AI Innovations That Support (Not Replace) Humans in Customer Experience – Live From Reuters Event

AI Innovations That Support (Not Replace) Humans in Customer Experience – Live From Reuters Event

As a customer service leader, are you feeling pressured to adopt AI but unsure where to start? Does finding ways to improve customer and agent experience through AI innovations feel like an endless struggle? Having asked hundreds of people these questions, the majority answered yes.

People intuitively know that providing excellent customer service requires empowering agents. yet frustrating problems like high training costs, high attrition, agent burnout, and outdated systems get in the way. So, how best to fix these issues to boost agent productivity and morale?

And what about the customer side? How do you leverage AI innovations without losing the human touch so vital for customer loyalty in key moments?

These are the topics that keynote speaker Stacy Sherman shared at the Reuters Customer Experience NY event. You can watch one of several video interviews and read the summary below.

AI Innovations and Use Cases That Support Agents and Customers:

1. Real-time call monitoring

AI can listen to agent-customer calls and alert supervisors when keywords like “lawsuit” come up, allowing for rapid intervention.

2. Automated note-taking

AI takes notes during calls, freeing up agents to focus on listening and conversing.

3. Unified customer data

AI compiles relevant customer data from across siloed systems into a single interface for agents.

4. Chatbots for agents

AI chatbots provide agents with quick answers to customer questions during calls, reducing hold times.

As Stacy Sherman points out, these solutions emphasize supporting agents, not replacing them. Agents are still very much needed for empathy, relationship-building, and resolving complex issues.

5. Training Agents with AI Simulation – a most favorite approach

In addition to assisting agents during live customer interactions, AI can play a pivotal role in onboarding and preparing agents upon joining the organization. AI-powered training simulations expose new hires to realistic customer conversations to build confidence and skills without any customer impact.

Consider an agent preparing to handle their first phone call after limited training. The pressure and lack of experience could contribute to a poor experience for the agent and customer. Now imagine that same agent completing several AI training simulations first. They’ve practiced conversations, built confidence in finding answers, and received coaching on strengths and areas for improvement.

This use of AI generally targets skill gaps through personalized coaching while readying agents to have more natural, human-centric interactions with customers.

When Stacy asked customer service agent Tressa Boles her views about AI simulation, she confirmed:

“AI simulation would definitely be helpful because I was so afraid due to my cognitive functioning issues, I wouldn’t be able to think of the right things and the right words to say on the spot.”

Tressa Boles

Customer Service Agent

 

Preserving Human Connection in Customer Experiences

While AI can absolutely be leveraged to make agents more efficient, effective, and prepared, the human factor remains critical in CX, especially during emotionally charged moments.

As Stacy Sherman recounts from her experience in the elevator industry, AI limitations become very apparent when customers find themselves trapped in an elevator. A bot may efficiently communicate the technician’s expected time of arrival (ETA) at the scene, but the trapped customer needs empathy and reassurance from a human first and foremost.

“AI needs to enable agents to be present and attentive rather than distract them with manual processes.” – Stacy Sherman

Key Takeaways:

Agent and Customer Experience with AI Innovations

Artificial intelligence, including AI customer service agent training simulation, must complement and enhance human capabilities in CX, not attempt to replace them entirely.

As long as the human connection remains central to the customer and agent experience, AI adoption through use cases like the ones described will lead to loyalty and business growth over the long term.

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Customer Experience (CX) and AI Topics + Time Stamps from CXQA Live

[0:00] Introduction to using AI to make agents more productive and empathetic

[2:05] AI use cases that boost agent performance on calls

[4:38] Example of still needing human connection during emotional customer situations

[8:20] Using AI simulations to train agents and build confidence

[12:10] Importance of the human factor in customer experience

[15:30] Tips on developing an ‘agents first’ AI strategy for your contact center

Take notes, as many gems are shared to advance your AI CX strategy without sacrificing the human touch!

This article is part of the Vistio Knowledge Collective.

 

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About Stacy Sherman: Founder of Doing CX Right®‬

Customer experience and marketing global keynote speaker, LinkedIn Learning instructor, author, advisor, and host of the award-winning DoingCXRight podcast. Known for her Heart & Science™ framework that helps you gain profitable clients and brand loyalty–fueled by an empowered workforce. Stacy’s been walking the talk for 25 years as a strategist and practitioner at companies of all sizes and industries, i.e., Liveops, Verizon, Schindler Elevator Corp, Wilton Brands, and AT&T. She’s also a board advisor at multiple universities, featured in Forbes and other top-rated publications.

Her Why: To cultivate loyal relationships and meaningful experiences that enrich people’s lives. Contact Stacy about DOING Customer Experience (CX) and Service Right. Continue reading bio >here.

