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SMS Marketing for Hotels: Increase Bookings and Engagement

Posted on March 16, 2026March 16, 2026 Lauren Winder

Key Takeaways

SMS marketing for hotels achieves higher engagement rates than email because guests read text messages within minutes of receiving them, making it ideal for time-sensitive communications like room upgrades and booking confirmations.
Hotels can increase direct bookings through targeted SMS campaigns including abandoned booking recovery, limited-time offers, and pre-arrival upsells that reach guests when they’re already thinking about their trip.
Two-way SMS messaging reduces front desk call volume by allowing guests to text requests for services like extra towels or late checkout, while creating written records that improve operational efficiency.
Legal compliance requires explicit opt-in consent from guests before sending promotional texts, with clear opt-out options in every message to meet TCPA and regional regulations.

Hotel guests check their phones constantly—but they rarely check their email. That gap between where your messages land and where guests actually look explains why so many confirmation emails go unread and promotional campaigns underperform.

SMS marketing closes that gap by meeting guests on the device they’re already holding. In this guide, I’ll walk through how hotels use text messaging to drive direct bookings, engage guests throughout their stay, and build the kind of communication strategy that scales without losing the personal touch.

What is SMS marketing for hotels?

SMS marketing for hotels is the practice of sending text messages to guests throughout their stay lifecycle—from booking confirmation to post-checkout follow-up. Hotels use texts to share reservation details, instructions for check in, promotional offers, and service updates directly to guests’ phones. Unlike email, which often sits unread, text messages typically get opened within minutes.

What sets hospitality SMS apart from generic mass texting is the focus on service over sales. A well-timed text about early check-in availability feels helpful, not pushy. That distinction matters when you’re building relationships with guests who expect personal attention.

Why hotel SMS marketing drives results

Text messages land on the one device guests check constantly—their phone. And because texts arrive in a personal space without requiring app downloads or logins, guests actually read them.

The immediacy makes SMS ideal for time-sensitive communications, like room-ready alerts or limited-time promotions. When guests read text messages promptly, hotels can deliver timely messages that drive real action.

Direct reach: Messages arrive instantly on personal devices guests already carry.
Higher response rates: Guests reply to texts more readily than emails, especially for quick confirmations.
Lower call volume: When guests can text for extra towels or late checkout, front desk phones ring less often.
Revenue potential: A well-timed upgrade offer or dining promotion can generate bookings that email simply can’t match.

Beyond the practical benefits, texting feels personal in a way email doesn’t. When a hotel sends a thoughtful message at the right moment, it signals attentiveness—and that perception shapes how guests remember their entire stay.

SMS campaigns that increase direct bookings

Hotel booking confirmation SMS and reminders

Confirmation texts do more than acknowledge a reservation. They reduce no-shows and build trust before guests even arrive. A simple message with dates, room type, and confirmation number gives guests a quick reference they’ll actually use.

Reminder messages sent a day or two before arrival serve double duty. They keep your property top of mind while creating a natural opening for pre-arrival upsells like early check-in or room upgrades. These booking reminders also serve as check-in reminders, ensuring guests arrive prepared and on time.

Limited-time offers and seasonal promotions boost revenue

SMS excels at creating urgency. A flash sale on midweek stays or a seasonal package deal benefits from the immediacy that text provides—guests see the offer and can act within minutes.

The key is relevance. A returning guest who previously booked a spa weekend might appreciate a couples package promotion, while a business traveler probably won’t. Segmentation makes the difference between a welcome offer and an annoying interruption. Targeted promotions based on guest preferences consistently outperform generic blasts.

Room upgrade and package upsells increase conversion rates

Pre-arrival upsell messages work particularly well via SMS. A text offering a suite upgrade at a discounted rate, sent 24 hours before check-in, catches guests when they’re already thinking about their trip.

Personalization matters here too. If your system knows a guest requested a high floor last time, an upgrade offer mentioning “corner suite with city views” will resonate more than a generic “upgrade available” message. Personalized messages like these also help boost revenue by converting interest into confirmed upsells.

Abandoned booking recovery messages

When someone starts a reservation but doesn’t complete it, a timely text can bring them back. The window is narrow—ideally within a few hours—and the message works best with a clear call to action.

One important note: you can only text someone who’s opted in. So abandoned booking recovery typically works for returning guests or those who provided their number during the booking process.

Guest engagement across the hotel journey

Pre-arrival communication

The days before arrival are prime time for reducing friction and building anticipation. Texts with parking instructions, directions, or early check-in options answer questions before guests think to ask them. Proactive messages like these keep guests informed and set a positive tone before they even arrive.

This window is also when you can introduce amenities. A message mentioning your spa’s availability or restaurant hours plants seeds for on-property spending without feeling pushy. You can also use this moment to inform guests about local events or share event notifications relevant to their stay dates.

Check-in and welcome messages

A welcome text with Wi-Fi credentials and a direct line to the front desk sets the tone for the stay. Some hotels include a link for mobile check-in, letting guests skip the lobby line entirely. Sending check-in instructions via SMS ensures guests arrive with everything they need.

The best welcome messages feel warm without being excessive. One clear, helpful text beats three separate messages about different topics.

In-stay service requests

Two-way SMS changes how guests interact with your staff. Instead of making phone calls for extra pillows or reporting a maintenance issue, guests can simply text—and many prefer it. This applies equally to room service requests and other service requests that would otherwise require a call.

This convenience benefits operations, too. Staff can handle multiple text conversations simultaneously, and written requests create a clear record of what was asked and when.

Checkout and departure messages

Checkout reminders sent the evening before departure help guests plan their morning. You might include express checkout options or offer late checkout for a fee—another revenue opportunity that feels like a service.

A brief departure message thanking guests for their stay creates a positive final impression. It’s also a natural transition to post-stay communication.

Feedback collection and review requests

Requesting feedback via SMS while the experience is fresh typically yields higher response rates than email surveys. A simple “How was your stay? Reply 1-5” takes seconds to answer. This provides valuable feedback that helps improve future stays.

For guests who respond positively, a follow-up message with a link to TripAdvisor or Google Reviews can boost your online reputation. Timing matters—ask too late and the moment passes.

Best practices for text message marketing for hotels

Keep messages concise and conversational

SMS has character limits, but that’s actually a feature. Constraints force clarity. Aim for messages that communicate one thing well, rather than cramming in multiple points.

Tone matters as much as content. Guests respond better to messages that sound like they came from a person, not a system. “Your room’s ready—see you soon!” lands differently than “NOTIFICATION: Room prepared for occupancy.” A personal connection in your messaging strategy goes a long way toward building loyal customers.

Personalize at scale using guest data

Personalization goes beyond inserting a first name. Using stay history, preferences, and booking details to tailor messages makes each text feel relevant rather than generic. Personalization built on solid guest data help address guests as individuals rather than anonymous bookings.

A returning guest might receive “Welcome back, Sarah—we’ve noted your preference for a quiet room”, while a first-time visitor gets orientation-focused information. The underlying system handles this automatically, but the guest experiences individual attention. This approach also supports personalized promotions that encourage guests to explore hotel services they might otherwise overlook.

Time messages based on guest context

Message Type	Optimal Timing
Booking confirmation	Immediately after reservation
Pre-arrival info	1-2 days before check-in
Upsell offers	24 hours before arrival
Welcome message	At check-in
Feedback request	Within 2 hours of checkout

Avoid sending promotional messages during quiet hours—generally before 9 AM or after 8 PM in the guest’s time zone. Transactional messages like confirmations can go out anytime, but marketing messages respect boundaries. Ensure messages are sent at appropriate times to avoid overwhelming guests with too many texts at once.

Include clear calls to action in hospitality SMS

Every message benefits from telling the guest exactly what to do next. “Reply YES to confirm” or “Tap here to book” removes ambiguity and increases response rates.

Vague messages like “Let us know if you need anything” sound friendly, but don’t drive action. Specific prompts get specific responses and improve conversion rates across your SMS campaign.

Segment your audience by guest type

Business travelers, leisure guests, loyalty members, and first-time visitors all have different expectations. Sending the same message to everyone wastes opportunities and risks irrelevance.

Segmentation can be simple—loyalty status, booking channel, or stay purpose—or more sophisticated, based on past behavior and preferences. Even basic segmentation dramatically improves engagement and helps you build repeat guests who become repeat visits over time.

Hotel SMS compliance and legal requirements

Obtaining explicit opt-in consent

Before sending any marketing text, you need clear consent from the recipient. This isn’t optional—it’s legally required under regulations like the TCPA (Telephone Consumer Protection Act) in the United States.

Consent can come through a checkbox on your booking form, a text-to-join keyword, or a sign-up in the lobby. Pre-checked boxes don’t count. The guest has to actively agree. Building a list of SMS subscribers who have genuinely opted in protects your hotel and improves engagement.

Providing easy opt-out options

Every promotional message requires a clear way to unsubscribe—typically “Reply STOP to opt out.” When someone opts out, remove them immediately and send a brief confirmation.

Handling opt-outs gracefully protects your reputation and keeps you compliant. Continuing to text someone who’s unsubscribed creates legal exposure and damages trust.

TCPA and regional regulations

The TCPA governs SMS marketing in the U.S., with significant penalties for violations. Other countries have their own rules—GDPR in Europe, CASL in Canada—and multi-property operations often navigate several regulatory frameworks simultaneously.

When in doubt, consult legal counsel familiar with telecommunications regulations in your markets.

