CX Automation: from automatic ticket tagging to analysis with a single click

David Pop

4

min read

From automatic ticket tagging to in-depth data analysis, CXA transforms how businesses manage customer interactions. Discover how this technology not only streamlines workflows but also boosts customer satisfaction, turning routine tasks into opportunities for growth with just a single click.

What is customer experience automation?

Customer Experience Automation (CXA) leverages artificial intelligence (AI) and automation to deliver fast, personalized, and seamless customer experiences that feel genuinely human. CXA addresses the entire customer lifecycle, ensuring a seamless journey from initial engagement to post-purchase interactions. CXA streamlines workflows, automates interactions with AI agents, and provides AI-powered support to human agents. Learn how CXA can assist businesses in managing customer expectations and enhancing overall customer satisfaction.

How customer experience automation works

Customer Experience Automation (CXA) integrates AI across all customer touchpoints, enabling businesses to deliver faster, more effective service throughout customer interactions. Every interaction between a customer and a business can either build or damage the relationship. Organizations can utilize CXA to streamline interactions, provide round-the-clock support, and offer hyper-personalized experiences.

Automation tools like AI chatbots can efficiently handle customer queries, providing timely responses and reducing the need for manual intervention. CXA enables businesses to automate individual customer engagement throughout the entire lifecycle, ensuring quicker and more personalized communication efforts. Instead of service representatives handling day-to-day exchanges with clients, automation solutions minimize human interactions and do the heavy lifting for your team.

To successfully implement customer experience automation, consider the following components:

  1. Orchestration: Use existing customer data to determine where automation is necessary and most valuable, setting up touchpoints to communicate with clients when it makes sense.
  2. Segmentation: Divide your audience into subgroups based on common characteristics, ensuring they receive relevant content based on their unique needs and at the most appropriate time.
  3. Personalization: Ensure every person interacting with your brand feels seen and heard by building highly personalized campaigns using data gathered from segmentation efforts.
  4. Automation: Analyze customer data and use it to automate your communication, enhancing efficiency and effectiveness.

Its important to mention that customer experience (CX) and customer service are distinct, with CX encompassing every interaction and customer relationship management (CRM) playing a crucial role in organizing and managing these interactions. While customer service is a singular event occurring when a client requires support, CX encompasses every interaction with your business.

Customer experience automation benefits

There are plenty of benefits that come with customer experience automation. Let's focus on the following.

Manage easily support volumes at scale

Growing businesses often face an increase in support tickets. CXA can assist your support team in addressing this growing demand. This allows customer service representatives to manage more requests effectively, ensuring timely and efficient support.

Take Plannable, for instance. When their user base grew, they experienced a significant rise in support tickets. However, by implementing ClientZen, they effectively managed this increase in demand. ClientZen reduced Plannable’s feedback analysis workload by 15-20%, and the overall workload decreased substantially, all while maintaining high customer satisfaction.

Through the experience of Plannable, it’s obvious that CXA, such as ClientZen, offers the scalability needed to meet changing customer needs while upholding service excellence.

More time for customer service agents

We are already familiar with the Plannable case study, where CXA had a direct impact in reducing their workload by up to 20%. Now, you might ask, what does the CX and Support team do with their free time? You can use your time to focus on your customer.

With less manual work, your customer service agent has way more time to address your customers’ problems, directly impacting their frustration and negative sentiment, and convert those problems into solutions.

This decrease in workload has given Plannable’s team more time to focus on other areas, resulting in better customer service and an increase in customer retention and satisfaction. Since using ClientZen in their work process and customer support, positive feedback towards feature requests has increased by 30% in just 6 months.

Analyze data automatically and detect negative sentiment drivers

The primary goal of automation is to minimize human involvement or eliminate it altogether. While many customer experience analysis tools offer automation for tagging support tickets or automating the collection of customer feedback, not many tools focus on and offer automation for data analysis. And if they do offer it, the automation is often limited.

ClientZen was designed with data analysis automation in mind. With just a few clicks, all the main analysis can be done directly on your dashboard with minimal human interaction. If you are a ClientZen user, you may already be aware that negative sentiment drivers are readily accessible on your main dashboard. These drivers are automatically generated as soon as you connect your data sources, eliminating the need for manual input or excessive clicking within the platform. This means that upon logging into the dashboard, you can instantly access this valuable information without any additional effort. ClientZen’s automation tools facilitate the entire customer journey, from initial contact to post-purchase interactions, ensuring a seamless and efficient experience.

In addition to negative sentiment drivers, you can track changes in topics and conversations within a specific segment of your customer base. Key insights are also available within the dashboard to help you proactively address your customers’ pain points. Negative sentiment drivers are also associated with the churn rate, helping you understand the financial impact of your customers’ negative sentiment.

How to start CX automation?

It's important to thoroughly understand innovation and new technologies before adopting them. The crucial step is recognizing whether you actually need them. Automation becomes necessary when the volume of tasks becomes overwhelming or when repetitive tasks start to dominate valuable ones.

If you find yourself in this situation, then you definitely need Customer Experience Automation (CXA), and you need it now. Look for tools that won't disrupt your current workflow but rather integrate with it. Choose a customer experience automation tool that your team can easily learn, as no one likes complex tools with steep learning curves.

We recommend ClientZen. If you're seeking to streamline your work, you have nothing to lose by booking a demo. There's no commitment on your end, and you'll discover how ClientZen can optimize your overall customer experience.

Customer feedback made easy

Customer feedback tagged automatically

Real-time customer sentiment scores

Pain-points evolution over time

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David Pop

Marketing Manager at ClientZen