Keyword themes: Doing CX Right podcast business customer service, contact center, marketing agent experience, artificial intelligence, AI innovation. 

The Power of Generative AI – Transforming Customer Service

The Power of Generative AI – Transforming Customer Service

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Doing CX Right podcast show on Spotify with host Stacy Sherman
DoingCXRight-Podcast-on-Amazon-with-host-Stacy-Sherman.
Doing Customer Experience (CX) Right Podcast - Hosted by Stacy Sherman
Doing CX Right podcast show on iHeart Radio with host Stacy Sherman

Artificial intelligence is advancing rapidly, and one of the most promising areas for Customer Experience leaders is generative AI.

Generative AI refers to machine learning models that can generate new content, such as text, images, audio, and more. Major models like DALL-E for images and ChatGPT for text showcase the vast potential, and these technologies are improving continuously.

Wonderfing how you can harness generative AI to elevate your customer experience strategy? In this episode, Stacy Sherman interviews Conor Grennan, Dean of MBA students at NYU Stern School of Business, to discuss practical strategies for implementing generative AI in customer service training, education, and simulated models.

You’ll hear insights on the importance of authenticity in customer interactions and the need for human connection in an increasingly automated world. Listen now to learn how generative AI can enhance your customer experience and actionable tactics to drive business success.

Key Takeaways to Lead With Generative AI in CX

Implementing emerging technologies like generative AI for CX requires strategic vision and execution. Keep these tips in mind:

  • Start with tightly defined use cases that address pain points, and run controlled pilots. Look for quick wins to demonstrate potential and build confidence.
  • Integrate generative AI seamlessly into daily workflows for broad value creation. Don’t silo it.
  • Maintain rigorous monitoring for model accuracy, risks and customer perception. Continuously improve with real-world feedback.
  • Combine automation and human touch thoughtfully. Strike the right balance for each customer journey.
  • Develop responsible AI practices around transparency, ethics, and governance. Build trust by addressing risks proactively.

With a thoughtful approach, generative AI can transform CX capabilities in your organization.

 

Show Topics and Time Stamps

  • Origins of Grennan’s interest in tech and AI (2:55)
  • Writing the book Little Princes and key lessons (5:20)
  • How generative AI enhances understanding customers (8:40)
  • Applications for customer service training (12:30)
  • Framework for implementing generative AI (16:50)
  • Ways to apply generative AI for better CX (22:30)
  • The future human role with advancing AI (26:40)
  • Leadership and passion advice (29:50)
  • Key takeaways on leading with generative AI for CX (33:20)

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About Conor Grennan ~ Generative AI Expert  

Conor is the Dean of MBA Students at New York University’s Stern School of Business. He oversees the student experience for over 2,300 full-time, part-time, and Executive MBA students. Grennan also leads Stern’s Generative AI program, which teaches students and faculty how to leverage AI technology. He previously worked for a nonprofit in Nepal and is the author of the bestselling memoir “Little Princes.”.

Connect on LinkedIn 

About Stacy Sherman: Founder of Doing CX Right®‬

Customer experience and marketing global keynote speaker, journalist, co-author of two books, advisor, and host of the award-winning DoingCXRight podcast. Known for her Heart & Science™ framework that helps you gain profitable clients and brand loyalty–fueled by an empowered workforce. Stacy’s been walking the talk for 25 years as a strategist and practitioner at companies of all sizes and industries, i.e., Liveops, Verizon, Schindler Elevator Corp, Wilton Brands, and AT&T. She’s also a board advisor at multiple universities, featured in Forbes and other top-rated publications.

Her Why: To cultivate loyal relationships and meaningful experiences that enrich people’s lives. Contact Stacy for DOING Customer Experience (CX) and Service Right, not just TALKING about it. Continue reading bio >here.

Keyword themes: #DoingCXRight #podcastbusiness #customerservice #contactcenter #artificial intelligence #AI #customerexperience

Demystifying AI: How Humans and Machines Can Work Together

Demystifying AI: How Humans and Machines Can Work Together

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Doing CX Right podcast show on Spotify with host Stacy Sherman
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Doing Customer Experience (CX) Right Podcast - Hosted by Stacy Sherman
Doing CX Right podcast show on iHeart Radio with host Stacy Sherman

Enhancing Customer Experiences with AI  

To help business leaders differentiate their brands, Stacy Sherman invites Kate Bradley Chernis, founder of Lately AI, to share insights on how artificial intelligence (AI) can complement human collaboration to exceed customer expectations.

