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Transforming CX: Four Lessons from Chamberlain’s Agentic AI Success

Key Takeaways

  • Legacy Chatbots Have Limitations: Traditional intent-based chatbots often hit performance ceilings, as seen in Chamberlain Group’s stagnant 30% resolution rate. Agentic AI offers a scalable alternative to meet rising customer expectations.
  • Knowledge-Driven AI is the Future: Chamberlain’s AI agent, Amber, leverages a comprehensive knowledge base and cognitive reasoning to deliver dynamic, unscripted support. This adaptability sets agentic AI apart from traditional bots.
  • Integration is Key to Scalable CX: Seamless integration with platforms like Salesforce and Genesys allowed Chamberlain to create a unified, intelligent CX ecosystem, enabling Amber to handle diverse queries efficiently.
  • Results That Redefine Success: Chamberlain’s AI-driven transformation doubled resolution rates to 60+%, reduced repeat calls, and delivered customer experiences so effective that users preferred the AI over human agents.
  • A Blueprint for the Future of CX: Chamberlain’s journey highlights the importance of moving beyond scripted interactions to knowledge-driven, integrated AI solutions that deliver measurable business outcomes.

Last week at the C3 Tech Summit, our partner, Customer Experience Shared Services Manager, Tommy Mayfield of Chamberlain Group, shared their transformational journey into agentic AI. His presentation offered a powerful look at how a global leader in intelligent access moved beyond the limitations of legacy systems to redefine customer support and drive revenue.

For any executive navigating the complexities of CX, Chamberlain’s story is more than just a case study—it’s a blueprint for the future. It highlights a strategic shift from rigid, scripted interactions to dynamic, intelligent conversations that deliver measurable business results.

Here are my takeaways from the event and Chamberlain’s powerful story.

1. Recognize the Limitations of Legacy Chatbots

Chamberlain’s story began with a common challenge. Their existing intent-based chatbot technology had hit a performance ceiling. Despite significant investment, resolution rates were stagnant in the low 30% range, failing to meet their goal of reducing call volume. The customer experience was suffering, leading to increased churn risk and high operational costs for manual updates.

This situation is one many CX leaders can relate to. Traditional bots, which operate on traditional NLP and predefined flows, simply can’t scale to meet rising customer expectations for nuanced, effective support. Chamberlain recognized that incremental improvements wouldn’t be enough; they needed to transform their CX strategy.

2. Embrace a Knowledge-Driven Strategy

The solution was a strategic shift to agentic AI, leading to the creation of “Amber,” their new AI agent powered by Quiq. The core difference? Amber is knowledge-driven, not scripted. Instead of following a rigid path, it leverages a deep understanding of Chamberlain’s vast knowledge base, along with reasoning based on cognitive architecture, to solve problems dynamically.

By ingesting everything from PDF manuals and training decks to video transcripts, Chamberlain created a single source of truth. This allows Amber to reason through issues and mimic the problem-solving process of a top-tier support agent. The AI can ask clarifying questions, adapt to the user’s responses, and provide precise solutions without being confined to a predetermined script. Adaptability like this is the hallmark of true agentic AI.

3. Build Scalable CX Through Integration 

A key takeaway from Tommy’s presentation was the critical role of data and seamless integration. Chamberlain’s success wasn’t just about launching a smarter bot; it was about connecting it to their core systems. By integrating with platforms like Salesforce, Genesys, and their own myQ ecosystem, they created a unified flow of information.

This architecture enables Amber to handle both residential and commercial support queries, routing users to the right experience with ease. For example, the system uses existing tags in Salesforce to deliver the correct information without extra effort. This level of integration ensures the AI assistant isn’t just an isolated tool but a central, intelligent hub within their entire CX operation.

4. Results Should Speak for Themselves

The results Chamberlain shared speak for themselves. The company’s legacy chatbot could only reach a 30% resolution rate. With Quiq, their resolution rate is more than double that at 60+%. Repeat calls from customers who first tried chat have also decreased significantly. 

Perhaps most powerfully, Tommy shared a direct quote from a customer named Adam, who said:

This is the ultimate validation: when the AI provides an experience so effective and satisfying that customers prefer it.

Looking ahead, Chamberlain is focused on expanding its AI capabilities. Their forward strategy includes deeper data integrations for account-level insights, implementing proactive troubleshooting to solve issues before they arise, and exploring new use cases and markets. This forward-thinking vision demonstrates that their journey with agentic AI is just beginning.

Final Thoughts

Chamberlain Group’s story is a compelling example of how agentic AI is transforming customer support. It proves that by moving away from outdated, scripted bots and embracing a knowledge-driven, integrated approach, enterprises can not only improve efficiency but also deliver a truly superior customer experience. Their success reinforces our belief at Quiq that the future of CX lies in creating fast, easy, and personalized interactions powered by intelligent AI.

You can watch the full presentation with Chamberlain at C3 below:

Frequently Asked Questions (FAQs)

What is agentic AI, and how does it differ from traditional chatbots?

Agentic AI is a knowledge-driven system that uses cognitive reasoning to solve problems dynamically, unlike traditional chatbots that rely on predefined scripts and flows. This allows for more nuanced, adaptable, and effective customer interactions.

How did Chamberlain Group improve its resolution rate with agentic AI?

By implementing Amber, an AI agent powered by Quiq, Chamberlain leveraged a unified knowledge base and seamless system integrations to double their resolution rate from 30% to 60+%.

Why is integration important for AI-driven CX?

Integration ensures that AI systems like Amber can access and utilize data from platforms like Salesforce and Genesys, creating a unified flow of information. This enables the AI to provide accurate, context-aware solutions and streamline customer support.

What are the key benefits of agentic AI for customer experience?

Agentic AI improves resolution rates, reduces operational costs, enhances customer satisfaction, and scales to meet complex support needs. It also enables proactive troubleshooting and personalized interactions. Learn more >

Your Guide to Live Chat: Benefits & Best Practices

Key Takeaways

  • Visibility matters:  If users can’t see or know about your live chat, they won’t use it. Promote the chat option via your website, email campaigns, phone hold messages, and other touchpoints.
  • Remove friction in access: Make initiating chat as painless as possible. Minimize form fields, allow conversational data collection before routing to agents, and reduce extra steps that discourage use.
  • Personalize interactions: Use branding, agent names/pictures, or context from prior interactions to tailor the chat experience. The more it feels human and relevant, the more comfortable customers will be using it.
  • Leverage AI & automation smartly: Use AI to automate answers to routine queries, freeing human agents for more complex tasks. At the same time, ensure smooth escalation from AI to humans and maintain continuity

When customer experience directors float the idea of investing more heavily in live chat for customer service, it’s not uncommon for them to get pushback. One of the biggest motivations for such reticence is uncertainty over whether anyone will actually want to use such support channels—and whether investing in them will ultimately prove worth it.

An additional headwind comes from the fact that many CX directors are laboring under the misapprehension that they need an elaborate plan to push customers into a new channel. However, one thing we consistently hear from our enterprise customers is that it’s surprising how customers naturally start using a new channel when they realize it exists. To borrow a famous phrase from Field of Dreams, “If you build it, they will come.” Or, to paraphrase a bit, “If you build it (and make it easy for them to engage with you), they will come.” You don’t have to create a process that diverts them to the new channel.

What is Live Chat?

Live chat is a real-time messaging tool on a website or app that lets customers quickly communicate with a business. It typically appears as a small chat window and allows users to ask questions, get support, or receive guidance instantly while browsing. Live chat improves customer experience by reducing wait times and offering immediate, personalized help.

Why is Live Chat Important for Contact Centers?

Live chat has a clear impact on customer engagement. When businesses offer real-time messaging, customers are more likely to return, explore confidently, and move toward a purchase because they can get quick answers without waiting on hold.

It’s also a channel customers genuinely prefer. Live chat feels easier and more convenient than phone or email, lets users multitask, and gives them a written record of the conversation—all of which contribute to consistently strong satisfaction. Support teams benefit, too. Handling conversations through chat reduces the emotional strain of frequent phone calls and allows agents to manage more interactions efficiently, which can improve morale and retention.

Overall, live chat stands out as an effective communication channel that supports better customer satisfaction and stronger outcomes for support teams—making it a smart choice for contact centers and customer service today and in the future.

Benefits of Live Chat Support Services

Real-Time Support

When customers need help, they don’t want to wait. Live chat support services provide instant solutions, cutting down resolution times and getting customers the answers they need—fast. And when customers get quick answers, they stick around. Faster replies lead to higher satisfaction, increased trust, and more repeat business. The quicker the response, the better the experience,— and that’s a win for both customers and businesses.

Increased Customer Satisfaction

Today’s customers expect immediate support, and live chat support services deliver exactly that. When customers know they can rely on your support team for quick, clear, and helpful answers, they feel confident in your brand. That confidence translates into loyalty, repeat purchases, and positive word-of-mouth—turning a one-time buyer into a long-term customer.

Efficiency

Live chat isn’t just better for customers,— it’s a game-changer for support teams too. Unlike phone calls, where agents can only help one person at a time, live chat lets them handle multiple conversations at once. That means fewer bottlenecks, faster resolutions, and better overall efficiency. Plus, fewer phone calls = lower costs. With live chat, businesses can reduce phone expenses, optimize staffing, and minimize hold times—all without sacrificing customer experience.

Omnichannel Integration

Customers don’t just stick to one channel—they bounce between email, social media, SMS, and your website. Live chat support services integrate seamlessly into this mix, creating a unified experience. Whether a customer starts a conversation on social media and follows up via chat or asks a question through SMS, they get the same consistent service. Even better, integrating chat across channels keeps all customer interactions in one place, so your team has a complete history of past conversations. That means no more repeating issues, fewer dropped interactions, and a smoother customer journey from start to finish.

Live Chat Support Best Practices

Prompt Response Times

Speed matters when it comes to live chat support services. The faster you respond, the more valued customers feel—and that leads to higher satisfaction and loyalty. Nobody likes waiting, especially when they have a quick question standing between them and a purchase. Whether a customer is asking about shipping costs, return policies, or product details, meeting them in the moment with real-time support keeps them engaged.

Professional Communication

Live chat is fast, but that doesn’t mean it should feel rushed. A professional and friendly tone makes all the difference in building trust and keeping conversations productive. Customers want clear, concise, and helpful responses—not robotic scripts or vague answers. Miscommunication can create frustration, so keep things simple, polite, and to the point. Use proper grammar, avoid jargon, and personalize interactions with the customer’s name. A great chat experience feels like talking to a knowledgeable friend—someone who understands the problem and knows exactly how to help. The smoother the conversation, the more confident customers feel about your brand.

24/7 Availability

Customers shop on their own time, whether that’s during a lunch break, late at night, or halfway across the world. Offering live chat support services 24/7 means you’re always there when they need help. This is especially valuable for global businesses, ensuring customers in different time zones get real-time answers instead of waiting for office hours. Plus, round-the-clock availability isn’t just about support—it’s a sales booster too. A shopper with a question at 2 AM might just leave if they can’t get an answer. But if live chat is available? That hesitation disappears, and the sale happens.

6 Tips for Encouraging Customers to Use Live Chat

1. Make Sure People Know You have Live Chat Services

One of the simplest ways to increase live chat adoption is to make it highly visible. Promote it across your usual channels—your support page, social media, order confirmation emails, and other customer touchpoints so people know it’s available.

You can also shift customers from phone to messaging by mentioning live chat in your IVR or hold messages. Since customers dislike waiting on hold, offering a quick alternative like web chat, SMS, WhatsApp, or Apple Messages can encourage them to switch. A prompt as straightforward as “Press 2 to chat with an agent online or by text” can significantly reduce call volume.

Highlighting live chat benefits everyone. Agents can manage multiple conversations at once, leading to quicker resolutions and higher overall satisfaction. And the more places you link to live chat on post-purchase emails, product pages, hero pages, and other high-intent parts of your website, the easier it is for customers to get help in the moment, which can also boost conversions.

2. Minimize the Hassle of Using Live Chat

One of the better ways of boosting engagement with any feature, including live chat, is to make it as pain-free as possible.

Take contact forms, for example, which can speed up time to resolution by organizing all the basic information a service agent needs. This is great when a customer has a complex issue, but if they only have a quick question, filling out even a simple contact form may be onerous enough to prevent them from asking it. Every additional second of searching or fiddling means another lost opportunity.

 There’s a bit of a balancing act here, but, in general, the fewer fields a contact form has, the more likely someone is to fill it out.

The emergence of large language models (LLMs) has made it possible to use an AI agent to collect information about customers’ specific orders or requests. When such an agent detects that a request is complex and needs human attention, it can ask for the necessary information to pass along to an agent. This turns the traditional contact form into a conversation, placing it further along in the customer service journey, so only those customers who need to fill it out will have to use it.

3. Personalize Your Chat

Another way to make live chat for customer service more attractive is to personalize your interactions. Personalization can be anything from including an agent’s name and picture in the chat interface displayed on your webpage to leveraging an LLM to craft a whole bespoke context for each conversation.

For our purposes, the two big categories of personalization are brand-specific personalization and customer-specific personalization. Let’s discuss each.

Brand-specific personalization

Marketing and contact teams should collaborate to craft notifications, greetings, etc., to fit their brand’s personality. Chat icons often feature an introductory message such as “How can I help you?” to let browsers know their questions are welcome. This is a place for you to set the tone for the rest of the conversation, and such friendly wording can encourage people to take the next step and type out a message.

More broadly, these departments should also develop a general tone of voice for their service agents. While there may be some scripted language in customer service interactions, most customers expect human support specialists to act like humans. And, since every request or concern is a little different, agents often need to change what they say or how they say it.

Customer-specific personalization

Customer-specific personalization, which might involve something as simple as using their name, or extend to drawing from their purchase history to include the specifics of the order they’re asking about.

Among the many things that today’s LLMs excel at is personalization. Machine learning has long been used to personalize recommendations, but when LLMs are turbo-charged with a technique like retrieval-augmented generation (which allows them to use validated data sources to inform their replies to questions), the results can be astonishing.

Machine-based personalization and retrieval-augmented generation are both big subjects, and you can read through the links for more context. But the high-level takeaway is that, together, they facilitate the creation of a seamless and highly personalized experience across your communication channels using the latest advances in AI. Customers will feel more comfortable using your live chat feature, and will grow to feel a connection with your brand over time.

4. Include Privacy and Data Usage Messages

By taking privacy seriously, you can distinguish yourself and thereby build trust. Customers visiting your website want an assurance that you will take every precaution with their private information, and this can be provided through easy-to-understand data privacy policies and customizable cookie preferences.

Live messaging tools can cause concerns because they are often powered by third-party software. Customer service messaging can also require a lot of personal information, making some users hesitant to use these tools.

You can quell these concerns by elucidating how you handle private customer data. When a message like this appears at the start of a new chat, it is always accessible via the header, or persists in your chat menu, customers can see how their data is safeguarded and feel secure while entering personal details.

5. Use Rich Messages

Smartphones have become a central hub for browsing the internet, shopping, socializing, and managing daily activities. As text messaging gradually supplemented most of our other ways of communicating, it became obvious that an upgrade was needed.

This led to the development of rich messaging applications and protocols such as Apple Messages for Business and WhatsApp, which use Rich Communication Services (RCS). RCS features enhancements like buttons, quick replies, and carousel cards—all designed to make interactions easier and faster for the customer.

Using rich messaging in live chat with customers will likely help boost engagement. Customers are accustomed to seeing emojis now, and you can include them as a way of humanizing and personalizing your interactions. There might be contexts in which they need to see or even send graphics or images, which is very difficult with the old Short Messaging Service (SMS).

6. Separating Chat and Agent Availability

Once upon a time, ‘chat availability’ simply meant the same thing as ‘agent availability,’ but today’s language models are rapidly becoming capable enough to resolve a wide variety of issues on their own. In fact, one of the major selling points of AI agents is that they provide round-the-clock service because they don’t need to eat, sleep, or take bathroom breaks.

This doesn’t mean that they can be left totally alone, of course. Humans still need to monitor their interactions to make sure they’re not being rude or hallucinating false information. But this is also something that becomes much easier when you pair with an industry-leading conversational AI for CX platform that has robust safeguards, monitoring tools, and the ability to switch between different underlying models (in case one starts to act up).

Having said that, there are still a wide variety of tasks for which a living agent is still the best choice. For this reason, many companies have specific time windows when live chat for customer service is available. When it’s not, some choose to let customers know when live chat is an option by communicating the next availability window.

Employing these two strategies means that your ability to service customers is decoupled from operational constraints of agent availability, and you are always ready to seize the opportunity to serve customers when they are eager to engage with your brand

Creating Greater CX Outcomes with Live Web Chat is Just the Start.

Live web chat remains one of the strongest ways to resolve issues quickly while building trust and elevating the customer experience. The key to driving higher engagement is making chat visible, easy to use, and personalized while using AI to handle routine questions and fill in gaps when agents aren’t available.

With Quiq, these strategies become even more effective. Quiq helps teams blend AI, automation, and human agents across chat, messaging, and web channels so customers always get fast, reliable support.

If you’re interested in taking additional steps and learning how to use live chat more effectively within your customer-service strategy, be sure to explore our Agentic AI for CX Buyers Kit. It breaks down practical, actionable ways to elevate your support experience—covering automation, AI-driven workflows, and the evolving role of messaging. Inside, you’ll find clear guidance on how to use live chat alongside modern AI capabilities to boost satisfaction, streamline operations, and drive more meaningful customer outcomes.

Frequently Asked Questions (FAQs)

Why should businesses offer live chat support?

Live chat provides instant, convenient communication – reducing wait times and improving customer satisfaction while lowering operational costs.

How can I encourage customers to use live chat?

Make the chat widget visible, promote it across touchpoints (like emails or social), and ensure it’s easy to access without long forms or redirects.

How does live chat benefit support teams?

AI agents can handle multiple chats simultaneously, improving efficiency, reducing call volume, and boosting job satisfaction.

Can live chat integrate with other channels?

Absolutely. Live chat can be part of an omnichannel strategy that connects web, SMS, and social interactions for a seamless customer experience.

What metrics should I track to measure chat success?

Monitor chat volume, first-response time, resolution time, CSAT scores, and conversion rates to understand performance and customer satisfaction.

Call Center Cost Reduction: 12 Proven Strategies

Key Takeaways

  • AI is the key to smarter cost reduction. Technology like agentic AI and tools like AI agents and assistants automate routine tasks, boost efficiency, and actually improve service quality.
  • You can cut costs and keep customers happy. Introducing robust analytics, asynchronous channels, and personalized AI reduces costs while improving CX.
  • A phased roadmap drives lasting results. Start with assessment and planning, implement quick wins, then optimize and scale with ongoing performance tracking.
  • Human agent engagement is essential. Clear communication, strong training, and incentives help teams embrace new tools and work more efficiently.
  • Agentic AI delivers the biggest impact. Agentic AI automates complex workflows, reduces operational costs, and empowers human agents to do higher-value work.

Call centers represent a significant portion of overall customer service spending for many organizations. While they were once viewed as cost centers, they are now evolving into strategic drivers of customer satisfaction, brand loyalty, and revenue. Even with this shift, organizations still face mounting pressure to manage and reduce operational costs without compromising the quality of the customer experience.

The challenge is finding sustainable, employee- and customer-friendly ways to improve efficiency and lower operational costs. It’s a delicate balance, but with the right strategies, it’s entirely achievable.

This guide will walk you through 12 proven strategies to reduce call center operational costs. You’ll learn how to implement these changes while maintaining high service quality and keeping your agents satisfied and engaged.

Top 12 Call Center Cost Reduction Strategies

Reducing costs doesn’t have to mean cutting corners. By focusing on smart investments in technology and process optimization, you can achieve significant savings while simultaneously improving your customer and agent experience. Here are 12 strategies to get you started.

Infographic showing 12 call center cost reduction strategies for enterprise brands

1. Implement Human Agent-Facing AI Assistants

To achieve meaningful call center cost reduction, organizations must move toward AI assistants that can plan, reason, and act autonomously within your CX ecosystem. Agentic AI represents a leap forward, enabling AI assistants to assist human agents in real time by suggesting responses and taking action on common requests, like submitting orders and processing follow-ups.

  • Cost Benefit: Quiq’s AI Assistants for human agents dramatically improve efficiency by suggesting next-best actions, on-brand responses, and even taking action on behalf of agents.
  • Case study highlight: Panasonic EU worked with Quiq to implement agent-facing AI that provides real-time response suggestions. Learn more >

2. Implement agentic AI agents for Customers

Routine inquiries like order status updates, password resets, or basic product questions can consume a significant amount of your human agents’ time. Implementing AI agents to handle these common, Tier 1, low-complexity tasks is a powerful cost-reduction strategy.

  • Cost benefit: This approach reduces handle time for your human agents and can lower headcount requirements, especially during peak volume periods. Quiq’s agentic AI can seamlessly integrate with your existing systems and maintain a consistent brand voice while driving down per-interaction costs. This frees up your team to focus on interactions that require a human touch, driving down operational costs.
  • Case study highlight: Brinks Home™ lowered cost per contact by 67% using this strategy. Learn more >

3. Implement Voice AI for Workforce Optimization

Voice AI can manage a wide range of routine customer interactions, such as appointment scheduling, order updates, or account inquiries. This allows your live agents to dedicate their time and expertise to more complex or higher-value calls that genuinely require human empathy and problem-solving skills.

  • Cost benefit: Leveraging Voice AI reduces average handle time, minimizes the need for overstaffing during peak hours, and can even lower training costs by providing real-time guidance to agents. Quiq’s Voice AI analyzes tone, intent, and emotion in real time, enabling smarter routing, live coaching, and more efficient staffing—helping call centers cut costs without sacrificing quality.
  • Case study highlight: Spirit Airlines implemented an omnichannel strategy in its contact center, including Voice AI, leading to an automated resolution rate of over 40%, with conversation times that are 16% faster. Learn more >

4. Utilize Cloud-Based Call Center Software

On-premise hardware is expensive to purchase, maintain, and upgrade. Cloud-based call center software eliminates this capital expenditure and provides the flexibility to scale your operations up or down as needed, without being tied to physical infrastructure. Not to mention, using cloud technology means that all your agents need is a laptop and Internet access, and they can work from anywhere. No more massive call centers—and the massive cost that goes with them.

