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Practical AI use cases in
Customer Service
Denys Holovatyi
Data Science and AI consultant @
EnterpriseAI Consulting
WEBINAR 1 OF 3
Anna Augé
Senior Project Manager AI
Freelance
Speakers
Denys Holovatyi
Data Scientist & Founder
EnterpriseAI Consulting
Anna Augé
Senior Project Manager AI
Freelance
04
0201
03
Practical AI use cases
Next steps
Why AI in customer
service?
Interview with our
expert
• Why AI
• What is customer service?
• How AI and CS work together
Why AI in customer
service?
Why AI, why today?
https://www.pwc.de/de/digitale-transformation/kuenstliche-
intelligenz/kuenstliche-intelligenz-in-unternehmen.html
$15.7 trillion
AI will add this much to the global economy until 2030
Why AI, why today?
https://www.gartner.com/en/newsroom/press-releases/2019-
01-21-gartner-survey-shows-37-percent-of-organizations-have
270% growth
AI use in companies over the past 4 years
Example: Text generation – OpenAI GTP-2
https://openai.com/blog/bet
ter-language-models/
Example: Text generation – OpenAI GTP-2
https://openai.com/blog/bet
ter-language-models/
Customer Service
Conversation
CS is a conversation
/ interaction with the
customer
Document
CS is about tickets,
requests, cases
Business process
CS is there to solve
specific problems of
the customers
Cost center
(CS is a P&L line)
How do you understand it?
Businessprocess Create
ticket
Set to: in
progress
Resolve
ticket
Conversation
Profit & Loss statement
Some Expense (10,000,000.00)
Customer service (12,725,346.24)
Some other expense (10,000,000.00)
Document
Support Ticket 743775
Issue description Customer cannot access the page to..
Customer Peter ver Ymportant
Submitted by Meg Doe
Priority Major incident
Status In progress
Category Website issue
Service representative John Roe
Supervisor Ed Poe
Tasks
1. Be nice
2. Do things
3. Do things again
4. Make the customer happy
Assignment group Web Crew 101
How do you understand Customer
Service?
Write in the chat or Q&A!
• CS process & context
• AI use casesPractical AI use cases
Customer Service context
Customer characteristics
• Demographics
• Psychographics
• Behavior
Customer relationship
• Incident history
• Lifetime value
• Churn probability
Key KPIs
• CSAT
• Resolution time
• ROI
Customer Service process
Create ticket Assign ticket
Set to: in
progress
Escalate ticket Resolve ticket
● Incoming
channel
● Chatbot
response
● Incident
history
● Intelligent
routing
● Auto tagging
● Urgency
detection
● No multi-hops
● Min escalation
● Knowledge
management
● Digital
assistants
● Utilization vs.
resolution
times
● Auto
escalation
● Major incident
detection
● CSAT effect
prediction
● Resolution
time prediction
STEP
AI POTENTIAL
Use case: predicting resolution times
● Get the data from your CS system (e.g., Zendesk, Salesforce for
Services, ServiceNow)
● Model your CS process with the most time-consuming steps. Identify the
bottlenecks
● Train an ML model to predict which steps can delay ticket resolution
What's that
A process mining & machine
learning model that estimates
when a given ticket will be
resolved
How it works
Why it matters
Keeping SLAs in check,
managing customer
expectations, improving CSAT
Use case: urgency detection / ticket tagging
● Get the data from your CS system (e.g., Zendesk, Salesforce for
Services, ServiceNow)
● Classify the data into urgent / not urgent cases (or other types of tags)
● Train an NLP model to understand & predict new cases based on the
sentiment in the ticket description
● Train an ML model to predict new cases based on time of day, category,
device, and customer characteristics
What's that
Detecting urgency of a
customer request & tag
tickets based on their content
/ description
How it works
Why it matters
Decrease reassignments,
prioritize requests, increase
CSAT
Use case: voice & call analysis
● Integrate call recordings into the analytical database / warehouse
● Implement a speech-to-text solution
● Implement a sentiment analysis solutions
● Train & adapt to improve performance of voice analysis
● Rollout to CSRs to help them track checklist progress
What's that
AI-based voice recognition tool
that transcribes & analyzes calls
