Is your customer service team feeling overwhelmed? It’s time to help your customers leverage customer service automation without sacrificing the customer experience and overall satisfaction.
Our data shows that 30% of customers, after signing up, decided to use an automated customer service form such as a knowledge base.
It’s clear that any customer service interaction counts, but how can you be sure of creating excellent customer service while reducing your customer service costs?
The average cost per support ticket is about 7$, so it’s clear why you want to use customer service automation as much as possible.
But there is a downside.
You don’t want to lose valuable customer interactions because of crappy automated customer service software. Wouldn’t you?
In this case, you want to search for software that helps set up automated customer service processes while keeping the customer happy when human interaction is needed.
Automating customer service ain’t easy.
But done the right way, it can help with immense benefits for your company.
In this guide, I’m going to show you the following:
By the end, you’ll be ready to create the best customer experience and leverage the benefits of automated customer service to answer common questions, boost retention, and free up your support team’s time.
Let’s dive in.
Customer service automation is a series of processes to automate customer service tasks through the help of customer service automation tools.
Here are some examples of automated customer service systems:
We’ll cover them all briefly, but first, let’s see the benefits of using automated customer service systems.
Customer support costs can quickly add up as your company grows.
Your user base is likely growing faster than you can hire new support reps. A customer service automation software will help you provide high-quality service without the associated costs of scaling customer support teams.
According to a study by Harvard Business Review, the average cost of a live service interaction is more than $13 for a B2B company. In contrast, a Do-It-Yourself, self-service transaction costs pennies.
An automated customer service system will also be a useful resource for your support team, as they can quickly access up-to-date information on how to do specific tasks with your product, which will help when they need to answer customer queries.
If you can answer your customer’s inquiries more efficiently, then all your customer success metrics will improve.
A self-service customer support system will increase your users’ trust in your company and build customer loyalty.
Well, you’re helping them feel empowered and solve their problems.
In fact, 81% of customers try to solve problems before reaching out to a support representative.
Suppose you can consistently help your users solve their problems in the quickest possible way.
A good customer service automation software also helps you with customer satisfaction surveys, such as the one you see below.
Measures how much effort a customer has to put in to use your product
The problem with traditional customer service software is that your support team will have to repeat themselves all day.
Almost half of the business owners say that over 30% of their team’s support tickets are “repetitive, yet easy to solve”.
Your team can focus on important tasks and more complex support requests with a self-service support system.
Commonly asked questions can be answered in detailed help documentation and FAQ sections on your website.
One of the key features of an effective CS automation tool is to suggest the right documentation when the customer asks for it.
We’ll come back to this later on.
If you are based in a timezone but selling worldwide, you want to offer automated customer service while your CS agents sleep.
Keep your live chat on and automate customer service with suggested articles or dedicated chat triggers to suggest solutions to common issues on certain pages.
Use chat triggers to automate customer support at the right time when the user need it.
Based on customer data, you will be able to deliver the best customer experience even when your team is not present.
And if something can’t be solved, your customer service agents will take over when the automation can’t help as soon as they are back.
Centralizing all your customer data in a single customer service software tracking the entire customer journey will help your team to speed up your understanding of the customer issues.
Without going back and forth to understand where the customer encountered the issue and what has been done from their side, your customer service agents will have a smoother customer service process.
Also, unifying communication channels will help to centralize your interactions with the customers through different channels like email or chats.
Also, your team can develop better customer service skills by having centralized documentation.
Today, customer service is a key part of marketing. Buyers trust referrals and word-of-mouth.
If you provide an amazing customer service automation tool for your customers, they’ll never run into annoying problems with your product. Your customer relationships strengthen and your marketing team will be happy to get more customers by the word of mouth channel.
As you enable people to use your product successfully, they’ll be more likely to recommend your product to their friends and network and more likely to keep paying you monthly.
As well as that, there are SEO benefits to a knowledge base and automated chat suggestions.
And if you are using automated chat triggers, like the one below, when the user needs the most help with youtube videos, you will get more engagement on other channels as well.
Curious about how you can use [PRODUCT]? Check out this video
Add chat messages triggered when a user hover on an element in your web app
You can benefit from automation if you want to expand your word of mouth or build up your Trustpilot or Capterra positive reviews.
