Automation Tools to Improve Customer and Agent Experience


A picture of a robot on a dial being turned towards icons representing automated tasks

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Nuno Brito at Talkdesk shares insights on how call centres can improve customer and agent experience through the use of automation tools.

Improving the Customer Experience, Agent Efficiency, and Satisfaction.

Automation, the use of technology to reduce human intervention in a process, is being increasingly adopted across a wide array of industries.

While we might envision automation as a factory or warehouse in which robots and other machinery produce or move physical objects, what we might not realize is that we come in contact with automated systems almost every day through our favourite brands’ contact centres.

What Is Contact Centre Automation?

Contact centre automation is defined as a set of simple workflows to automate tasks and improve agent productivity.

Contact centre automation often includes behind-the-scenes actions—such as finishing post-call recordkeeping or searching for the right next best action—but can also be customer-facing, such as a self-service chatbot that helps customers answer FAQs.

There are many different ways that contact centre activity can be automated to reduce non-call activities, which frees agents to take additional calls.

“A password reset. Where to send a payment. Locating the nearest store. These types of entry-level tasks are well-suited to contact centre automation.”

Different Types of Contact Centre Automation.

Automation in the contact centre comprises simple workflows that automate repetitive tasks, streamline efficiencies, and improve productivity.

For example, you can configure your contact centre platform so that recordings and data automatically populate into a customer relationship management (CRM) solution.

Missed calls can automatically create a ticket into an integrated helpdesk system, putting the call data, caller information, voicemail recording, and transcription at an agent’s fingertips.

The automation most familiar to many is the interactive voice response (IVR) software that enables contact centres to handle large volumes of calls, texts, and webchat sessions.

It also can create call flows and provides text-to-speech integration, scripting capabilities, automatic speech recognition, and database integration. Finally, IVR software can validate customers, make outbound calls, route calls to the right agent, and allow for recorded messages.

Here are a few other common contact centre processes that are often automated:

  • Virtual agents. Also known as chatbots, virtual agents can allow customers to resolve issues round the clock. This can strengthen customer satisfaction (CSAT), as simple issues can be resolved in a self-service model and more complex issues can be escalated to a human agent.
  • After-call work. Automated workflows can reduce after-call work, allowing agents to quickly return to fielding calls. A new contact entered into the contact centre platform can also be automatically generated for your CRM, incident management platform, and other integrated third-party platforms.
  • Entry-level tasks. Many customers have similar reasons for contacting a brand. A password reset. Where to send a payment. Locating the nearest store. These types of entry-level tasks are well-suited to contact centre automation. Self-service web pages can allow customers to solve their issues, while virtual agents or chatbots can answer simple questions and get information on more complex issues before routing the call to the best trained agent for that issue.
  • Guided discussions. Even the best agents need help sometimes. Automated guidance provides real-time agent assistance and suggestions during customer interactions. This type of automation incorporates natural language processing (NLP) and can also analyse the tone of voice to understand the discussion. It then can provide an agent suggested solutions, next best actions, steps to troubleshoot a particularly thorny issue, and even guidance to ensure regulatory compliance in sectors like healthcare and finance.

How Contact Centre Automation Is Key to Improving the Customer Experience.

During the pandemic, many contact centres quickly deployed automation to cover for an agent workforce that was adjusting to a new remote work reality.

These automated aspects of the contact centre technology stack scaled quickly when call volumes skyrocketed due to brands’ physical locations being forced to close to slow the spread of COVID-19.

Automation can reduce caller wait time or prevent the need for a call entirely.

Self-service options range from online customer support databases, on which customers can search for the needed answer; specialized chatbots that mimic human interaction on frequently asked questions; or digital forms that initiate a product return or refund all can save the consumer time.

No one likes to be on hold waiting for the next available agent when they can self-serve.

Fully functional contact centre automated systems that adhere to a brand’s aesthetic and tone of voice can leave the customer feeling the experience was a positive one.

How Contact Centre Automation Can Improve Agent Efficiency and Satisfaction.

In addition to improving the customer experience, contact centre automation can improve agent efficiency and job satisfaction.

Answering the same handful of simple questions repeatedly can lead agents to frustration, boredom, and burnout. Automated systems can often resolve these issues without human involvement, empowering agents to handle more difficult—and more engaging—issues.

Automation can also relieve agents of many administrative tasks that are important but time-consuming and with little value-add from human involvement.

After-call work, such as filing the recorded contact session and associating it with the customer’s record or flagging a customer file for future follow-up, can be automated. This not only keeps agents engaged and dialled into customer issues, but it also helps them take the next call more quickly.

Automation brings many advantages to the contact centre. As technologies like artificial intelligence (AI) and machine learning continue to refine, automation in the contact centre is only likely to become more widespread.

This blog post has been re-published by kind permission of Talkdesk – View the original post

To find out more about Talkdesk, visit their website.

About Talkdesk

Talkdesk Talkdesk is a global customer experience leader for customer-obsessed companies. Our contact center solution provides a better way for businesses and customers to engage with one another.

Read other posts by Talkdesk

Call Centre Helper is not responsible for the content of these guest blog posts. The opinions expressed in this article are those of the author, and do not necessarily reflect those of Call Centre Helper.

Published On: 4th Jun 2021 - Last modified: 8th Jun 2021
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