How to measure hotel SMS marketing success

Key metrics to track

Delivery rate: The percentage of messages that actually reach recipients. Low delivery rates suggest list quality issues.
Response rate: For two-way SMS, this indicates engagement and serves as a proxy for open rates.
Click-through rate: When messages include links, this shows how many guests took action.
Conversion rate: Bookings, upsells, or other desired actions completed from SMS campaigns.
Opt-out rate: A spike here signals that message frequency or relevance needs adjustment.

Proving ROI to leadership

Tying SMS campaigns to revenue outcomes makes the business case clear. Track bookings attributed to text promotions, upsell revenue from pre-arrival offers, and cost savings from reduced call volume. A well-run SMS platform can also demonstrate improvements in guest satisfaction scores over time.

For CX leaders presenting to executives, framing SMS as both a revenue driver and a satisfaction tool strengthens the argument. Higher satisfaction scores and lower support costs complement the direct revenue story. SMS communications that boost bookings and improve guest support outcomes make a compelling case for continued investment.

Integrating hotel SMS with voice, chat, and email

When SMS operates in isolation, guests experience friction. They text about a billing question, then call and have to explain everything again. That repetition frustrates guests and wastes staff time.

True omnichannel guest communication means maintaining conversation history across channels. When a guest switches from chat to SMS to phone, the context travels with them. Connecting SMS with other communication channels—including email, voice, and chat—creates a seamless experience across the entire guest journey.

Approach	Guest Experience	Operational Impact
Siloed SMS	Guest repeats information when switching channels	Agents lack context, slower resolution
Integrated SMS	Conversation continues naturally across channels	Agents see full history, faster resolution

Platforms that unify messaging channels eliminate gaps in the guest experience. The guest feels like they’re having one continuous conversation, even if they started on chat and finished via text. Integrating SMS with other communication channels also supports direct communication between guests and staff across the entire guest journey.

How AI improves SMS marketing for the hospitality industry

Automating routine guest messages

AI handles confirmations, FAQs, directions, and standard requests without staff involvement. This isn’t about replacing human connection—it’s about freeing your team to focus on interactions that actually benefit from a personal touch.

Automation works best for predictable, high-volume messages. Booking confirmations, check-in instructions, and Wi-Fi details follow patterns that AI manages reliably. Sending SMS messages automatically for these routine touchpoints keeps guests informed without adding to staff workload.

Resolving complex requests without human intervention

Agentic AI goes beyond answering questions—it completes tasks. A guest texting to book a spa appointment or request late checkout can have that handled entirely by an AI agent, not just acknowledged.

This capability depends on integration with your property management and booking systems. The AI needs access to availability, pricing, and guest records to actually resolve requests rather than just routing them. It can also handle emergency alerts and instant communication when urgent situations arise.

Maintaining context across channels

When a guest asks about pool hours via chat, then texts later about towel service, an AI-powered platform remembers the earlier conversation. That continuity makes interactions feel natural, rather than fragmented.

Platforms like Quiq maintain one unbroken conversation across channels, so guests never repeat themselves and staff always see the full picture. That’s the difference between multi-channel (several separate channels) and true omnichannel (one continuous conversation). This approach helps enhance guest experiences across every touchpoint.

Marketing for hotels: building hospitality services that scale

Effective marketing for hotels in the hospitality industry requires more than broadcast messaging—it demands a guest-centric approach that uses SMS services to deliver the right message at the right moment.

Whether you’re managing a single boutique property or a multi-location brand, SMS communications can enhance guest communication, improve guest satisfaction, and support hospitality services that guests remember long after checkout.

Mobile devices have made instant communication the default expectation. Guests expect hotels to meet them where they are, and a well-configured SMS platform makes that possible at scale. A loyalty program integrated with your SMS strategy can further deepen engagement, turning one-time visitors into loyal customers who return again and again.

Build a scalable hotel SMS strategy that grows with you

Starting with high-impact use cases—confirmations, pre-arrival upsells, and post-stay feedback—lets you prove value before expanding. Ensure compliance from day one, measure results consistently, and choose a platform that integrates SMS with your other communication channels.

The right partner helps you scale from one property to many without losing the personal touch that makes SMS effective. As volume grows, AI handles routine messages while your team focuses on the interactions that build loyalty. Customer engagement improves when guests feel heard throughout the experience, from confirmations to departure.

FAQs about SMS marketing for hotels

What is the ideal SMS message length for hotel guests?

Keeping messages under 160 characters avoids splitting them into multiple texts, though modern phones handle longer messages gracefully. The real goal is one clear message and one call to action per text—brevity serves clarity.

Can Quiq’s messaging platform integrate with hotel systems?

Yes. Quiq integrates with key hospitality and customer experience systems, allowing hotels to connect messaging with reservations, guest profiles, and service workflows so conversations feel personalized and actionable, not disconnected.

How many text messages should hotels send per guest stay?

Yes—two-way SMS allows guests to respond directly, ask questions, or make requests. This requires a platform that routes replies to staff or AI agents for response, turning SMS into a conversation rather than a broadcast. Guests can use the hotel phone number associated with your SMS platform to directly reach staff.

Can guests reply to hotel SMS messages?

Is SMS marketing cost-effective for small independent hotels?

SMS can be highly cost-effective for independent properties because it reduces call volume and drives bookings that avoid OTA commissions. The per-message cost is typically minimal compared to the revenue impact and operational savings. Guest texts also provide a record of guest support interactions that helps improve service over time.

How do hotels transition from email-only to SMS guest communication?

Start by adding an SMS opt-in to your booking confirmation process. Then layer in one or two high-value messages—pre-arrival information or post-stay feedback work well—before expanding to the full guest journey. Gradual rollout lets you learn what resonates with your specific guests. As you grow, you can introduce personalized services and guest texts tailored to individual preferences, helping improve guest satisfaction and encourage repeat visits.

11 Live Chat Best Practices for Exemplary Service

Posted on March 3, 2026March 3, 2026 Max Fortis

Key Takeaways

Live chat software helps convert visitors into loyal customers. Placing a live chat widget on product pages and specific pages across your website gives potential site visitors instant access to support at the moment they need it most — reducing wait times and boosting customer satisfaction.
The perfect balance between AI and human agents is essential. AI can handle simple queries, while humans take over complex issues — ensuring efficiency and quality in every interaction.
Preparation is key. Gathering information before a chat begins — such as contact details, order numbers, or topic categories — lets your support team skip repetitive questions and jump straight to resolving the issue. Well-crafted canned responses further help agents respond faster without giving vague answers.
Seamless, continuous chat support builds trust. Asynchronous live chat support means customers never lose their conversation history and agents are always well versed in the full context — whether handling routine requests or more complicated queries.
Security, sentiment analysis, and feedback loops keep your chat best practices sharp. Protecting customer data, monitoring conversation sentiment, and asking for end-of-chat feedback help teams uphold company standards, improve over time, and deliver consistently exceptional support.

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.

Your live chat window 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 blog post gives you the 11 live chat best practices to deliver the ultimate customer experience.

What is live chat support, and how does it work?

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.

Since AI is evolving at such a rapid pace, companies that win with this tech don’t just add chatbots to answer simple queries. Instead, they add layers of agents that can do very specific things, like booking a call, changing an order, or requesting a refund.

The way live chat works will depend on your unique use case, such as your industry, the kinds of live chat agents you use and more. However, this is the most typical workflow:

A visitor opens the chat widget on a website or inside an app and starts a conversation.
An AI agent responds first, greets the visitor, and asks what they need help with.
The AI gathers details by asking simple questions, identifies the intent, and suggests answers based on past support content, order data, or account information.
If the request is simple, the AI resolves it on its own, for example, by sharing order status, return steps, or policy details.
If the issue is more complex, the AI routes the conversation to a human agent with the full context included.
The human agent joins the chat without asking the customer to repeat information and continues the conversation.
The agent can see the full transcript, customer profile, and any actions already taken by the AI.
Once resolved, the conversation is saved and used to improve future AI responses and support workflows.

Live chat is an excellent customer support channel for many reasons. You can resolve customers’ problems quickly and thanks to AI agents, at a low cost too. Whether you’re already using live chat or considering a new tool to manage customer queries, here are some best practices to keep in mind.

11 live chat best practices for handling customer queries

From setting your business hours to having an always-on chat window, there are quite a few things you can do to provide the best live chat support possible. This is where to start.

1. Choose the right live chat platform for your business goals

Choosing the right live chat platform has a direct impact on how fast your team responds, how consistent your support feels, and how easy it is to scale as volume grows.

Instead of picking a tool based on brand recognition alone, start by mapping your actual support workflow. Look at where conversations begin, how they move between agents, and what systems agents already use. The platform you choose should support that flow rather than forcing your team to adapt to rigid processes.

Focus first on real-time performance and reliability.

Test how quickly messages appear for both agents and customers, how stable the connection is during busy periods, and whether conversations are ever delayed. A slow chat experience creates frustration and can make customers abandon the session. Run trials during peak hours and simulate multiple chats at once to see how the system handles load.

Next, look closely at integrations.

Your chat tool should connect directly to the systems your team uses every day, such as your CRM, order management platform, help desk, or knowledge base. This allows agents to see customer history, previous tickets, and account details without switching tabs.

Ask practical questions during evaluation. Can agents view past purchases instantly? Can they update customer records from within the chat? Can conversations be saved automatically? These details matter more than surface-level features.

Ease of use is just as important as functionality.