  • Cost benefit: Migrating to the cloud significantly reduces IT maintenance costs and often improves uptime and reliability. A cloud-native architecture like Quiq’s Digital Engagement Center allows for rapid deployment, effortless updates, and seamless integration with CRMs and other business systems—no hardware required.

5. Integrate Omnichannel Communication Platforms

Modern customers expect to move fluidly between voice, web chat, SMS, and a number of asynchronous messaging channels without having to repeat themselves. Supporting these journeys with a collection of disconnected tools is inefficient and creates a frustrating experience for both customers and agents.

  • Cost benefit: Consolidating your channels onto a single, unified platform reduces tool redundancy and lowers software licensing costs. With an AI-ready omnichannel platform, agents can manage all interactions from one unified view, driving efficiency and leading to better customer outcomes.
  • Case study highlight: Brinks Home shifted digital transactions from 12% to 60% in under three years. Learn more >

6. Optimize Agent Scheduling and Workforce Planning

Idle time is a major-yet-hidden cost driver in any call center. Inefficient scheduling can lead to agents waiting for calls during lulls and being overwhelmed during peaks. Using data-driven workforce management (WFM) tools helps you forecast demand and align staffing levels accordingly.

  • Cost benefit: Optimized scheduling minimizes agent downtime and reduces the need for costly overtime, all while ensuring you have optimal coverage to meet service levels. You can integrate scheduling tools with your contact center platform to track real-time agent utilization and other productivity metrics.

7. Focus On First Call Resolution

First Call Resolution (FCR) is a critical metric. When customers have to call back multiple times to resolve a single issue, it drives up call volume and tanks customer satisfaction. Focusing on resolving issues in a single interaction is a powerful lever for call center cost reduction.

  • Cost benefit: Improving FCR means fewer repeat contacts, escalations, and follow-ups, which translates directly to measurable cost savings. AI-provided responses and recommendations from an AI assistant built by Quiq can surface the right information or suggest the next best action during a conversation, empowering agents to solve problems faster and boosting FCR rates.
  • Case study highlight: A large, Southern-themed American chain of restaurant and gift stores worked with Quiq to deploy AI that reduced customer follow-up times by over 90% and resolved most issues in the first interaction. 

8. Streamline Call Routing and IVR Systems

“Please listen carefully as our menu options have recently changed.” This familiar phrase often signals a frustrating customer journey ahead. Outdated Interactive Voice Response (IVR) trees and inefficient routing strategies increase call times and annoy customers, forcing many to “zero out” to reach a human.

  • Cost benefit: Intelligent routing ensures customers are connected to the right agent or self-service option faster, which reduces average handle time (AHT). Quiq’s AI-enhanced routing can identify customer intent early in the interaction and direct the inquiry to the optimal channel—be it a human or an AI agent.
  • Case study highlight: A financial services company uses Quiq’s intelligent tagging and routing capabilities to match inquiries to specialized agents, reducing resolution times and ensuring a more personalized experience. Improving workflows in this way, along with providing a unified console experience, has led to 95% agent QA scores, as they’ve become more confident and efficient in delivering quality support.

9. Develop Self-Service Customer Portals

Empowering customers to find answers and solve issues on their own is one of the most effective ways to reduce call volume. Robust self-service options, such as comprehensive FAQ hubs, knowledge bases, and AI-powered chat, can deflect a large number of repetitive inquiries.

  • Cost Benefit: Every inquiry resolved through self-service is one less call your agents have to handle, directly reducing your cost per contact. Pairing self-service portals with agentic AI like Quiq’s allows for intelligent escalation only when human intervention truly adds value.
  • Case study highlight: Chamberlain Group worked with Quiq to create an agentic AI Agent named Amber who can do everything from answer common questions to help customers troubleshoot complex account and product-specific issues. And customers prefer the experience!  

10. Reduce Agent Turnover Through Better Training and Opening Digital Messaging

High agent turnover is one of the biggest hidden costs in the call center industry, with some estimates putting the annual rate around 40%. The expenses associated with recruiting, hiring, and training new agents add up quickly. Investing in comprehensive onboarding and ongoing training improves agent performance, satisfaction, and retention. 

Not only that, but opening up digital messaging channels means that when agents chat with customers, they can do so at a clip of 3-5 conversations at a time vs. just one. And agents prefer it to answering the phone.

  • Cost benefit: Lowering turnover reduces recruitment and training expenses. Better-trained agents are also more efficient and provide higher-quality service. You can equip agents with AI-powered coaching and conversation insights to accelerate their skill development and boost their confidence. Plus, moving interactions to digital channels is a cost reduction strategy. Not to mention, agents are less likely to burn out managing chat vs. angry customers calling in.
  • Case study highlight: A global hospitality brand introduced digital messaging to their agent team via Quiq, leading to zero agent turnover and 40% improvement in response times. Learn more > 

11. Implement Performance-Based Incentives

Motivating agents to align with key business goals can drive significant efficiency gains. Implementing incentive programs tied to measurable Key Performance Indicators (KPIs) like First Call Resolution, Customer Satisfaction (CSAT), and Average Handle Time encourages agents to work more effectively.

  • Cost benefit: Performance-based rewards can increase agent productivity without increasing headcount. Using analytics dashboards to transparently track performance metrics and celebrate top performers fosters a culture of achievement and continuous improvement.
  • Pro tip! Save time and money by using unbiased AI Analysts to review every conversation to determine if KPIs are being met. 

12. Consider Specialized vs. Cross-Trained Agents

Some organizations perform best with fewer, specially-skilled agents, while others do better with more agents who are cross-trained. It depends on your business and product type. For many companies, specialization can lead to bottlenecks. Cross-training agents to handle multiple types of interactions (e.g., sales, support, billing) across different channels creates a more agile and flexible workforce. Either way, two things remain true:

  1. If your support agents are idle while the sales queue is backed up, you’re not using your resources efficiently. 
  2. Gathering data at the outset of a conversation is always most efficient.

Cost benefit: A multi-skilled team reduces idle time and improves coverage flexibility, allowing you to deploy agents where demand is highest. Quiq’s omnichannel system supports seamless transitions between tasks, making it easy for agents to switch roles as needed. If you go with fewer, more specialized agents, ensure you have a comprehensive AI automation and routing system in place, so your agents only need to take on high-complexity tasks.

How to Measure and Track Cost Reduction Success

To ensure your call center cost reduction initiatives are effective, you must track the right KPIs. These metrics will help you quantify your savings, measure the impact on customer experience, and identify areas for further optimization.

Cost Per Call 

  • Definition: This metric calculates the total expense of operating your call center divided by the total number of calls handled. It gives you a clear picture of the expense associated with each customer interaction.
  • Benefit: Tracking cost per call helps you directly measure the financial impact of your efficiency initiatives. A lower number indicates your strategies are working.
  • Calculation: Total Call Center Operating Costs / Total Number of Calls Handled

Customer Satisfaction (CSAT)

  • Definition: CSAT measures how happy customers are with a specific interaction or experience. It’s typically measured with a survey asking customers to rate their satisfaction on a scale.
  • Benefit: This metric ensures your cost-cutting efforts aren’t negatively impacting the customer experience. A stable or increasing CSAT score alongside reduced costs is the ideal outcome.
  • Calculation: (Number of “Satisfied” + “Very Satisfied” Responses / Total Number of Responses) × 100

Average Handle Time (AHT)

  • Definition: AHT measures the average duration of a single customer interaction, from the moment an agent starts until all after-call work is complete.
  • Benefit: Reducing handle time is a direct way to improve agent efficiency and lower cost per call. However, it should be monitored alongside CSAT to ensure quality isn’t being sacrificed for speed.
  • Calculation: (Total Talk Time + Total Hold Time + Total After-Call Work) / Total Number of Interactions

Agent Utilization Rate

  • Definition: This metric measures the percentage of time agents are actively engaged in call-related activities versus their total paid time.
  • Benefit: A higher utilization rate indicates that your workforce is being used efficiently, with minimal idle time. It’s a key indicator for assessing the effectiveness of your scheduling and WFM strategies.
  • Calculation: (Total Time Spent on Call-Related Activities / Total Paid Agent Hours) x 100

Customer Satisfaction vs. Cost Balance

  • Definition: This isn’t a single formula but rather a strategic analysis of the relationship between your cost metrics (like cost per call) and your satisfaction metrics (like CSAT or NPS).
  • Benefit: It provides a holistic view, helping you ensure that you’re achieving a sustainable balance. The goal is to find the sweet spot where costs are optimized and customer satisfaction remains high. This balance is crucial for long-term success.

Learn how agentic AI is changing CX metrics. Get the guide >

Implementation Roadmap for Call Center Cost Reduction

A successful cost reduction program requires a structured approach. A phased roadmap helps ensure you build a strong foundation, secure early wins, and create lasting change.

Phase 1: Assessment and Planning (Month 1-2)

Before diving into technology upgrades or process changes, organizations should start by building a strong foundation rooted in data and strategic clarity.

Current State Analysis and Cost Audit

Begin by auditing your current operational expenses, analyzing call volumes, and measuring agent productivity. Dig deep to identify redundant tools, inefficient manual workflows, and the highest-cost areas of your operation. This data will be the baseline against which you measure success.

Goal Setting and Budget Allocation

With a clear understanding of your current state, set specific, measurable, and achievable goals. These might include targets like “reduce cost per contact by 15% in 6 months” or “improve FCR by 10%.” Prioritize initiatives with the strongest potential ROI, paying special attention to how advanced technologies like Agentic AI can accelerate your progress.

Phase 2: Quick Wins Implementation (Month 3-4)

Once you have a plan, focus on changes that can deliver a high impact with relatively low cost and effort.

Low-Cost, High-Impact Changes

Look for immediate opportunities. This could involve consolidating communication tools into a unified omnichannel platform to reduce licensing fees or automating simple, repetitive tasks like ticket routing and post-interaction follow-ups.

Process Optimization Initiatives

Standardize and improve your knowledge bases to make it easier for agents to find information. Streamline agent workflows to remove unnecessary steps. Optimize agent schedules to better match staffing levels with forecasted call volumes, reducing both idle time and overtime. This is also the perfect stage to introduce pilot programs for agentic AI to demonstrate its value.

Phase 3: Optimization and Scaling (Month 5-6)

With a foundation in place and quick wins achieved, the final phase is about refining your approach, measuring results, and scaling what works.

Performance Monitoring and Adjustments

Continuously track your key performance indicators, including AHT, CSAT, FCR, and cost per contact. Use this data to see what’s working and what isn’t. Be prepared to fine-tune your strategies based on these insights. As you prove the value of your initiatives, you can scale AI and automation across more processes and departments.

Common Challenges and Solutions

Implementing change is never without its obstacles. Here’s how to navigate two of the most common challenges in a call center transformation.

1. Overcoming Resistance to Change

Agents and managers may be resistant to new technologies and processes, especially if they fear job replacement or disruption to their established routines.

Change Management Best Practices

Effective change management starts with a clear vision. Communicate the “why” behind the changes and the expected benefits for the company, employees, and customers. Involve frontline agents early in pilot programs to gather their feedback and foster a sense of ownership.

Agent Buy-In and Training Strategies

Offer hands-on training, workshops, and quick-reference guides to ease the learning curve for new tools. Crucially, frame new technologies like AI as tools that enhance—not replace—human expertise. Highlight how they can eliminate mundane tasks and free up agents to focus on more engaging, higher-value work.

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2. Maintaining Service Quality During Cost Reduction

An aggressive focus on cost-cutting can inadvertently lead to a decline in service quality, which can damage customer loyalty and your brand’s reputation.

Customer Satisfaction Monitoring

Keep a close eye on your customer-facing metrics throughout the process. Track CSAT, Net Promoter Score (NPS), and resolution rates to catch any negative trends early. Use customer feedback surveys and sentiment analysis to understand the “why” behind the numbers and fine-tune your workflows and automation triggers accordingly.

Agentic AI: The Ultimate Tool for Cost Savings

While all 12 strategies can contribute to a more efficient call center, the single most impactful change you can make is the implementation of agentic AI. This technology doesn’t just automate simple tasks; it handles complex, multi-step workflows, intelligently escalates when needed, and empowers human agents to perform at their best.

By taking on the repetitive and routine work, agentic AI frees up your team to focus on building customer relationships and solving the most challenging issues. Quiq’s agentic AI is the #1 recommendation for any organization serious about call center cost reduction because it delivers substantial savings while simultaneously enhancing both the customer and agent experience.

Frequently Asked Questions (FAQs)

What is the average cost savings potential from these strategies?

The savings potential varies widely depending on your call center’s size, current efficiency, and the specific strategies you implement. However, organizations often see cost reductions of 15-30% or more by combining technology adoption, process optimization, and workforce management improvements.

How long does it take to see results from call center cost reduction efforts?

You can see results from “quick win” initiatives like process optimization or scheduling adjustments within a few months. More significant technology implementations, like deploying agentic AI, may take 3-6 months to show their full financial impact, though improvements in efficiency metrics are often visible much sooner.

What are the risks of aggressive cost-cutting in a call center?

The biggest risk is a decline in service quality, which can lead to customer frustration, churn, and damage to your brand’s reputation. It can also lead to agent burnout and high turnover if employees feel overworked and under-supported. This is why it’s crucial to balance cost reduction with a focus on CX and agent satisfaction metrics.

How do you maintain quality while reducing costs?

The key is to focus on efficiency, not just cuts. Invest in technology like AI that handles repetitive tasks flawlessly, freeing up humans for high-value interactions. Continuously monitor CSAT and FCR to ensure quality remains high. Empower agents with better tools and training so they can work smarter, not just harder.

What’s the highest-value strategy for call center cost reduction?

Implementing agentic AI is typically the highest-value strategy. It offers the greatest potential for automating complex workflows, significantly reducing operational costs, and freeing up human agents to focus on strategic, revenue-generating, and complex customer issues. Its impact is systemic, improving everything from handle time to agent satisfaction.

How often should cost reduction strategies be reviewed?

Cost reduction is not a one-time project; it’s an ongoing process of optimization. You should review your strategies and KPIs on a quarterly basis to adapt to changing business needs, customer expectations, and new technological capabilities.

How to Anticipate Customer Needs: Benefits & Tips

Key Takeaways

  • Anticipating what customers need before they ask strengthens trust and encourages long-term loyalty. Customers are more likely to stay with brands that simplify their experience.
  • Modern customers expect fast, frictionless interactions. Reducing steps and minimizing wait times helps deliver the convenience they’re looking for.
  • Sending updates, reminders, or support resources can prevent issues from becoming customer frustrations.
  • When service reps have the authority to resolve issues (e.g., offering discounts, replacing items), they can provide faster and more satisfying resolutions.
  • Tools like asynchronous messaging and pre-built responses help agents manage multiple conversations efficiently and reduce repetitive tasks.

When was the last time you heard a story about exceptional customer service? Or an innovative way a company figured out how to anticipate customer needs?

You know the kind: An observant hotel employee rescues a beloved stuffed animal. The considerate customer service agent sends a gift card to apologize for a shipping error. A software company sees you’re having trouble with their platform and sends you a private video walkthrough. These are all great examples, but what really makes a difference day after day is simply anticipating customer needs before they become problems.

Some companies seem to have an uncanny ability to predict and get ahead of their customers’ problems. But it doesn’t just happen. Exceptional customer service is designed with dedication built into company cultures.

We get it. Sometimes, merely meeting customer needs is a struggle. Anticipating them? Now that seems daunting. After all, you can’t read minds. The good news is that your customers don’t expect you to. But they do want you to anticipate their problems and help them reach a resolution as quickly as possible.

For all of the work it requires to make anticipating customer needs happen, the payoff is well worth it. Let’s take a look at how to anticipate customer needs and what it means to your customer service.

What Will You Gain by Anticipating Customer Needs?

In a word: loyalty.

We’ve touched on customer loyalty before, but we can’t stress its importance enough. In a digital-first age, customers have endless choices—and you need to make them choose you. Winning their loyalty has become more important than ever.

Customer service has become a major competitive advantage. According to Microsoft, 90% of customers say customer service is important to their brand choice and loyalty to that brand. And should those customer service expectations fall short, 58% of customers show little hesitation in severing the relationship. The days of implicit loyalty are long gone.

While customer loyalty should be enough of a draw, here are some more benefits to anticipating customer needs:

  • Increased revenue. When your customers feel taken care of, they’re more likely to come back. They’re looking for easy, frictionless experiences and will frequent businesses that provide them.
  • Less strain on your customer service team. Making things simple for customers will have a direct impact on your customer service team. Even when you provide more customer service, it’ll still be better for your agents. Customers will have fewer questions, there will be less urgency in their questions, and they’ll be less frustrated overall.

How to Predict Customer Problems

Every customer interaction tells a story; you just have to know what to listen for. Maybe it’s the same question popping up in chat, or a spike in response times when new updates roll out. These little signals often point to bigger issues waiting to surface. By pairing human intuition with data from your customer engagement tools, you can spot patterns early and take action before customers even realize there’s a problem. Encourage your team to share what they’re seeing, too. The more connected your people and data are, the easier it is to stay one step ahead and predict customer problems.

1. Set and Exceed Customer Expectations

Today’s customers don’t just want good service—they expect it. In fact, 55% of customers expect better service every year, according to Microsoft’s Global State of Customer Service Report. And HubSpot’s State of Service Report shows that 88% of businesses agree customer expectations have never been higher, with 79% noting that customers are more informed than ever.


So what does that mean for brands? It’s not about surprising and delighting customers once in a while; it’s about consistently setting clear expectations and then exceeding them. When customers know what to expect, they’re more likely to trust your brand. And when your team goes a step further by resolving issues faster, communicating proactively, or simplifying a complex process, you create moments that build loyalty.


The key is simplicity. Customers want frictionless experiences, easy navigation, and quick solutions. To deliver that, don’t just rely on intuition. Instead, ask your customers directly. Post-purchase surveys and satisfaction metrics like CSAT can reveal whether you’re meeting expectations. Take it one step further by talking to people who didn’t convert. Understanding why they walked away can highlight the gaps between what you think you’re delivering and what customers actually need.


In short, great service isn’t about random acts of delight—it’s about predictable excellence that customers can rely on every time.

2. Give Customers Convenient Service.

Regardless of whether they’re shopping for a vacation getaway, office supplies, or looking for subscription-based fashion, your customers expect convenience and fast service.

Just how fast? According to Hubspot’s Annual State of Service report, 90% of customers rate an “immediate” response as important or very important when they have a customer service question, which customers define as under 10 minutes.

Here are a few ways to give customers fast, convenient service:

  • Make customer service digital. Customers don’t want to interrupt their day to call customer service, wait on hold to speak to a representative, or spend days waiting for an email response. These slower communication methods are helpful in a pinch, but customers now want something more. They want digital customer service.

You don’t need a crystal ball to see that consumers are using mobile devices to communicate. Implementing business messaging to reduce wait times, deflect calls, and provide faster assistance disrupts and resets the consumer expectation that contacting a company for help is slow and inconvenient.

  • Be easily accessible. It sounds easy, right? If they found your website, surely they can find your customer service contact info hidden on your help page, which is hidden in your footer, or beneath a menu in your header. Yes, customers can probably find you, but make the process easier by being available to them wherever they are.

Have a web chat (also known as live chat) box on your website so customers can instantly chat with a customer service agent—no matter how far down your website rabbit hole they’ve gone.

Don’t stop there. Are your customers on Instagram? What about Twitter? The more places you’re available to answer questions, the happier your customers will be. With an omnichannel approach, they won’t have to go searching for help, and you’ll always have someone there when they need you.

At Quiq, we help our clients provide convenient ways for customers to engage with a brand and allow consumers to reach out to companies on their terms. Communicating with companies via messaging is still pretty new, and we’ve seen so many consumers respond with surprise and delight at the ability to text a company for help.

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3. Stop Communication Inefficiencies Before They Start

Many customer needs examples revolve around their time. As we mentioned above, inefficient communication just adds to your customers’ frustrations. You’ve likely experienced the struggle of having to navigate IVR systems (those interactive voice response systems that use automation to collect customer information and point them in the right direction). Whether you’re waiting on hold or waiting for an email response, that’s time you can’t get back.

During those moments of need, the last thing your customers want is to interrupt their day. Customer loyalty is won (or lost) in these critical moments.

Anticipate customers’ needs by working within their schedules and workflows. Here are a few ways to get started.

  • Make communication asynchronous. The biggest frustration when calling help centers is that you must put your day on hold to do so. Don’t force your customers to conform to your service center’s schedule. Instead, offer asynchronous messaging.

Communication methods like web chat and voice are helpful for getting answers to more complex questions, but they also require customers to block out their time and respond immediately. Asynchronous messaging, however, lets customers respond whenever they’re available. As a bonus, your customer service agents can handle multiple interactions at the same.

  • Take advantage of chatbots. Chatbots are the key to giving customers the immediate responses they crave without overwhelming your customer service team. They’re always available to provide simple answers to questions or, at the very least, acknowledge the customer’s question and let them know when an agent will be available to chat.

You can also use chatbots to help you anticipate customers’ needs by having them prompt customers with messages as they navigate through your website. Start with a welcome message, offer product suggestions based on browsing history, or provide answers to FAQs during checkout.

  • Eliminate repetitive tasks. Speed up redundant tasks by creating pre-build responses for common questions. Not only will you be able to speed up response times, but you’ll also ensure customers get the same accurate and helpful information no matter which customer service agent they talk to.

Imagine how your customers would perceive your brand if they were able to text a question to your contact center and get immediate help and resolution. No interruptions to their day, no inconvenience or waiting involved.

Aligning your people, processes, and technology to reduce effort and streamline communications will do wonders for your customer service. With each positive interaction, customers will anticipate great service well into the future.

