What is Automated Customer Service? – Ultimate Guide

From graph databases to automated machine learning pipelines and beyond, a lot of attention gets paid to new technologies. But the truth is, none of it matters if users aren’t able to handle the more mundane tasks of managing permissions, resolving mysterious errors, and getting the tools installed and working on their native systems.

This is where customer service comes in. Though they don’t often get the credit they deserve, customer service agents are the ones who are responsible for showing up every day to help countless others actually use the latest and greatest technology.

Like every job since the beginning of jobs, there are large components of customer service that have been automated, are currently being automated, or will be automated at some point soon.

That’s our focus for today. We want to explore customer service as a discipline, and then talk about some of how generative AI can automate substantial parts of the standard workflow.

What is Customer Service?

To begin with, we’ll try to clarify what customer service is and why it matters. This will inform our later discussion of automated customer service, and help us think through the value that can be added through automation.

Customer service is more or less what it sounds like: serving your customers – your users, or clients – as they go about the process of utilizing your product. A software company might employ customer service agents to help onboard new users and troubleshoot failures in their product, while a services’ company might use them for canceling appointments and rescheduling.

Over the prior few decades, customer service has evolved alongside many other industries. As mobile phones have become firmly ensconced in everyone’s life, for example, it has become more common for businesses to supplement the traditional avenues of phone calls and emails by adding text messaging and chatbot customer support to their customer service toolkit. This is part of what is known as an omni-channel strategy, in which more effort is made to meet customers where they’re at rather than expecting them to conform to the communication pathways a business already has in place.

Naturally, many of these kinds of interactions can be automated, especially with the rise of tools like large language models. We’ll have more to say about that shortly.

Why is Customer Service Important?

It may be tempting for those writing the code to think that customer service is a “nice to have”, but that’s not the case at all. However good a product’s documentation is, there will simply always be weird behaviors and edge cases in which a skilled customer service agent (perhaps helped along with AI) needs to step in and aid a user in getting everything running properly.

But there are other advantages as well. Besides simply getting a product to function, customer service agents contribute to a company’s overall brand, and the general emotional response users have to the company and its offerings.

High-quality customer service agents can do a lot to contribute to the impression that a company is considerate, and genuinely cares about its users.

What Are Examples of Good Customer Service?

There are many ways in which customer service agents can do this. For example, it helps a lot when customer service agents try to transmit a kind of warmth over the line.

Because so many people spend their days interacting with others through screens, it can be easy to forget what that’s like, as tone of voice and facial expression are hard to digitally convey. But when customer service agents greet a person enthusiastically and go beyond “How may I help you” by exchanging some opening pleasantries, they feel more valued and more at ease. This matters a lot when they’ve been banging their head against a software problem for half a day.

Customer service agents have also adapted to the digital age by utilizing emojis, exclamation points, and various other kinds of internet-speak. We live in a more casual age, and under most circumstances, it’s appropriate to drop the stiffness and formalities when helping someone with a product issue.

That said, you should also remember that you’re talking to customers, and you should be polite. Use words like “please” when asking for something, and don’t forget to add a “thank you.” It can be difficult to remember this when you’re dealing with a customer who is simply being rude, especially when you’ve had several such customers in a row. Nevertheless, it’s part of the job.

Finally, always remember that a customer gets in touch with you when they’re having a problem, and above all else, your job is to get them what they need. From the perspective of contact center managers, this means you need periodic testing or retraining to make sure your agents know the product thoroughly.

It’s reasonable to expect that agents will sometimes need to look up the answer to a question, but if they’re doing that constantly it will not only increase the time it takes to resolve an issue, it will also contribute to customer frustration and a general sense that you don’t have things well in hand.

Automation in Customer Service

Now that we’ve covered what customer service is, why it matters, and how to do it well, we have the context we need to turn to the topic of automated customer service.

For all intents and purposes, “automation” simply refers to outsourcing all or some of a task to a machine. In industries like manufacturing and agriculture, automation has been steadily increasing for hundreds of years.

Until fairly recently, however, the technology didn’t yet exist to automate substantial portions of customer service worth. With the rise of machine learning, and especially large language models like ChatGPT, that’s begun to change dramatically.

Let’s dive into this in more detail.