between customers & CSRs
How it works
Why it matters
It helps to understand how the calls
with customers are going, if the
script is being followed, and which
interactions perform well
https://www.cognizant.com/case-studies/pdfs/customer-care-
done-right-with-real-time-ai-codex3598.pdf and
https://www.chorus.ai/case-studies/engagio/
Use case: upsell prediction
● Get the data from the chat system
● Integrate this data with CRM data
● Train an NLP model to understand customer’s journey stage & buying
propensity
● Train an ML model to identify optimal contract and device package
What's that
AI-based prediction tool that
identifies potential for new data
plans, new smartphone etc
How it works
Why it matters
Generates revenues,
transforms CS into a profit
center
https://www.mindtitan.com/wp-
content/uploads/2018/11/CaseStudy_Elisa_Final-1.pdf
Use case: chatbot for better response times
● Identify chatbot skills (what it can do)
● Design chatbot dialogues together with support reps
● Identify channels & adapt dialogues
● Deploy chatbot in productive systems
What's that
Chatbots are intelligent chat
assistants that can handle
some of the customer’s
questions
How it works
Why it matters
Chatbots can lower waiting
time, respond outside of
service hours, and lower call
duration
As we’re switching to the interview with
Anna, write your questions about the use
cases!
• Interview with Anna Augé
Interview with our
chatbot expert
Interview with Anna Augé
Denys Holovatyi
Data Scientist & Founder
EnterpriseAI Consulting
Anna Augé
Senior Project Manager AI
Freelance
Ask us questions!
Next Steps
Register here
Do the homework
Define Top-3 problems in your customer
service department
Apply AI use cases at them
Send me your ideas
denys@denysholovatyi.com
I will come back with a quick
feasibility assessment
Denys Holovatyi
Data Scientist & Founder
EnterpriseAI Consulting
denys@denysholovatyi.com
+49 176 7530 3871
Pau Cerdá
Co-founder
Outvise
pau.cerda@outvise.com
+34 607 272728
Contact
Anna Augé
Senior Project Manager AI
Freelance
m306auge@gmail.com
+49 157 5018 4159

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Practical AI use cases in Customer Service

  • 1. Practical AI use cases in Customer Service Denys Holovatyi Data Science and AI consultant @ EnterpriseAI Consulting WEBINAR 1 OF 3 Anna Augé Senior Project Manager AI Freelance
  • 2. Speakers Denys Holovatyi Data Scientist & Founder EnterpriseAI Consulting Anna Augé Senior Project Manager AI Freelance
  • 3. 04 0201 03 Practical AI use cases Next steps Why AI in customer service? Interview with our expert
  • 4. • Why AI • What is customer service? • How AI and CS work together Why AI in customer service?
  • 5. Why AI, why today? https://www.pwc.de/de/digitale-transformation/kuenstliche- intelligenz/kuenstliche-intelligenz-in-unternehmen.html $15.7 trillion AI will add this much to the global economy until 2030
  • 6. Why AI, why today? https://www.gartner.com/en/newsroom/press-releases/2019- 01-21-gartner-survey-shows-37-percent-of-organizations-have 270% growth AI use in companies over the past 4 years
  • 7. Example: Text generation – OpenAI GTP-2 https://openai.com/blog/bet ter-language-models/
  • 8. Example: Text generation – OpenAI GTP-2 https://openai.com/blog/bet ter-language-models/
  • 9. Customer Service Conversation CS is a conversation / interaction with the customer Document CS is about tickets, requests, cases Business process CS is there to solve specific problems of the customers Cost center (CS is a P&L line) How do you understand it?
  • 10. Businessprocess Create ticket Set to: in progress Resolve ticket
  • 12. Profit & Loss statement Some Expense (10,000,000.00) Customer service (12,725,346.24) Some other expense (10,000,000.00)
  • 13. Document Support Ticket 743775 Issue description Customer cannot access the page to.. Customer Peter ver Ymportant Submitted by Meg Doe Priority Major incident Status In progress Category Website issue Service representative John Roe Supervisor Ed Poe Tasks 1. Be nice 2. Do things 3. Do things again 4. Make the customer happy Assignment group Web Crew 101
  • 14. How do you understand Customer Service? Write in the chat or Q&A!