When your customer expects to be taken care of, they can engage with your company without feeling that they have to play offense, which leads to more pleasant interactions for both sides.

4. Empower Agents to Make the Right Decisions for Customers.

Sometimes, anticipating customers’ needs means understanding that you can’t predict them all. Problems come up, mistakes get made, and website bugs happen. The trick is coming up with a plan to handle things that have no plan.

How do you do that? Empower customer service agents to take action to solve customer issues. Unfortunately, right now, not everyone has that power. Around 20% of service agents say their biggest challenge is not having the ability to make the right decisions for customers, according to Hubspot. But it’s likely that many more face this issue regularly.

Ensure your customer agents have the authority to do things like:

  • Offer discounts when customers encounter problems.
  • Expedite orders when shipments are lost or damaged.
  • Take as much time as they need to solve customer issues.

Without the authority to make these decisions on their own, agents have to wait for approvals or miss out on opportunities to surpass customer expectations.

5. Be Proactive, Not Reactive

The best customer experiences don’t just solve problems—they prevent them. Being proactive means spotting friction before it frustrates your customers. And customers agree— more than two-thirds want an organization to reach out and engage with proactive customer notifications, according to Microsoft. Maybe your data shows a spike in chat volume after product updates, or your agents notice the same questions popping up in support. Use those signals to reach out early, update FAQs, or automate helpful prompts before customers even have to ask.

Proactive service builds confidence. It shows customers you’re paying attention, that their time matters, and that you’re committed to constant improvement. Over time, this mindset turns reactive support teams into trusted partners—reducing inbound volume while boosting loyalty and satisfaction.

Being proactive can be as simple as sending tracking links to limit “where’s my order?” inquiries. Consider collecting top customer questions and sharing them during the purchasing process, or feed answers to an AI Agent for quick customer service response times.

6. Harness Agentic AI to Anticipate Customer Needs

Anticipating customer needs used to rely on intuition and experience—but Agentic AI takes it a step further. By combining real-time data with autonomous decision-making, Agentic AI can detect patterns, predict intent, and act before a human agent even steps in. For example, it can recognize when a customer is likely to churn, surface the right solution instantly, or trigger proactive outreach before an issue becomes a ticket.

Unlike traditional AI that waits for input, Agentic AI takes initiative because it’s learning from every interaction to continuously improve how it serves customers. This shift from reactive to anticipatory service helps brands deliver faster resolutions, smoother experiences, and a level of personalization that feels effortless. The result? Customers who feel seen, supported, and understood—long before they ever need to ask.

Equip Your Team with the Tools to Meet Future Needs.

You may not be able to predict every customer need, but you can make sure your team is always ready for whatever comes next. By setting clear expectations, spotting early signals, and leveraging AI to anticipate challenges, you can transform customer service from reactive to remarkably proactive.

At the heart of it all, customers want the same thing: quick, effortless resolutions and brands that truly understand them. Quiq’s Agentic AI platform helps leading companies deliver just that—empowering teams to anticipate needs, automate intelligently, and personalize every interaction at scale.Want to see how it all comes together? Download the Agentic AI for CX Buyer’s Kit to explore how Agentic AI can help your organization stay one step ahead of every customer need.

Frequently Asked Questions (FAQs)

What does it mean to anticipate customer needs?

Anticipating customer needs means predicting questions, problems, or preferences before customers voice them and then taking proactive steps to deliver solutions or information ahead of time.

Why is anticipating customer needs important for customer service?

It helps reduce frustration, prevent repetitive inquiries, and make customers feel understood. This level of foresight builds trust, loyalty, and long-term retention.

How can businesses start anticipating customer needs?

Start by analyzing customer data and feedback to identify recurring issues or requests. Then, use automation tools like AI agents or AI-powered prompts to offer solutions in advance.

What tools help teams anticipate and respond faster?

Messaging platforms that support asynchronous conversations, proactive chat triggers, and real-time data insights – like Quiq – enable teams to respond efficiently and personalize interactions at scale.

How does proactive communication improve the customer experience?

Proactive communication keeps customers informed and reassured. Sending shipping updates, appointment reminders, or self-service resources reduces uncertainty and enhances satisfaction.

What’s the difference between reactive and proactive customer service?

Reactive service responds only when a customer reaches out. Proactive service identifies needs and resolves potential issues beforehand – resulting in smoother, faster, and more positive interactions.

How can I best use customer feedback to improve products and service?

Customer feedback is one of the most valuable sources of insight your business has, as it tells you exactly where expectations are being met or missed. Start by categorizing feedback into themes like product usability, service experience, and communication. Then, use AI-driven sentiment analysis to identify trends at scale and spot emerging issues early. Share these insights cross-functionally between support, product, and marketing so improvements happen holistically, not in silos. Finally, close the loop by letting customers know when their feedback inspired change. It builds trust and shows you’re listening.

What metrics track proactive customer service effectiveness?

Measuring proactive service is about tracking prevention and perception. Core metrics include:

  • First Contact Resolution (FCR): Are customers getting answers before they need to reach out again?
  • Ticket Deflection Rate: How often are knowledge base articles, AI agents, or proactive alerts resolving issues before they become tickets?
  • Customer Satisfaction (CSAT) & Net Promoter Score (NPS): Gauge how proactive interactions impact sentiment.
  • Average Handle Time (AHT): When you anticipate needs effectively, resolutions should become faster and smoother.
  • Customer Effort Score (CES): A lower effort score means your proactive efforts are paying off.

Together, these metrics reveal how well your team is turning foresight into seamless customer experiences.

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8 Customer Retention Strategies That Work

Key Takeaways

  • Retention drives growth: Keeping existing customers is far less costly than acquiring new ones, and loyal customers spend nearly 70% more.
  • Loyalty builds advocacy: Repeat customers are more likely to recommend your brand and provide valuable feedback through surveys like CSAT and NPS.
  • Track the right metrics: Monitoring Customer Retention Rate (CRR) alongside Cost per Acquisition (CPA) gives you a clearer picture of profitability and long-term success.
  • Effective strategies matter: From building relationships on shared values to empowering customer service teams, offering omnichannel support, personalizing communications, and rewarding loyalty can significantly improve retention.
  • Feedback fuels improvement: Surveys, complaints, and direct customer input are opportunities to make meaningful adjustments that keep customers engaged.
  • Sustainable success: Strong customer retention doesn’t just stabilize revenue, it creates lasting relationships that separate enduring businesses from short-lived ones.

Recruiting new customers costs seven to nine times as much as it does to keep current customers from leaving. Besides the obvious foregone revenue, dissatisfied customers are not going to recommend you to the people they know, and they might even go out of their way to tell their friends and family about their negative experiences. This kind of fallout can have long-term consequences for customer retention.

For all these reasons, it’s imperative not to let customers slip away – and one of the best ways of doing that is to implement an effective customer retention strategy.

Even a small increase in customer retention could substantially improve your bottom line, but customer retention can be extremely challenging. Having said that, enhancing customer retention can be challenging and generally requires an intentional strategy that many companies don’t choose to prioritize.

In this article, we will examine the big picture of why improving customer retention is important and offer customer retention strategies that any customer experience team can implement to keep its customers happy and loyal.

What Is Customer Retention?

“Customer retention” refers to any effort to keep a customer satisfied enough with you to keep them using your product or service.

Customer retention is an important aspect of business strategy and, done correctly, can help you gain a competitive advantage. Tragically, many businesses don’t invest enough in it – they spend vast amounts of time and money trying to bring in new customers while neglecting the ones they’ve already worked so hard to get.

But with the right approach and high-quality service, there’s no reason that excellent customer retention can’t be one of the things setting you apart.

Why Is Customer Retention Important?

We’ve already established that getting new customers is more expensive than keeping old ones, but it’s also worth pointing out that existing customers spend an average of almost 70% more than new customers.

Even better, loyal customers are far more likely to share their experiences with their social circles and purchase from your company again.

These customers are not only your best cheerleaders, they also help you better understand your brand in various other ways, like via CSAT and NPS (Net Promoter Score®) surveys. If you ask them, they will provide honest feedback about your product and customer service, allowing you to make the course corrections required to succeed. We’ll have more to say about all of this in the section on improving customer retention strategies that drive long-term customer retention.

Calculating Your Customer Retention Rate

Determining your current customer retention rate (CRR) is an important first step in improving customer retention.

The CRR measures how many customers are retained over a particular period (usually one year) and allows you to gauge the long-term profitability of your marketing and sales efforts. It’s also a key metric for evaluating the success of your overall customer retention strategies. The math is pretty straightforward: we just need to divide the number of repeat customers by the total number of active customers over the same time period.

So, if we have 50 return customers and 200 active customers for the year 2023, our CRR would be 25%.

A related metric worth tracking is the cost per acquisition (CPA). The CPA measures the cost a company incurs to acquire one new customer (ideally, a new customer who becomes loyal to the company’s brand).

If you have both the CRR and the CPA, you should have a good chunk of the context needed to make smart, data-driven decisions. If you want to increase your retention rate, read the next section.

8 Effective Customer Retention Strategies

Now that we’ve made a strong case for trying to enhance customer retention, let’s discuss specific strategies that’ll help you actually do it.

1. Good Values Build Good Relationships

Many companies have “mission” or “vision” statements that explicitly state the values they live by. Though these statements are sometimes viewed as hot air that only serves to give the marketing team something to put on the company website, the truth is that your processes, the quality of your products, and the way you treat your customers are all a reflection of them.

This is a long way to say that values are important, but you don’t have to take our word for it. When asked, many customers who stated they had a relationship with a brand indicated that it was due to shared values. This isn’t surprising – customers will naturally be attracted to brands that mirror their beliefs while enhancing their lifestyles, especially when they’re younger.

Building a brand that your customers can easily relate to will foster trust. This is key to creating strong relationships and, by extension, a successful business. Let your customers know what you stand for, and be sure to act on these convictions (by donating to worthy causes, for example). Having common values with your customers makes it easier to attract and retain them.

2. Empower Your Customer Service Team With Ongoing Feedback and Training

As a CX leader tasked with building, operationalizing, and scaling your contact center, you undoubtedly think about human agents’ interactions with customers. An important element in that equation is how you empower your team of customer service representatives to grow and build trust with your customers.

To achieve this, focus on comprehensive training programs that emphasize empathy, active listening, and effective problem-solving. For instance, role-playing scenarios can prepare agents to handle customer feedback with confidence and care. Implementing regular workshops and continuous learning can help your team stay up to date on the latest trends and best practices.

Implementing a customer feedback loop can help your team understand and respond to customer needs more effectively. Encourage your agents to ask for feedback after interactions and use this information to improve service delivery. Monitoring key performance indicators (KPIs) such as customer satisfaction scores (CSAT), Net Promoter Scores® (NPS), and first-call resolution rates can provide valuable insights into how well your team is building trust.

3. Make Yourself Easy to Work With

A great way to stand out is by making it as easy as possible for customers to find what they need. If your documentation or website is complex or confusing, this is certain to become a problem at one point or another. Clear, concise information, on the other hand, can help enhance customer retention.

Take the issue of refunds. If a customer is looking for a refund, they’re obviously dissatisfied. How much worse will they feel if they must then struggle to find a way to contact you, only to be faced with a maze of robotic voices endlessly repeating a menu of options?

If your agents are sympathetic and your information is easy to navigate, a refund needn’t be the end of a professional relationship. More broadly, it pays to invest the time required to make your content easy to follow and your agents easy to contact. Frustration at this level can erode trust and severely impact customer retention.

4. Offer Omnichannel Customer Support

Customers love great offers and discounts, but they also love it when they can get help solving problems with as little friction as possible.

A good way to do this (and improve customer retention simultaneously) is to provide support through the channels that make the most sense for your customers. There are a few other advantages to this omnichannel approach:

  • It enables you to respond very quickly to incoming queries, which can be a huge advantage for reasons already discussed above.
  • By integrating with technology like large language models, you can personalize your replies at scale and even offer services like real-time translation.
  • You can drive faster resolution times, contributing to customer satisfaction and retention.

5. Prioritize Quick Turnarounds

As a general rule, people have never enjoyed waiting around.

For this reason, it pays to focus on replying to issues as quickly as possible.

This doesn’t necessarily mean you have to resolve an issue right off the bat. Many customers will feel less anxious and frustrated simply by knowing they’ve been heard and someone is working on a solution. Respond immediately, even if it’s just to say, “We’re sorry you’re running into issues, and we’re committed to getting you up and running again as soon as possible.”

You can also take this initial message as an opportunity to manage expectations about how long it will take to find a solution. Obviously, some problems are relatively straightforward, while others are more substantial, and you can communicate that to the customer (assuming it’s appropriate to do so). It’s never fun to hear that you’ll have to wait a week to get some issue sorted out, but it’s far worse to find that out after you’ve already made a bunch of plans that are difficult to change.

6. Be Sure to Personalize Your Communications

Artificial intelligence has a long history of delivering personalized content. You’re probably familiar with Spotify, which can discover patterns in the music and podcasts you enjoy and use algorithms to recommend songs and artists that align with your tastes.

With the power of Agentic AI, platforms like Quiq are elevating this to unprecedented levels. Agentic AI enables AI agents to customize customer interactions and improve their customer journey based on past preferences and interactions.

Once upon a time, only human agents could analyze a customer’s profile and tailor their responses with relevant information. Now, a well-optimized generative language model can achieve this almost instantaneously – and on a much larger scale.

7. Use Customer Feedback to Your Advantage

Customer data can help determine your customers’ needs, and surveys are an effective way to gather that data, including NPS (Net Promoter Score®) surveys. Some of the benefits of conducting customer surveys include:

  • They’re a great way to interact with your customers
  • Customers tend to give honest and open feedback
  • These customers will be more likely to give feedback in the future if they see changes implemented based on prior concerns
  • Survey feedback can result in positive adjustments to your products, services, or processes
  • Surveys show your customers that you value their opinions and are willing to do whatever it takes to make them happy.
  • It can help ensure you’re pursuing the right targeting strategy
  • They can help you identify dissatisfied customers before they leave and create campaigns or offers to win them back

Of course, surveys aren’t the only way to do this; you can also treat customer complaints that come through other feedback channels in a similar manner.

Regardless of how you choose to proceed, interacting with your customers in this productive, proactive way is a great opportunity. Seventy percent of customers who complain will purchase your product again if their complaints are favorably resolved.

8. Reward Loyalty

Though nothing beats exceptional customer service, thoughtful gestures go a long way in fostering a community. In addition to standard discounts and other offers, think of things that will make your customers feel good about using your product.

A thank-you note or any positive acknowledgment can keep your customers coming back, thus enhancing your customer retention rate.

Building Customer Relationships

Customers are the foundation of any business. But it’s not enough to just get customers; you must also ensure that you invest in improving customer retention. Today, customer retention is what separates sustainable growth from short-lived success. You can do this by using the strategies presented in this post to build world-class relationships with your customers.

Want more effective customer retention strategies? Check out our free guide to uncover the 4 major silos hurting your customers, agents, and business. Get actionable tips on how to shatter them and boost your customer retention rates with agentic AI.

Frequently Asked Questions (FAQs)

How do I know if my customer retention strategy is working?

Start by tracking your Customer Retention Rate (CRR), Customer Satisfaction Score (CSAT), and Net Promoter Score (NPS). If these metrics are trending upward and repeat purchase or renewal rates are increasing, your strategy is on the right track. You can also measure reductions in churn and improved lifetime value (CLV).

Which customer retention strategy delivers the fastest results?

While results vary by industry, prioritizing quick response times and omnichannel support often yields immediate impact. Customers notice when you’re easy to reach and proactive in resolving issues. Acknowledging their concern promptly can quickly build trust and prevent churn.

How can AI improve customer retention?

AI helps personalize interactions at scale. With agentic AI, CX leaders can deliver hyper-relevant communications, anticipate customer needs, and provide faster resolutions through automation. This frees up human agents to focus on high-value, relationship-building conversations.

Should small businesses focus on retention as much as large enterprises?

Yes. In fact, small businesses often rely more heavily on repeat business and word-of-mouth referrals. Retention strategies, such as personalized communication, loyalty rewards, and attentive customer service, can give smaller companies a competitive edge.

Evaluating AI Models: Everything You Need To Know

Key Takeaways

  • AI performance starts with evaluation. Metrics and human insight work together to keep models accurate, reliable, and bias-free.
  • Use the right tools for the job. Regression relies on MSE or RMSE; classification leans on accuracy, precision, and recall.
  • Generative AI needs extra care. Scores like BLEU and BERT help, but human review ensures outputs sound natural and on-brand.
  • Trust is built through testing. Continuous evaluation keeps AI aligned with real-world performance and customer expectations.

Machine learning is an incredibly powerful technology. That’s why it’s being used in everything from autonomous vehicles to medical diagnoses to the sophisticated, dynamic AI Assistants that are handling customer interactions in modern contact centers.

But for all this, it isn’t magic. The engineers who build these systems must know a great deal about how to evaluate them. How do you know when a model is performing as expected, or when it has begun to overfit the data? How can you tell when one model is better than another?

That’s where AI model evaluation comes in. At its core, AI model evaluation is the process of systematically measuring and assessing an AI system’s performance, accuracy, reliability, and fairness. This includes using quantitative metrics (like accuracy or BLEU), testing with unseen data, and incorporating human review to check for issues such as bias or coherence. It’s a critical step for determining a model’s readiness for real-world deployment, ensuring trustworthiness, and guiding continuous improvement.

This subject will be our focus today. We’ll cover the basics of evaluating a machine learning model with metrics like mean squared error and accuracy, then turn our attention to the more specialized task of evaluating the generated text of a large language model like ChatGPT.

How to Measure the Performance of a Machine Learning Model?

A machine learning model is always aimed at some task. It might be predicting sales, grouping topics, or generating text.

How does the model know when it’s gotten the optimal line or discovered the best way to cluster documents?

In the next few sections, we’ll talk about a few common ways of evaluating the performance of a machine-learning model. If you’re an engineer this will help you create better models yourself, and if you’re a layperson, it’ll help you better understand how the machine-learning pipeline works.

To answer that, evaluation must assess multiple dimensions: performance (does it predict accurately?), weaknesses (does it generalize to unseen data or overfit?), trustworthiness (can it be explained and trusted?), and fairness (is it biased toward certain groups?). Together, these components give a complete picture of model quality.

Evaluation Metrics for Regression Models

Regression is one of the two big types of basic machine learning, with the other being classification.

In tech-speak, we say that the purpose of a regression model is to learn a function that maps a set of input features to a real value (where “real” just means “real numbers”). This is not as scary as it sounds; you might try to create a regression model that predicts the number of sales you can expect given that you’ve spent a certain amount on advertising, or you might try to predict how long a person will live on the basis of their daily exercise, water intake, and diet.

In each case, you’ve got a set of input features (advertising spend or daily habits), and you’re trying to predict a target variable (sales, life expectancy).

The relationship between the two is captured by a model, and a model’s quality is evaluated with a metric. Popular metrics for regression models include the mean squared error, the root mean squared error, and the mean absolute error (though there are plenty of others if you feel like going down a nerdy rabbit hole).

Common regression metrics include Mean Squared Error (MSE), Root Mean Squared Error (RMSE), and Mean Absolute Error (MAE). MSE measures average squared error, RMSE converts it to the original units, and MAE reduces the effect of outliers.

Evaluation Metrics for Classification Models

People tend to struggle less with understanding classification models because it’s more intuitive: you’re building something that can take a data point (the price of an item) and sort it into one of a number of different categories (i.e., “cheap”, “somewhat expensive”, “expensive”, “very expensive”).

Regardless, it’s just as essential to evaluate the performance of a classification model as it is to evaluate the performance of a regression model. Some common evaluation metrics for classification models are accuracy, precision, and recall.

Accuracy is simple, and it’s exactly what it sounds like. You find the accuracy of a classification model by dividing the number of correct predictions it made by the total number of predictions it made altogether. If your classification model made 1,000 predictions and got 941 of them right, that’s an accuracy rate of 94.1% (not bad!)

Both precision and recall are subtler variants of this same idea. The precision is the number of true positives (correct classifications) divided by the sum of true positives and false positives (incorrect positive classifications). It says, in effect, “When your model thought it had identified a needle in a haystack, this is how often it was correct.”

The recall is the number of true positives divided by the sum of true positives and false negatives (incorrect negative classifications). It says, in effect, “There were 200 needles in this haystack, and your model found 72% of them.”

Accuracy tells you how well your model performed overall, precision tells you how confident you can be in its positive classifications, and recall tells you how often it found the positive classifications.

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How Can I Assess the Performance of a Generative AI Model?

Now, we arrive at the center of this article. Everything up to now has been background context that hopefully has given you a feel for how models are evaluated, because from here on out it’s a bit more abstract.

Using Reference Text for Evaluating Generative Models

When we wanted to evaluate a regression model, we started by looking at how far its predictions were from actual data points.

Well, we do essentially the same thing with generative language models. To assess the quality of text generated by a model, we’ll compare it against high-quality text that’s been selected by domain experts.

The Bilingual Evaluation Understudy (BLEU) Score

The BLEU score can be used to actually quantify the distance between the generated and reference text. It does this by comparing the amount of overlap in the n-grams [1] between the two using a series of weighted precision scores.

The BLEU score varies from 0 to 1. A score of “0” indicates that there is no n-gram overlap between the generated and reference text, and the model’s output is considered to be of low quality. A score of “1”, conversely, indicates that there is total overlap between the generated and reference text, and the model’s output is considered to be of high quality.

Comparing BLEU scores across different sets of reference texts or different natural languages is so tricky that it’s considered best to avoid it altogether.

Also, be aware that the BLEU score contains a “brevity penalty” which discourages the model from being too concise. If the model’s output is too much shorter than the reference text, this counts as a strike against it.

The Recall-Oriented Understudy for Gisting Evaluation (ROGUE) Score

Like the BLEU score, the ROGUE score is examines the n-gram overlap between an output text and a reference text. Unlike the BLEU score, however, it uses recall instead of precision.

