How to Use AI for Customer Success
By now, you should already have used AI—at least once with ChatGPT.
If not, hurry up or you might be left behind soon.
Why?
AI is completely transforming every industry, including customer success.
It gives you superpowers to boost productivity and improve customer interactions.
How?
Here are the best practical examples and software tools that will help you get ahead fast:
Automate Reactive & Admin Work
Doing repetitive administrative tasks is a total waste of time.
Use chatbots like DevRev's PLuG to integrate with your product catalog.
It will help you retrieve reports, product details, and usage data for your customers.
Other mainstream AI chatbots from Sendbird or Amazon’s Lex can handle 1st level support.
A massive opportunity for you to save time so you can focus on more complex issues.
If you haven't started experimenting, start today.
Improve Proactive Work
Past customer interactions are a pure goldmine.
They sit on your platform, waiting for an AI to do the painful work and sort through your massive data.
Tools like Gong use AI to analyze call recordings and make recommendations for upcoming calls, QBRs, or customer demos.
Customer Support On Steroids
This is one of the most affected areas by AI.
AI chatbots are excellent at handling routine support requests.
Platforms like Drift offer AI tools to help manage complex issues.
Summarize and Organize Meeting Notes
Powerful tools like Fathom, Fireflies, or Otter are your best companions.
These solutions transcribe calls, identify action items, and share summaries automatically.
No more time wasted searching for lost data or conversations.
Draft Communications
You can write better emails and content for your customers using tools like Microsoft Copilot and Jasper.
These AI writing assistants help you keep the right tone and nuance for each of your customers and more.
And That's It
AI is powerful, but it's not the only one to do everything for you.
Think of it like an extension of your brain, the bicycle of your mind as Steve Jobs said.
But these tools still need the right setup and human input to improve the personal touch that is fundamental to Customer Success.
Yet—there is so much more to come, and I can't wait to share more with you.
So stay tuned 🤖
-Hakan.
P.S. what other AI tools are you using in your day-today work?
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