During this podcast episode, you’ll hear them dispel fears and misconceptions about AI, emphasizing that it cannot replace the human element of emotional intelligence.

Kate also shares lessons learned from raising $3.4 million in funding for her AI platform and key lessons about business, leadership, and how to embrace AI and emerging technologies to boost results.

 

What You’ll Learn About Merging Humans and AI

Topics include:

  • What is artificial intelligence (AI)?
  • What challenges do businesses face when integrating AI technology into their customer experience strategies?
  • How does Lately AI use machine learning and natural language processing to improve customer experiences for businesses?
  • What is the best advice for entrepreneurs and business leaders who want to use technology to differentiate their brands and transform their companies?
  •  Why is emotional intelligence important in customer service, and how can companies develop this skill in their employees?
  • How can businesses balance the benefits of automation with the importance of maintaining a human touch in their customer interactions?
  • How have Kates’s experiences in radio and marketing influenced her approach to building AI technology for customer experience?
  • In what ways does Lately AI stand out from other generative AI companies in the market, and what are some of the benefits of their approach?
  • What are fun facts about Kate, the best leadership advice she ever received/given, and advice she’d give to her younger self if she could go back in time?

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About Kate Bradley Chernis:

How Humans and AI Can Work Together

Kate Bradley Chernis is the Founder & CEO of Lately.AI, an AI-powered content repurposing engine and a social media management, employee advocacy, and sales enablement syndication platform. Thanks to nine years of its own proprietary machine learning and natural language processing data, Lately is able to pinpoint the ideas, words, and phrases that will get any target audience to click, like or share. It also learns the unique voice of any brand or individual and transfers the style of that voice into social posts. Lately then splices up long-form text, audio, or video content into dozens of high-performing social posts – which include audiograms and video clips – based on your unique writing model.

As a former rock ‘n’ roll dj, Kate served 20 million listeners as Music Director and on-air host at Sirius/XM. She’s also an award-winning radio producer, engineer, and voice talent with 25 years of national broadcast communications, brand-building, sales, and marketing expertise. What she learned in radio about the neuroscience of music helps fuel Lately’s artificial intelligence.

Prior to founding Lately, Kate also owned a marketing agency that got Walmart a 130% ROI YoY for three years.

Learn more on her website, LinkedIn

About Stacy Sherman: Founder of Doing CX Right®‬

Customer experience and marketing global keynote speaker, journalist, co-author of two books, coach and host of the award-winning DoingCXRight podcast. Known for her Heart & Science™ framework that produces profitable clients and brand loyalty–fueled by an empowered workforce. Stacy’s been walking the talk for 25 years as a strategist and practitioner at companies of all sizes and industries, i.e., Liveops, Verizon, Schindler Elevator Corp, Wilton Brands, and AT&T. She’s also a board advisor at multiple universities, featured in Forbes and other top-rated publications. Her Why/ Mission: Cultivating meaningful, authentic relationships and experiences so people have more fulfillment in business and life. Contact Stacy for DOING CX RIGHT, not just TALKING about it. Continue reading bio >here.

AI and the Human Element: How to Strike a Balance in the Workplace

AI and the Human Element: How to Strike a Balance in the Workplace

Looking to gain insight into the world of AI technology, innovation, and digital transformation? Then you’ve come to the right place.

On this episode, you’ll learn actionable tips from Stacy Sherman and Brian Solis, world-renowned digital anthropologist, futurist, 8x best-selling author, speaker, and VP of Global Innovation at SalesforceThey share tactics for leveraging AI and related tech without losing the human element. And how to build better relationships, experiences, and business models, emphasizing the importance of companies adopting a customer-centric approach to CX.

They also discuss the future of work and the trends that businesses need to consider, including web three, blockchain, virtual worlds or metaverse, immersive shopping and entertainment, and the impact of AI on the workplace.

You’ll also hear insights from Brian’s latest book, Life Scale, which provides a roadmap for people to recenter their lives for the new world while embracing technology.

More Topics Discussed:

  • Who is Brian Solis and a fun fact.
  • Why passionate about digital transformation and AI.
  • Lessons from his book “What’s the Future of Business” and how businesses can adapt and thrive in a rapidly changing landscape.
  • Ways ChatGPT and how artificial intelligence is rapidly changing the way we work.
  • Tactics that AI is being deployed to improve customer service experiences and risk considerations.
  • Advice to foster more creativity, focus, and better time management.
  • Most valuable leadership advice received and given.
  • And more

Press Play ▶️ To LISTEN To Podcast

Doing CX Right podcast show on Spotify with host Stacy Sherman
DoingCXRight-Podcast-on-Amazon-with-host-Stacy-Sherman.
Doing Customer Experience (CX) Right Podcast - Hosted by Stacy Sherman
Doing CX Right podcast show on iHeart Radio with host Stacy Sherman

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About Brian Solis

A world-renowned digital anthropologist, futurist, 8x best-selling author, and international keynote speaker. Brian serves as VP, Global Innovation at Salesforce. He has consistently been recognized as one of the world’s leading voices in innovation, business transformation, and leadership for over two decades.

