Best Practices for AI in Customer Support

I have been working with AI in customer support for a while now. And lately, one thing is becoming clear. This space is getting crowded. Every vendor claims their AI is the magic wand. Just plug it in, and your support problems disappear. But the reality is different. AI isn’t magic. It’s a strategy. It has to be planned, adapted, and rolled out based on: 🔹 Your goals 🔹 Your current challenges 🔹 And your team’s capacity Most support leaders we speak with aren’t confused about the tech. They are confused about where to use it. That’s the real challenge. So we created a simple matrix to help teams make better AI decisions. It’s built on just two questions: 1. What’s the risk if AI gets this wrong 2. How complex is the task When you map support work using this lens, things get clearer: - Use AI fully for low risk, repetitive tasks like tagging, triaging, or summarising. - Use AI as a helper for pattern based tasks like routing, recommending actions, or drafting replies. - Keep humans in control for high risk, complex issues like escalations, complaints, or anything tied to revenue.   And here’s the other mindset shift: Don’t think of support AI as one giant bot. Think of it as a system of specialised agents: 🔹 Analyzers – Understand queries, profiles, logs 🔹 Orchestrators – Manage workflows, routing 🔹 Reasoners – Diagnose problems 🔹 Recommenders – Suggest next steps 🔹 Responders – Write or send replies Each agent plays a specific role, just like your support team does. Done right, AI doesn’t replace humans. It supports them, speeds them up, and helps them focus where it matters most. This approach is also being recognised by the front-runners in the space. At a recent ServiceNow event I attended, many speakers echoed the same thought: AI is not one size fits all. It must be tailored to each organisation’s structure, systems, and bandwidth.   Let’s stop using AI for the sake of it. Let’s start using it where it actually makes a difference.   If you are building or evaluating AI for support and want to walk through the matrix, Feel free to drop me a message.  Always happy to exchange notes.

Conversational AI is transforming customer support, but making it reliable and scalable is a complex challenge. In a recent tech blog, Airbnb’s engineering team shares how they upgraded their Automation Platform to enhance the effectiveness of virtual agents while ensuring easier maintenance. The new Automation Platform V2 leverages the power of large language models (LLMs). However, recognizing the unpredictability of LLM outputs, the team designed the platform to harness LLMs in a more controlled manner. They focused on three key areas to achieve this: LLM workflows, context management, and guardrails. The first area, LLM workflows, ensures that AI-powered agents follow structured reasoning processes. Airbnb incorporates Chain of Thought, an AI agent framework that enables LLMs to reason through problems step by step. By embedding this structured approach into workflows, the system determines which tools to use and in what order, allowing the LLM to function as a reasoning engine within a managed execution environment. The second area, context management, ensures that the LLM has access to all relevant information needed to make informed decisions. To generate accurate and helpful responses, the system supplies the LLM with critical contextual details—such as past interactions, the customer’s inquiry intent, current trip information, and more. Finally, the guardrails framework acts as a safeguard, monitoring LLM interactions to ensure responses are helpful, relevant, and ethical. This framework is designed to prevent hallucinations, mitigate security risks like jailbreaks, and maintain response quality—ultimately improving trust and reliability in AI-driven support. By rethinking how automation is built and managed, Airbnb has created a more scalable and predictable Conversational AI system. Their approach highlights an important takeaway for companies integrating AI into customer support: AI performs best in a hybrid model—where structured frameworks guide and complement its capabilities. #MachineLearning #DataScience #LLM #Chatbots #AI #Automation #SnacksWeeklyonDataScience – – –  Check out the "Snacks Weekly on Data Science" podcast and subscribe, where I explain in more detail the concepts discussed in this and future posts:    -- Spotify: https://lnkd.in/gKgaMvbh   -- Apple Podcast: https://lnkd.in/gj6aPBBY    -- Youtube: https://lnkd.in/gcwPeBmR https://lnkd.in/gFjXBrPe

Let’s say your support center is getting hammered with repeat calls about a new product feature. Historically, the team would escalate, create a task force, and maybe update a knowledge base weeks later. With the tech available today, you should be able to unify signals from tickets, chat logs, and social mentions instead. This helps you quickly interpret the root cause. Perhaps in this case it's a confusing update screen that’s triggering the same questions. Instead of just sharing the feedback with the task force that'll take weeks to deliver something, galvanize leaders and use your tech stack to orchestrate a fix in real time. Don't have orchestration in that stack? Start looking into this asap. An orchestration engine canauto-suggest a targeted in-app message for affected users, trigger a proactive email campaign with step-by-step guidance, and update your chatbot’s responses that same day. Reps get nudges on how to resolve the issue faster, and managers can watch repeat contacts drop by a measurable percentage in real time. But the impact isn’t limited to operations. You energize the business by sharing these results in a company-wide standup and spotlighting how different teams contributed to the OUTCOME. Marketing sees reduced churn, operations sees lower cost-to-serve, and leadership sees a team aligned around outcomes instead of activities. If you want your AI investments to move the needle, focus on unified signals, real-time orchestration, and getting the whole business excited about customer outcomes....not just actions. Remember: Outcomes > Actions #customerexperience #ai #cxleaders #outcomesoveraction