A complex interface slows down response times and increases training time for new hires. Have several agents test each platform and ask them to complete real tasks, such as finding a past conversation, transferring a chat, or sending saved responses. If they struggle to do basic actions quickly, the tool will create friction over time.

Analytics should help you improve performance, not just collect data.

Look for reporting that shows first response time, resolution time, agent workload, and customer satisfaction trends. Make sure you can break results down by team, time period, or issue type. These insights help you spot gaps in staffing, identify training needs, and understand when customers are most active.

Security and compliance should also be part of the evaluation.

Check whether the platform offers role based access, data encryption, and audit logs. If your team handles payment details, personal data, or account access, you need clear controls over who can view and export conversations. Ask vendors how they store transcripts and how long data is retained.

Finally, test before committing.

Run a pilot with a small group of agents and route a portion of real customer chats through the platform. Pay attention to how agents feel using it, how quickly they can solve problems, and whether customers respond positively.

Collect feedback after a few weeks and compare results against your current setup. The right choice is the one that makes it easier for agents to help customers quickly, consistently, and confidently.

2. Be transparent with your availability and set your business hours

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-hours messages, tell your customers that you’ve received their message and let them know when you will get back to them.

The most important thing is to be transparent when someone is likely to reply and when a human agent will be able to give the customer their full attention.

If you’re not sure when your busiest hours are, you can use analytics to discover when most live chat conversations happen to assign more agents during those hours.

3. Collect information upfront (it helps agent productivity)

Make it easy for employees to provide a more personalized experience to your customers by collecting a little information upfront. If you don’t have an AI agent integrated with your live web chat yet, 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 their 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 it 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 in your live chat tool 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 own pace. That’s one of the key reasons they’re avoiding the phone and having to be tied to it. With live chat, customers can send messages at their own 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 from the chat window

Your customers are busy and, at times, may need to step away from a 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 systems will “time out” 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 conversation and agent uncertainty when a customer goes dark.

Customers can return to the chat whenever it is convenient for them. This conversational continuity gives your agents and your customers peace of mind. For example, they could ask a question in the live chat widget, hop out for lunch, open the same window and the conversation will still be there.

Agents never lose track of conversations and customers feel heard, without having to restart the same conversation over and over again.

7. Present the chat 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.

For example, someone may have reached out two months ago about a billing issue and they were pretty upset. They reach out again and if the agent doesn’t know the context, they’ll keep sending canned responses instead of trying to calm the situation down.

Quiq presents the entire 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.

This makes customer inquiries more efficient as the agent knows the entire account history, whether it happened through live chat bots, phone support or email. You get a boost in agent productivity as they can track the entire customer journey without leaving their dashboard and customers feel heard and understood.

Speaking of which…

8. Provide a seamless customer 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 and support agents, 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.

This becomes increasingly important if you’re training new customer support or sales team members but don’t want to risk them getting stage fright on a call.

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. Most proven live chat tools have these features but it’s worth asking which features you get and in which plan.

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.

Sentiment analysis becomes increasingly important with AI agents. A real person can sense the shift in tone somewhat easily, but agents that simply give pre-written responses without considering sentiment can do massive damage to your sales and customer support.

With AI sentiment analysis, you can get valuable insights such as:

Which instant answers sit well with customers, and which ones cause them to lash out or leave the conversation
Which types of questions get negative sentiment in responses so you can escalate to human agents
Which areas of your support/sales require additional agent training

While not perfect, sentiment analysis helps you take proactive measures to make your customer support operations better, with a more human touch.

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 people 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.

There’s another way you can make the most out of this live chat session. If the customer is satisfied with the provided answer, you can use a chat feature to point them to your favorite review site straight from the live chat window and ask them to leave a review.

When the experience is still fresh in their minds, they’re more likely to provide an excellent score and review.

Live chat is your front line for customer issues

It wasn’t so long ago that the only way someone could get in touch with a company was by picking up the phone and calling. Now, with live chat and messaging options, people 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 lifelong buyers 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.

Ready to provide exceptional, personalized and AI-powered customer support? Get a demo of Quiq today.

Frequently Asked Questions (FAQs)

What are the most important live chat best practices for improving customer satisfaction?

The most impactful live chat best practices include reducing wait times with fast response times, using a live chat widget that stays persistent so users never lose their conversation, collecting customer information upfront to avoid repetitive questions, and following up every interaction with a feedback request. Together, these practices create a seamless experience that drives customer satisfaction and loyalty — whether you’re a small e-commerce brand or a large enterprise.

How do canned responses improve chat support without feeling impersonal?

Canned responses save time by giving agents a library of pre-written replies for common questions, helping the support team maintain consistency and uphold company standards. The key is personalization: agents should use them as a starting point and tailor the message to the customer’s specific situation. When done well, canned messages speed up response time without producing the vague answers that frustrate people.

How should live chat handle complex issues?

For more complex queries, live chat software should route conversations from AI agents to human reps who are well versed in the relevant area. The handoff should be seamless — the human rep should have full context, including conversation history and customer information, so the customer never has to repeat themselves. Certain features like skill-based routing and behind-the-scenes collaboration tools play a key role in making this transition smooth.

What role does live chat play in e-commerce and converting potential buyers?

Live chat plays a key role in e-commerce by engaging potential customers directly on product pages and specific pages where purchase decisions are made. A well-placed live chat widget allows new visitors to ask questions in real time, reducing hesitation and cart abandonment. When agents can quickly capture information, provide accurate answers to solve a customer’s problem, and guide shoppers through the buying process, both efficiency and conversion rates improve significantly.

How is live chat different from tools like email or phone support?

Unlike email or phone support, live chat support offers real-time, asynchronous communication that people can engage with at their own pace — without long wait times or being tied to a phone. Live chat software also enables agents to handle multiple conversations simultaneously, integrates with your CRM and other tools for full customer context, and supports both efficiency and a human touch through AI-assisted routing and sentiment analysis. For most businesses today, it’s one of the best tools for delivering fast, personalized support at scale.

Your Guide to Live Chat: Benefits & Best Practices

Posted on November 21, 2025November 21, 2025 Michael Hartsog

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.

How to Anticipate Customer Needs: Benefits & Tips

Posted on November 13, 2025November 13, 2025 Lauren Winder

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.

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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Customer Service Strategies: 5 Effective Ways to Improve eCommerce Support

Posted on July 23, 2025March 5, 2026 Michael Hartsog

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

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.

6 Tips to Improve Retail Customer Experience

Posted on June 24, 2025August 19, 2025 Max Fortis

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.

Contact Center Management Strategies For Your Team

Posted on June 10, 2025August 14, 2025 Michael Hartsog

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:

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:

Streamline your current system.
Boost agent productivity and efficiency.
Drive down costs.
Manage seasonal spikes and fluctuating demands.
Remove friction.
Improve the quality of your conversations with rich messaging.
Engage more qualified leads.
Increase conversions.
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.

Business Messaging: What it Means for Your Business

Posted on June 2, 2025August 15, 2025 Max Fortis

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.

Omni-Channel Customer Service

Posted on May 1, 2022October 1, 2025 Max Fortis

Omni-Channel Service: The Customer-Driven Path Forward

The Omni-channel experience has been hailed as the Holy Grail of customer service for a great reason. It provides the highest level of seamless, personalized customer experiences.

Studies have shown that companies with an omni-channel program enjoy 24% greater annual returns in company revenue and a 55% decrease in the number of customer complaints. As stated by Aberdeen: “Omni-channel programs are not hype or a temporary best practice. When implemented properly, omni-channel serves as a key long-term differentiator.” All the evidence points to the fact that the omni-channel experience is a “must have”, not a “nice to have”. However, it is important to note that less than 1% of all organizations have deployed an omni-channel customer service strategy.

Focus on What You Can Control

Tip 1: Present a Unified Front

Customers don’t see a company as individual departments, but an overall brand. They expect consistency in their experience, whether their issue is about the latest sales promotion or dealing with a support complaint. In order to provide the best customer experience, it is imperative to eliminate silos. Make sure the lines of communication are open internally and that departments share the common systems, goals, and metrics. Providing your frontlines with the authority to do what is in the best interest of the customer and company will ensure small issues don’t blow up into social media nightmares. A unified and consistent approach to service will be a significant step forward to improving the customer experience.

Tip 2: Quality First, More Channels Second

Of course customers want you to be where they are, but it is counterproductive to be somewhere and not effectively serve your customers. A prime example of this is live chat. While a growing number of companies are offering chat, a good channel option, it must be resourced correctly. In many cases, customers have to wait for an agent to join a chat session, or they receive the dreaded “Not Available” screen, or they start a chat conversation and walk away from their computer for a moment only to come back and find the chat closed. All this showcases that companies are not efficiently managing resources and are spreading themselves too thin. Customers can forgive you for not offering a channel at all, but they won’t forgive bad service on channels you do offer. The lesson here is that customers do not care about the breadth of your “omni-ness”, but rather about the quality of the service delivered. It’s better not to be in a channel at all if you’re not able to do it well.

Tip 3: Pick the Right Channels

More channels do not necessarily equal greater success. However, being in the right channels for your customer, does. Make sure you know which channels your customers want to engage you on and focus on those first. How do you know the right ones? Do you keep phone support, cut email support, and add messaging? Study your customers. Understand not only their age demographic, but also how and when they typically try to connect with your organization. Other option is to just ask your customers! Based on that valuable insight, focus on the channels where you know your customers are most active and would benefit from direct, two-way customer service messaging with your company. Then, make sure you staff, resource, and empower your employees in those channels to best represent the brand.