There are three types of ROGUE scores:

  • rogue-n: Rogue-n is the most common type of ROGUE score, and it simply looks at n-gram overlap, as described above.
  • rogue-l: Rogue-l looks at the “Longest Common Subsequence” (LCS), or the longest chain of tokens that the reference and output text share. The longer the LCS, of course, the more the two have in common.
  • rogue-s: This is the least commonly-used variant of the ROGUE score, but it’s worth hearing about. Rogue-s concentrates on the “skip-grams” [2] that the two texts have in common. Rogue-s would count “He bought the house” and “He bought the blue house” as overlapping because they have the same words in the same order, despite the fact that the second sentence does have an additional adjective.

The Metric for Evaluation of Translation with Explicit Ordering (METEOR) Score

The METEOR Score takes the harmonic mean of the precision and recall scores for 1-gram overlap between the output and reference text. It puts more weight on recall than on precision, and it’s intended to address some of the deficiencies of the BLEU and ROGUE scores while maintaining a pretty close match to how expert humans assess the quality of model-generated output.

BERT Score

At this point, it may have occurred to you to wonder whether the BLEU and ROGUE scores are actually doing a good job of evaluating the performance of a generative language model. They look at exact n-gram overlaps, and most of the time, we don’t really care that the model’s output is exactly the same as the reference text – it needs to be at least as good, without having to be the same.

The BERT score is meant to address this concern through contextual embeddings. By looking at the embeddings behind the sentences and comparing those, the BERT score is able to see that “He quickly ate the treats” and “He rapidly consumed the goodies” are expressing basically the same idea, while both the BLEU and ROGUE scores would completely miss this.

Why AI Model Evaluation is Critical

Agentic AI is redefining how businesses operate – automating reasoning, decision-making, and task execution across fields like engineering and CX. But with that autonomy comes risk. Every AI agent must be carefully evaluated, monitored, and fine-tuned to ensure it performs reliably and aligns with your brand’s goals. Otherwise, even a small model error can compound into major consequences for your brand.

If you’re enchanted by the potential of using agentic AI in your contact center but are daunted by the challenge of putting together an engineering team, reach out to us for a demo of the Quiq agentic AI platform. We can help you put this cutting-edge technology to work without having to worry about all the finer details and resourcing issues.

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Footnotes

[1] An n-gram is just a sequence of characters, words, or entire sentences. A 1-gram is usually single words, a 2-gram is usually two words, etc.
[2] Skip-grams are a rather involved subdomain of natural language processing. You can read more about them in this article, but frankly, most of it is irrelevant to this article. All you need to know is that the rogue-s score is set up to be less concerned with exact n-gram overlaps than the alternatives.

Frequently Asked Questions (FAQs)

What does AI model evaluation mean?

It’s how teams measure whether an AI system is performing as intended, accurate, fair, and ready for real-world use.

Why does AI model evaluation matter?

Evaluation exposes blind spots early and helps build confidence that the model can be trusted with customer-facing tasks.

How are generative models evaluated?

Metrics like BLEU, ROUGE, and BERT gauge quality, while human reviewers check tone, clarity, and usefulness.

Can metrics replace human judgment?

Not yet. Automated scores quantify performance, but humans still define what “good” sounds like.

How do I know if my model is ready?

When it performs consistently across test data, aligns with business goals, and earns trust through transparent evaluation.

AI in Customer Service: Interactions and Strategies

AI is one of the most exciting new developments in customer service. But how does customer service AI work, and what does it make possible? In this piece, we’ll offer the context you need to make good decisions about this groundbreaking technology. Let’s dive in!

What is AI in Customer Service?

AI in customer service means deploying innovative technology–generative AI, custom predictive models, etc.–to foster support interactions that are quick, effective, and tailored to the individual needs of your customers. When organizations utilize AI-based tools, they can automate processes, optimize self-service options, and support their agents, all of which lead to significant time and cost savings.

What are the Benefits of Using AI in Customer Service?

There are myriad advantages to using customer support AI, including (but not limited to):

  • Quicker Response Times: AI swiftly manages both simple and complex questions, minimizing wait times and enhancing the overall customer experience.
  • Round-the-Clock Support: With AI in place, customers receive continuous support, no matter the time or day, ensuring help is always available when needed.
  • Reduced Costs: Automating repetitive tasks with AI reduces the need for large teams, which helps lower operational costs while maintaining service quality.
  • Increased Agent Productivity: AI takes care of mundane tasks, freeing up agents to focus on more strategic efforts, like cross-selling and delivering personalized solutions.
  • Tailored Interactions: Using customer data, AI personalizes responses and suggestions, making every interaction feel unique and relevant to the customer’s needs.
  • Effortless Scalability: As your business grows, AI can seamlessly manage a growing number of customer requests without adding additional resources.
  • Emotion Recognition: AI can assess customer sentiment in real-time, adapting its responses to ensure more positive and satisfying interactions.
  • Reliable Accuracy: AI ensures that all customer interactions are consistent and precise, based on your company’s guidelines and information, minimizing errors.
  • Agent Empowerment: By automating routine tasks, AI empowers agents to focus on more meaningful, high-impact work, making their roles more rewarding.
  • Optimized Processes: AI streamlines operations by identifying which tasks can be automated, allowing your support team to work more efficiently.

9 Applications for AI in Customer Service

Is AI right for your customer service operations? Here are some common ways companies are adopting it.

  1. AI Agents: AI-powered bots manage both routine and complex tasks, automating customer interactions and allowing agents to focus on higher-value work.
  2. Agent Assistance: AI provides real-time guidance and response suggestions, helping agents work more efficiently and confidently.
  3. Automated Workflows: AI streamlines workflows by intelligently routing tickets, suggesting responses, and summarizing conversations, improving efficiency.
  4. Workforce Management: AI predicts staffing needs, optimizes schedules, and personalizes shifts, helping reduce overtime and improve team management.
  5. Service Quality Assurance: AI speeds up quality assurance by reviewing customer interactions and providing actionable insights to improve agent performance.
  6. Call Management: AI helps manage calls by transcribing interactions, summarizing calls, and offering real-time support, reducing wait times and enhancing training.
  7. Help Center Optimization: AI improves knowledge base performance by identifying content gaps and automating the creation or updating of articles.
  8. Revenue Generation: AI drives upselling and cross-selling by integrating with backend systems, offering personalized product recommendations during customer interactions.
  9. Insights for Improvement: AI analyzes customer conversations to uncover patterns, trends, and areas for improvement, helping businesses refine their support strategies.

Things to Consider When Using AI in Customer Service

Now that we’ve covered some necessary ground about what customer support AI is and why it’s awesome, let’s talk about a few things you should be aware of when weighing different solutions and deciding on how to proceed.

Augmenting Human Agents

Against the backdrop of concerns over technological unemployment, it’s worth stressing that generative AI, AI agents, and everything else we’ve discussed are ways to supplement your human workforce.

So far, the evidence from studies done on the adoption of generative AI in contact centers have demonstrated unalloyed benefits for everyone involved, including both senior and junior agents. We believe that for a long time yet, the human touch will be a requirement for running a good contact center operation.

CX Expertise

Though a major benefit of customer service AI service is its proficiency in accurately grasping customer inquiries and requirements, obviously, not all AI systems are equally adept at this. It’s crucial to choose AI specifically trained on customer experience (CX) dialogues. It’s possible to do this yourself or fine-tune an existing model, but this will prove as expensive as it is time-intensive.

When selecting a partner for AI implementation, ensure they are not just experts in AI technology, but also have deep knowledge of and experience in the customer service and CX domains.

Time to Value

When integrating AI into your customer experience (CX) strategy, adopt a “crawl, walk, run” approach. This method not only clarifies your direction but also allows you to quickly realize value by first applying AI to high-leverage, low-risk repetitive tasks, before tackling more complex challenges that require deeper integration and more resources. Choosing the right partner is an important part of finding a strategy that is effective and will enable you to move swiftly.

Channel Enablement

These days, there’s a big focus on cultivating ‘omnichannel’ support, and it’s not hard to see why. There are tons of different channels, many boasting billions of users each. From email automation for customer service and Voice AI to digital business messaging channels, you need to think through which customer communication channels you’ll apply AI to first. You might eventually want to have AI integrated into all of them, but it’s best to start with a few that are especially important to your business, master them, and branch out from there.

Security and Privacy

Data security and customer privacy have always been important, but as breaches and ransomware attacks have grown in scope and power, people have become much more concerned with these issues.

That’s why LLM security and privacy are so important. You should look for a platform that prioritizes transparency in their AI systems—meaning there is clear documentation of these systems’ purpose, capabilities, and limitations. Ideally, you’d also want the ability to view and customize AI behaviors, so you can tweak it to work well in your particular context.

Then, you want to work with a vendor that is as committed to high ethical standards and the protection of user privacy as you are; this means, at minimum, only collecting the data necessary to facilitate conversations.

Finally, there are the ‘nuts and bolts’ to look out for. Your preferred platform should have strong encryption to protect all data (both in transit and at rest), regular vulnerability scans, and penetration testing safeguard against cyber threats.

Observability

Related to the transparency point discussed above, there’s also the issue of LLM observability. When deploying Large Language Models (LLMs) into applications, it’s crucial not to regard them as opaque “black boxes.” As your LLM deployment grows in complexity, it becomes all the more important to monitor, troubleshoot, and comprehend the LLM’s influence on your application.

There’s a lot to be said about this, but here are some basic insights you should bear in mind:

  • Do what you can to incentivize users to participate in testing and refining the application.
  • Try to simplify the process of exploring the application across a variety of contexts and scenarios.
  • Be sure you transparently display how the model functions within your application, by elucidating decision-making pathways, system integrations, and validation of outputs. This makes it easier to model how it functions and catch any errors.
  • Speaking of errors, put systems in place to actively detect and address deviations or mistakes.
  • Display key performance metrics such as response times, token consumption, and error rates.

Brands that do this correctly will have the advantage of being established as genuine leaders, with everyone else relegated to status as followers. Large language models are going to become a clear differentiator for CX enterprises, but they can’t fulfill that promise if they’re seen as mysterious and inscrutable. Observability is the solution.

Risk Mitigation

You should look for a platform that adopts a thorough risk management strategy. A great way to do this is by setting up guardrails that operate both before and after an answer has been generated, ensuring that the AI sticks to delivering answers from verified sources.

Another thing to check is whether the platform is filtering both inbound and outbound messages, so as to block harmful content that might otherwise taint a reply. These precautions enable brands to implement AI solutions confidently, while also effectively managing concomitant risks.

AI Model Flexibility

Finally, in the interest of maintaining your ability to adapt, we suggest looking at a vendor that is model-agnostic, facilitating integration with a range of different AI offerings. Quiq’s AI Studio, for example, is compatible with leading-edge models like OpenAI’s GPT3.5 and GPT4, as well as Anthropic’s Claude models, in addition to supporting bespoke AI models. This is the kind of versatility you should be on the look out for.

What is the Future of AI in Customer Service?

The future of customer service lies in AI and humans working together to provide personalized and empathetic experiences. AI agents, powered by natural language processing and sentiment analysis, will handle complex inquiries and offer proactive, tailored solutions. Automation will streamline workflows, reducing response times and allowing agents to focus on higher-value tasks like upselling. AI-driven insights will continuously refine customer service strategies, improving efficiency and satisfaction, all while prioritizing data privacy and ethical AI use.

Where to Get Started with AI in Customer Service

To successfully integrate AI in customer service, begin by identifying key pain points like long response times or repetitive inquiries. Start small by automating areas such as self-service or support ticketing, and gradually expand as you refine its effectiveness.

It’s important to consider challenges like data privacy and AI bias. Ensure robust data protection measures are in place and train AI on diverse datasets to avoid unfair outcomes. Early-stage AI implementation may face issues with data quality and accuracy, but these can be addressed through data cleaning and continuous refinement.

When selecting AI tools, prioritize systems that balance functionality with ease of use. Ensure smooth integration with existing CRM systems and maintain clear escalation paths for more complex issues.

By starting small, monitoring AI performance, and continuously optimizing, businesses can successfully integrate AI in customer service with human agents to enhance efficiency. Ultimately, with thoughtful planning and continuous improvements, AI can help businesses create a more responsive, personalized, and efficient customer service experience that complements human capabilities and meets evolving customer expectations.

For more context, check out our in-depth Guide to Evaluating AI for Customer Service Leaders.

Customer Service Strategies: 5 Effective Ways to Improve eCommerce Support

More than ever before, eCommerce businesses’ overall revenue is directly tied with the quality of their customer service. Today’s customers value shopping experiences more than price or product selection and can easily transition to one of many competitors. 86% of consumers say they would spend more for a better experience, and 76% of consumers said it’s far easier now to take their business elsewhere than ever before.

According to the 2020 ROI of Customer Experience Report, 94% of consumers outstanding experience with a brand say they would recommend it to family and friends. In contrast, only 13% of consumers who had an abysmal customer experience with a brand would recommend it.

From these statistics, it’s possible to conclude that marketing and sales alone aren’t enough for eCommerce businesses to remain competitive, maintain a substantial market share, and grow their brand reputation. They need to go above and beyond to implement outstanding customer service strategies, before and after closing the sale.

Here are 5 successful customer service strategies that eCommerce brands can quickly implement to improve their overall customer experience.

1. Build a Strong Customer Service Team

Start by hiring an excellent customer service team and creating an environment that promotes staff retention.

Conversational Engagement Platforms, like Quiq, are meant to augment human agents, not replace them. When offering top-notch customer support, software can’t replace the need for well-trained and skilled customer representatives.

Here are six strategies to attract talented, customer service-minded professionals.

  • Hire the right people: Hire for attitude. Look for employee representatives with empathy, patience, and excellent communication skills.
  • Train employee representatives: eCommerce hiring managers must train their employee representatives to understand their products and services and connect with their customers on an emotional level.
  • Equip customer service agents: Brand leaders should provide a platform to offer the best consumer experience without stress, overwork, or burnout. For example, Quiq’s Conversational Customer Engagement Platform enables companies to engage with customers across different channels in one centralized place, providing easy, simultaneous responses.
  • Track agents’ performance: Using surveys, management teams should collect feedback from customers on their experiences with employees and use the insights from these ratings to evaluate each representative’s performance.
  • Reward excellent performance: Incentivize top-performing employee representatives to motivate others to do more.
  • Listen to employee representatives: Ask for and listen to worker feedback to understand their needs.

Customer service is often the first area considered for budget cuts. However, this strategy is counterproductive. According to customer experience research, 50% of consumers would switch to a competitor after a bad experience, and 80% would switch after more than one bad experience. To keep consumers from switching to competitors, managers must prioritize customer service.

When it comes to the finesse and care it takes to navigate complicated customer inquiries or assist distressed customers, nothing beats a knowledgeable, well-trained, and accessible human agent. That’s why many channels, like Apple Messages for Business and Google Business Messages require brands to have live agents to escalate conversations to.

2. Personalize Every Conversation With Consumers

customer service improvement strategies

Personalizing customer conversations means tailoring support and service to their exact needs and expectations.

Customizing services to meet consumer demand gives eCommerce businesses a competitive advantage in their industries, helps deliver faster support from team members, makes customers feel more connected, and reinforces a consistent sense of satisfaction.

Here are a few ways to offer personalized service:

  • Engage with consumers where they already are
  • Transfer consumers smoothly across employee representatives
  • Mention people by their name in every conversation
  • Make recommendations when the requested product or service is unavailable
  • Offer free demonstrations and training to educate customers

Shoppers look toward eCommerce providers to know their needs and provide what they want. Research shows that 80% of consumers are more likely to make a purchase when brands offer personalized experiences, while 72% of consumers say they only engage with personalized messaging. To win and keep business, eCommerce employees must treat consumers as people — not numbers in a sales report — with unique needs and expectations.

A conversational engagement platform can help employees provide highly personalized experiences. For example, Quiq clients, like Stio, can send outbound messages to segmented customers and offer them targeted promotions. They can use Quiq’s intelligent routing feature to provide VIPs, who may spend at a certain level or who are part of their Pro Purchase Program with priority support.

3. Collect and Use Customer Feedback

Continually gathering feedback from shoppers on their experience can help eCommerce business leaders:

  • Understand their consumers’ needs, challenges, and pain points
  • Identify the positive and negative experiences shoppers have with their brand
  • Locate the cracks in customer service
  • Provide a more personalized experience for shoppers
  • Build trust and make shoppers feel valued

To obtain comprehensive and useful customer feedback, company decision-makers need to implement intuitive ways for consumers to communicate with them and ensure the information provides actionable insight for improving customer service.

Here are seven ways to collect customer feedback:

  • Send customer satisfaction surveys online
  • Organize feedback focus groups
  • Read reviews from third-party review sites
  • Build an online community for customers

Gathering feedback is only the first step. Next, it’s important for managers to create an action plan on cumulative insights and train employees to leverage this information when responding to customer complaints.

Continuously requesting consumer feedback will help identify any gaps in customer service and reduce the likelihood of a shopper feeling unsatisfied with their transaction.

4. Use KPIs to Gauge Customer Service Performance

It is not enough for eCommerce managers to train and equip their customer service teams. Measuring and tracking customer experience with the right KPIs can help the entire team understand how their consumer experience ties to overall business success, and how shoppers’ interactions with them change over time.

KPIs help eCommerce leaders appreciate their shoppers’ satisfaction level and readiness to continue doing business with them.

Here are four customer experience KPIs to track as an eCommerce strategy:

  • Net promoter score
  • Customer effort score
  • Rate of returning visitors
  • Revenue per customer

See the breakdown of each KPI below.

Net Promoter Score

Net promoter score (NPS) is a reflection of an eCommerce business’s customer experience. An eCommerce business’s net promoter score shows the likelihood of shoppers referring their family and friends to do business with that brand.

To calculate NPS, send a survey including the question, “How likely are you to recommend our product?” Customers provide their answers on a scale of 1 to 10.

After collecting this information, calculate NPS by subtracting the total number of entries below 5 from the total number of entries above 5.

An NPS below zero indicates a low customer satisfaction level. An NPS between zero and 30 shows more satisfied customers than unsatisfied customers. Above 30 implies that there are far more satisfied customers than unsatisfied customers. Above 70 means that customers are loyal and will be the source of a lot of word-of-mouth referrals.

Customer Effort Score

Customer Effort Score (CES) reveals how much work consumers must put into researching products and services or completing a particular task. For example, how long does it take the average shopper to get a refund, sign up, or get a request ticket answered?

Customer effort score reflects how accessible a business is to its consumers.

As with NPS, calculate CES using a survey with the question, “How much effort did you have to put into completing this task?” Ask customers to respond on a scale of 1 to 7 or 1 to 5.

Here’s the breakdown for each scale.

On a scale of 1 to 5:

  • 1 = Very high effort
  • 2 = High effort
  • 3 = Neutral
  • 4 = Low effort
  • 5 = Very low effort

On a scale of 1 to 7:

  • 1 = Extremely difficult
  • 2 = Very difficult
  • 3 = Fairly difficult
  • 4 = Neither
  • 5 = Fairly easy
  • 6 = Very easy
  • 7 = Extremely easy

To calculate CES, divide the total effort scores by the number of responses. Measure it right after a purchase or service interaction. On a 1–7 scale, a score of 5+ means customers find your product or service easy to use; below 5 suggests they’re facing challenges.

Rate of Returning Visitors

The rate of returning visitors (RVR) reflects the effectiveness of customer success strategies and user experience for an online service. If shoppers enjoy their experience on the site, they’ll be more likely to return.

For an online service, calculate RVR by dividing the number of returning visitors by the number of unique visitors. The higher the value, the better the customer experience on the site.

While RVR can vary for different industries, a good RVR is 30% or more.

Revenue Per Customer

Revenue per customer (RPC) ties the overall consumer experience to a company’s bottom line.

To calculate RPC, divide the total revenue by the total customer count.

A high RPC means consumers have a consistently positive experience with a business. They are loyal, repeat shoppers who recommend the brand to friends and family.

Combined, these four KPIs provide insight into the quality of customer service, the satisfaction consumers derive from a product or service, and areas for improvement.

For example, a CES below 5 for contacting support could mean one or more of the following:

  • Customers don’t receive a timely response
  • Consumers must try multiple channels to access the customer service team
  • Customers must repeat themselves to every new call center agent they interact with
  • It takes a long time for representatives to resolve their issues

Company executives should dig deep to uncover the factors producing the low KPIs and benchmark their KPIs with their competitors to know where they stand.

5. Provide a Consistent Cross-Channel Experience

A cross-channel customer service strategy allows eCommerce employees to provide seamless and consistent customer support across different channels. Shoppers can switch between SMS, webchat, and social media without any service interruptions or inconsistencies in quality.

Cross-channel customer service helps shoppers get quick responses to their needs, improves the brand’s reputation and trust, and boosts consumers’ positive experiences.

Here are seven strategies to implement a cross-channel experience:

  • Ensure customers can reach employee representatives offline and online on the platform of their choice
  • Implement seamless transition when moving customers from one call center agent to another
  • Maintain comprehensive documentation on each customer to help call center agents continue conversations based on the last engagement
  • Build mobile-friendly customer support pages to provide mobile consumers a smooth experience
  • Respond on time to customer queries on all channels and present practical solutions to their needs
  • Create a comprehensive self-service solution to help customers solve their problems by themselves
  • Present a unified front and ensure every team and department collaborate and share information

Today, 95% of customers use three or more channels to connect with a company in a single service interaction, and 65% of customers expressed frustration over inconsistent experiences across channels. Establishing a presence on all available platforms might spread a company’s resources too thin and lead to inconsistent, negative experiences. Instead, focusing on meeting consumers where they are and establishing unified, consistent experiences on their most used channels will create a better overall customer experience.

With Quiq’s cross-channel digital messaging platform, employees can provide a consistent experience for consumers across different digital platforms.

Also, to implement the best customer service strategy, nothing beats working with the right conversational customer engagement platform. Ideally, interacting with consumers will be easy and fun for employees and provide frictionless support for shoppers, while increasing the brand’s competitive advantage, market share, and overall revenue.