Examples of Automated Customer Service

There are many ways in which customer service is being automated. Here are a few examples:

  • Automated questions answering – Many questions are fairly prosaic (“How do I reset my password”), and can effectively be outsourced to a properly finetuned large language model. When such a model is trained on a company’s documentation, it’s often powerful enough to handle these kinds of low-level requests.
  • Summarization – There have long been models that could do an adequate job of summarization, but large language models have kicked this functionality into high gear. With an endless stream of new emails, Slack messages, etc. constantly being generated, having an agent that can summarize their contents and keep agents in the loop will do a lot to boost their productivity.
  • Classifying incoming messages – Classification is another thing that models have been able to do for a while, and it’s also something that helps a lot. Having an agent manually sort through different messages to figure out how to prioritize them and where they should go is no longer a good use of time, as algorithms are now good enough to do a major chunk of this kind of work.
  • Translation – One of the first useful things anyone attempted to do with machine learning was translating between different natural languages (i.e. from Russian into English). Once squarely in the purview of human beings, this is now a task that machines can do almost as well, at least for customer service work.

Should We Automate Customer Service?

All this having been said, you may still have questions about the wisdom of automating customer service work. Sure, no one wants to spend hours every day looking up words in Mandarin to answer a question or prioritizing tickets by hand, but aren’t we in danger of losing something important as customer service agents? Might we not automate ourselves out of a job?

No one can predict the future, of course, but the early evidence is quite to the contrary. Economists have conducted studies of how contact centers have changed with the introduction of generative AI, and their findings are very encouraging.

Because these models are (usually) finetuned on conversations from more experienced agents, they’re able to capture a lot of how those agents handle issues. Typical response patterns, politeness, etc. become “baked into” the models. Junior agents using these models are able to climb the learning curve more quickly and, feeling less strained in their new roles, are less likely to quit. This, in turn, puts less of a burden on managers and makes the organization overall more stable. Everyone ends up happier and more productive.

So far, it’s looking like AI-based automation in contact centers will be like automation almost everywhere else: machines will gradually remove the need for human attention in tedious or otherwise low-value tasks, freeing them up to focus on places where they have more of an advantage.

If agents don’t have to sort tickets anymore or resolve routine issues, they can spend more time working on the really thorny problems, and do so with more care.

Moving Quiq-ly into the Future!

Where the rubber of technology meets the road of real-world use cases, customer service agents are extremely important. They not only make sure customers can use a company’s tools, but they also contribute to the company brand in their tone, mannerisms, and helpfulness.

Like most other professions, customer service agents are being impacted by automation. So far, this impact has been overwhelmingly positive and is likely to prove a competitive advantage in the decades ahead.

If you’re intrigued by this possibility, Quiq has created a suite of industry-leading conversational AI tools, both for customer-facing applications and agent-facing applications. Check them out or schedule a demo with us to see what all the fuss is about.

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7 Ways to Get Ahead of Holiday Customer Service Issues

Do you hear that? The tingling of bells… The unpacking of thousands of twinkling lights… the entire retail industry taking a deep breath in anticipation of customer service issues…

While everyone is jumping for joy at the coming holiday season, you’re a little less enthused. You know that while it’s lucrative, it’s also extremely tough on your customer service team.

The holiday shopping season is basically here, but there’s still time to get ahead of the avalanche of customer service issues that await you.

40% of retail executives expect double-digit online growth.

Between pandemic pressures and logistical issues, this year might be tough. Even though brick-and-mortar stores will see more business than in 2020, shoppers continue to do most of their shopping online. 40% of retail executives expect double-digit online growth, according to Deloitte’s 2021 holiday retail survey.

This could put even greater stress on your customer service team. Now’s the time to come together and strategize the next few months with your team.

Keep reading for seven key tactics to get ahead of the holiday rush.

1. Start preparing now

So, the holiday shopping season has effectively started.

With inventory and shipping delays, shoppers are worried about getting their holiday gifts in time this year. According to Deloitte, 68% of shoppers plan to shop before Thanksgiving this year, compared to 61% in 2020.