Thanks to the most advanced customer support automation software, you can automate NPS or CSAT in-app surveys via email or live chat.
Whenever a customer is satisfied with your support, you can collect customer feedback via NPS surveys and redirect only the promoters to your favorite review portal.
Instead of asking individually to happy customers to leave a review, you can reduce customer service tasks and automate via workflows.
Among the benefits of automated customer service software, there is one that is underestimated: the reduction of customer complaints.
If you set up your automation the right way, your customers will say thank you, and wow every time your automated software helps them to reach their goals.
This also reduces customer complaints by 10 times, as one of our customers achieved in the last 6 months.
Are you sending the same answers over and over again? Is your service team stressed and overwhelmed? Do your customers complain about the lack of responsiveness from your support?
This indicates that your company needs a customer service strategy that helps your customer support team avail of artificial intelligence to suggest repetitive questions.
72% of consumers report they are likely to switch to a competitive brand after just one bad experience.
Suppose you can be the brand that answers every question your customers have in a simple, fast way. In that case, you’ll keep your customers happy and have a clear competitive advantage over competitors who aren’t prioritizing support.
Unfortunately, automated customer service systems aren’t a silver bullet.
Automate customer service with the help of artificial intelligence is not always a good idea because it creates more frustrated customers than you can imagine.
Many companies don’t have good systems to implement them.
Gartner research shows that 70% of customers use self-service channels at some point in their resolution journey, but only 9% can fully resolve their issues via self-service channels.
In most cases, that’s due to poor information structure.
If your customers can’t find your help center, they won’t use it.
Make your help center easy to find and easy to use.
The more accessible it is, the more likely you will see success.
Let’s see how you can set up your automation to win.
So, you’re ready to build your automated customer service to win your customers’ hearts.
But how exactly do you create one that works?
There are a few ways to go about it. Here are three of the most effective.
We saved $11,704,900 (and counting) for our customers in support tickets avoided, thanks to our help centers.
Knowledge bases are centralized information hubs containing guides and documentation on solving common problems with your product.
They’re often organized by topics related to the company’s services or features.
For example, Paymo categorizes their help center collections with getting started articles to help set up the tool, some video tutorials, info about subscriptions and pricing, and so on.
It’s a simple and effective way to host all of your FAQs and guides in one place.
Solutions like the Customerly help center help businesses to reduce inquiries and improve satisfaction.
Support customers with personal support and human agents when possible on complex issues and use proactive support to save time with easier customer issues.
First, head to your Help Center and click Create New Collection.
Once you’ve created your collection, click on it.
You can then add a new article using the “Create new article” button on the right-hand side of the screen.
You can add as many articles as possible covering all aspects of your product.
If you have multiple team members working on your help center, you’ll be able to quickly see who’s created the articles and their status (Draft or Public) of them.
To help ensure your customers can find your articles in your help center, you can add keywords to them in a few clicks.
From there, you can start editing the article itself and add specific keywords to the article.
When a customer or potential customer searches your knowledge base for help (accessible from the Customerly live chat or in your help center), articles that match based on keywords will automatically be suggested.
For example, if I am looking for help setting up my NPS, all I need to do is search in the live chat, and I’ll automatically be suggested articles to help with my problem.
This is why suggesting a series of help center articles depending on the customer inquiries with the help of machine learning is a better idea than automating customer service completely with chatbots.
This is precisely what our customer service automation software does. It saves your customer service agents plenty of time by suggesting help center articles based on customer requests. They encourage self-service.
It’s a simple and effective way to boost customer self-service adoption and remove the need for every support request to go through your support team.
On top of the autoReply and in-chat help center, add help center links to your website footer and support pages, and it’ll be easy for your customers to find them when they have questions.
A live chat widget is one of the best ways to answer common questions.
60% of customers expect – more than half – an immediate response when contacting live chat.
If you can create a live chat widget on your site, you’ll give your customers a fast, simple way to find answers. 📲
And you will benefit from customer service automation with the suggestion of a series of knowledge base articles. So this way, you can provide customers with an instant response.
In Customerly, it’s simple to set up your live chat.