Tip 4: Quality Service Over Quantity

Many companies are subscribing to the philosophy that more channels are better. Too many channels actually strain resources. A Harvard business study reveals that customers are actually very flexible; few customers care about the means they use to engage companies. Most choose to make contact through whatever channel they perceive best meets their needs for the specific task. In fact, the same Harvard study found that only 16% of customers are “means-focused” (committed to a certain channel of preference, regardless of rather it fits the task), while 84% of customers are “ends-focused” (focused on solving their issue, regardless of the channel used). So, limit your customer service channels to the ones you can support well. Once again, customers can forgive you for not being there, but they won’t forgive a bad customer service experience.

Tip 5: Try New Channels

While the phone remains the go-to communication method of choice for some difficult or urgent use cases, text messaging and Facebook Messenger channels are fast gaining acceptance, and not just with millennials. All age groups are using SMS/text messaging more than ever. In fact, the fastest growing channel is “text messaging”. A recent Forrester study highlights that “The pervasiveness and familiarity of text messaging makes it an ideal channel to win, serve, and retain customers who require assistance from a contact center agent.” Consumers agree. In one study, 66% of respondents said that one of the reasons they preferred to send a text to a company’s customer service department was because it was less time-consuming. In addition, 42% said they preferred to do so because it was more convenient than using the telephone, and nearly a third said that sending a text was less frustrating than calling the company.

Summary

While the omni-channel experience may be the holy grail of customer service, the true prize is a loyal customer. The priority should always be to provide a helpful, positive experience that will enhance the relationship with a customer. Therefore, continue striving for customer service excellence. Dedicate the resources, embrace relevant new technologies, and know your customer’s channel preference. The investment will ultimately be worth it.

5 Examples of Omnichannel Strategies That Will Boost Your Holiday Sales

Posted on October 20, 2021July 10, 2025 Max Fortis

This year, holiday shopping will be more digital than ever before. As consumers continue their shift to online channels and major retailers cancel in-person Black Friday sales, brands must quickly adapt through new omnichannel tactics that capitalize on surges in online traffic. Here are five strategies for doing just that.

5 Examples of Top Retailers with Brilliant Omni-Channel Strategies For Holidays

1. The Gift Recommendation Engine – Guided Selling

Digging through endless product listings, looking for the perfect gift, is a tedious and challenging process for holiday shoppers.

However, AI-powered assistants, used by leading brands like Nike Jordan and Lane Bryant, make it easy and frictionless for shoppers to find the precise gift for their recipient.

Deployed on your web site, in apps, or social channels like Facebook Messenger or SMS, these intelligent automated agents can quickly interact with users and recommend some great options:

Earlier this year, one of our customers, an Iconic jewelry brand did just that leading up to another gift-heavy holiday: Valentine’s Day. In previous seasonal campaigns using Facebook Messenger, the retailer’s social managers and sales associates were swamped with the need to respond to customers’ inquiries.

To address this, the retailer deployed an AI-powered conversational shopping feature on Messenger that made personalized gift recommendations at scale. They quickly found that consumers were 4X more likely to make a purchase when they receive such guided sales assistance, compared to those who are unassisted.

By clicking on a social ad, shoppers were seamlessly guided to Facebook Messenger and offered a brief interactive quiz with gift recommendations based on who the gift recipient was, the gender and the price range, selected from a group of products chosen by the retailer for those profiles. The AI-powered assistants also handled free text queries, and customers could shop for products online at the retailer’s site or find the nearest physical store.

We’ve all had that experience when shopping for a friend, where you discover a product or item that you’d prefer to be on the receiving end of rather than giving. To address this, the iconic retailer also provided shoppers the option to send their friends and family links and images of on Messenger gifts that they want for themselves, accompanied by a small note: “Hint hint…This is at the top of my wish list.”

The results: Half of the quiz takers received a gift recommendation, leading to a 28x return-on-ad-spend (ROAS).

And, because AI-powered assistants love to work all the time, they also helped relieve customer service by efficiently handlings FAQs.

2. Gift FAQ & Customer Service Engine

Gifts purchased over the holidays are wrapped not only in ribbons and pretty paper but are enveloped in countless questions about sizes, style options, and prices. The season of joy is also the season of customer service, a stressful time for brands to handle the massive volume of inquiries.

In fact, 54% of customer service requests are taking place outside regular business hours. A vast number of those requests are happening on messaging platforms since those are channels that consumers already use.

That’s where conversational AI comes in this holiday season. Intelligent chatbots work diligently and accurately day and night, providing a front line for all queries from customers and passing on some queries to human agents only when they get too complex. This allows your team to focus on driving sales and new purchases instead of an endless queue of customer service inquiries.

3. Digital Holiday Coupons

One of the best traits of intelligent chatbots is that they never get tired of pointing out the great holiday offers you have. This means that brands can reinvent promotions.

Regional grocery chain H-E-B did just that with their conversational AI. The grocery reinvented discount coupons by delivering them to more than 13 million customers weekly, personalized to the declared shopping needs of the recipients.

Automated notifications let customers browse the deals through button clicks or free text requests, even when they were standing in the store. The open rate for the notifications: 77%. Percentage of opened deals that were saved by users: 70%.

4. Convert Holiday Enthusiasm into Sales

Facebook is a platform designed for engagement and, during the holiday season, that engagement kicks into high gear with shoppers expressing their excitement through post-likes and comments.

This holiday season, Facebook is also offering a nice new gift for marketers. Facebook Messenger is expanding its capabilities to allow marketers to privately message shoppers who have left positive comments on their brands’ posts.

All of those shoppers commenting “this looks awesome!”, “I’ve got to get this for my sister!” can easily be turned from mere commentators into new customers. Combined with conversational AI, this opens up a whole new channel to convert positive comments into sales at scale. See this experience below:

Contact our conversational experts to learn more about this experience.

5. Turn the Holiday Rush into Real Consumer Insights

The rush of consumers during the holidays is like a large polling sample that can provide tons of answers — if brands can only figure out the questions.

A rush of customers looking for this season’s hot gift item, for instance, could answer a number of questions that help uncover and define your target customer persona.

But the trick is efficiently capturing holiday shoppers’ information, at scale, and quickly turning it into insights.

Take California wine and spirits brand E. & J. Gallo Winery. To engage shoppers of their new Rosé product line, they developed “Rosé Your Way” AI-powered experience, which was introduced to consumers via targeted ads on Facebook Messenger, Facebook Newsfeeds, and Instagram.

The digital assistants guided consumers through a series of questions to recommend the ideal Gallo Rosé, followed by personalized content that included the best recipes to go with the recommended wine, and finished with a customer satisfaction survey.

The results: 90% of the 25,000 engaged consumers completed the Rosé recommender. Gallo was able to determine the most popular Rosé flavor preferences, drinking styles, and occasions. When follow-up push notifications were sent based on those preferences, 60% of the messages were opened.

Unwrapping It All

With some planning – and the use of intelligent, automated, always-on conversational helpers – brands can soar through the holiday season by building a dedicated fan base attracted to personalized recommendations, customized deals, and prompt customer service attention.

And, when the rush is over, the brand can quickly assess what worked, what didn’t, and what was missing.

Ready to boost your sales and drive higher performance this holiday? See which strategy is the best fit for your organization. Learn more.

6 Ways to Drive More eCommerce Sales This Holiday Season

Posted on October 14, 2021July 10, 2025 Cristina Bravo-Olmo

This year, holiday shopping will shift to eCommerce like never before. Once again, eCommerce sales are projected to grow this holiday season as consumers continue to transition to cyber-week sales.

To capitalize on this season’s unprecedented spike in online traffic and digital purchase behavior, top eCommerce brands are turning to automated shopping assistants that act as key revenue drivers and provide the sort of highly personalized assistance shoppers would traditionally receive from an in-store experience.

Deploying highly intelligent, automated shopping assistants during peak seasons has proven to increase sales conversion rates as high as 4X.

Here are 6 of the most common ways that leading eCommerce brands leverage automated assistants to drive more revenue during the holidays.

1. Proactive Product Suggestions

Highly-intelligent, automated assistants are capable of identifying shoppers with high purchase intent and proactively engaging them with upsell opportunities that increase Average Order Value (AOV). For example, when online shoppers add new products to their cart, automated onsite assistants can initiate a conversation and suggest additional products that are frequently purchased along with the items recently added to the cart.

Through such highly-personalized engagements, in a conversational format, eCommerce brands can lift AOV while providing convenient suggestions that support their customers’ journeys.

2. Guided Gift Recommendations

For shoppers unsure of the right gift or product to buy this season, automated shopping assistants can provide personalized suggestions that guide shoppers to the perfect holiday present. Automated onsite shopping assistants can deliver unique gift suggestions through a series of quick questions that touch on the shopper’s price range as well as the gift recipient’s gender, age, and preferences.

Automated gift recommendations have been proven to drive 4x higher sales conversion rates across shoppers who engage in guided sales assistance when compared to unassisted shoppers.

3. Simplify Repeat Purchases

eCommerce brands can also leverage onsite assistants to make the repeat purchase process as seamless and straightforward as possible. By developing persistent profiles based on each shopper’s personalized data and repeat site visits, intelligent shopping assistants can proactively initiate new conversations with returning customers looking to make a repeat purchase.

By leveraging personalization data to identify and engage repeat customers, eCommerce brands can significantly reduce friction and provide a premium shopping experience for their VIP and returning customers with high purchase intent.

