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Formal vs. Casual: Which Style Is Best for Customer Service?

Formal vs. Casual: Which Style Is Best for Customer Service?

Key Takeaways

  • Use formal tone for B2B, medical, and legal contexts. In situations involving business clients or serious matters (e.g., medical or legal), a formal style can help build trust, maintain credibility, and demonstrate respect.
  • Adopt a casual style for B2C, lifestyle & consumer goods. For most consumer-facing contexts, a more informal tone helps agents appear relatable, friendly, and engaging.
  • Match customers’ style when uncertain. If you’re unsure which tone to adopt, mirror the style customers use (e.g., their level of formality, use of emojis) to create a more comfortable conversation.
  • Organizational or internal rules may override style guidelines. Even if more casual or formal tones make sense in theory, internal documents, brand voice policies, or management directives may require agents to adhere to set styles.

How to Win Over B2B Customers and Build Trust

Interactions with business-to-business (B2B) customers are usually best suited for formal language. The goals are to increase trust and solve problems for current or potential clients while maintaining high standards.

A formal tone supports those aims and allows customer service experts to nimbly navigate corporate structures. Agents may engage with several decision-makers to guide their choices. Formal language shows a consistency that impresses people from highly structured industries.

Questions about using a formal vs. informal communication style also arise when helping customers with medical or legal issues. Those people frequently reach out when dealing with serious matters. A formal style is typically best for handling them, even when addressing consumers.

An informal style could make people conclude customer service agents don’t recognize the severity of their circumstances. They could also decide getting in touch was a mistake and go elsewhere for help — creating missed opportunities for agents and their employers.

How to Facilitate Better B2C Interactions and Stay On-Brand

Business-to-consumer (B2C) conversations succeed when shoppers connect with entities that address their unmet needs and make things easier or more enjoyable. Adopting a casual style for most B2C interactions works well because it allows agents to come across as highly relatable and well positioned to understand individual situations.

Conversations about lifestyle products or consumer goods often resonate more with shoppers when customer service agents use informal wording. This approach lets service specialists avoid overly stuffy language.

Adopting informal language can also aid customer service messaging specialists who want to excite or inspire. Keeping the interactions casual supports a team’s efforts to convey how products tackle potential buyers’ challenges.

Many B2C companies gain ground in competitive marketplaces by using a humorous tone. An informal style supports such lighthearted approaches when they make sense for the audience or the products being sold.

Formal vs. Casual: Which Style Is Best for Customer Service?

No universal rules define formal vs. informal business communication, although the above examples provide useful starting points. If service teams feel unsure, following customers’ leads by mimicking the styles they use is an excellent practice. The use of emoticons can also help clue someone into the fact the person on the other end prefers informal language.

Employees who interact with customers may have internal documents or their supervisors’ orders to follow as well. Those elements take precedence over broader advice about how best to handle communications.

Learn How to Boost Survey Responses

Decisions about when to use formal vs. informal communication illustrate the evolution of how people engage with brands. The Quiq Conversational Customer Engagement Platform supports today’s business messaging needs by personalizing communications through consumers’ preferred channels. Contact us today or request a demo to learn about the benefits of instant messaging and text messaging in formal and informal settings.

Frequently Asked Questions (FAQs)

When should I use a formal tone in customer service?

Use a formal tone for B2B clients or sensitive situations (e.g., medical or legal issues) where professionalism and trust are key.

When is a casual tone more effective?

A casual tone works best in B2C settings, where warmth and relatability enhance the customer experience.

How can I decide which tone to use?

If unsure which communication style to use, mirror the customer’s tone and style, including their level of formality or emoji use.

Can humor be part of customer service communication?

Yes, many B2C brands use humor to make interactions more engaging and memorable when appropriate for the audience.

What if my company has its own tone guidelines?

Always follow your company’s internal brand or communication policies first, even if they differ from general tone recommendations.

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