AI in Customer Care

Summarized Lessons from the Trenches

8/12/20251 min read

worm's-eye view photography of concrete building
worm's-eye view photography of concrete building

Here are some lessons from my last AI project for Customer Care Automation.

Plan First

  • Define KPIs and link them to your OKRs. Start measuring them before the AI rollout to track progress, test changes, and calculate ROI.

  • Involve your Customer Care team from day one. Explain the difference between digitizing processes and optimizing them with AI. Guide the team toward optimization.

  • Choose AI features built into your existing platforms or from established tech providers. Avoid early-stage vendors to reduce risk.

  • Use AI to support, not replace, agents. Add tools for interaction summaries, sentiment analysis, and intelligent suggestions.

    Deploy Smart

  • Maintain high data quality and reliable access. Use clear integration plans to remove data silos.

  • Address security and compliance risks, including GDPR, with dedicated measures.

  • Keep your knowledge base complete, updated, and aligned with real customer needs.

  • Fine-tune models early to reduce ticket misrouting and misclassification.

    Keep Improving

  • Train agents regularly to use AI effectively.

  • Improve AI models and processes step by step using real feedback.