4. Reengage Cart Abandons

As holiday shoppers contemplate a variety of different offers and products, it’s inevitable for some online purchase processes and shopping carts to be abandoned. By leveraging conversational re-engagements, however, high-intent shoppers can be reminded of products waiting in their carts and be offered special discounts that nudge them into returning and completing their purchase.

By leveraging conversational automation to re-engage abandoned carts, eCommerce brands have been able to effectively recover up to 20% of incomplete purchases with reminders, promotions, and other automated messages.

5. Automate Responses to FAQs

Leading up to the holidays, shoppers have no shortage of questions and concerns related to online shopping, with “will my order arrive on time?” being one of the most frequent. By providing shoppers with automated, 24/7 support that can instantly answer some of their most frequently asked questions, brands can reduce online shopping friction and common barriers to purchase.

Additionally, by leveraging conversational automation to resolve frequently asked questions in a way that is entirely self-service, customer service agents that would traditionally be required to answer these questions can focus on sales-oriented initiatives during the peak holiday season instead.

6. Convert Sales Receipts into Ongoing Channel for Commerce & Care

Lastly, after a purchase is completed, brands can leverage automated shopping assistants to send digital receipts to customers through conversational channels. By doing so, eCommerce brands can convert traditional receipts into a new avenue for ongoing care and commerce.

This post-purchase conversational connection gives shoppers access to an automated channel for order management or to even purchase additional, related products.

Reinventing Online Shopping for the Holiday’s Most Digital Season Ever

The 2020 holiday season will be eCommerce’s most significant moment to date. More than half of US shoppers have indicated that they will not return to shop with a brand following a poor customer experience, so it is vital for CX and eCommerce leaders to deliver the best possible experience during the season’s rush of new online shoppers.

Interested in deploying an enterprise onsite shopping assistant for your brand? Contact us today to learn how you can deploy a bespoke solution for your website and other conversational channels in a matter of weeks.

4 Reasons Why Instant Messaging for Business is Still Crucial

Posted on October 11, 2021August 15, 2025 Max Fortis

Instant messaging has become a ubiquitous part of daily life for the vast majority of us. We send over 40 million messages every minute, and nearly three billion people use messaging apps like Facebook Messenger and WhatsApp.

Naturally, enterprises with contact centers have responded by giving instant messaging for business a central role in their customer-communication strategy.

Today, we will flesh this dynamic out in more detail. This post highlights some of the most significant impacts of business instant messaging’s rapid growth, touching upon the most popular messaging options and discussing some ways it’s changing day-to-day work.

Let’s get going!

Why is Business Instant Messaging Important?

We’ve already noted that people send lots of messages, which is reason enough to pay attention to them. But, in this section, let’s briefly walk through some more granular reasons why customers want to contact your brand via instant messaging for business.

First, instant messaging is rapidly becoming the preferred method for handling most types of communication. If your customers are anything like the rest of us, they’re probably busy enough to enjoy the convenience of resolving issues asynchronously. Nor is this only the case for younger generations. The popular stereotype is that people with gray hair simply don’t like texting, but surveys have found that nine out of ten adults over 50 send text messages with their phones–which means they’ll likely be comfortable sending business instant messages, too.

Instant messaging also helps you build a better experience, which is always a competitive advantage. Instant messaging for business tends to be perceived as less formal than an email or (god forbid) actually talking to a person on the phone, and it also allows you to proactively reach out with updates, to answer questions, etc. Most of these services also support rich messaging, so customers have a much better experience.

Finally, with instant messaging, it becomes far easier to integrate rich messages and generative AI, but we’ll wait to cover that in much more detail later.

What Instant Messaging Platforms are Available?

One last thing we’ll do before discussing how instant messaging is modifying the relationship between businesses and their customers is go through some of the instant messaging platforms businesses use. Here are some of the main contenders:

WhatsApp for Business is a messaging, voice, and video-calling app operated by Meta that enjoys an audience of more than 2 billion global users. Since so many people are already texting on WhatsApp, it’s become a popular channel for companies interested in using it for business instant messages.
Facebook Messenger is another offering from Meta. Customer-obsessed businesses like yours should pay attention to it for many reasons, but, as with WhatsApp, its huge audience is near the top. Even better, businesses that deploy quality automation solutions on Facebook Messenger can answer 80% of inbound customer inquiries and achieve CSATs as high as 95%.
Instagram Messenger is worth exploring because it’s a safe bet that a decent chunk of your audience is already interacting with businesses on the popular Instagram platform. A further point in its favor is that it offers a convenient API that will allow you to set up automation to increase your business’s efficiency.
Apple Messages for Business dramatically increases your customers’ ability to reach you because it offers a “message” icon in Maps, Siri, Safari, Spotlight, or your company’s website, in addition to offering other touchpoints like QR codes. And, as before, the sheer popularity of Apple and its product ecosystem is another reason forward-looking businesses can’t afford to sleep on its instant messaging capabilities.
WeChat is a platform that is extraordinarily popular in China and enjoys more than a billion users. As with the other platforms, there is a WeChat Business offering that allows you to communicate with customers, market your services, and take payments, but to set up a WeChat Business account you have to verify your business license. If you have a large customer base in China, this might be the best option for you.

Of course, there are many other instant messaging for business products we haven’t discussed here, but this should give you an idea of the variety of options available and what’s possible when you invest in them.

The 4 Benefits of Instant Messaging for Business

Now, let’s get into the meat of how instant messaging is changing the business landscape!

1. Instant Messaging is Convenient for Customers

The most obvious place to start is with the major convenience instant messaging for business offers clients.

Customers today seek flexibility in how they engage in personal and professional communication. Businesses need to provide various communication options, including instant messaging, as this offers the asynchronous communication that more and more customers prefer.

Take the example of a customer who initiates a return process during their workday, but can only complete steps, like taking a photo of a damaged item once they’re home. Instant messaging allows for this in a way that phone calls or in-person visits don’t, enabling ongoing conversations that customers can pause and resume as their schedule permits.

2. Instant Messaging Helps Customer Service Teams

So, we’ve established that instant messaging is something customers want. Now let’s discuss why it’s a boon for customer service teams as well.

For one thing, there’s the increase in efficiency, as instant messaging for business enables contact center agents to manage multiple customer inquiries simultaneously. This becomes even more dramatic when automation is used, about which more shortly.

Additionally, instant messaging-based conversations between consumers and businesses simplifies the process of following up with shoppers and keeping accurate data on past communications. When sales or support agents need to have follow-up conversations, they can do so in light of this information, thereby tailoring and personalizing subsequent customer interactions.

When business instant messaging is used to its full potential, it can positively impact your customers’ perception of your brand, which can help close a deal, renew a service, or give potential buyers the push they need to make a purchase.

Put another way: it’s a win for everyone.

3. You Can Leverage The Power of Instant Rich Messaging

Another advantage of this instant-messaging approach is that it enables your contact center to make robust use of rich messaging, which rose to prominence in the early 2000s and is now ubiquitous.

Rich messaging was a substantial advancement over the traditional SMS. Besides allowing you to send much more complex information–such as emojis, high-quality audio messages and video calls, group chats, and GIFs–it also facilitates encryption, superior analytics, and integration with other products.

It’s important not to downplay these advantages. You might initially be reluctant to use emojis in conversations with customers, as this can seem vaguely unprofessional. But the truth is we leave in a less formal age, and speaking the “native language of the internet” by using “lol” and the occasional “ ” will help foster a connection.

4. Instant Messaging and Generative AI

To finish up, we turn to the silicon elephant in the room, generative AI. If you’ve been reading us for a while, you know we’ve had a lot to say about the remarkable power of large language models and how they’re already changing the nature of contact center work.

Well, since these models are largely text-based, instant messaging for business provides an obvious place to use them. When you pair with a high-quality automation platform, you can deploy generative AI to personalize your messages, translate between languages, and even fully answer a wide variety of basic queries–with minimal fuss.

Don’t Sleep on Instant Messaging for Business

As we’ve demonstrated, business instant messaging is a powerful way to reach your customers where they are, fit seamlessly into their lives, and offer a top-notch experience – all while lowering the burden placed on your agents.

As a next step, you might want to learn more about how Quiq enables support through traditional SMS and rich messaging. This should give you everything you need to design a customer experience strategy around instant messaging!

5 Ways Mobile Shopping Is Transforming Customer Service

Posted on August 10, 2021August 16, 2025 Michael Hartsog

These days, the vast majority of consumers have their mobile phones on-hand for every activity — particularly when it comes to online shopping. In fact, it has been projected that purchases on mobile devices will make up the majority of ecommerce sales by the end of 2021.

As a result, mobile shoppers are always looking for easy, convenient, and mobile ways to interact with eCommerce brands through social media and third-party messaging services. This increased channel volume if not managed properly often overwhelms customer support teams, leaving customers frustrated with digital experiences that fall short of expectations and brands struggling to protect their brand image.

On the other hand, consumers’ shift to digital also presents a valuable opportunity for retailers to deliver targeted customer service solutions and enhanced buying experiences that lead to increased conversions and customer satisfaction. Some brands, like TodayTix, have seized the opportunity to provide their customers a more seamless experience.

Here are five ways that customer support has been transformed by mobile shopping and how brands are adapting to ensure that they’re providing the best possible experiences.