Key Takeaways

Improving eCommerce customer service strategies doesn’t have to be complicated—it just requires consistency, the right tools, and a customer-first mindset. Here’s a quick recap of the five strategies covered:

  • Hire and retain the right people. A strong customer service team is your foundation. Invest in hiring, training, and supporting representatives who can deliver real value to your customers.
  • Personalize every interaction. Today’s shoppers expect tailored experiences. Meeting them where they are, remembering their preferences, and offering relevant recommendations all go a long way.
  • Collect and act on feedback. Listening to your customers helps identify areas for improvement and ensures your support is aligned with their expectations.
  • Measure what matters. Tracking KPIs like NPS, CES, and revenue per customer gives you the insight you need to improve and scale your support strategy effectively.
  • Provide a consistent experience across channels. Whether it’s SMS, web chat, or social media, customers expect seamless, responsive support—no matter where they reach out.

When done right, these strategies don’t just improve customer service—they help build loyalty, encourage repeat purchases, and turn satisfied shoppers into brand advocates.

Invest in a Quality Customer Engagement Platform

More than ever, consumers want to do business with brands that make it easy to browse, shop, complete transactions, and get support on the consumers’ terms. eCommerce businesses can gain a significant competitive advantage by providing these experiences through seamless engagement via digital channels.

Improving customer success and satisfaction is a long-term plan that requires buy-in and commitment from management, investment in training employee representatives, collecting feedback consistently, measuring the right things, and investing in a platform to manage everything.

Quiq is a conversational customer engagement platform that enables enterprises to unify SMS, email, chat, and social media interactions with their consumers all in one place. Request a demo to see how Quiq can help employee representatives provide a seamless customer service experience.

11 Live Chat Best Practices for Exemplary Service

Don’t deliver good customer service. Aim for the exceptional service that sets you apart from your competition. Customers demand convenience, speed, and ease when they need to engage with a company. When it comes to live chat (also known as web chat), it’s critical to provide an experience that welcomes the customer to engage with your brand.

Live chat serves as your front line to the customer on your website. This messaging channel allows you to engage with your customers at their point of purchase for higher conversions. With live chat, customers can reach your brand at their convenience and receive the pre-sales support or post-sales service they need. This article gives you the 11 live chat best practices to deliver the ultimate customer experience.

What is Live Chat?

Live chat is a messaging tool integrated into a brand’s website, app, or third-party platform that enables instant communication with customers regarding orders, inquiries, or issues. Unlike email or chatbots, live chat provides a more personalized and real-time interaction.

As demand for immediate support increases, live chat software has become a vital solution for brands, allowing them to engage with users instantly. It is commonly used to resolve customer issues, offer after-sales support, and provide quick troubleshooting, all of which contribute to higher customer satisfaction and retention.

11 Live Chat Best Practices

#1 Choosing the Right Live Chat Platform

Choosing the right live chat platform is essential for great customer service. Look for one that offers real-time communication, easy integration, and intuitive design. Features like AI support, analytics, and strong security are also important. Test different platforms to find the best fit for your business needs and customer expectations.

#2: Be Transparent With Your Availability

While larger brands may have a customer support team working 24/7, other businesses may have limited hours. If you’re one of the companies that limits the hours of support, make sure that you simply disable live chat when your team is unavailable or when your company is closed. Quiq’s chat feature allows you to remove the chat bubble on your site during non-supported hours.

If your chat function isn’t available 24/7 and you prefer to receive after-hour messages, tell your customers that you’ve received their message and let them know when you will get back to them.

#3: Collect Information Upfront

Make it easy for employees to provide a more personalized experience to your customers by collecting a little information upfront. Use a short web form to collect information. This information can be used to route incoming conversations to the best queue or employee. Not only that, this extra information will help your employees identify the customer and the nature of their inquiry immediately instead of having to spend valuable time asking for it. Knowing full name, account number, topic category, or order number will help your team know who they are talking to and allow them to get a jump on helping the customer faster.

#4 Balance Personalization and Professionalism

Customers expect live chat interactions to be both personal and professional. Striking the right balance between empathy and professionalism can be challenging, but is key to a positive customer experience.

To help agents achieve this, implement features like skill-based routing to direct inquiries to the most knowledgeable team members. For example, technical support queries can be automatically sent to agents with expertise in the specific product. Additionally, using a unified inbox allows agents to view all customer messages in one place, streamlining responses and ensuring consistency.

Providing agents with complete context—such as customer history and preferences—can also improve personalization. This empowers agents to tailor their responses, maintaining a professional yet empathetic tone throughout the conversation.

#5: Always Be Ready To Respond

Customers want answers fast and at their pace. That’s one of the reasons they’re avoiding the phone and having to be tied to it. With live chat, customers can send messages at their pace, whether they do so in 3 minutes or 3 hours. Companies can set service level agreements (SLA’s) so that everyone understands what an acceptable response time is for customers when they do reach out.

Quiq helps employees meet those SLAs with our Adaptive Response Timer (ART). This feature not only provides visual cues to notify employees when a conversation needs attention, but it also automatically prioritizes multiple conversations based on how slow or fast the customer is responding to messages. This is critical because chat agents tend to handle 5 or more conversations at one time. Staying on top of the right ones is easy with Quiq.

#6: Never Get Disconnected

Your customers are busy and at times, may need to step away from a chat conversation. Sometimes, it’s only for a few minutes while they check another tab on their desktop. At other times, it may be a lot longer. When customers don’t respond after a certain time limit, most chat platforms will “time out” of chat sessions, requiring the customer to initiate a new chat session and start their entire process from the beginning.

Unlike many traditional chat tools, Quiq’s chat platform is asynchronous, which means conversations never end and never have to be restarted. This avoids customer frustration of having to restart a chat conversation and agent uncertainty when a customer goes dark. Customers can return to the chat conversation whenever it is convenient for them. This conversational continuity gives your agents and your customers peace of mind.

#7: Present The Chat Conversation History

Sure, some customers may only need to contact you once, but there are some who need to reach you on a more frequent basis. It’s important that a record is kept of all the past chat interactions you’ve had with a customer. This conversation history serves as an excellent reference point and helps agents or employees know what kind of issues the customer may have encountered previously and the guidance they were given.

Quiq presents the entire chat conversation history to the agent, along with the most recent inquiry. Let’s say a customer starts a conversation with one agent, walks away during the conversation, and comes back while that first agent is on break. The newly assigned agent will have the same latest interaction, as well as past interaction history, presented.

#8: Provide A Seamless Experience

From time to time, one of your employees may not know how to answer a specific question from the customer. So, they will need to transfer the customer to another team member. When this happens, you need to guarantee that the customer doesn’t have to explain her question or problem all over again. The new team member should have access to the previous conversation and simply continue the conversation.

Quiq’s transfer and collaboration features allow employees to ask for help behind the scenes from peers or managers. Customers can be easily transferred to other team members with or without them even knowing. Anyone invited to help with the conversation can see the entire history of the conversation and any additional information available on the customer. These features create a seamless experience for your customers while optimizing efficiency.

#9: Ensure Authentication & Data Security

As online data breaches rise, securing live chat interactions is essential to maintaining customer trust. Sensitive data exchanged through live chat is vulnerable to malicious attacks, which can damage your brand’s reputation. Implementing encryption, two-factor authentication (2FA), and single sign-on (SSO) helps protect this information and assures customers that their data is secure.

Additionally, role-based access controls limit sensitive information to authorized personnel only, preventing unauthorized access. By prioritizing robust data security in your live chat platform, you not only protect your customers but also enhance their confidence in your brand, improving conversion rates and customer loyalty.

#10: Use Sentiment Analysis

Use sentiment analysis to understand how customer conversations are going. This is particularly important for companies that may have a large number of chat conversations to manage. Managers can see at a glance which conversations are going well and which may be at risk.

Quiq uses simple visual cues that identify if customers’ mood shifts during a conversation. Agents and managers can quickly see if a conversation needs extra attention or needs to be prioritized.

#11: Ask For Feedback At The End

Your customers’ feedback or opinion about how the live chat interaction went is definitely a best practice. You trained your team members to provide the best service they could, but the ultimate test will be what your customers think about their overall experience. This is a timely way to know that you’re on the right track, as well as a great way to continuously improve your live chat experience.

Live Chat Is Your Front Line

It wasn’t so long ago that the only way customers could get in touch with a company was by picking up the phone and calling. Now, with live chat and messaging options, customers can simply click-to-chat with a representative who can provide the pre-sales support or post-sales service they need.

Being available to your customers at their “moment of need” is where businesses turn visitors to their website into customers who love their product and service and rave about their experience. Live chat may be one of the first interactions your customers have with anyone from your company. Make sure you leave a great first impression by implementing these 11 live chat best practices.

6 Tips to Improve Retail Customer Experience

If you’re like the rest of the retail industry, you either have to build an online shopping experience from scratch or seriously ramp up your web-store capabilities.

This meant your retail customer experience took a hit.

As customer satisfaction declined in 2021 and expectations rose, online retailers faced pressure to adapt or risk losing customers.

So what’s an e-tailer to do to improve online retail customer satisfaction?

Embrace messaging.

Even if you’ve adopted various forms of business messaging, there are many ways to elevate your strategy and improve your customer satisfaction in retail.

Read on to see why messaging has become a vital part of improving retail customer experience, along with 6 ways to use it to improve customer satisfaction.

Why messaging is essential in online retail.

Messaging is changing the way online retailers do business, but it’s more than a box that needs checking. You shouldn’t just roll out an SMS/text messaging or WhatsApp program and staff it with customer service reps from your contact center. To make the most of it, you need a well-developed strategy.

Text messaging especially has the potential to improve the retail customer experience. Four out of 5 customers send a text message on a daily basis, and nearly half of consumers prefer messaging as a means to connect with businesses. Your customers are telling you that they want to interact via messaging, why not listen?

Here at Quiq, we’ve seen rapid adoption of messaging by online retailers. Brands like Overstock, Pier 1, and Tailor Brands have experienced tangible benefits, including more natural customer engagement, lower service costs, and a reduced workload.

6 ways to improve online retail customer satisfaction with messaging.

E-tailers struggle with customer satisfaction. There are some aspects out of your control (ahem: shipping and manufacturing anytime after March 2020), but there are things you can do to alleviate your customers’ struggles.

Messaging is a big part of that. Having reliable communications and using them strategically helps promote customer satisfaction. Here are 6 ways you can use messaging to improve your online shopping experience.

1. Help shoppers find the perfect product.

The biggest argument against online shopping for years has been the lack of personalized customer service. Shoppers can’t ask for recommendations (and algorithms hardly make up for it), sizing help, or general advice.

Messaging helps your team close that gap (along with the support of AI agents). Yes, it’s great for post-purchase interactions. But customers also want help before they checkout. In fact, nearly two-thirds (64%) of customers use messaging when they want to make a purchase or a booking/reservation, according to our Customer Preference for Messaging report.

Quiq lets you help customers when they need it most. You can provide the on-demand service they need while shopping your site, viewing your products on social media, or browsing your app. You’re giving them that in-store, personalized experience while they’re going about their day. This kind of proactive assistance plays a key role in improving retail customer experience.

2. Provide transparent interactions.

When customers call your support line, are they greeted with a “This call may be recorded” message? That’s a great tool for your business, but what about the customer? Once they end the conversation, they have no record of the interaction. They can’t refer back to it later, check to make sure they heard everything correctly, or prove that the conversation even existed. Yes, some companies offer a confirmation number, but that does little to help your customer access the information.

Even popular web chat solutions can be session-based, meaning when the session is over, the conversation disappears. Customers can’t refer back or naturally start the conversation back up when a related question pops up.

We know the importance of asynchronous communication. Customers aren’t always available to respond instantly, and sometimes new questions appear once their first ones have been answered. That’s why Quiq’s web chat conversations are persistent; they start right where they left off. Plus, customers can request to have their web chat transcripts emailed to them.

You get an even longer messaging history on channels like SMS/text and Facebook Messenger.

Persistent communication threads help build trust and enhance the retail customer experience. Mobile messaging adds an additional layer of transparency. Message history can stretch back even further than the last conversation on SMS and Facebook Messenger, giving the customer access to older messages and more conversation details.

3. Staff for multiple messaging channels.

An omnichannel messaging strategy can greatly enhance your retail customer experience when it’s done right. Customers frequently ping-pong across platforms. Zendesk’s 2022 CX Trends report found that 73% of customers want the ability to start a conversation on one channel and pick it back up on another.

Yet, it’s all too easy to add messaging channels and hand them over to your call center agents. While it’s feasible to cross-train your customer support team on both phones and messaging, there’s a little more to it than that.

First, you need to ensure you have available staff to cover multiple messaging channels. Asynchronous messaging does save time over traditional phone calls. But if your team is already stretched thin, adding additional channels will just feel like a burden. Plus, we all know that customers hate to wait.

Try assigning staff members to your messaging channels. While Quiq clients can serve customers on the platform the customers prefer, it takes a trained and available support team for a great omnichannel experience.

4. Reduce wait times.

Speaking of waiting, customers hate it. While you might think the pandemic has made customers more patient and understanding, the opposite is true. Frustrated customers want things to return to “normal” and have higher expectations of all business, e-tailers included. According to Zendesk, 60% report that they now have higher customer service standards after the pandemic.

Messaging helps smooth the peaks of inbound support requests when you need it most. Since agents can respond to messages at different speeds, they can handle multiple inquiries at once. A message doesn’t require their full attention for a fixed amount of time. As a result, Quiq clients report work time is often reduced by 25–50%. That time savings leads to faster resolutions and an improved retail customer experience.

5. Delight your visually-driven audience.

Why spend 5 minutes describing a problem when you can take a picture of it in 5 seconds? Visual communication is an underrated part of creating a memorable customer experience in retail. Phone calls only give you one way to interact with your customer, and emails are too slow for problems that need immediate attention.

Rich messaging is the next step to improving your customer service experience. Found in Apple Messages for Business, Google’s Business Messaging, and more, rich messaging amplifies your customer conversations. From GIFs to images to videos, there are plenty of features to engage your audience visually.

You can even take it to the next level and build an entire customer experience with rich messaging. Process secure transitions, schedule appointments, and send reminders, all through messaging.

See how TechStyleOS integrated rich messaging with Quiq >

Improve your customer satisfaction and boost engagement with these advanced features that are sure to delight shoppers.

6. Entice customers to come back.

Remember those high customer expectations? Unfortunately, customers are quick to switch brands. Which means you need to consistently give them the best online shopping experience.

Sustained follow-up is a major contributor to customer experience in retail. It doesn’t stop at the sale. A good messaging strategy includes post-purchase engagement to encourage customers to come back. While email is currently the preferred method for online retail, it comes with low open rates and even lower click-through rates.

Instead, lean into outbound text messaging for post-purchase communications. Here are a few easy examples to get started:

  • Send an order confirmation
  • Share a shipment tracking link
  • Send a special discount code
  • Ask them to join your rewards program

With nearly a 100% read rate, outbound text messaging is a more engaging way to connect with customers.

Messaging is the way to customer satisfaction.

Online retailers face many challenges, but engaging with customers shouldn’t be one. Messaging is already helping many online retailers establish a stronger relationship with their customers and elevate the retail customer experience. For many retailers, adopting a messaging platform gave them a customer-centric way to chat with their shoppers.

Messaging has become a vital part of the online shopping experience, and implementing these smart strategies will help skyrocket customer satisfaction. And Quiq is there to help.

15 Tips to Friendly Customer Service

We frequently talk about metrics and tools, and systems for providing excellent customer service. While those are all critical aspects of a great customer experience, there’s one simple thing to remember, above all else:

Start with friendly customer service.

And we don’t mean that fake-smile, roll-your-eyes-when-you-turn-your-back service from department stores of the past. We mean true, genuine, friendly customer service.

Let’s dig into what friendly customer service looks like in the digital age and why it’s vital to business success.

Friendly customer service is critical, especially online.

As commerce moves more and more online, it gets harder to convey friendly service. Customers can’t see your bright shining face, they can’t discern your helpful tone of voice. But those aren’t the only reasons friendly service is so important.

Customers have more choices than they used to. Products and services are harder to differentiate, so many customers rely on other intangible ways to decide between brands. Customer service is a great way to stand out, and having friendly customer service could put you miles ahead of your competitors.

In Salesforce’s State of the Connected Customer report, customers ranked “Treat me as a person, not a number” as one of the top 3 actions that build trust. And 94% say how a company treats its customers influences their decision to buy.

Plus, customers’ opinions of customer service are often cumulative. Even small interactions add up to their overall perception of your brand. Customer experience was the top factor (43%) that drives customer loyalty for online shopping, according to a consumer survey from BrizFeel.

Keep reading for some friendly customer service tips.

What does friendly customer service look like over messaging?

Even this writer will admit it—enthusiasm can get lost over messaging. It’s easy to read helpful sentences as condescending or patronizing. And periods? Don’t even get us started.

But there are ways to appear more friendly through online customer service. Here are a few of them.

1. Start with a *digital* smile.

You’ve heard of service with a smile—and even how a smile comes through over the phone—but what does that look like for customer service messaging? It’s all about enthusiasm!

Start with an enthusiastic welcome and a few pleasantries if your customer’s time permits.

For example, start with something like this:

Hello! How are you this morning/afternoon/evening? What can I help you with today?

Even small variations from the standard, “Hi, how can I help you?” will make a customer feel less like a number and more like a person.

2. Use exclamation points!

Don’t be afraid to throw in exclamation points! At times, exclamation points have been controversial (do we use them in emails?), but messaging lends itself to more casual conversations. Use them, especially in intros and goodbyes (i.e., Hello! and Let us know if there’s anything else we can help you with!). Just be sure to pay attention to the customers’ sentiment. If they’re upset or angry, an exclamation point can rub them the wrong way.

3. Embrace emojis.

It’s hard for your customers to see or hear the tone in your text, so use emojis to help connect with them, just like you would a friend. Okay, maybe not just like your friend. Avoid accidentally inappropriate emoji conversations by laying out which are and are not appropriate for your support staff to use.

As long as emojis fit within your brand voice, use them to punctuate a conversation, just like you would with real emotions in person. We’d stick with the simple smiley faces or a well-timed shocked face .

4. Use sentiment check-ins.

It’s hard to tell when a customer is satisfied with the conversation, frustrated, or confused. Ask questions throughout the conversation to check in with them. Simple questions like “Do you have any questions?” or “Is that what you were looking for?” can help you assess how the customer is feeling.

You can also use Agentic AI platforms to help track customer sentiment through written cues and even prioritize conversations based on it.

5. Use your manners.

Texting has shortened our written communications and eliminated a lot of the niceties of the past. But when you’re chatting with customers, it’s important to remember your manners. Say please when asking for information, and always say thank you after they’ve given it to you.

While many customers think manners are table stakes, it’s certainly worth repeating. Even though messaging is a much more casual communications channel, niceties work for every occasion.

6. Be mindful of customers’ time.

Your customers are busy! Although many digital communication channels are asynchronous (both you and the customer don’t have to be present at the same time), you want to keep conversations as short as possible, without losing that friendliness.

Sometimes that means skipping the small talk. While it works in person and sometimes over the phone, it rarely works over messaging. Asking about your customer’s day is fine, but if you’re getting short, clipped responses, that’s an indicator that they’re in a hurry. Most of the time, customers want to get in, get their questions answered, and get out. Respect that, and don’t draw out the conversations unnecessarily.

7. Respond as quickly as possible.

We know that this is a given (of course, you’re responding quickly), but it’s important to remember. When you’re chatting with a friend, an instant response will always show more enthusiasm than one that comes 30 minutes later. Do your best to respond quickly to problems that your customers deem urgent.

Responding quickly is also more likely to reflect the pace of an in-person conversation, which customers might find more natural and friendly.

8. Don’t skimp on product knowledge.

When agents can’t answer questions or spend the majority of their time searching for answers, friendly service can go out the window. While information is at your agents’ fingertips, they should still know as much about the business as possible.

Continually train agents on new products and services, along with ongoing soft skills training. It’ll keep agents on top of their product knowledge and keep them fresh and enthusiastic to serve customers better. Another avenue you can explore is an AI agent for customer service.

9. Be respectful.

It’s easy to get swept away in emotions, especially when agents have dealt with their 10th angry customer of the day. Customer service can be a difficult job, especially when customers are frustrated over products and services (or even with the world in general). While it’s easier said than done, agents should stay calm when chatting with customers.

Here are some ways to help agents get through tough conversations:

  • Step away if emotions get too high.
  • Loop in a manager or another support agent to help diffuse the situation.
  • Use role-playing to practice handling difficult situations.
  • Remember, it’s not personal.

Reducing agent stress will also help promote a more respectful environment for customers. When agents aren’t worried about meaningless metrics (only the important ones) or an unstable work environment, they’re much more likely to have friendly customer interactions. Only 15% of agents are extremely satisfied with their workload, according to Zendesk. That dissatisfaction will likely trickle down to your customers.

10. Be honest.

Ready for a cliche? Honesty is the best policy! Okay, maybe not always, but it’s certainly important when delivering friendly customer service.

Customers say communicating honestly and transparently is the #1 way to build trust, according to Salesforce. That means customer service reps should give real answers when customers ask why something went wrong and be upfront about internal mistakes.

Honesty also needs to be a top-down initiative. Agents can’t be open and honest with customers if they’re not getting the truth themselves. Incorporate honesty into every level of your organization, and your customers will feel it.

11. Active Listening

Active Listening is one of those underrated customer service tips that can instantly elevate the customer experience. It’s not just about hearing someone’s words, it’s about fully understanding what they mean,  how they feel, and what they need. Customers want to feel like they’re being heard, not just nodded along to.

When reps actively listen, they create space for the customer to express themselves. A great way to show this is by paraphrasing what the customer said. Try something like, “What I’m hearing is that your order didn’t arrive on time, and you’re hoping we can make that right.” This not only confirms understanding but shows the customer you’re paying attention.