Of those looking to start shopping earlier this year, 49% cite potential shipping issues, and 47% say stockout issues are responsible for their early-bird habits. With holiday shopping already underway (and the cash register already chiming), the support messages will be a-ringing

If you haven’t already seen an uptick in customer support issues, you’ll likely see it soon. This means you need to start preparing now. With just a few weeks before we’re deep into Christmas cheer, any strategies you plan to implement must be simple and work seamlessly into your existing workflow. Whether you need to scale up your team or invest in technology, you’re running out of time.

2. Strategize based on last year’s performance

It’s easy to get through a holiday season and never look back. You’re tired, your team is exhausted, and you have another year to plan for. But now’s the time to (quickly) pause and reflect.

Take another look at last year’s numbers. What can you learn from them?

Customer service KPIs

  • Revenue: Was last year a high-performing year for the business? Use this along with market indicators for 2021 to predict how busy the holiday season will be.
  • CSAT: How did your team perform last year? If you had high customer satisfaction scores, continue putting effort into your current strategies. If customer satisfaction dipped over the holidays, identify the contributing factors. facebook messenger
  • Wait times: How long did customers have to wait to connect with a customer service agent during your heaviest service windows? If your wait times suffered, see what processes you can put into place this year in order to save some time. Be upfront with your customers about their expected wait. You may need to hire more staff to cover the extra volume.
  • Popular platforms: Which platforms received the highest volume of customer support issues? Did you receive a lot of Facebook messages? Email questions? Prioritize resources and training for the types of communications with the most action.

Take a second to look at this information and see what insights you can extract from last year’s data. It’ll give you a great starting point to help you build your 2022 strategy.

3. Improve your knowledge base

Sure, not all customers will bother searching for the answer to their questions before reaching out to your overwhelmed customer service team. But some will. And some even prefer it over chatting with a team member.

Add seasonal information to your knowledge base to help answer frequent holiday-themed questions. Add articles on Black Friday, holiday shipping, your return policy, upcoming deals, holiday service hours, and any other questions you can get ahead of.

If you haven’t built out your knowledge base yet, a simple homepage banner and/or link in the footer can work in a pinch. Even if only 5% of customers view this information, that’s 5% fewer conversations your team must navigate.

4. Make your return policy easy to find

The holidays already inspire more returns, and online shopping just adds to the mix. While some online retailers like to hide their return policy as an (ill-advised) strategy, customers notice—and it might just turn them away.

More than a third (34%) of consumers surveyed by PowerReviews say that refund and return policies will have more impact on their holiday purchase decisions this year. Even more indicative of the current shopping landscape, 44% said return policies even influence which gifts they purchase.

So making your return policies easy to find and easy to navigate benefits your team two-fold: It can prevent customer service issues and potentially increase sales.

5. Provide holiday training

The holiday rush can get the best of even your most senior support staff. During a good year, customers are stressed and in a hurry to buy their gifts and refocus their energy on their families. And this year… It’s even more brutal.

Combine 18+ months of pandemic fatigue with the inventory shortages and delivery delays, and you get customers with a much shorter temper. And according to Deloitte’s survey, 21% of consumers hold retailers and sellers responsible for delays, which could make for some very aggressive conversations.

This is a great time to get the team together for a short refresher. Remind your team that they’re valuable, but also reinforce your customer sensitivity. Some patience and compassion will go a long way to elevate your customer experience.

6. Embrace automation

One of the best ways to support your team is with automation—and no, that’s not a dirty word. Live-Chat-Software-Chatbot-Messaging-Window

You can use chatbots and AI in a variety of ways to reduce the burden on your team and increase customer satisfaction while maintaining a human connection your customers crave.

Here are some ways you can integrate automation into your holiday customer service strategy:

  • Answer simple FAQs
  • Route questions to the appropriate department
  • Suggest similar items to those in your customers’ carts
  • Estimate shipping times
  • Notify website visitors of specials, deals or delays
  • Tell customers when items they’ve viewed are back in stock
  • Gather customer feedback

There are endless ways you can integrate chatbots and other automation tools into your customer service tech stack. The goal is to simply solve issues at scale without burning out your support team.

7. Prep your social media team

It’s vital that you take a look at all your customer service channels before the big holiday rush begins—especially social media.