1. A Rise in Mobile Shopping Leads to a Rise in Messaging

When it comes to seeking customer service, mobile shoppers leverage a unique set of channels that have required brands to adopt and adapt to. One of the most popular customer support channels for mobile shoppers is contacting brands through third-party messaging services. Today, nine out of ten consumers want to use messaging to communicate with brands and retailers are quickly turning to WhatsApp, Messenger, Google Business Messages, Apple Messages for Business, and more to provide the text-based experiences that shoppers prefer.

Third-party messaging is only second to the most popular channel for mobile customer support — SMS business messaging. SMS provides mobile shoppers with a direct line of communication to a retailer’s support team to exchange information or transactional details.

SMS offers an additional layer of convenience for consumers. With SMS, consumers do not have to be connected to Wi-Fi to have a convenient online shopping experience.

2. Rich Messaging Provides Precise Feedback and Solutions

Mobile shoppers today expect a high level of personalization in both their shopping and support experiences. In order to deliver on this expectation at scale, eCommerce brands leverage rich messaging to provide personalized experiences for each individual shopper. Rich messaging further boosts engagement through dynamic content like quick reply buttons that anticipate the most popular responses, interactive maps, and more.

For example, the Facebook Messenger mobile platform allows business representatives to add images to replies and allow consumers to see a product in question. During these interactions, team members can help consumers complete a purchase, schedule an appointment, or share a link with a preview of a product or service page. Rich media ultimately sends consumers to an ideal destination, faster, for a better shopping experience.

3. Mobile Shoppers Expect Immediate Service on Their Terms

Today’s mobile shopper seeks customer support that is available to answer their questions quickly, at any time of day. Currently, 54% of shoppers reach out to brands during non-business hours over messaging channels like Facebook Messenger and brands are expected to respond in a timely manner.

This cycle of always-on, 24-hour customer service means that support teams can no longer refer to traditional business hours to dictate when their business is open or closed. Customer support must always be “open” or else customers will go elsewhere for their next purchase.

This demand for always available customer support and service doesn’t mean you have to staff your support center 24/7. Many Quiq clients rely on technology to help meet SLA’s. For instance, some clients will only show the live chat icon on their website when there are live agents available to respond. Other brands choose to use automation and conversational AI to help customers with simple, frequently asked questions that can be easily resolved through a bot.

If a shopper needs an answer quickly, they can text an eCommerce business, rather than having to tap through webpages, compose an email, or enter a call queue. Mobile shoppers enjoy the convenience of starting a conversation faster, feel they’re receiving personalized attention, and can reply at the rate they prefer.

4. Demand for More Local Customer Service

While mobile shoppers appreciate support experiences that are both instantaneous and always-on, they also have a strong preference for customer service that can assist them at the local level. Mobile shoppers, for example, often seek information on product availability at their closest store based on their phone’s GPS location.

When mobile shoppers contact customer support, it’s important for both automated and human service agents to be equipped with local store data in order to respond to local-specific inquiries. Channels such as Apple Messages for Business and Google’s Business Messages helps consumers find and engage with your business on a local level. Consumers discover businesses through Google, Siri, or Map results daily with searches like “Tuxedo rental near me”. These channels now offer a convenient way for consumers to initiate a conversation with a location near them via messaging.

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5. Increased Mobile Interactions Lead to Further Customer Insight

Through additional interactions and touch points from mobile devices, brands are enabled to build more detailed and personalized customer profiles to reference. Through customer inputs like mobile numbers and location data, eCommerce brands can create a foundation for more tailored, future engagements. Analyzing a mobile shopper’s purchase history, for example, can inform timely offers in the future to reinforce customer loyalty.

The Most Versatile Platform for Mobile Shopping Customer Service

With its numerous impacts on customer service, there is little doubt that the accelerated pace of mobile shopping will continue to transform the support sector. Adapting to these changes, however, provide significant opportunities for businesses to forge stronger relationships with their customers and build stronger businesses.

Is your brand looking to modernize your customer service experience? Contact us today to learn how to provide diverse and personalized customer service for mobile shoppers.

Business Messages from Google: What it Means for eCommerce and How to Get Started

Posted on July 22, 2021July 10, 2025 Max Fortis

Google announced the expansion of Business Messages to their Search and Maps products in June of 2020. With this change consumers are provided the option to message brands directly and ask for the information they are looking for when searching for a business on Google. Quiq has learned a lot about how consumers engage with Business Messages. Read on or reach out to learn more.

The Impact of Google’s Business Messages on Customer Experience

First, this opportunity provides a new channel for consumers to connect with brands through their preferred conversational format. According to a recent Twilio study, nine out of ten consumers said they prefer to use messaging when communicating with brands. By automating Business Messages on Google, brands have the opportunity to reroute a significant volume of inbound inquiries through a channel consumers prefer — self-service messaging.

Additionally, brands that automate Business Messages through Google Search and Maps provide their customers a superior customer support experience that is capable of delivering immediate answers and feedback, 24/7. By being available for customers with immediate, around-the-clock support, retailers are able to drive customer loyalty while simultaneously rerouting support issues from call centers to a new, self-service channel.

Retail and eCommerce Use Cases for Messaging Consumers Through Google

Combining intelligent AI and Google Business Messages provides clear value to eCommerce retailers through three primary use cases:

1. Resolving Customer Support Inquiries for Local Business Locations

First, brands are now empowered to deliver automated customer support to shoppers looking for information from a specific, local business location.

For example, when a customer based in San Antonio searches for their favorite local grocery with the keywords “GroceryBrand San Antonio” they will be provided an option to start a Business Messages conversation with that specific store. With an intelligent automation solution, brands are then empowered to provide customers with specific answers and information related to individual locations. Questions like “what time does your store close?”, “Do you have this particular product in stock?”, or “What is this location’s COVID policy?” can now be answered in a way that is instantaneous, always-on, and without support from a call center.

2. Implementing a First Line of Defense for General Support Inquiries

Brands are also now empowered to position automated support through Google’s Business Messages as their first line of defense for all customer inquiries ⁠— not just questions related to an individual business location. For example, a shopper that has an inquiry about a product that they purchased online is now able to search for the brand that they purchased it from, start a Business Messages dialogue with that brand, and get the answers they need in an entirely self-service manner.

3. Driving Leads and Sales Through Conversational Commerce

In addition to driving efficiencies in customer service, automated conversations through Google’s Business Messages also empower brands to support sales and drive incremental revenue through consultative shopping assistance.

For example, when shopping for a new vacuum cleaner online, customers can search for their favorite brand name on Google, open a messaging dialogue through Business Messages, and ask a question like “What vacuum should I buy for my hardwood floor?” By combining Google’s Business Messages with automation, brands can then provide a series of consultative questions and answers to understand the shoppers’ preferences and direct them to their ideal product for purchase.

What to Look for When Evaluating Partners to Help Get Started With Google’s Business Messages

While retailers may be eager to deploy a new messaging channel through Google, it is important for them to be prepared with the right tools and tactics to automate the sudden influx of customer inquiries that it will yield.

But what are the important things to look for while evaluating automation solutions? When our enterprise partners describe what has enabled them to be successful, we often hear that messaging partners must be able to:

Deploy highly-personalized AI-powered conversations

Modern consumers demand personalization in their online shopping experiences and interactions with AI-powered digital assistants are no different. A recent Gartner report found that brands that deploy personalized messaging can expect a 16% greater impact on commercial outcomes than retailers who deploy basic automation that is incapable of personalizing their experiences.
Deliver actionable insights that empower every team

When engaging in thousands of automated conversations with customers, eCommerce retailers generate a significant amount of customer data that has limitless potential and value for their various teams. Without the assistance of an experienced automation partner, however, this valuable data and insight simply goes to waste. By partnering with an enterprise-tier partner, like Quiq, retailers can ensure that they are properly gathering consumer insights through conversational automation and are able to synthesize that information into practical insights for different teams across the entire organization.
Provide hands-on support through a team of award-winning automation experts

Conversational automation is a complex undertaking for any enterprise business and hands-on support is vital for ensuring its success. An effective automation solution is the result of a collaboration between internal teams and a proven, experienced team of conversational experts that can consult on strategy, integration, conversational design, and ongoing optimization.

Ultimately, while Google’s Business Messages provides online retailers a significant opportunity to connect with their customers more, it has to be deployed in the right way to leverage its full capability and avoid common pitfalls and complications. If you are interested in learning more about getting started with deploying automated messaging through Google, please schedule a free consultation with one of our conversational experts today.

Instagram’s New Messenger API – What It Is And How Your Business Can Use It

Posted on June 10, 2021August 13, 2025 Max Fortis

During their annual F8 Refresh conference, Facebook announced the Messenger API for Instagram has exited beta and is now available to all businesses looking to forge deeper relationships with their customers through scalable, 1:1 conversations.

The new API enables consumer brands to scale automated conversations within Instagram Direct Messages and presents a strategic opportunity to deliver premium customer experiences on one of today’s most popular social networks.

Common Uses

Send and receive text, media, stories, etc.
Retrieve conversation history from the IG business inbox.
Respond to public comments with private messages.

The API is open to all businesses. Prior to this release, brands handled customer conversations in one of two ways: either by interacting with consumers on Instagram directly or using Facebook’s unified business inbox. Not surprisingly, these options were limited by how they can be used and what a business can do with them.

The Messenger API can be integrated into any third-party application used to manage customer communications including social media management platforms like Hootsuite or Sprinklr, CRM applications like Salesforce or Oracle, and messaging platforms like Quiq.