Make active listening a core part of your customer service training. Encourage team leads to role-play real conversations, highlight great listening behavior, and provide scripts that include empathetic reflection. Listening may seem like a soft skill, but it’s the foundation of strong, friendly customer service.

12. Empathy.

Empathy is the ability to step into your customer’s shoes, see the situation from their perspective, and respond with compassion. In customer support, that means recognizing emotions, especially frustration, and showing you genuinely care about resolving the issue.

An empathetic phrase can shift the tone of a conversation in seconds. For example: “I can see how that would be frustrating. Let’s fix this together.” Simple, but powerful.

Empathy isn’t just a personality trait; it should be embedded into your customer service culture. Regularly surface examples of great empathetic responses in team huddles, and coach agents on tone and emotional intelligence. When empathy becomes second nature, so does excellent service.

13. Patience.

Let’s face it: not every customer interaction is quick or easy. Some people need more time to explain their issue, or they may be feeling overwhelmed. In those moments, patience is more than a virtue; it’s a necessity.

Train your team to pause before responding, give customers space to speak without interruption, and allow silences to settle. Rushing to solve a problem might seem efficient, but it can make a customer feel dismissed.

Make sure managers call out patient behavior in coaching sessions. When agents are praised for taking the time to do things right, rather than fast, it reinforces the importance of true customer care.

14. Personalization.

A personalized customer service experience doesn’t just solve problems, it builds relationships. When customers feel like you know them, remember them, and value their preferences, they’re far more likely to stay loyal.

Something as simple as referencing a past interaction, “I see you’ve ordered this before, want to try the new version?” It can create a moment of delight. Tools like CRMs and AI-powered customer service messaging platforms help reps deliver these experiences at scale.

Personalized service isn’t just nice to have anymore; it’s expected. Make sure your team uses the data available to treat each customer like an individual, not a ticket number.

15. Customer feedback utilization.

Gathering customer feedback is great, but acting on it is where the magic happens. Customers want to feel like their voice matters and their insights lead to improvements. 

Make it a habit to follow up on feedback, especially if it influenced a change. A quick message like, “Thanks to your input, we’ve improved our delivery notifications,” turns a suggestion into a loyalty-building moment.

Incorporate feedback review into your regular cadence with operations and product teams. When everyone is aligned, you can close the loop and create a system that continuously improves your service and your relationship with your customers.

Friendly customer service pays off.

Need some motivation to implement these friendly customer service tips? How about higher revenue?

According to Zendesk, 81% of customers are more likely to make another purchase after a positive customer service experience. There’s more:

  • 74% of customers are more likely to forgive a mistake after excellent customer service.
  • 70% have made a purchase decision based on customer service.
  • 61% say they would switch to a competitor after just one bad customer service experience.

Friendly customer service is the key to building brand loyalty, enhancing customer retentionand increasing revenue.

Remember: Friendly service first.

If you only remember one thing from these friendly customer service tips, let it be that friendliness trumps most. It turns mistakes into opportunities, bad experiences into good ones, and good experiences into great ones.

Yes, metrics and tools and processes, and surveys are all important aspects of running a working customer service center. But friendly agents with a heart are what make it truly successful. With Quiq’s AI-powered platform, you can give your team the tools to deliver that kind of service at scale.

5 Customer Experience Predictions for 2025

Customer expectations are evolving faster than ever, fueled by rapid technological advancements and shifting preferences. As we look toward 2025, it’s clear that businesses must adapt or risk falling behind. The future of customer experience will be shaped by the ability to meet customers where they are—quickly, personally, and intelligently.

Brands that anticipate and act on key customer experience trends will gain a powerful advantage. By investing in the right technologies and strategies, companies can deliver memorable experiences that drive loyalty and growth.

Here are five Customer Experience Predictions for 2025 that businesses need to watch, and why acting on them now will make all the difference.

1. AI Agents Revolutionizing Self-Service

AI agents are redefining the concept of self-service in 2025. Unlike the rigid, scripted chatbots of the past, today’s AI agents, powered by large language models, can understand complex queries, adapt in real time, and carry customer conversations from start to finish. These AI-powered systems aren’t just transactional—they’re agentic, meaning they can reason, plan, and personalize interactions dynamically.

The rise of large language models has fueled this transformation, enabling AI agents to provide human-like service with speed and precision. Brands leveraging agentic AI are seeing dramatic improvements: faster resolution times, lower support costs, and higher customer satisfaction.

Companies across industries are now deploying AI agents to manage full customer journeys—from answering questions and troubleshooting issues to processing transactions—all without human intervention. In many cases, customers don’t even realize they’re interacting with AI, highlighting the growing trust and comfort consumers have with AI-powered support.

However, this shift brings new challenges. Businesses must rethink workforce training, focusing on preparing teams to collaborate with AI Assistants and to step in strategically when human empathy is critical. Support design also needs to evolve, with workflows built to optimize both human and AI capabilities.

AI agents are no longer a nice-to-have; they’re setting a new baseline for customer service excellence. Expect the future of customer experience to become even more agentic, intelligent, and efficient in the years ahead.

2. Hyper-Personalization Becoming Standard

Personalization is no longer a competitive advantage; it’s becoming an expectation. In 2025, hyper-personalization will be the new normal, driven by real-time data, predictive analytics, and agentic AI platforms capable of delivering uniquely tailored experiences at scale.

Hyper-personalization goes beyond simply addressing a customer by name. It means anticipating needs, understanding preferences, and delivering the right message, product, or service at exactly the right moment. Think product recommendations based on purchase history, personalized content that reflects browsing behavior, or proactive service offers when issues are detected.

Brands like Netflix and Amazon have set a high bar for individualized experiences, and customers now expect that level of insight from every company they engage with.

The business impact of hyper-personalization is significant: higher conversion rates, improved customer retention, and stronger loyalty. Personalized experiences demonstrate that a brand truly understands and values its customers, turning casual buyers into lifelong advocates.

However, executing hyper-personalization comes with challenges. Companies must navigate growing concerns around data privacy and consent, as well as the technical complexity of integrating disparate systems to create a unified customer view.

Still, brands that invest in the right data infrastructure and agentic AI tools today will reap major rewards in the future of customer experience.

3. Real-Time Feedback Loops Enhancing CX Agility

One of the most actionable customer experience predictions for 2025 is the rise of real-time feedback loops as a standard practice. These tools, like in-app surveys, feedback buttons, and live chat sentiment analysis, allow businesses to capture customer sentiment in the moment, rather than relying solely on post-interaction surveys.

Real-time feedback provides instant insight into how customers are feeling and where friction points are emerging. More advanced systems now use AI to analyze this input on the fly; detecting negative sentiment, identifying emerging trends, and even escalating issues to supervisors before a customer disengages.

Across industries, we’re seeing this trend take shape. In e-commerce, brands are deploying checkout feedback forms to reduce cart abandonment. Hotels are using mid-stay surveys to address concerns before checkout. SaaS platforms are embedding product experience prompts to guide onboarding and resolve usability issues in real time.

The result is a more agile CX operation, one that can quickly adapt to user needs, improve satisfaction, and reduce churn. But to be effective, companies must avoid common pitfalls like survey fatigue or collecting feedback without follow-through. As real-time engagement becomes the norm, customers will expect not just to be heard, but to see changes based on what they say.

4. Unification of Customer Data Across Platforms

Today’s customer data is often scattered across CRMs, marketing automation systems, support platforms, and social channels, creating fragmented experiences and missed opportunities. In 2025, we’ll see a major push toward unifying customer data to power more consistent, personalized interactions.

Customer Data Platforms (CDPs) and unified customer experience systems are becoming essential tools for organizations seeking a 360-degree view of their audience. By centralizing data from across the customer journey, businesses can better understand behaviors, preferences, and needs—and act on those insights in real time.

The benefits are clear: consistent messaging across channels, more accurate personalization, and deeper customer insights that drive smarter decision-making.

Yet challenges remain. Integration costs, legacy systems, and internal data silos can slow down unification efforts. Businesses will need to invest in flexible, scalable platforms that can aggregate and activate customer data without overwhelming existing operations.

Ultimately, unifying customer data is about delivering the kind of seamless, agentic experiences that customers now expect—and that future customer experience trends will demand.

5. The Rise of Voice AI: Transforming Customer Service Interactions

Voice AI is poised to reshape how brands engage with customers. Moving beyond traditional phone support, Voice AI platforms leverage agentic AI to understand context, detect intent, and deliver human-like conversations at scale.

Early voice bots were limited and often frustrating, but today’s Voice AI agents are capable of handling complex interactions with natural language understanding and adaptive learning. They can answer questions, troubleshoot issues, complete transactions, and even provide empathetic responses—all without a live agent.

For businesses, the benefits are substantial. Voice AI offers 24/7 availability, dramatically reducing wait times and operational costs. Automating routine interactions frees human agents to focus on more complex and sensitive customer needs, boosting both efficiency and customer satisfaction.

As consumer expectations for fast, personalized service continue to rise, Voice AI meets the demand by offering consistent, context-aware support that feels natural.

The adoption of Voice AI also supports broader customer experience predictions around personalization, efficiency, and omnichannel engagement. Companies that embrace this technology today will be better equipped to meet and exceed customer expectations tomorrow.

Strengthen Your Customer Experience in 2025

Even though the future is uncertain, brands have the ability to give customers a top-notch experience with every interaction. You can be the bright spot in a customer’s day, a moment of reprieve in an otherwise tumultuous week.

Use these customer experience predictions to anticipate what’s to come in 2025 and plan ahead. And if you need help facilitating customer conversations, scaling, or meeting your customers where they are, Quiq can help.

Ready to take a deeper look at the power of an agentic AI platform and see what Quiq can do for your customer service team? Schedule a Quiq demo.

Contact Center Management Strategies For Your Team

Effective contact center management is essential to running a contact center. It’s not as simple as setting up a few phones and handing your team a script (although we’re sure no one has thought that since 2005). But it’s equally likely that you’re so bogged down with managing the everyday realities that you can’t see the forest through the trees.

That is, you can’t see just how cluttered the contact center has become.

From staffing and training to managing operations and tracking KPIs, you spend too much time keeping a contact center running instead of doing what you do best: Connecting with customers.

That’s where Quiq comes in. Our Conversational AI Platform uses breakthrough technology to make it easier to engage customers, whether through live chat (also known as web chat), text messaging, or social media.

Let’s take a look at ways to improve your call center efficiency and how Quiq can help you reduce the clutter with 9 effective call center strategies in a handy infographic:

9 ways to improve call center efficiency

Download as a PDF instead

What is Contact Center Management?

Contact center management is the practice of overseeing all aspects of a contact center to ensure it consistently delivers exceptional customer service. This includes managing day-to-day operations, aligning teams, implementing strategies, and leveraging technology to create efficient and satisfying customer experiences.

At its core, contact center management involves responsibilities like workforce scheduling, performance tracking, and customer experience oversight. Managers must ensure the right number of agents are available at the right times, and that those agents are supported with the tools and coaching they need to succeed.

A critical part of effective management is maintaining consistency across all communication channels—whether customers are reaching out via phone, live chat, SMS, or social messaging. Customers expect seamless experiences, and it’s the job of contact center leadership to make that happen.

Contact center management also includes implementing smart strategies to drive better results. Techniques like skill-based routing ensure customers are connected with the most qualified agents, while self-service tools empower users to resolve issues quickly on their own. Together, these strategies enhance operational efficiency and improve customer satisfaction—two key outcomes of strong contact center management.

What Does a Successful Contact Center Manager Look Like?

Behind every high-performing contact center is a skilled manager who acts as the foundation of effective contact center management. This role requires balancing people, performance, and technology to keep operations running smoothly while driving customer satisfaction.

A successful contact center manager is a strategic thinker—someone who doesn’t just manage the present but plans for the future. They design and implement forward-thinking contact center strategies that improve operational efficiency and enhance the customer experience.

They are also data-driven decision-makers, skilled at interpreting performance metrics and turning insights into action. Strong contact center management means identifying trends, adjusting workflows, and setting measurable goals that lead to real results.

As an empowering leader, the manager coaches agents regularly, helping them adopt successful call center strategies that build confidence and improve every customer interaction.

Today’s managers must also be tech-savvy operators, leveraging tools like CRMs, AI agents, and workforce management systems to streamline workflows and scale customer support without sacrificing quality.

Lastly, a great manager is a customer advocate, aligning team performance with broader service goals—a defining trait of contact center management excellence.

The 9 effective call center strategies recap

Check out these call center strategies below:

  1. Streamline your current system.
  2. Boost agent productivity and efficiency.
  3. Drive down costs.
  4. Manage seasonal spikes and fluctuating demands.
  5. Remove friction.
  6. Improve the quality of your conversations with rich messaging.
  7. Engage more qualified leads.
  8. Increase conversions.
  9. Increase customer satisfaction.

1. Streamline your current system.

How do you currently connect with your customers? Fielding phone calls, emails, and the occasional DMs can leave communications scattered and your systems fragmented.

Here’s what can happen if you don’t have a single, consolidated platform:

  • Customer conversations can slip through the cracks.
  • Your team wastes time switching between apps, programs, and windows.
  • Disparate technology becomes outdated and overpriced.
  • With no support for asynchronous communication, conversations can only happen one at a time.
  • Measuring performance requires pulling metrics from multiple sources, a time-consuming and arduous process.

Quiq lets your agents connect with customers across various channels in a single platform. You’ll improve your contact center operational efficiency with conversations, survey results, and performance data all in one easy-to-use interface.

2. Boost agent productivity and efficiency.

How do your customer service agents go about their day? Are they handling one call at a time? Reinventing the wheel with every new conversation? Switching between apps and email, and phone systems?

Outdated technology (or a complete lack of it) makes handling customer conversations inherently more difficult. Switching to a messaging-first strategy with Quiq increases the speed with which agents can tackle customer conversations.

Switching to asynchronous messaging (that is, messaging that doesn’t require both parties to be present at the same time) enables agents to handle 6–8 conversations at once. Beyond conversation management, Quiq helps optimize agent performance with AI-enhanced tools like bots, snippets, sentiment analysis, and more.

3. Drive down costs.

It’s time to stop looking at your contact center as a black hole for your profits. At the most basic level, your customer service team’s performance is measured by how many people they can serve in a period of time, which means time is money.

The longer it takes your agents to solve problems, whether they’re searching for the answer, escalating to a higher customer service level, or taking multiple conversations to find a solution, the more it impacts your bottom line.

Even simple questions, like “Where’s my order?” inquiries, needlessly slow down your contact center. Managing your contact center’s operations is overwhelming, to say the least.

Need a Quiq solution? We have many. Let’s start with conversation queuing. Figuring out a customer’s problem and getting to the right person or department eats away at time that could be spent finding a solution. Quiq routes conversations to the right person, significantly reducing resolution times. Agents can also seamlessly loop in other departments or a manager to solve a problem quickly.

Beyond improving your contact center strategies and operations, messaging is 3x less expensive than the phone.

4. Manage seasonal spikes and fluctuating demands.

All contact centers face the eternal hiring/firing merry-go-round struggle. You probably get busy around the holidays and slow down in January. Or maybe September is your most active season, and your team shrinks through the rest of the year. While you can’t control when you’re busy and when you’re slow, you can control how you respond to those fluctuations.

Manage seasonal spikes by creating your own AI agent using Quiq’s AI engine. Work with our team to design bot conversations that use Natural Language Processing (NPL) to assist customers with simple questions. AI agents can also improve agent resolution times by collecting customer information upfront to speed up conversations.

Daily Harvest’s AI agent, Sage, was able to contain 60% of conversations, which means their human agents saw a vast reduction in call volume. Perfect for managing the holiday rush.

5. Remove friction.

How hard is it for your customers to contact your help center? Do they have to fill out a web form, wait for an email, and set up a phone call? Is there a number in fine print in the depths of your FAQ page? Some companies make it difficult for customers to interact with their team, hoping that they’ll spend less money if there are fewer calls and emails. But engaging with customers can improve company perception, boost sales, and deepen customer loyalty.

That’s why Quiq makes it easy for your team and customers to connect. From live chat to SMS/text and Google Business Messaging to WhatsApp, customers can connect with your team on their preferred channel.

6. Improve the quality of your conversations with rich messaging.

Email and phone conversations are, in a word, boring. Whether you’re an e-commerce company selling products or a service provider helping customers troubleshoot problems with their latest device, words aren’t always enough. That’s why Quiq offers rich messaging.

What is rich messaging? It’s an advanced form of text messaging that includes multimedia, like GIFs, high-resolution photos, or video. It also includes interactive tools, like appointment scheduling, transaction processing, and more.

You can use rich messaging to give customers a better service experience. Whether sending them product recommendations or a video walkthrough, they’ll get a fully immersed experience.

7. Engage more qualified leads.

Do leads die in your contact center? Let’s face it: your contact center isn’t the place to handle high-value leads. Yet when warm leads find themselves there, you need a way to track, qualify, and engage them.

Here’s where AI agents can help with marketing. Quiq’s AI agents can help you identify qualified leads by engaging with your prospect and collecting information before it ever gets to your sales team.

A great example we’ve seen is from General Assembly. With the Quiq team by their side, they created an AI agent that helped administer a quiz and captured and nurtured leads interested in specific courses. This helped them strengthen the quality of their leads and achieve a 26% conversion rate, which leads us to our next factor for an effective call center strategy.

8. Increase conversions.

If you haven’t stopped viewing your call center as a cost center, this next topic should change your mind. While many contact center strategies focus on customer service, which can lean heavily toward complaints and post-purchase problems, there’s also tons of profit potential via effective contact call center strategies.

Adding messaging to your contact center opens up more opportunities to engage with your customers across the web. Live chat is a great way to talk to your customers at key points in the buyers’ journey. Using an AI agent to assist shoppers in navigating your website makes shoppers 3x more likely to convert to a sale than unassisted visitors.

Combining AI and human agents with Quiq’s conversational platform gives your customers the best experience possible without adding to your contact center’s workload—and it can lead to an 85% reduction in abandoned shopping carts. Plus, Quiq integrates with your ERP system so customer data is always at your team’s fingertips.

9. Increase customer satisfaction.

Customer satisfaction is likely your call center’s #1 goal. Outdated phone systems and substandard technology aren’t the best solution to improve call center agent performance.

Quiq empowers agents to be more efficient, which reduces your customers’ wait time and helps ensure customers get the best service possible. Quiq customers often increase their customer satisfaction ratings by about 15 points.

And the best way to increase your ratings? With regular, in-context surveys. Our agentic platform helps you and your agents get instant customer feedback. Customers can seamlessly respond to surveys right from within the channel they used to connect with your customer service.

Give contact center clutter a Quiq goodbye with effective call center strategies.

There’s no place in an efficient business for a cluttered contact center. Outdated systems, slow processes, and a lack of support can overwhelm your agents and keep them from performing their best for your customers.

Now that you’re equipped with ways to improve call center efficiency, it’s time to see it in action. Quiq’s Agentic AI Platform empowers your team to work more efficiently and create happier customers.

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Business Messaging: What it Means for Your Business

What is business messaging, you ask? Oh, it’s only a way to get better customer engagement, attract more customers, and deliver a better customer experience. That seems like a tall order for something as simple and commonplace as messaging, right? The truth is, the simplicity and reach of business messaging is what makes it so powerful for your business and preferred by your customers.

What is Business Messaging?

Business messaging is a set of channels over which companies and consumers can communicate with each other. The most common business messaging channel is SMS or text messaging. We’ve all had experiences with shipping notifications, marketing offers, promotional campaigns, and appointment reminders. These are the kinds of messages we typically associate with business messaging.

But business messaging isn’t just one-way, and it isn’t just SMS/texting. Business messaging can happen on any digital channel where your customers already spend their time and it’s expected that dialogue can flow in both directions.  Here are a few scenarios that happen all the time:

  • A home security subscriber who needs help setting up their new video camera.
  • A shopper on your website who needs help finding a product and reaches out via web chat for help
  • Direct messages exchanged over social platforms like Facebook and X (Twitter) to provide one-to-one customer service
  • A retailer proactively communicating shipping and delivery information to consumers to help prevent an inbound phone call

Business messaging delivers the ease and convenience consumers have come to expect when they engage with family and friends in pre-sales and post-sales interactions with companies. In fact, 66% of consumers rank messaging as their preferred channel for contacting a company.

What Messaging Means to Your Customers

Your customers want to message you.  Consumers are looking for a company to:

  • Meet them where they already are – on mobile, social, and on the web
  • Proactively reach out to them with relevant products and services
  • Make it easy to do business with you

CONVENIENCE: Messaging lets customers reach out via SMS, Facebook, or live chat, and respond on their own time instead of stopping to call. With messaging, they can respond and engage in 5 seconds, 5 minutes, or 5 days.

EASE:  Customers keep their mobile device within an arm’s reach at all times. Business messaging makes it easy for customers to shoot off a message whenever they need and then get on with their lives. They don’t have to wait until they are in a quiet place to call or vigilantly watch their email for a response.

FLEXIBILITY: Messaging means flexibility for your customers. Customers have the real-time response of a phone call with the ease of reference that an email provides. That flexibility around their busy lives is more than a welcome mat. It’s more like the red carpet, and it’s what differentiates companies among competitors and turns prospects into customers.

What Messaging Means to Your Revenue Growth

Increasing revenue is the number one thing that companies focus on. Every strategy and tactic is a means to that end. Often, companies will consider introducing a new product line or service, or increasing prices as a way to bolster revenue.

New products take time and money to develop. Raising prices risks losing customers to competitors. There are people ready to buy what you already offer, and existing customers who can be encouraged to return. That’s why companies turn to customer experience, where messaging makes the biggest impact

Messaging makes it easy for consumers to engage with your company when, where, and how they prefer. Prospective buyers can have questions answered with ease, speed, and convenience. Returning customers get timely service and support at their moment of need, which means they’ll be back for more and will tell others how great you are.