Sprout Social predicts an 18% increase in average social media messages in November and December this year. This includes Facebook, Twitter and Instagram, with the latter expecting the most significant holiday boost at 44%.

Enterprises see the biggest social media message jump over the holidays:

  • Small businesses: 15%
  • Mid-sized businesses: 12%
  • Enterprises: 23% 

These numbers tell us you can’t forget to include social media in your holiday planning. Customers flock to social media for gift guides, influencer suggestions, and more, so it’s vital you meet them where they are and provide optimal customer service.

  1. Provide your social media team with training to assist customers.
  2. Write a script for commonly asked questions and standard responses.
  3. Share a routing map with them so they know which team member to send which issues to.
  4. Create an elevation plan for when issues need to be taken up the ladder for resolution.
  5. Assign customer service team members to manage your social media inbox.
  6. Set up auto-responses that are tailored to frequently asked questions, such as “Where’s my package?” and “What’s the return policy?”

Since social media platforms are highly visible, it’s important to service these questions thoroughly and quickly to improve customer satisfaction.

Holiday shopping is already here

Your window for getting ahead of the customer service rush is quickly closing. With holiday shopping already starting, the pressure on your team is mounting.

When you work in e-commerce, it takes grit to get through the holiday season. With the shopping window getting longer and pressures getting higher, it’s going to be extra tough to solve customer service issues with a smile.

We hope these strategies help you put together a concrete plan so you and your team feel more prepared and more confident in tackling the rest of the year.

More than just streamlining work processes, don’t forget to take the time this season to show your team how much you appreciate them. Be sure to show your support throughout the holiday season.

Get ahead of customer service issues with Quiq

When you need help connecting with your customers across multiple messaging platforms, Quiq can help. Quickly get up and running for the holiday season, integrate with your CRMs, and build messaging trees to elevate your customer experience instantly.

How Customer Service Is Evolving in 2020

As we enter the new decade, experts across all industries are making predictions about emerging trends. Customer service is no exception. One thing is clear: Customer service as an industry is becoming increasingly digital.

Consumers today are busier than ever. When it comes to customer service, they don’t want to spend time making phone calls and waiting on hold to speak to a representative. Instead, consumers are increasingly turning to digital avenues for their customer service needs.

Digital, asynchronous conversations are replacing time-consuming phone calls because they allow consumers to text, chat, and messaging whenever its convenient for them.  Expect to invest in digital customer service in the coming year.

2020 Customer Service Trends

If you want your business to grow in 2020, keep an eye on these emerging customer service trends for the ever changing digital age:

1. Consumers Will Look to Social Media for Customer Service

If your company is still leaving your social media channels in the hands of interns, 2020 is the time to rethink your strategy. Your customer service experts should be dedicating their time and resources where most of your audience will be — and that’s on social media.

Almost 70% of consumers have turned to social media at least once in search of resolutions for customer service issues. Make sure your company is prepared to provide them with a good experience.

2. Companies Will Invest in Automated Customer Service

While there are some customer service scenarios that will always need a human touch, advances in technology are making automated customer service more and more viable.

Algorithms and machine learning can help your business in a variety of ways, from fraud detection and prevention to improved product search and — you guessed it — customer service. Automated, intelligent chatbots can assist customers with simple inquiries, while your skilled customer service representatives tackle more challenging issues.

3. Customers Want Real-Time Support

When customers have questions about your products or services, they want immediate access to a service representative through texting or live chat.

By offering real-time support, on asynchronous digital channels, your company can reduce response time and boost customer engagement and satisfaction.

4. Services Will Have More Value Than Products

In 2020, consumers already have far more products than they need. Instead, a gradual shift has begun from shopping for products to buying experiences.

This doesn’t necessarily mean your company’s offerings need to undergo a dramatic change. But don’t underestimate the value of a good experience when it comes to customer service. A customer who has a poor experience with a company’s customer service is not only unlikely to return — there’s a good chance that they will also tell others about their experience. Every customer interaction can have a lasting impact on your company. Be sure to make it count in 2020.

Quiq Can Kickstart Better Customer Service Experiences

At Quiq, we take pride in powering conversations between consumers and companies. Explore our website to learn more and contact us today. Better yet, try out a demo! We can’t wait to help your company grow in 2020 and beyond.

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