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Augmenting Customer Service: Providing Your Team with AI Tools that Unleash Their Superpowers

09/03/2023
Upnesh Grewal

 

Is your customer service department providing the excellent customer experience that your customers deserve? Is it possible for your team to provide this, or are processes still mainly manual? Read this blog to learn about augmenting customer service through the use of AI-driven automation, and the impact that automation tools can have on the CUSTOMER EXPERIENCE, TALENT RETENTION, and OPERATIONAL RESILIENCE.

Does your customer service team still perform repetitive manual tasks? Is this repetitive behaviour hindering your customer service team from providing an outstanding customer experience?
Ultimately, we all turn to the customer service team within any business organisation when we encounter problems with their goods/services. We expect them to have all the answers to our queries on hand, and if not, we get frustrated that our problems are not being solved! If you are left feeling disappointed or frustrated, would you return to this business? On the flip side, we do not stop to think about the customer service representative on the other side of the phone. Maybe it’s impossible for them to answer the query; maybe they do not have the resources or capabilities to do this!

We as customers now demand an easy order experience, fast delivery and quick resolution should an error occur along the way. In essence, “buying something” has become the “customer journey!” This requires back-office customer service to become truly customer-facing. First of all, by ensuring that the orders are fulfilled quickly and correctly, and secondly by being able to access accurate information fast when needed.

How can Artificial Intelligence (AI) help get orders right?
From the start, orders, regardless of the type or format will be identified and allocated to the appropriate queue. Order information will be accurately extracted and orders will be created in the Enterprise Resource Planning (ERP) system with a full audit trail. Subsequently, order confirmations and shipping notices will be sent directly to customers from the ERP. When customers contact the company via email the AI digital assistants automatically route emails to the right person or group who can handle that request. All round this allows an optimal customer service experience.

How can AI improve TALENT RETENTION?
Handing off repetitive, manual and error-prone processes to intelligent automation technology that encourages collaboration and communication on all levels lowers business costs, creates visibility for everyone and, subsequently, makes customers happy and keeps them coming back. Making use of AI doesn’t mean replacing the humans with robots and algorithms, but instead profiting from the best of both worlds where, humans and algorithms interact: By replacing the tasks that are dull and susceptible to mistakes with intelligent automation, the humans can focus on interacting with other humans again. Various AI technologies can assist in automating routine tasks so the Customer Service Representatives (CSR) team can focus on customer success, making for happier and more fulfilled employees.

EMAIL TRIAGE:
Natural language processing algorithms analyse incoming emails and take over the classification and routing tasks. Orders are forwarded to the appropriate software, while enquiries can be separated out and routed to CSRs for further processing.

CAPTURE ORDER INFORMATION:
AI-based software solutions can leverage multiple learning technologies such as machine and deep learning. These capture the key data on incoming orders, no matter if they are received by email, EDI or even… fax. The algorithms also improve over time by taking user corrections into account.

PRIORITISE ORDERS:
Priority orders, for example those with a tight requested delivery date, from priority customers or for products that need to be delivered with a particular urgency, can be captured automatically by utilising data recognition capabilities, then validated and moved along to the ERP quickly and correctly.

ANOMALY DETECTION:
Delivering and processing returns of incorrect orders drains time and costs. The AI will detect unusual quantities or amounts by analysing historical order data and sending questionable orders back to the CSR for verification.

How can AI improve the CUSTOMER EXPERIENCE?
Offering customers a portal where all information related to their order is viewable and enables them to get answers to questions creates an efficient and streamlined experience. CSRs can also perform actions such as creating new enquiries and tracking both internal and external conversations so that they can answer customer questions quickly and accurately. A portal setup empowers customers to manage their orders when they want, rather than having to write emails or make phone calls during business hours. They can:

  • See purchase orders, order confirmations & advanced shipping notices
  • Track the shipment status
  • Place new orders — either directly from a portal, or indirectly from their company’s procurement application that connects to it
  • View & pay invoices

All the information that CSRs need is right in front of them so they can focus on the customers, not technology. It also enables them to give input on success metrics and focus on more critical cases, creating happier customers in the long run, too.

  • Order automation rates
  • Processing time
  • SLA compliance
  • Enquiries by date/category
  • Views filtered by customer/division/region/country

CSRs can work more proactively and think analytically and creatively, leading to a better customer service experience for everyone.

How can AI improve OPERATIONAL RESILIENCE?
Having all business-relevant analytics and KPIs readily available will not only give management peace of mind by knowing what is happening but can also make the Customer Service team operate in a solution-oriented rather than problem-oriented manner. The result? You do not need to pull data together from different sources, you can go straight to problem detection and solving. It’s easy to use and helps you better understand your business and interact more effectively with your customers.
All the information that CSRs need is right in front of them such as:

  • Historical data for answering a customer enquiry
  • Pricing/availability requests
  • Open orders
  • Product questions
  • Change order, return, signal a claim

Having this information easily accessible allows the CSRs to focus on the customers, not technology. It also enables them to give input on success metrics and focus on more critical cases, creating happier customers in the long run, too.

BUSINESS SUCCESS IS BEST WHEN SHARED 
At Esker, we believe the only way to create real, meaningful change is through positive-sum growth. This means achieving business success that doesn’t come at the expense of any individual, department or company — everyone wins! That’s why our AI-driven technology is designed to empower every stakeholder while promoting long-term value creation.

 

Author Bio

Upnesh Grewal

As Marketing Coordinator for Esker UK, Upnesh manages marketing campaigns and events for O2C solutions. She has been part of the Esker family since 2022.

English, British
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