Consider these examples and how your business can help customers move closer to purchase with business messaging:

  • Service companies win when their prospects are able to get the answers they need to make a decision on a provider. Prospects can book an appointment to receive an estimate easily with business messaging. Messaging avoids delays and missed calls that can drive consumers to take their business elsewhere.
  • Companies in the travel and hospitality industry use messaging to provide a premium experience from the very first interaction. Questions on weather conditions and cancellation policies are answered quickly so that potential guests can ease right into the booking process with peace of mind.

What Messaging Means to Your Employees

In any other day and age, allowing customers to engage with your company through so many channels would have been overwhelming. But it’s not that day, and we’re past that age. In today’s modern messaging world, Quiq makes it easy for employees to manage conversations.

In fact, Quiq Messaging can help optimize agent performance by providing advanced productivity features that improve the customer experience. With Quiq, employees are able to handle multiple messaging conversations at once, thereby increasing their efficiency and reducing the cost to serve.

There isn’t any downtime for training. Adding business messaging is a pretty flat learning curve for your employees. They are likely using messaging in their daily lives and are familiar with sending and receiving messages. The only difference is that they’ll have an easy way to manage conversations.

All messaging conversations are managed within a single, unified desktop with features that help employees prioritize conversations, monitor customer sentiment, and make every conversation more personal and effective. Employees can feel empowered to provide the best customer experience possible.

Business Messaging Means Business

Business messaging makes a significant impact in two ways to grow your business: get new customers or have your existing customers buy more.

  • Attract new customers – Make your business accessible so that it’s easy to do business with you.
  • Keep existing customers happy  – Empower your customers to get service 24/7 through business messaging. Make it easy for customers to address questions and issues that may arise after the sale, and they’ll be more likely to come back again.

The key takeaway here is that business messaging isn’t just good for your business. It’s a main ingredient in the secret sauce that can keep your business running successfully. Ready to see Quiq Messaging in action? Request a custom demo.

How to Automate Customer Service – The 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 how Agentic 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, but 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?

Because these models are (usually) finetuned on conversations with 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.

Strategies for Implementing Automated Customer Service

Once you’ve decided to bring automation into your customer service strategy, the next step is implementation. Here are some key strategies to help you get started and ensure a smooth transition that benefits both your team and your customers.

Assess Your Current Customer Service Needs

Start by reviewing your support data. Which questions pop up most often? Where do your agents spend the most time? Identifying these patterns will help you pinpoint which tasks can—and should—be automated. Look for high-volume, repetitive inquiries that don’t require much nuance. These are prime candidates for automation that won’t sacrifice the quality of your customer experience.

Choose the Right Automation Tools

Not all automation tools are created equal. Consider solutions like AI agents, automated ticket routing, or self-service portals. The key is to choose platforms that work well with your existing CRM and communication tools, so everything stays connected. Look for tools that are flexible, scalable, and easy for your team to manage over time.

Develop a Knowledge Base and Self-Service Options

A well-organized knowledge base can deflect tickets before they ever hit your queue. Build out FAQs, how-to articles, and video tutorials that answer your customers’ most common questions. Use AI-powered search features to surface the right content quickly. And don’t forget to update your content regularly based on feedback and emerging issues—your knowledge base should evolve alongside your customers.

Set Up Automated Responses and Workflows

Automation isn’t just about answering questions—it’s about streamlining entire workflows. Set up automated messages for order updates, appointment reminders, or common troubleshooting steps. Use branching logic and triggers to guide customers through resolutions, and ensure these flows are intuitive. The goal is to help customers solve issues faster, without needing to wait on hold.

Balance Automation with Human Support

Even the best bots have their limits. Make sure customers can easily escalate to a live agent when necessary—especially for complex or sensitive issues. Train your human support team to step in smoothly when automation reaches its edge. And whenever possible, personalize the experience by using data to greet customers by name or tailor responses based on their history.

Monitor Performance and Continuously Optimize

The work doesn’t stop after launch. Keep an eye on key metrics like resolution time, deflection rate, and customer satisfaction scores. Collect feedback from users to understand where automation is helping—or where it might be falling short. With the right data, you can train your AI and machine learning models to recognize patterns, refine workflows, and improve response accuracy—so your automated service keeps getting smarter with every interaction.

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 through 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 agentic 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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LLM vs Generative AI vs Agentic AI: What’s the Difference?

Key Takeaways

  • Generative AI is the broadest category. It refers to any AI system capable of creating new content (text, images, audio, code), based on patterns learned from data.
  • LLMs (Large Language Models) are a subset of generative AI. Their specialization is in human-language tasks (writing, summarizing, dialogue). They understand and generate text but don’t inherently take autonomous actions.
  • Agentic AI adds autonomy and agency. Beyond just generating outputs, agentic AI can plan, make decisions, execute tasks, adapt strategy, and act with minimal human input.
  • These AI types can complement each other in workflows. For example: generative AI might create content, an LLM might refine its tone or structure, and an agentic system could autonomously schedule, send, analyze feedback, and iterate.

The release of tools like ChatGPT sparked a wave of excitement and confusion around AI. Suddenly, terms like “generative AI,” “large language models,” and now “agentic AI” are being used interchangeably in headlines, product pitches, and boardrooms.

But while they’re all related, they’re not the same.

Generative AI is the broadest term, describing any AI system that creates something new, whether it’s text, images, audio, or code. Large language models (LLMs) are a specific kind of generative AI focused on language tasks like writing, summarizing, and answering questions.

And agentic AI? That’s where things get even more interesting. Agentic AI builds on the capabilities of generative AI and LLMs, but adds autonomy, taking action, making decisions, and executing tasks with minimal human input.

In this article, we’ll break down the differences between these three types of AI, explore how they work together, and explain why the future of customer experience lies in going beyond just generating responses to actually getting things done.

What Is Generative AI?

Of the three terms, “generative AI” is broader, referring to any machine learning model capable of dynamically creating output after it has been trained.

This ability to generate complex forms of output, like sonnets or code, is what distinguishes generative AI from other types of machine learning.

Besides being much simpler, these models can only “generate” output in the sense that they can make a prediction on a new data point.

There are many key features of generative AI, so let’s spend some time discussing how it can be used and the benefits it can provide.

Key Features of Generative AI

Generative AI is designed to create new content, learning from vast datasets to produce text, images, audio, and video. Its capabilities extend beyond simple data processing, making it a powerful tool for creativity, automation, and personalization. 

Content Generation

At its core, Generative AI excels at producing unique and original content across multiple formats, including text, images, audio, and video. Unlike traditional AI systems that rely on predefined rules, generative models leverage deep learning to generate coherent and contextually relevant outputs. This creative capability has revolutionized industries ranging from marketing to entertainment.

Data-Driven Learning

Generative AI models are trained on vast datasets, allowing them to learn complex patterns and relationships within the data. These models use deep neural networks, particularly transformer-based architectures, to process and generate information in a way that mimics human cognition. By continuously analyzing new data, generative AI can refine its outputs and improve over time, making it increasingly reliable for content generation, automation, and decision-making.

Adaptability & Versatility

One of the most powerful aspects of Generative AI is its ability to function across diverse industries and use cases. Whether it’s generating realistic human-like conversations in chatbots, composing music, or designing virtual environments, the technology adapts seamlessly to different applications. Its versatility allows businesses to leverage AI-driven creativity without being limited to a single domain.

Customization & Personalization

Generative AI can tailor its outputs based on user inputs, preferences, or specific guidelines. This makes it an invaluable tool for personalized content creation, such as crafting targeted marketing messages, customizing chatbot responses, or even generating personalized artwork. By adjusting parameters or fine-tuning models with proprietary data, businesses can ensure that the AI-generated content aligns with their brand voice and audience expectations.

Effeciency & Automation

Beyond creativity, Generative AI significantly enhances efficiency by automating tasks that traditionally require human effort. Whether it’s generating reports, summarizing large volumes of text, or producing high-quality design assets, AI-driven automation saves time and resources. This efficiency allows businesses to scale their operations while reducing costs and freeing up human talent for higher-level strategic work.

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What Are Large Language Models?

Now that we’ve covered generative AI, let’s turn our attention to large language models (LLMs).

LLMs are a particular type of generative AI.

Unlike with MusicLM or DALL-E, LLMs are trained on textual data and then used to output new text, whether that be a sales email or an ongoing dialogue with a customer.

(A technical note: though people are mostly using GPT-4 for text generation, it is an example of a “multimodal” LLM because it has also been trained on images. According to OpenAI’s documentation, image input functionality is currently being tested, and is expected to roll out to the broader public soon.)

Key Features of Large Language Models

LLMs represent a breakthrough in AI-powered language processing, offering unparalleled natural language capabilities, scalability, and adaptability. Their ability to understand and generate text with contextual awareness makes them invaluable across industries. Below, we explore the key features that make LLMs so powerful and their significance in real-world applications.

Natural Language Understanding & Generation

One of the defining characteristics of LLMs is their ability to comprehend and generate human language with contextually relevant and coherent output. Unlike traditional rule-based NLP systems, LLMs leverage deep learning to process vast amounts of text, enabling them to recognize nuances, idioms, and contextual dependencies.

Why this matters: This enables more natural interactions in chatbots, virtual assistants, and customer support tools. It also improves content generation for marketing, reporting, and creative writing, while multilingual capabilities enhance accessibility and global communication.

Scalability & Versatility:

LLMs are designed to process and generate text at an unprecedented scale, making them versatile across a wide range of applications. They can analyze large datasets, respond to queries in real-time, and generate text in multiple formats—from technical documentation to creative storytelling.

Why this matters: Their scalability allows businesses to automate tasks, improve decision-making, and generate personalized content efficiently. This versatility makes them useful across industries like healthcare, finance, and education, streamlining operations and enhancing user engagement.

Adaptability Through Fine-Tuning

While general-purpose LLMs are highly capable, their performance can be further enhanced through fine-tuning—a process that tailors the model to specific domains or tasks. By training an LLM on industry-specific data, organizations can improve accuracy, reduce bias, and align responses with their unique needs.

Why this matters: Fine-tuning increases accuracy for specialized tasks, ensuring better performance in industries like healthcare and law. It also helps businesses maintain brand consistency and reduces the need for manual corrections, leading to more efficient workflows.

What Are Examples of Large Language Models?

By far the most well-known example of an LLM is OpenAI’s “GPT” series, the latest of which is GPT-4. The acronym “GPT” stands for “Generative Pre-Trained Transformer”, and it hints at many underlying details about the model.

GPT models are based on the transformer architecture, for example, and they are pre-trained on a huge corpus of textual data taken predominately from the internet.

GPT, however, is not the only example of an LLM.

The BigScience Large Open-science Open-access Multilingual Language Model – known more commonly by its mercifully short nickname, “BLOOM” – was built by more than 1,000 AI researchers as an open-source alternative to GPT.

BLOOM is capable of generating text in almost 50 natural languages, and more than a dozen programming languages. Being open-sourced means that its code is freely available, and no doubt there will be many who experiment with it in the future.

In March, Google announced Bard, a generative language model built atop its Language Model for Dialogue Applications (LaMDA) transformer technology.

As with ChatGPT, Bard is able to work across a wide variety of different domains, offering help with planning baby showers, explaining scientific concepts to children, or helping you make lunch based on what you already have in your fridge

What is Agentic AI?

Agentic AI refers to artificial intelligence systems that go beyond passive data processing to actively pursue objectives with minimal human intervention. Unlike traditional AI models that rely on explicit prompts or predefined workflows, agentic AI autonomously takes initiative, gathers information, and makes decisions in pursuit of a goal. 

At its core, agentic AI operates with a level of autonomy that allows it to dynamically adapt to new information, refine its approach, and execute tasks with greater independence. These systems can analyze complex scenarios, break down multi-step problems, and determine the best course of action without requiring constant human oversight.

Advancements in AI, from reinforcement learning to multi-agent collaboration, have enabled agentic AI to evolve from passive tools into autonomous problem-solvers. Businesses now use it to streamline workflows, enhance decision-making, and drive efficiency, signaling a shift toward proactive AI systems.

What are some of the key features of Agentic AI?

As stated before, Agentic AI represents a significant evolution beyond traditional AI models, offering enhanced autonomy and decision-making capabilities. Let’s discuss some of Agentic AI’s key features:

Autonomous Action

One of the defining characteristics of Agentic AI is its ability to operate without constant human intervention. Rather than waiting for step-by-step instructions, it executes tasks independently, identifying the necessary actions to reach an objective. This autonomy allows it to function in dynamic environments, where manual oversight would be inefficient or impractical.

Dynamic Decision Making

Agentic AI leverages real-time data to continuously refine its decision-making process. It evaluates multiple factors, adapts to changing conditions, and optimizes its approach based on the latest available information. This ability to course-correct and adjust strategies in real-time makes it particularly effective for complex problem-solving and unpredictable scenarios.

Goal-Oriented Behavior

Unlike conventional AI models that react to prompts, Agentic AI operates with a clear end goal in mind. It identifies obstacles, prioritizes tasks, and makes trade-offs to achieve its objectives efficiently. Whether optimizing workflows, automating multi-step processes, or navigating constraints, it maintains a results-driven approach.

Proactive Resource Gathering

To function effectively, Agentic AI does not simply wait for relevant data or tools to be provided—it actively seeks out the necessary resources. This can include retrieving information from databases, leveraging APIs, integrating with other systems, or even initiating sub-tasks to support the primary goal. This proactive approach enhances efficiency and reduces dependency on human input.

Self-Improvement Through Feedback

Agentic AI continuously refines its performance through iterative learning. By analyzing the outcomes of past actions, it identifies areas for improvement and adjusts future behaviors accordingly. This feedback loop allows it to become more effective over time, reducing errors and increasing efficiency in completing assigned tasks.

What Are Some Examples of Agentic AI?

Now that we have explained what Agentic AI is and some of its key features, you may be wondering how businesses in various industries are using Agentic AI. Here are a few examples:

1. Personalized AI Assistants: Beyond Basic Task Execution

AI assistants have come a long way from setting reminders and answering basic questions. Today’s agentic AI assistants can handle entire workflows, making life a whole lot easier.

Imagine having an AI-powered executive assistant that not only manages your calendar but also rearranges meetings when scheduling conflicts pop up, prioritizes your emails, and even drafts responses for you. In sales, AI agents integrated into CRMs can track conversations, spot promising leads, and automatically schedule follow-ups—no manual input required.

2. AI in Healthcare: Keeping an Eye on Your Health

Healthcare is another area where agentic AI is making a real difference. Instead of passively analyzing data, these AI systems can continuously monitor patient health, detect problems early, and even adjust treatment plans on the fly.

For example, some AI-powered health monitoring tools track vital signs in real-time, alerting doctors if something seems off. Others can analyze medical records and suggest personalized treatments based on a patient’s history. In some cases, AI can even adjust medication dosages automatically, ensuring patients get the right treatment without constant doctor intervention.

3. AI That Actually Solves Customer Support Issues

We’ve all had frustrating experiences with chatbots that don’t understand what we’re asking. Agentic AI is fixing that by powering virtual support agents that don’t just respond to questions—they solve problems.

Picture this: You need to return an item, and instead of navigating through endless menus, an AI agent processes your return, updates your order, and even schedules a pickup without you lifting a finger. In IT support, AI-powered agents can troubleshoot issues, restart systems, and even execute fixes automatically. No more waiting on hold for help—AI’s got it covered.

How Do Agentic AI,  Generative AI, and LLM’s Compare?

Artificial intelligence has rapidly evolved, with distinct categories emerging to define different capabilities and use cases. While Generative AI, Large Language Models (LLMs), and Agentic AI share foundational principles, they each serve unique purposes.

Key Differences Between Generative AI, LLMs, and Agentic AI

  1. Generative AI: This is the broad umbrella term for AI models that create content, whether text, images, music, or video. These models generate outputs based on patterns learned from large datasets but typically require user input to function effectively.
  2. Large Language Models: A subset of Generative AI, LLMs specialize in language-based tasks such as text generation, summarization, translation, and answering questions. They process vast amounts of textual data to produce human-like responses but do not inherently make decisions or take autonomous action.
  3. Agentic AI: Unlike Generative AI and LLMs, Agentic AI goes a step further by incorporating autonomy and goal-driven behavior. It not only generates outputs but also plans, executes, and adapts actions based on objectives. This makes Agentic AI well-suited for tasks that require decision-making, iterative problem-solving, and multi-step execution.

How These AI Systems Can Work Together

Agentic AI, Generative AI, and LLMs are not mutually exclusive; rather, they complement each other in complex workflows. For example:

  • A Generative AI model might generate a marketing email.
  • An LLM could refine the email’s tone and structure based on customer preferences.
  • An Agentic AI system could autonomously schedule and send the email, analyze customer responses, and iterate on the next campaign.

This synergy enables businesses and organizations to streamline operations, automate complex workflows, and improve decision-making at scale.

When to Use Generative AI, LLMs, or Agentic AI

As AI continues to evolve, different types of AI serve distinct roles in automation, content creation, and decision-making. Choosing the right approach—Generative AI, Large Language Models (LLMs), or Agentic AI—depends on the complexity of the task, the level of autonomy required, and the desired outcome. Here’s when to use each.

Examples of when to Use Generative AI

Generative AI is best suited for tasks that involve creativity, personalization, and idea generation. It excels at producing original content and enhancing user engagement by tailoring outputs dynamically.

  1. For Creative Content Generation: Generative AI shines when creating unique visuals, music, text, or videos. It’s widely used in industries like marketing, design, and entertainment.
  2. For Prototyping and Idea Generation: When brainstorming ideas or rapidly iterating on design concepts, generative AI can provide inspiration and streamline workflows.
  3. For Enhancing Personalization: Generative AI helps tailor content for individual users, making it a powerful tool in marketing, product recommendations, and customer engagement.

Examples of when to Use Large Language Models (LLMs)

LLMs specialize in processing and generating human-like text, making them ideal for knowledge work, communication, and conversational AI.

  1. For Text-Based Tasks: LLMs handle content creation, summarization, translation, and text analysis with high efficiency.
  2. For Conversational AI: They power chatbots, virtual assistants, and customer support tools by enabling natural, context-aware conversations.
  3. For Knowledge Work and Research: LLMs assist in research, code generation, and complex problem-solving, making them valuable for technical fields.

Examples of when to Use Agentic AI

Agentic AI goes beyond content generation and text processing—it autonomously executes tasks, makes decisions, and manages workflows with minimal human input.

  1. For Automating Multi-Step Tasks: Agentic AI can plan, make decisions, and execute complex workflows without constant human oversight.
  2. For Goal-Oriented, CX-Focused Systems: In scenarios where AI needs to take action toward a specific objective, agentic AI ensures execution beyond just responding to queries.
  3. For Enhancing Productivity in Complex Workflows: When managing multiple tools or systems, agentic AI improves efficiency by handling strategic yet repetitive tasks.

Utilizing Generative AI In Your Business

AI is evolving fast, but not all AI is created equal. Generative AI is great for creativity, LLMs handle text-based tasks, but agentic AI is the game-changer—turning AI from an assistant into an autonomous problem-solver. That’s where Quiq stands out. Instead of just generating responses, Quiq’s agentic AI takes action, automating complex tasks and making real decisions so businesses can scale without the bottlenecks. It’s AI that doesn’t just assist—it gets things done.

Quiq is the leader in enterprise agentic AI for CX. If you’re an enterprise wondering how you can use advanced AI technologies such as agentic AI, generative AI, and large language models for applications like customer service, schedule a demo to see what the Quiq platform can offer you!

Key Takeaways

Generative AI is a broad category of AI that creates new content—text, images, audio, and more—based on patterns learned from data.

Large Language Models (LLMs) are a specific type of generative AI designed to understand and generate human-like text. Popular examples include GPT-4 and Google Bard.

Agentic AI goes beyond generating content. It acts autonomously toward goals, making decisions, gathering resources, and completing tasks without constant human input.

While generative AI and LLMs focus on content creation, agentic AI introduces action and execution, enabling more complex, goal-driven workflows.

Together, these AI types can be combined to power smarter, more efficient systems—from content creation to fully automated customer experiences.

Quiq’s platform is built on agentic AI, helping enterprises move beyond chat to real, scalable automation that drives outcomes.

Frequently Asked Questions (FAQs)

What is Generative AI?

Generative AI refers to any AI system that can create new content – like text, images, or code- by learning from patterns in large datasets. It powers tools that write, draw, or compose in ways that mimic human creativity.

How do Large Language Models (LLMs) fit into Generative AI?

LLMs are a subset of generative AI designed to understand and produce human language. They’re the engines behind AI agents, content generation, summarization, and translation tools.

What is Agentic AI?

Agentic AI builds on the foundation of generative and language models by adding autonomy. These systems don’t just generate content; they can make decisions, plan actions, and execute tasks independently to achieve goals with minimal human input.

What makes Agentic AI different from LLMs?

While LLMs focus on understanding and producing text, Agentic AI combines reasoning, memory, and tools to act on that information – bridging the gap between “thinking” and “doing.”

Are LLMs and Agentic AI competing technologies?

Not at all. In fact, they complement each other. LLMs handle natural language understanding and generation, while Agentic AI leverages these capabilities to take real actions and deliver tangible outcomes.

Why does Agentic AI matter for CX?

Agentic AI moves beyond scripted chatbots; it enables real problem-solving at scale, helping businesses automate workflows, personalize experiences, and deliver faster resolutions.

Your Complete Guide to Multimodal AI

Key Takeaways

  • Multimodal AI refers to systems that integrate and reason across multiple data types (text, image, audio, video) rather than relying on a single modality.
  • Multimodal AI is being deployed in areas such as customer support, healthcare, autonomous vehicles, and content generation.
  • Because it enables richer understanding and context awareness, multimodal AI offers more accurate, nuanced responses and opens the door to new, integrated user experiences that traditional unimodal systems can’t support.
  • How you combine modalities (early, mid, or late fusion) has strong implications for model performance, interpretability, and system complexity.

Artificial intelligence is evolving rapidly, and one area that’s generating excitement is multimodal AI. This powerful innovation allows machines to process and combine multiple types of data, such as text, images, and audio, for a more comprehensive understanding of complex tasks.

