AI Solutions for Proactive Customer Engagement

How To Create An "Amazon" Experience For Each of Your Customers No one does it better, and now you can provide that same experience today for your B2B customers using AI. 1. Predictive Analytics: The Mind-Reader of B2B Buying Behavior Example: AI detects when a prospect repeatedly visits case study pages but ignores pricing, signaling an interest in success stories but potential concerns with cost. With this insight, sales teams can tailor their outreach with ROI-driven messaging rather than generic sales pitches. 2. Real-Time Personalization: Turning Engagement into Action Example: A VP of Marketing visits a SaaS company’s blog on “ABM Strategies.” Instead of a generic website experience, AI reconfigures the homepage to showcase ABM case studies, demo invitations, and ABM-specific pricing models—creating a frictionless, hyper-relevant journey. 3. Intent Detection & Lead Scoring: Stop Guessing, Start Knowing Example: A prospect downloads a whitepaper but doesn’t respond to follow-ups. AI cross-references their LinkedIn activity and detects that they recently engaged with a competitor’s post on the same topic. This triggers an automated, high-touch follow-up addressing competitor comparisons. 4. AI-Driven Conversational Sales: Guiding Buyers in Real-Time Example: A chatbot engages a first-time website visitor, identifies their industry, and instantly suggests relevant case studies and a tailored demo video. Meanwhile, AI flags this visitor as a high-value lead and notifies the sales team for real-time engagement and relationship building. 5. Automated Multi-Channel Engagement: Right Message, Right Time Example: A decision-maker engages with an email but doesn’t click. AI automatically retargets them with a LinkedIn ad showcasing a customer success video, increasing the likelihood of further engagement. 6. AI-Driven Churn Prediction: Preventing Drop-Off Before It Happens Example: AI flags an enterprise client who suddenly reduces platform logins and stops engaging with support tickets. Instead of waiting for churn, AI triggers a proactive outreach campaign, offering personalized support or exclusive features to reignite engagement. This is your opportunity to create a personalized customer journey for each one of your top Ideal Customer Profiles and DOUBLE YOUR SUCCESS almost immediately. #customerexperience #customerjourney #digitalmarketing #marketing

🧠 AI-First Use Cases for Customer Success, Account Management & Support It's not just sales that can benefit from AI-powered automation. We're also thinking on the customer experience and how we can better serve our customers leveraging AI in our workflows at Vanta: 🆕 Onboarding & Activation - Agentic AI-led Customer Onboarding – An autonomous AI agent walks customers through onboarding, dynamically adjusting based on user behavior, role, and progress. - Automated Customer Onboarding – AI sends tailored welcome messages, interactive walkthroughs, training content, and milestone reminders, with personalized progress tracking. - Onboarding Risk Prediction – AI flags customers likely to stall during onboarding based on usage signals, role, and industry, prompting human intervention at the right moment. 📊 Customer Health, Retention & Expansion - AI-generated Customer Health Scores – AI continuously monitors product usage, NPS scores, ticket volume, and sentiment to produce a dynamic, predictive health score. - AI-powered Renewal & Expansion Insights – Predictive models surface customers likely to churn or ready to expand based on product adoption, engagement signals, and historical behavior. - Automated QBR Generation – AI creates tailored quarterly business review decks using real-time usage data, benchmarks, and suggested action items for growth or risk mitigation. 🗣️ Feedback & Voice of the Customer - AI-powered Customer Feedback Collection & Tracking – AI gathers structured feedback from NPS, CSAT, support tickets, onboarding surveys, and calls, and categorizes it into themes for PM and GTM teams. - Product Feedback Loop Automation – When a customer submits a product request, AI logs and categorizes it, tracks request status, and automatically follows up when the request is fulfilled or addressed. 💬 Support & Issue Resolution - AI-driven Support Ticket Triage – AI prioritizes and routes incoming tickets by urgency, topic, and customer tier, suggesting answers or tagging the appropriate team. - Self-service AI Knowledge Assistant – A conversational AI assistant that provides customers with instant, contextual answers based on docs, past tickets, and product updates. - Auto-Response Suggestions – AI drafts first-response templates to support tickets, tailored to ticket context and customer profile, saving agents significant time. 🎯 Proactive Engagement - AI-Powered Play Recommendations – AI suggests proactive outreach plays for CSMs and AMs based on customer lifecycle stage, feature usage, or risk indicators. - Milestone Celebration Automation – Automatically send personalized emails or in-app messages when customers hit key milestones (e.g., passed audit, integrated first vendor), boosting engagement. - Usage Pattern Anomaly Detection – AI spots abnormal drops or spikes in usage and alerts the account team to investigate. Interested in solving these problems with us? Check out our Founder in Residence role opening! 🚀

9 Agentic AI CX Use Cases - Getting super practical here... Retail, Healthcare, and Travel and Hospitality ******** Retail 1. Proactive Cart Recovery A customer abandons their cart on an e-commerce site. The AI Agent identifies the behavior, sends a reminder with a discount offer, and even allows the customer to complete the purchase via a single click in the email. Benefit: Reduces abandoned carts, increases sales, and enhances customer convenience. 2. Post-Purchase Assistance After a customer buys a smart device, the AI sends setup instructions, schedules a tutorial call, or offers accessories for their purchase. Benefit: Builds customer confidence in the product and fosters loyalty. 3. Supply Issue Alerts A popular item is out of stock, and the AI proactively informs customers on the waitlist when it’s back, providing pre-order options. Benefit: Keeps customers informed and engaged without them having to follow up. *************** Healthcare 4. Appointment Management The AI monitors a customer’s health records and sends reminders for regular checkups or follow-ups. It also adjusts appointments based on availability and patient preferences. Benefit: Streamlines appointment scheduling, reduces missed visits and enhances preventive care. 5. Medication Compliance AI tracks prescribed medication schedules, reminds patients to take their doses, and even checks for pharmacy refills or delivery options. Benefit: Improves health outcomes and patient satisfaction by minimizing human error. 6. Health Crisis Intervention Detects abnormal symptoms during a telehealth conversation and escalates the case to a specialist or recommends visiting an emergency room. Benefit: Offers timely interventions, potentially saving lives. ************* Travel and Hospitality 7. Real-Time Flight Management A customer’s flight is delayed. The AI rebooks connecting flights, updates the itinerary, and arranges hotel stays or transportation, notifying the customer immediately. Benefit: Provides peace of mind and seamless travel adjustments. 8. Personalized Itineraries Based on a customer’s travel history, the AI suggests a customized itinerary, books local experiences, and offers restaurant reservations. Benefit: Enhances the travel experience and reduces planning effort. 9. Crisis Handling During a weather emergency, the AI proactively communicates updates, reschedules bookings, and ensures the customer is aware of safety protocols. Benefit: Builds trust by showing care and foresight. Banking and Financial Services For more on these uses case, see my articles on CX Today - https://lnkd.in/gin9Pd4c