According to Techcrunch the Messenger API will be available in a phased approach. Phase 1 will allow business accounts with 10,000 to 100,000 followers to connect to the API first. In July (Phase 2) Facebook will connect accounts with 100,000 – 1 million followers. Future updates will include all other accounts by the end of the year.

Before getting started with the new Messenger API, a brand must have access to the following:

An Instagram Business Account or Instagram Creator Account
A Facebook page connected to that account
A Facebook developer account that can perform tasks on that page
A registered Facebook app with basic settings configured

Generally, brands that work with Quiq have an Instagram account and Facebook page set up. Our team of knowledgeable conversation experts will handle the developer page and Facebook app setup for you.

How Businesses Use Instagram’s New Messenger API

Facebook reports that 500 million accounts visit Instagram’s stories daily and 130 million Instagram accounts tap on a shopping post to learn more about products every month. Given the widespread adoption of Instagram and more specifically, the engagement with shopping and product-specific posts, brands must develop a messaging strategy that includes Instagram in order to compete.

Here are four ways to get started with the new Messenger API:

1. Engagement: How To Start Conversations on Instagram

Perhaps one of the most important new features of Messenger’s API support for Instagram is the ability for customers and brands to initiate automated conversations through various entry points on the platform.

Customers can start conversations with businesses through the brand’s Instagram profile page.

Instagram Stories have also been enhanced to provide an additional opportunity for brands to initiate automated 1:1 conversations with customers.

Customers browsing Instagram Shops can also start conversations with brands when they have product or shopping-related inquiries.

Consumer brands can now initiate 1:1 conversations with shoppers who leave questions and comments on brands’ posts.

By integrating Messenger’s API Support for Instagram with highly-intelligent conversational automation, businesses can initiate conversations at each of these entry points and deliver highly-personalized messaging experiences — entirely at scale.

2. Consideration: Addressing Product Questions and Concerns

After driving shoppers to 1:1 conversations on Instagram, brands can leverage conversational automation to provide answers and responses to customers’ frequently asked questions.

By addressing customer inquiries directly within Instagram, brands can further ensure a comprehensive online shopping experience without ever leaving the platform

3. Purchase: Helping Shoppers Find the Right Products

Consumer businesses can also use automated conversations within Instagram to help drive shoppers to purchase.

By leveraging Messenger’s API support for Instagram, brands can provide shoppers with guided shopping experiences that deliver highly-personalized product suggestions based on their conversational inputs.

4. Care: Seamless Order Management and Support

Lastly, after making a purchase, customers can leverage conversations within Instagram to get post-purchase order updates and more.

Through this experience, shoppers can receive immediate responses to their current order status and more.

Try Instagram’s New Messaging API Yourself

Before you dive into deploying Instagram Messaging, you may want to experience it for yourself. Original Coast Clothing (OC) is a fictional clothing brand created for the purposes of showcasing Instagram’s features.

Try it now by searching for Original Coast Clothing on Instagram. You can initiate a conversation by tapping the “message” button. This demo should serve as inspiration for brands looking to deliver a great customer experience using both automation and live agents.

Getting Started with the New Messenger API for Instagram

As the new API exits beta and becomes widely available to consumer brands, many businesses are eager to get started using it to provide highly-personalized and scalable customer experiences on Instagram.

Learn how to deliver scalable customer experiences on one of today’s most popular channels: Instagram.

Introducing Quiq Translate

Posted on March 26, 2021October 20, 2025 Max Fortis

Key Takeaways

Quiq Translate automatically translates incoming messages from customers into the agent’s preferred language and outgoing agent replies into the customer’s language, while preserving the original text.
The system works across many messaging channels (SMS, web chat, social messaging, etc.) and supports over 100 languages out of the box.
The platform detects a customer’s language automatically and then uses agent-configured supported languages to decide when to translate. Agents can also manually set or override language choices.
Both original and translated messages are stored in conversation transcripts, and agents/managers can view both versions to ensure nothing is “lost in translation.”

We’re excited to announce the launch of Quiq Translate, a new feature that translates multi-language exchanges between customers and agents. With Quiq’s language translation services Quiq Messaging is enhanced to support the automatic translation of incoming and outgoing messages in a conversation.

Quiq’s digital conversation platform drives operational excellence in digital customer support and service with features that teams can use to manage and measure cross-channel messaging in a single intuitive workspace. With Quiq Translate, companies can translate over 100 languages making messaging even more accessible and convenient.

Why Translation Matters To Your Business

For many companies, providing service and support In their customers’ preferred language can seem daunting. How do you communicate in multiple languages and provide excellent customer service without hiring a native customer support agent for every language out there? Let’s start with another question – why should you?

There are a lot of great reasons our clients use Quiq Translate, not the least of which is making support more accessible to the people they serve. Let’s discuss a few of the more common driving factors that make multilingual customer support key for businesses to provide positive customer experiences. The kind of experiences that build trust and loyalty.

Your company’s growth

Customers become more linguistically diverse as businesses gain international buyers, or expand to new markets. As your company expands, you’ll need to remain sensitive to your customers’ needs. A global company with operations or offices in many different countries, has to communicate in multiple languages to provide excellent customer service. But the need to offer support in a customers’ native language isn’t just for big multinational companies. Even if you’re doing business in the US, the changing market requires multilingual customer service and support.

Changing demographics

Every year, the U.S. Census asks survey recipients if they speak a language other than English at home. If the respondent answers “yes”, they are then asked “How well does this person speak English?”. Any answer other than “Very well” defines the respondent as Limited English Proficient (LEP).

Of the total US population, LEP individuals now account for about 9%. The consumer buying power of Limited-English proficient populations will continue to show considerable growth. Hispanic and Asian-American populations alone represent 70% of LEP consumers in the United States, and providing excellent language services means not missing out on the opportunity to connect with and serve new markets.

Security

Interacting with customers means highly sensitive data can be shared during the support interaction. When engaging with Limited-English speaking customers, companies may give agents the freedom to use free online translation tools, this can leave the door open to data leaks and not give the organization full view of the engagement.

<>If you think you need to hire agents with language specific skills, customer service interpreters, or professional translators, think again. It’s possible to enable fast, cost effective translation services with Quiq Translate to deliver superb customer service.

Translating Your Digital Conversations With Quiq

Agents specify which languages they can handle. The language of the conversation is detected based upon the customer’s message. If the agent doesn’t speak the customer’s language, incoming messages are automatically translated. The agent can still see the translated message and the original untranslated message.

Outgoing messages from the agent are automatically translated, so customers receive responses in their preferred language. Both the original and translated messages are stored as part of the saved message transcript.

Better Agent and Customer Experiences

Working as a customer service representative can be challenging, especially when managing multiple customer queries and claims. One of the most compelling reasons our clients choose to shift to digital channels is that asynchron

ous engagement makes it easy for agents to handle multiple conversations at one time.

A boost in productivity is just one advantage that messaging has over other methods like phone calls and emails. Add to that the absence of noisy environments that make it difficult to carry on a phone conversation, the ability for the customer to pick back up on a conversation when it’s convenient for them, and automation features like chatbots that make routing, queuing, and self service faster and more accurate and you see why messaging makes for good communication.

But language barriers can get in the way of good communication. Providing your teams with the right tools will enable them to better handle customer requests and keep them motivated. The benefits for support teams are both quantitative

, with less calls and substantial time saved, as they are qualitative: the dialogue with customers is also improved.

More Languages, One Workflow

Quiq Translate is a native feature of Quiq Messaging and available on all messaging channels. Messages are automatically translated in over 100 languages across the most popular digital messaging channels, including SMS/text, Apple Messages for Business, Google Business Messages, webchat, Facebook, Twitter, and more.

Quiq Messaging Administrators have the ability to enable or disable the Quiq Translate feature with a quick toggle in the Admin UI. Once enabled, agents can set their preferred language, which is the language messages will be translated to. Quiq automatically detects the customers’ language or agents can manually select the customer’s preferred language, or the customer can select and set their preferred language from a list.

Once preferred languages are selected, Quiq Translate does the rest. For example, an agent has their preferred languages set to English. If they accept a conversation and the messages are in Spanish, Quiq Translate will automatically translate Spanish messages to English for the agent and any English responses will be translated to Spanish when the customer receives it.

The agent can view all messages as they were originally sent. The ability to toggle between the original message as it was written by the customer and the translated messages ensures that nothing, quite literally gets lost in translation.The conversation history can be viewed by agents, and managers within the systems they already use. Our platform integrates with the CS tools you already use such as Salesforce, Zendesk, Oracle Service Cloud, and Shopify, so you can get started quickly. Or simply use our APIs to build custom integrations for what you need.

The City Of Knoxville, Quiq Translate In Action

The City of Knoxville, which has been piloting the technology, said that Spanish speakers are one of the fastest growing groups in the Knoxville area. The City is eager that its services reach this population, many of whom prefer mobile devices and text and messaging as their preferred method of communication.

“We’re trying to reach people where they are and speak to them in the language they’re most comfortable with,” Russ Jensen, director of the 311 Center for Service Innovation, said. “We want them to feel safe asking for help.”

The City has been working closely with Quiq for nearly a year. In April 2020, they launched a Covid-19 chatbot to help residents get important information related to Covid-19, such as a symptom checker, or to access services such as food banks.

Knoxville’s 211 service now has a chatbot available in English and Spanish with more languages on the way. Carter Hall, with the City of Knoxville, says that Rundia, an East African language is next.

Ready For Multilingual Customer Service and Support?