Choose your installation option. You can install it via a small code snippet, a WordPress plugin, Angular, iOS or Android SDK.
Customize your settings, including:
Once everything is ready, you can launch your live chat.
Your customers can access it anytime, find answers to their questions, and get in touch with your support team if they can’t find their answers.
When customers can’t find their answer in the help center, they can send you a direct message using your live chat.
You and your team can manage your responses from a simple, unified dashboard.
Different team members can jump in and out of conversations and see details on the user you’re talking with (email, location, user properties).
A major advantage to live chat is the speed.
53% of buyers in the US say they’re likely to abandon a purchase if they can’t find a quick answer to their question.
A live chat signals to your users and customers that you’re available and responsive.
You can also use proactive live chat messages to engage with your customers when they need it the most.
If you spot a question arising every time your customer visits a page, anticipate the answer with a chat message.
To set up chat triggers, use one of our chat templates like the one below or create your own.
You will now be able to serve your customers with the proper support exactly when they need it.
Customers expect an immediate resolution; assigning your tickets automatically is another automation you can use with some automated systems.
Use the power of customer service automation with auto-assignment to support agents always getting the right topic without requiring an additional layer of service reps organizing the incoming conversations.
Ticket routing is a way to reduce repetitive tasks (such as manual assignation) based on customer questions or customer data.
This way, you can direct customers to the human agent, taking the communication from there. This will also improve customer experience since your team can quickly reply to their inquiries.
Another way you can have satisfied customers (and support agents) is to let your automated customer service platform ask for additional questions before human interaction.
Asking dedicated questions will help your customer support agents to gather feedback before interacting with the customers.
As you can see below, this question will ask for the phone number, but you can also ask which problem they are trying to find a solution for.
Automating customer service is an ongoing task; the more you optimize, the less you will work on it.
Your knowledge base is a living part of your website.
You should always update it and look for ways to improve the content as your product evolves.
A simple way to do this is to choose one with a user feedback system built-in to improve the customer experience at every step of their customer journey.
This is important because it’s a good way to gauge if your customer service system is helpful.
For example, your knowledge base built with Customerly will automatically collect customer feedback on the articles.
If you consistently see people saying your documentation doesn’t answer their questions, you know it’s time to update the articles receiving poor feedback or spend more time talking to your customers to identify their real pain points.
Another key feature to look out for is analytics on how people use your knowledge base.
As well as showing you analytics on your most viewed articles, you can use Customerly to find new opportunities to improve your knowledge base using the “Failed Searches” feature.
Customers in your knowledge base will type their query in, as it’s the fastest way to find the right article.
But what if you don’t have an article answering a specific question?
Well, head to your Help Center inside Customerly. Click on Reports next to Collections.
In your Analytics dashboard, you’ll see a “Failed Searches” report.
This compiles every search your customers made that didn’t return an article and how many times it was searched for.
For example, maybe you released a new feature but didn’t update your documentation yet.
If your users are having trouble with it, it’ll show that they’re looking for help. You can then prioritize which articles you create based on how many people are searching for them.
Once you have completed the article, you can mark as solved the missing article.
It’s a simple and effective way to continuously improve your knowledge base.
And also it can be used as a good gauge for developing new features or products to update.
This is why customer service automation software is a way to handle support where your users can get the information they want without reaching out to support via chat or phone.
Customer service automation tools aim to provide users access to as many resources as possible in the easiest and fastest way at a 24/7 availability.
This approach is taken by many SaaS companies, as there are often high-support costs associated with handling every request via a customer service agent.
It’s also ideal if you have a customer type that may not want to engage with real people for every request and wants to handle things themselves.
Finally, it’s always key to remember that automating customer service should work in combination with your customer service team.
The support automation won’t replace your human support. Still, it will enable them to stay more productive and focus on the support requests that can’t be answered in simple help documentation.
Customer experience MUST be your first objective. Always.
You’ll have happy customers and a happy team. Adopting an automated customer service platform is a win-win situation for everyone involved.
Start automating customer service by signing up today for a 14-day free trial and ease your team from the excess workload.
Luca Micheli is a serial tech entrepreneur with one exited company and a passion for bootstrap digital projects. He's passionate about helping companies to succeed with marketing and business development tips.