  • 15. • CS process & context • AI use casesPractical AI use cases
  • 16. Customer Service context Customer characteristics • Demographics • Psychographics • Behavior Customer relationship • Incident history • Lifetime value • Churn probability Key KPIs • CSAT • Resolution time • ROI
  • 17. Customer Service process Create ticket Assign ticket Set to: in progress Escalate ticket Resolve ticket ● Incoming channel ● Chatbot response ● Incident history ● Intelligent routing ● Auto tagging ● Urgency detection ● No multi-hops ● Min escalation ● Knowledge management ● Digital assistants ● Utilization vs. resolution times ● Auto escalation ● Major incident detection ● CSAT effect prediction ● Resolution time prediction STEP AI POTENTIAL
  • 18. Use case: predicting resolution times ● Get the data from your CS system (e.g., Zendesk, Salesforce for Services, ServiceNow) ● Model your CS process with the most time-consuming steps. Identify the bottlenecks ● Train an ML model to predict which steps can delay ticket resolution What's that A process mining & machine learning model that estimates when a given ticket will be resolved How it works Why it matters Keeping SLAs in check, managing customer expectations, improving CSAT
  • 19. Use case: urgency detection / ticket tagging ● Get the data from your CS system (e.g., Zendesk, Salesforce for Services, ServiceNow) ● Classify the data into urgent / not urgent cases (or other types of tags) ● Train an NLP model to understand & predict new cases based on the sentiment in the ticket description ● Train an ML model to predict new cases based on time of day, category, device, and customer characteristics What's that Detecting urgency of a customer request & tag tickets based on their content / description How it works Why it matters Decrease reassignments, prioritize requests, increase CSAT
  • 20. Use case: voice & call analysis ● Integrate call recordings into the analytical database / warehouse ● Implement a speech-to-text solution ● Implement a sentiment analysis solutions ● Train & adapt to improve performance of voice analysis ● Rollout to CSRs to help them track checklist progress What's that AI-based voice recognition tool that transcribes & analyzes calls between customers & CSRs How it works Why it matters It helps to understand how the calls with customers are going, if the script is being followed, and which interactions perform well https://www.cognizant.com/case-studies/pdfs/customer-care- done-right-with-real-time-ai-codex3598.pdf and https://www.chorus.ai/case-studies/engagio/
  • 21. Use case: upsell prediction ● Get the data from the chat system ● Integrate this data with CRM data ● Train an NLP model to understand customer’s journey stage & buying propensity ● Train an ML model to identify optimal contract and device package What's that AI-based prediction tool that identifies potential for new data plans, new smartphone etc How it works Why it matters Generates revenues, transforms CS into a profit center https://www.mindtitan.com/wp- content/uploads/2018/11/CaseStudy_Elisa_Final-1.pdf
  • 22. Use case: chatbot for better response times ● Identify chatbot skills (what it can do) ● Design chatbot dialogues together with support reps ● Identify channels & adapt dialogues ● Deploy chatbot in productive systems What's that Chatbots are intelligent chat assistants that can handle some of the customer’s questions How it works Why it matters Chatbots can lower waiting time, respond outside of service hours, and lower call duration
  • 23. As we’re switching to the interview with Anna, write your questions about the use cases!
  • 24. • Interview with Anna Augé Interview with our chatbot expert
  • 25. Interview with Anna Augé Denys Holovatyi Data Scientist & Founder EnterpriseAI Consulting Anna Augé Senior Project Manager AI Freelance
  • 29. Do the homework Define Top-3 problems in your customer service department Apply AI use cases at them Send me your ideas denys@denysholovatyi.com I will come back with a quick feasibility assessment
  • 30. Denys Holovatyi Data Scientist & Founder EnterpriseAI Consulting denys@denysholovatyi.com +49 176 7530 3871 Pau Cerdá Co-founder Outvise pau.cerda@outvise.com +34 607 272728 Contact Anna Augé Senior Project Manager AI Freelance m306auge@gmail.com +49 157 5018 4159