Forbes has called him “one of the more creative and brilliant business minds of our time,” ZDNet said that Brian is “one of the 21st century business world’s leading thinkers,” and The Conference Board described Brian as “the futurist we all need now.”

As a keynote speaker, Brian has traveled the world to help audiences embrace change, learn what’s coming next and why, and to take a leading role in shaping the future they want to see. He has a unique gift of humanizing these trends to make change and innovation purposeful and inspiring to help leaders reimagine the future.

Brian’s latest book, Lifescale: How to Live a More Creative, Productive, and Happy Life, is a research-based (and personal) journey to discover the effects of digital in our lives and learn how to rewire ourselves forward with greater purpose, creativity, and performance.

Readers learn how to “Lifescale,” take control of technology, define a more creative and aspirational future self and scale their lives forward and upward.

Learn more and connect with Brian on LinkedIn.

 

About Stacy Sherman: Founder of Doing CX Right®‬

An award-winning certified marketing and customer experience (CX) corporate executive, speaker, author, and podcaster, known for DoingCXRight®. She created a Heart & Science™ framework that accelerates customer loyalty, referrals, and revenue, fueled by engaged employees and customer service representatives. Stacy’s been in the trenches improving experiences as a brand differentiator for 20+ years, working at companies of all sizes and industries, like Liveops, Schindler elevator, Verizon, Martha Steward Craft, AT&T++.   Stacy is on a mission to help people DOING, not just TALKING about CX, so real human connections & happiness exist. Continue reading bio >here.

The Rise of AI Robots in Customer Service: How Humans and Bots Can Co-Exist

The Rise of AI Robots in Customer Service: How Humans and Bots Can Co-Exist

As technology advances, we have become accustomed to interacting with automated solutions like IVRs and chatbots for customer service. These systems have streamlined many processes, allowing us to get answers and support quickly and efficiently when companies follow CX best practices. However, the paradigm is changing, whereby it’s not just humans contacting customer care departments but also AI robots acting on behalf of humans too.

DoNotPay, for example, is launching an AI robot that interacts with customer service agents through live chat or emails to negotiate bills, cancel a subscription, pay parking tickets, and more. So what are the ramifications? At a minimum, employee and agent communication skill building and training need modification. “Robot CX” is becoming a real thing.  

 CX Best Practices When Interacting With AI Robots

  1. Don’t make assumptions. Take time to understand the capabilities of the AI robot. Many chatbots are built on top of existing rule-based systems, which means they are limited in the types of conversations they can handle. So, be aware of what it can and can’t do to manage expectations and reduce frustration. As emerging technology rapidly advances, get educated, so you are always prepared and ready.
  2. Be Impeccable With Your Words: Use concise and simple language. Avoid negative terms, sarcasm, jargon, and technical phrases that the AI robot may not comprehend, leading to longer talk time and aggravation. Likewise, be mindful of legal compliance. The same regulations apply whether conversing with a robot or a human. Everything is trackable so never let your guard down.
  3. Don’t take anything personally: AI robots are not human with emotions. Interacting with bots can be stressful and a test of patience. So, remember that the perceived lack of empathy or understanding is not personally against you. Stay calm and composed. Take deep breaths.
  4. Always do your best:  Focus on delivering meaningful customer experiences, whether human or robot. Robot CX is a strange concept, but it’s a reality, so adopt the changes, or your competitors will outpace you.

Note to reader: If you have yet to read my favorite book, The Four Agreements, I recommend you do so, which is the basis of my above recommendations. The Four Agreements is life-changing for personal growth and incredibly valuable for leading business transformation, as I explain in my other article.

People must approach conversations with an AI Robot as if they are interacting with a human customer.

The lines are getting blurry as to who is on the other side of the customer call or online chat. So, always be friendly, helpful, informative, and impeccable with your words. Likewise, avoid taking anything personally or making assumptions. And do your best when negotiating or solving an issue. Get educated on AI robot capabilities and adapt problem-solving strategies.

While I’m expressing views about human-to-bot interactions, there will soon be robots handling complaints and questions from another bot. Will they argue? Will they get frustrated like humans? It’s kind of funny to imagine, yet, challenging to comprehend too. Time will tell. Buckle your seatbelts as we’re in for an interesting journey.