly have an influx of new ticket requests, maybe there’s a problem with a product. Maybe your web team needs to redesign a customer flow. If you’re seeing a shift from tickets via web chat to Facebook, that’s a good indicator that your customers spend more time there—information that will be helpful for your social media team.

It’s also important to look at your own help desk metrics in context with what’s going on in your organization. Don’t penalize agents for a large backlog when a new product release isn’t going well.

3. Build up your self-service options.

Whether it’s a knowledge-base, FAQ page, or AI chatbot (or hopefully all three), spend time and effort building out these resources. Giving customers the option to help themselves will reduce call volume and reduce the number of menial questions agents have to answer (which they’ll likely thank you for).

And it’s not just for the sake of your help desk team. Customers actually want more self-service options. According to Zendesk’s CX Trends report, 89% of customers will spend more with companies that allow them to find answers online without having to contact anyone.

Pick the right metrics to see your help desk performance soar.

There are so many potential help desk metrics that it’s easy to get overwhelmed. Zero in on those measuring the customer experience and your agency performance to gather the most relevant data and make the biggest impact on your business.