Imagine a single AI system that can analyze a photograph, listen to a related audio description, and synthesize this information into actionable insights. That’s the potential of multimodal AI—and its applications are transforming industries as diverse as customer service, healthcare, and retail.

Keep reading to explore how multimodal AI works; its mechanisms, practical uses, and why it matters to businesses looking to stay ahead.

What is multimodal AI?

Multimodal AI refers to artificial intelligence systems capable of integrating and analyzing data from multiple modalities—think text, visuals, audio, and more. By combining these different input types, multimodal AI achieves a richer understanding of information and can produce results that are contextually nuanced and highly reliable.
Unlike traditional or “unimodal” AI, which processes only one type of input (like text in natural language processing), multimodal AI blends data streams for a more comprehensive view. For example, a multimodal model could process an image of a room and a verbal description to identify objects and their spatial arrangement.

Key examples of multimodal AI:

  • OpenAI’s GPT-4V combines textual and visual inputs, enabling it to generate captions for images or interpret text-based prompts with associated pictures.
  • Meta’s ImageBind allows integration across six modalities, including text, audio, and thermal imaging, pioneering applications in content creation and environmental sensing.
  • Google’s Gemini enables seamless understanding and output generation across text, images, and video—raising the bar for multimodal AI capabilities.

This ability to synthesize varied data types positions multimodal AI as a next-generation tool in solving increasingly complex problems.

How does multimodal AI work?

At its core, multimodal AI processes and integrates multiple data types through advanced learning mechanisms. Here’s how it works step by step:

1. Data fusion

Multimodal AI uses data fusion to combine inputs from various modalities into a unified format. This can happen at different stages, such as:

  • Early fusion: Raw data from different modalities is combined at the input stage (e.g., pairing an image with its caption).
  • Mid fusion: Modal data is pre-processed and fused during the learning phase.
  • Late fusion: Each modality is processed individually before outputs are combined.

2. Advanced machine learning techniques

Deep learning techniques like transformers and neural networks play a pivotal role. For example:

  • Convolutional Neural Networks (CNNs) specialize in extracting features from images.
  • Natural Language Processing (NLP) models process text data.
  • By integrating these, multimodal AI creates a shared “embedding space” where connections between text, visuals, and more are understood.

3. Training multimodal models

These models are trained using massive datasets that cross-reference modalities. For instance, a model may learn to associate a spoken word (“orange”) with both an image of the fruit and its written description.

Popular multimodal AI models:

  • CLIP by OpenAI aligns images with textual captions, enabling applications like visual search.
  • Runway Gen-2 generates dynamic videos from text prompts, showing the creative possibilities of multimodal AI.

The result? Systems that are both adaptable and intelligent across multiple forms of information.

Key applications of multimodal AI

The versatility of multimodal AI opens doors across industries. Here are five key applications reshaping businesses today.

1. Customer service automation

Multimodal AI enhances AI agents by integrating text, voice, and visual inputs.

  • Example: A customer can upload a photo of a damaged product while describing the issue through text or voice. The AI agents process all inputs simultaneously for faster issue resolution.
  • Why it matters: This leads to smoother, more human-like interactions—vital for improving customer satisfaction.

At Quiq, our rapid agentic AI builder, AI Studio, supports multimodal AI models, along with customer model support. We also integrate multimodal AI into solution builds, such as in our Voice AI product. Here’s how that works:

2. Retail

Retailers are leveraging AI to enhance the online shopping experience with multimodal product search.

  • Examples: Customers can use an app to photograph an item they like, describe it verbally, or type in keywords. The system combines all inputs to suggest similar products. This is just as valuable from a customer service perspective. For example, if a customer receives a damaged product, they can send a picture of it to the company. That company can then use AI to assess the product and damage, and take action from there—like shipping a replacement or issuing a refund.
  • Result: Faster, more accurate recommendations drive customer loyalty and increase conversions.

3. Healthcare

The medical field benefits immensely from multimodal AI’s ability to synthesize data streams.

  • Example: AI combines medical imaging (like x-rays) with electronic patient records to diagnose conditions more accurately.
  • Impact: Doctors receive holistic insights, reducing diagnostic errors and improving patient outcomes.

4. Self-driving cars

Autonomous vehicles rely heavily on multimodal AI to interpret their surroundings.

  • How it works: Data from LIDAR sensors, visuals from cameras, and audio cues are fused to make real-time decisions.
  • Why it’s crucial: This integration ensures safer navigation and reduces the risk of accidents.

5. Content creation

From generating blog posts with matching images to creating videos based on textual prompts, multimodal AI is revolutionizing creativity.

  • Example: Tools like OpenAI’s DALL-E 3 turn written descriptions into high-quality images, and Runway Gen-2 extends these functionalities to videos.
  • Impact: Empowers marketers, artists, and content creators to produce engaging multimedia pieces quickly and cost-efficiently.

By streamlining processes and offering richer outputs, multimodal AI redefines customer and employee experiences alike.

Why multimodal AI is the future of intelligent systems

Multimodal AI is a foundational shift in how we approach and solve problems. By integrating diverse data types, this innovation allows businesses to unlock insights, make better decisions, and offer elevated customer experiences.

From self-driving cars to AI-powered agents, the applications of multimodal AI span across industries, demonstrating its versatility and impact. However, this technology is still evolving, with challenges like data alignment and ethical concerns requiring attention. If you’re interested in integrating multimodal AI into your CX solutions, check out what we’re doing here at Quiq.

Frequently Asked Questions (FAQs)

What is multimodal AI?

Multimodal AI refers to artificial intelligence systems that can process and combine multiple data types – like text, images, and audio for a more complete understanding of information.

How does multimodal AI work?

It integrates inputs through a process called data fusion and uses deep learning architectures such as transformers and CNNs to map data into a shared embedding space.

How is multimodal AI used in customer service?

It enables AI agents to understand text, voice, and visual inputs simultaneously to resolve issues faster and more naturally.

What industries are benefiting from multimodal AI?

Key sectors include customer support, retail, healthcare, travel and hospitality, and creative industries (content generation).

What advantages does multimodal AI offer businesses?

It enhances context awareness, reduces friction in digital experiences, and enables richer, human-like interactions across channels.

What is Agentic AI?

Key Takeaways

  • Agentic AI gives systems autonomy: It enables AI to plan, decide, and act independently – moving beyond simple prompt-response behavior.
  • Goal-oriented and adaptive by design: Agentic models break complex objectives into steps, choose the best tools, and adjust in real time.
  • Built for complex, connected environments: They integrate data, APIs, and business logic to complete tasks across systems without manual intervention.
  • Elevating customer experiences:  In CX, agentic AI powers proactive conversations, smarter routing, and seamless automation from start to finish.

The landscape of artificial intelligence is rapidly evolving, and at the forefront of this evolution is agentic AI. As noted by UiPath, “the convergence of powerful LLMs (large language models), sophisticated machine learning, and seamless enterprise integration has enabled the rise of agentic AI, which is the ‘brainpower’ behind AI agents.” This powerful technology represents a significant leap forward in how AI systems can autonomously operate, make decisions, and execute complex tasks.

While traditional AI and generative AI have made significant strides in automation and content creation, agentic AI addresses the crucial gaps in autonomous decision-making and task execution. It’s becoming increasingly clear that this technology will reshape how businesses operate, particularly in areas requiring sophisticated problem-solving and adaptability.

What is agentic AI?

Agentic AI refers to artificial intelligence systems that can autonomously execute tasks, make decisions, and adapt to real-time changing conditions. Unlike more passive AI systems, agentic AI demonstrates agency—the ability to act independently and make choices based on understanding the environment and objectives.

As a side note here: I led a webinar recently called From Contact Center to Agentic AI Leader: Embracing AI to Upgrade CX. My colleague Quiq VP of EMEA Chris Humphris and I went deep into agentic AI specifically for the contact center. I highly recommend you watch the replay or read the recap if you’re interested in how this technology works within the confines of the contact center, and what’s needed to make it successful at the platform level. Here’s a hint:

Agentic AI Platform Requirements

Watch the full webinar here.

How does agentic AI work?

Agentic AI operates through a sophisticated combination of technologies and approaches. As IBM explains, “Agentic AI systems provide the best of both worlds: using LLMs to handle tasks that benefit from the flexibility and dynamic responses while combining these AI capabilities with traditional programming for strict rules, logic, and performance. This hybrid approach enables the AI to be both intuitive and precise.”

The system works by integrating multiple components:

  • Language understanding: Processing and comprehending natural language inputs
  • Decision making: Analyzing situations and determining appropriate actions
  • Task execution: Utilizing APIs, IoT devices, and external systems to perform actions
  • Learning and adaptation: Improving performance based on outcomes and feedback

For example, in customer service, an agentic AI system can:

  1. Understand a customer’s inquiry about a missing delivery
  2. Access order tracking systems to verify shipping status
  3. Identify delivery issues and initiate appropriate actions
  4. Communicate updates to the customer
  5. Automatically schedule redelivery if necessary

This customer service example demonstrates several key advancements over previous generations of AI assistants:

While traditional chatbots could only follow rigid, pre-programmed decision trees and provide templated responses, agentic AI shows true operational autonomy by orchestrating multiple systems and making contextual decisions.

The ability to seamlessly move between understanding natural language queries, accessing real-time shipping databases, evaluating delivery problems, and initiating concrete actions like rescheduling represents a quantum leap in capability.

Last-gen AI would typically need human handoffs at multiple points in this process – for instance, when moving from customer communication to backend systems access or when making judgment calls about appropriate remedial actions.

The agentic system’s ability to maintain context throughout the interaction while independently executing complex tasks showcases how modern AI can function as an independent problem-solver rather than just a conversational interface. This level of end-to-end automation and response was impossible with earlier generations of AI technology.

What is the difference between agentic AI and generative AI?

While both agentic AI and generative AI represent significant advances in artificial intelligence, they serve distinctly different purposes. Generative AI excels at creating content—text, images, code, or other media—based on patterns learned from training data. Agentic AI, however, goes beyond generation to actively make decisions and execute tasks.

Agentic AI vs. Generative AI

These technologies can work together synergistically, with generative AI providing content creation capabilities within an agentic AI’s broader decision-making framework.

Benefits of agentic AI

Key benefits include:

1. Autonomous operation

By eliminating the constraints of human-dependent processes, agentic AI creates a new paradigm of continuous, reliable service delivery that scales effortlessly with business demands. The result is:

  • Reduced human intervention: AI agents handle complex tasks independently, freeing human workers to focus on high-value activities requiring emotional intelligence and strategic thinking.
  • Consistent performance: The system maintains uniform quality standards regardless of workload, time of day, or complexity of tasks, eliminating human variability and fatigue-related errors.
  • 24/7 availability: Unlike human operators, AI agents operate continuously without fatigue, ensuring consistent service availability across all time zones.

2. Improved human-AI agent collaboration

Agentic AI changes the relationship between human agents and technology, creating a symbiotic partnership that enhances overall service delivery and job satisfaction. Here’s how.

  • Ensures consistency: AI agents establish and maintain standard operating procedures across teams, ensuring every customer interaction meets quality benchmarks regardless of which human agent is involved. This standardization helps eliminate variations in service quality, while still allowing for personal touch where needed.
  • Accelerates learning: New agents benefit from AI-powered guidance that provides suggestions and best practices, significantly reducing the time needed to achieve proficiency. The system learns from top performers and shares these insights across the entire team.
  • Reduces training time: By providing contextual assistance, agentic AI helps new agents become productive more quickly. Training modules adapt to individual learning patterns, focusing on areas where each agent needs the most support.
  • Improves agent performance with insights: The system continuously analyzes agent interactions, providing actionable feedback and performance metrics that help identify areas for improvement. These insights enable targeted coaching and development opportunities.
  • Improves job satisfaction and reduces agent turnover: By handling routine tasks and providing intelligent support, agentic AI allows agents to focus on more engaging, complex work that requires human empathy and problem-solving skills. This role enhancement leads to higher job satisfaction and lower turnover rates.

3. Enhanced efficiency

Through intelligent automation and rapid processing capabilities, agentic AI significantly improves operational performance across organizations, resulting in:

  • Faster task completion: AI agents process and execute tasks at machine speed, dramatically reducing resolution times compared to manual processes.
  • Reduced error rates: Systematic processing and built-in validation reduce mistakes common in human-operated systems.
  • Streamlined workflows: Intelligent routing and automated handoffs eliminate bottlenecks and optimize process flows.

4.  Real-time adaptability

The system’s ability to learn and adjust in real time ensures optimal performance in dynamic business environments. It shows this via:

  • Dynamic response to changing conditions: AI agents automatically adjust their approach based on current conditions and new information.
  • Continuous learning and improvement: The system learns from each interaction, continuously refining its responses and decision-making processes.
  • Personalized solutions: Advanced analytics enable tailored responses that account for individual user preferences and historical interactions.

5. Integration capabilities

Agentic AI integrates with existing business systems to create a unified operational environment. Main ways include:

  • More seamless connection: The technology easily integrates with current business tools and platforms, maximizing existing investments.
  • Unified data utilization: AI agents can access and analyze data from multiple sources to make informed decisions.
  • Comprehensive solution delivery: The system coordinates across different platforms and departments to deliver complete solutions.

6. Cost-effectiveness

Implementation of agentic AI leads to significant cost savings and improved resource utilization. Top areas for savings include:

  • Reduced operational costs: Automation of routine tasks and improved efficiency lead to lower operational expenses.
  • Intelligent workload distribution: Ensures optimal use of both human and technological resources.

Use cases for agentic AI

Agentic AI’s applications span numerous industries and use cases. Let’s look at the top four industries that are ripest for benefits from our perspective, and the use cases that are best poised for AI.

1. Customer service

In customer service, agentic AI improves support operations from reactive to proactive, enabling intelligent interactions that enhance customer satisfaction while reducing costs. Top use cases include:

  • Query resolution.
  • Ticket management
  • Proactive support
  • Personalized assistance

2. eCommerce and retail

In retail and eCommerce, agentic AI revolutionizes the retail experience by creating seamless, personalized shopping journeys while optimizing backend operations for maximum efficiency and profitability. Best use cases include:

  • Inventory management
  • Personalized shopping recommendations
  • Order processing
  • Customer engagement

3. Business automation

By integrating intelligent decision-making with execution capabilities, agentic AI streamlines complex business processes and eliminates operational bottlenecks across organizations. Start automation targeting:

  • Supply chain optimization
  • Process automation
  • Resource allocation

4. Healthcare

Agentic AI enhances patient care and operational efficiency by combining real-time monitoring with intelligent decision support and automated administrative processes. From what we’re seeing, the biggest opportunities to apply agentic AI rest in:

  • Patient monitoring
  • Treatment planning
  • Diagnostic support
  • Administrative tasks

Agentic AI challenges

Let’s take a look at the biggest challenges with agentic AI right now.

1. Ethical considerations

The autonomous nature of agentic AI raises ethical concerns that require careful attention. These systems, designed to make independent decisions and take action, must operate within established ethical frameworks to ensure responsible deployment.

Key ethical challenges include:

  • Accountability for AI decisions and actions
  • Transparency in decision-making processes
  • Potential bias
  • Impact on human autonomy and agency

Quiq SVP of Engineering Bill O’Neill recently talked to VUX World’s Kane Simms about this very issue:

2. Data security

Data security represents a critical challenge in agentic AI implementation, as these systems often require access to sensitive information to function effectively. (If you’re curious, you can learn about our approach to security here).

Primary security concerns include:

  • Protection of training data and model parameters
  • Secure communication channels for AI agents
  • Prevention of adversarial attacks
  • Data privacy compliance (GDPR, CCPA, etc.)
  • Access control and authentication mechanisms

3. Integration challenges

Incorporating agentic AI into both customer integrations and your own company integrations can mean significant hurdles, like:

  • Legacy system compatibility
  • API standardization and communication protocols
  • Performance optimization
  • Scalability concerns
  • Resource allocation and management

4. Regulatory compliance

The evolving regulatory landscape surrounding AI technology presents potential issues, including:

  • Adherence to emerging AI regulations
  • Cross-border compliance requirements
  • Documentation and audit trails
  • Risk assessment and mitigation
  • Regular compliance monitoring and updates

5. Performance monitoring

Maintaining and optimizing agentic AI system performance requires continuous monitoring and adjustment:

  • Real-time performance metrics
  • Quality assurance processes
  • System reliability and availability
  • Error detection and correction
  • Performance optimization strategies

These challenges highlight the complexity of implementing agentic AI systems and underscore the importance of careful planning and robust risk management strategies. Success in deploying these systems requires a comprehensive approach that addresses technical, ethical, and operational concerns, while maintaining focus on business value and user needs.

Importantly, when you partner with agentic AI vendor Quiq, our AI platform and team neutralize these challenges for you.

The future of agentic AI: Shaping tomorrow’s enterprise workflows

As we stand at the intersection of technological innovation and business transformation, agentic AI emerges as a cornerstone of future enterprise operations. But what’ll follow? Here’s what I think.

Technical evolution and integration

The future of agentic AI lies in its ability to integrate with existing enterprise systems while pushing the boundaries of what’s possible. Advanced API ecosystems and sophisticated middleware solutions are already enabling AI agents to coordinate across previously siloed systems, creating unified workflows that span entire organizations.

The next generation of agentic AI systems will feature enhanced natural language processing capabilities, enabling a more nuanced understanding of context and intent. This advancement will allow AI agents to handle increasingly complex tasks while maintaining high accuracy levels. We’re moving toward systems that can execute predefined workflows and design and optimize them in real time based on changing business conditions.

Enhancing enterprise workflows

1. Predictive process optimization

AI agents will move beyond reactive process management to predictive optimization. By analyzing patterns across millions of workflow executions, these systems will automatically identify potential bottlenecks before they occur and implement preventive measures. This capability will enable organizations to maintain peak operational efficiency while minimizing disruptions.

2. Dynamic resource allocation

The future workplace will see AI agents dynamically managing both human and technological resources. These systems will understand the strengths and limitations of different resource types, automatically routing work to optimize for efficiency, cost, and quality. This intelligent orchestration will create more flexible, resilient organizations capable of adapting to changing market conditions in real time.

3. Autonomous decision networks

As agentic AI evolves, we’ll see the emergence of decision networks where multiple AI agents collaborate to solve complex business challenges. These networks will coordinate across departments and functions, making decisions that optimize for overall business outcomes rather than departmental metrics.

Enhanced learning and adaptation

The future of agentic AI lies in its ability to learn and adapt at faster paces. Next-generation systems will feature:

1. Collective learning

AI agents will learn not just from their own experiences but from the collective experiences of all instances across an organization or industry.

2. Contextual understanding

Future systems will demonstrate deeper understanding of business context, enabling them to make more nuanced decisions that account for both explicit and implicit factors.

3. Personalization at scale

As AI agents become more sophisticated, they can deliver highly personalized experiences while maintaining operational efficiency.

Creating more resilient organizations

The evolution of agentic AI will contribute to building more resilient organizations through:

1. Adaptive workflows

Future systems will automatically adjust workflows based on changing conditions, ensuring business continuity even during unprecedented events.

2. Proactive risk management

AI agents will continuously monitor operations for potential risks, implementing preventive measures before issues arise.

3. Sustainable scaling

The future of agentic AI will enable organizations to scale operations more sustainably, automatically adjusting processes to maintain efficiency as the organization grows.

Looking ahead

While challenges around data quality, system integration, and ethical considerations persist, the trajectory of agentic AI points toward increasingly sophisticated systems. Organizations that embrace this technology and prepare for its evolution will be better positioned to:

  • Create more efficient workflows that respond to changing business needs
  • Deliver personalized experiences at scale
  • Build more resilient organizations capable of thriving in uncertain conditions
  • Drive innovation through intelligent process optimization

As we move forward, the key to success will lie not just in implementing agentic AI, but in creating organizational cultures that can effectively leverage its capabilities while maintaining human oversight and strategic direction. The future belongs to organizations that can strike this balance, using agentic AI to enhance human capabilities, rather than replace them.

We’re only beginning to scratch the surface of what’s possible. As the technology continues to evolve, it will enable new forms of business operation that are more resilient than ever before.

I love Bill’s take on this in another clip from his conversation with Kane:

Final thoughts on agentic AI and how to get started with it

Agentic AI represents a significant advancement in artificial intelligence, offering businesses the ability to automate complicated tasks while maintaining intelligence in decision-making. As organizations seek to improve efficiency and customer experience, agentic AI provides a powerful solution that goes beyond traditional automation and generative AI capabilities.

Quiq stands at the forefront of this technology, offering agentic AI solutions that help businesses improve their operations and customer interactions. With a deep understanding of both the technology and business needs, Quiq provides sophisticated AI agents that can handle complex tasks and drive the outcomes your business cares about.

Frequently Asked Questions (FAQs)

What does “agentic” mean in AI?

“Agentic” describes AI systems that can act with purpose and autonomy. Instead of simply reacting to user inputs, they can plan, make decisions, and take action toward specific goals, much like a human agent would.

How is agentic AI different from traditional AI or chatbots?

Traditional AI tools follow predefined scripts or workflows. Agentic AI, on the other hand, can reason through multiple steps, use available tools or APIs, and adapt based on real-time data or outcomes. It’s less about following instructions and more about achieving results.

What are examples of agentic AI in customer experience?

In CX, agentic AI can automatically gather customer information, process transactions, or escalate issues to the right human agent without being told to. It can also handle multi-step workflows like rescheduling an order or troubleshooting a product issue from start to finish.

What are the benefits of using agentic AI?

Businesses see faster resolution times, fewer handoffs, and more personalized experiences. Agentic workflows can reduce repetitive tasks for human agents, ensure consistency across channels, and free teams to focus on complex or high-value interactions.

Is agentic AI safe to use?

Yes, when implemented with proper oversight and guardrails. Successful deployment requires data transparency, access control, and continuous monitoring to prevent errors or unintended actions while keeping human teams in the loop.