The world is getting smaller and more connected, and businesses are growing on a global scale. Language can no longer be a barrier to this. You can easily deliver exceptional customer service regardless of your customers’ preferred language with the help of Quiq’s Messaging Platform and Quiq Translation.

Schedule some time to speak with one of our conversation experts to learn how you can serve more consumers in their preferred language using Quiq Translate.

Frequently Asked Questions (FAQs)

What is Quiq Translate?

Quiq Translate is a built-in feature that automatically translates customer and agent messages in real time, allowing seamless multilingual conversations without the need for external translation tools.

How does automatic translation work in Quiq?

When a customer sends a message, Quiq detects their language and translates it into the agent’s preferred language. The agent’s reply is then automatically translated back into the customer’s language before being delivered.

Which languages does Quiq Translate support?

Quiq Translate supports over 100 languages across messaging channels like SMS, web chat, WhatsApp, and social platforms. This ensures consistent communication regardless of the customer’s preferred channel or language.

Can agents control or override translations?

Yes. Agents can view both the original and translated text, and they can manually set or adjust the customer’s language preferences at any time during the conversation.

Is the original text preserved for records or audits?

Absolutely. Both the original and translated versions of every message are stored in the conversation transcript, ensuring full transparency and context for quality assurance and compliance reviews.

Why is built-in translation valuable for customer service teams?

It removes language barriers instantly, shortens resolution times, and allows support teams to help global customers without relying on external translators or language-specific agents.

What Your Customers Think About Using Customer Service Chatbots

Posted on January 21, 2021August 15, 2025 Michael Hartsog

Chatbots have become very popular because they save time and resources by automating customer support services. Bots are often used to address common customer inquiries, allowing human agents to focus on solving more complex problems.

We’ve seen our share of bots go to work within organizations. There’s a long list of companies that have been able to lift productivity, boost customer retention, increase customer referrals, and facilitate a better overall experience for their customer.

With all these benefits, there’s still an important question that might be nagging you. What do your customer’s think about using bots in their interactions with you? Read on and find out.

What do consumers think about chatbots?

Before we dive in, let’s consider the knowns.

Consumers hate to wait

In a survey of “more than 2,500 consumers, nearly 60% of respondents believe that one minute is too long to be on hold,” PRWeb reports. “In addition, 32.3% of consumers believe that customer service departments should be answering immediately—with no hold time.”

Customer experience is more important than ever

Not only do 80% of customers believe that the experience a company provides is as important as its products and services, according to Salesforce research. more than two-thirds (67%) say their standard of what defines a good experience has been raised. With 76% of consumers and business buyers saying that it’s easier than ever to take their business elsewhere, the pressure is on for organizations to get the customer experience right.

Chatbots aren’t the silver bullet to correcting any and all service issues, but they can complement the support experience. Chatbots often act as the front line, giving customers a quick friendly greeting and providing answers to common questions — fast. And because we know that #1 holds, whether we’re talking about waiting in line for coffee, or waiting in a queue for support, it’s important that companies respond to customers quickly.

Most consumers have already interacted with a bot

Voice of customer (VoC) platform Usabilla released a report showing that humans love AI and chatbots.The company surveyed 1,000 US consumers in August 2018 who used customer service options such as FAQs, chatbots, or automated options that allowed them to completely avoid human interaction for a customer service issue.

Nearly three out of four (70%) respondents said that they have used chatbots already, and of those who have not, 60 percent said that they would feel comfortable doing so.

All of these findings back what everyone already instinctively knows. Consumers want real-time interactions, and chatbots deliver. According to research, the majority (86%) of consumers would choose getting an answer from a chatbot over filling out a form on your website.

Why Consumers Like Using Chatbots

According to ZDNet, 54% of consumers would always choose a chatbot over a human customer service rep if it saved them 10 minutes. There are three simple reasons why consumers like using chatbots:

Always On

Chatbots don’t need coffee breaks, holidays off, or long weekends. Chatbots are the always-on extension of your contact center. Customers like that they can get some support no matter when they need it, even if it’s outside of your normal business hours.

Fast Responses

Unlike human agents, chatbots can access information with greater speed and consistency. Consider how quickly a bot can look up an order and provide a customer with a tracking number. Even transferring the customer’s conversation, either to another bot or to a human agent, happens with a lot less frustration and friction from the customer’s end than, say, being placed on hold during a phone call.

Convenient Access

With so much time spent on their phones, consumers appreciate how easy it is to engage with and respond to a chatbot on mobile messaging. Customers get the help they need, when they want, and wherever they prefer. Rich messaging experiences, such as those provided by Apple Messages for Business and Google’s Business Messages are examples of how bots can present options to schedule appointments, add products to a shopping cart, or look up order information. These experiences are beautifully-designed, media-rich, and offer simple touch targets for customers to engage on-the-go.

How Consumers Use Chatbots

Chatbots are on the company front lines in a wide-range of industries. Research shows that there are even some transactions that the majority of consumers expect to do without any human interaction.

Things such as scheduling appointments, receiving order status, updating personal information, and getting updates on recent transactions are common customer inquiries easily handled by bots. But, chatbots aren’t just for common, redundant tasks.

In the Forrester Webinar “How to Successfully Deploy Messaging and Bots In Your Business,” we heard from two very different companies using messaging and bots. Devlin O’Neill discussed how Lululemon is using bots to help retail customers find the right product, while Thomas Crawford from the Mortgage Center spoke about helping homeowners refinance.

As stated above, consumers are becoming more comfortable with chatbots. The reason is clear – whether it’s getting a product recommendation, promotion, or a reminder that their credit union can refinance their home, consumers want to get the information they need fast. If they feel like a solution gets them information more quickly and allows them to achieve a goal (like getting a better mortgage rate), they’re more likely to engage with it and feel satisfied with that interaction.

Redefine Support With A Chatbot In Your Organization

When the experience is done right, consumers love engaging with bots. Your customers will expect to find your bots to be quick, easy, informative, friendly, and dare we say, sometimes a little fun.

Quiq’s digital engagement platform enables you to design and deploy bots across your entire organization on all of the channels your customers want to use. Any combination of native Quiq customer service chatbots, bots developed in third-party bot platforms and human agents can participate in a conversation. Schedule some time with a conversation expert to see how bots can go to work for you and your customers.

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

Posted on January 18, 2021October 20, 2025 The Quiq Team

Key Takeaways

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

How to Win Over B2B Customers and Build Trust

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

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

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

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

How to Facilitate Better B2C Interactions and Stay On-Brand

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

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

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

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

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

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

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

Learn How to Boost Survey Responses

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

Frequently Asked Questions (FAQs)

When should I use a formal tone in customer service?

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

When is a casual tone more effective?

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

How can I decide which tone to use?

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

Can humor be part of customer service communication?

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

What if my company has its own tone guidelines?

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

Exploring 9 Transformative (and Totally Possible) Agentic AI Use Cases

Quiq’s Security Whitepaper

Hospitality Case Study

2026 State of AI Agents in Travel & Hospitality

Omdia On the Radar

Key Takeaways

What is SMS marketing for hotels?

Why hotel SMS marketing drives results

SMS campaigns that increase direct bookings

Hotel booking confirmation SMS and reminders

Limited-time offers and seasonal promotions boost revenue

Room upgrade and package upsells increase conversion rates

Abandoned booking recovery messages

Guest engagement across the hotel journey

Pre-arrival communication

Check-in and welcome messages

In-stay service requests

Checkout and departure messages

Feedback collection and review requests

Best practices for text message marketing for hotels

Keep messages concise and conversational

Personalize at scale using guest data

Time messages based on guest context

Include clear calls to action in hospitality SMS

Segment your audience by guest type

Hotel SMS compliance and legal requirements

Obtaining explicit opt-in consent

Providing easy opt-out options

TCPA and regional regulations

How to measure hotel SMS marketing success

Key metrics to track

Proving ROI to leadership

Integrating hotel SMS with voice, chat, and email

How AI improves SMS marketing for the hospitality industry

Automating routine guest messages

Resolving complex requests without human intervention

Maintaining context across channels

Marketing for hotels: building hospitality services that scale

Build a scalable hotel SMS strategy that grows with you

FAQs about SMS marketing for hotels

Key Takeaways

What is live chat support, and how does it work?

11 live chat best practices for handling customer queries

1. Choose the right live chat platform for your business goals

2. Be transparent with your availability and set your business hours

3. Collect information upfront (it helps agent productivity)

4. Balance personalization and professionalism

5. Always be ready to respond

6. Never get disconnected from the chat window

7. Present the chat history

8. Provide a seamless customer experience

9. Ensure authentication & data security

10. Use sentiment analysis

11. Ask for feedback at the end

Live chat is your front line for customer issues

Frequently Asked Questions (FAQs)

Key Takeaways

What is Live Chat?

Why is Live Chat Important for Contact Centers?

Benefits of Live Chat Support Services

Real-Time Support

Increased Customer Satisfaction

Efficiency

Omnichannel Integration

Live Chat Support Best Practices

Prompt Response Times

Professional Communication

24/7 Availability

6 Tips for Encouraging Customers to Use Live Chat

1. Make Sure People Know You have Live Chat Services

2. Minimize the Hassle of Using Live Chat

3. Personalize Your Chat

Brand-specific personalization

Customer-specific personalization

4. Include Privacy and Data Usage Messages

5. Use Rich Messages

6. Separating Chat and Agent Availability

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

Frequently Asked Questions (FAQs)

Key Takeaways