Elevated CX Is Achieved by Empowering Agents Through Tools and Technology

According to Gallup, highly engaged customer service teams achieve, on average, a 10% increase in customer ratings and a 20% increase in sales. So, it should come as no surprise that three out of five of our top tips for elevating the customer experience in enterprise contact centers are related to agent engagement and empowerment through tools and technology. The following are our five favorite ways to boost agent productivity:

  1. Declutter the agent desktop with an innovative UI.

Provide agents with innovative contact center technology that dynamically selects the most relevant data elements to be shown on the visible part of the desktop. Such technology increases agent efficiency by reducing the time it takes for agents to respond to customer inquiries. Findings in our 2017 trend report show that 40% of the respondents use three or more systems to handle channels in the contact center. Consolidating technologies and information is a great way to empower agents!

  1. Give agents easy-to-use technology for automatic customer recognition.

Having a contact center system that automatically looks up incoming interactions across both internal and external databases to identify customers allows agents to deliver a more personalized response to customers. When your omnichannel system can perform recognition across all channels and federate data from multiple CRMs and applications, agents are truly empowered to solve customer inquiries.

  1. Eliminate mundane transactions with AI and provide agents with AI Assist.

Most industry professionals see adding AI and bots to the contact center as a beneficial strategy for cutting costs and improving the customer experience. There is also evidence that agents feel more engaged when AI and bots are introduced because as bots handle easier transactions, agents are freed to handle the more advanced customer interactions. You can even take this one step further and use your AI to assist agents with intelligent agent reply suggestions.

  1. Automate workflows.

Enterprise process automations allow contact centers to play a larger role in the company. Such automations can be powered by incoming interactions, outbound contact lists, APIs, and a number of triggers, such as customer sentiment, across all channels.

  1. Limit downtime with active-active technology.

Enterprise contact centers can lose thousands in profits when their vendor experiences unexpected downtime. Unique disaster containment is a must in providing top-tier customer support. An active-active approach ensures that all sites of the overall geographically distributed system share the transaction load. If a site fails, the other parts of the system pick up the failed site’s portion of the transactions immediately.

The customer experience and agent empowerment are directly linked. In fact, customer experience leaders have 1.5 times as many engaged employees as do less motivated customer experience providers.

How do you empower your agents?

2018 Contact Center Trends: Punching Through the Barrier.

By Bright Pattern

Customer experience (CX) ran out of steam in 2017. Almost all companies have by now realized that CX is the differentiator and customers value the experience above almost everything. Enormous effort and resources have been thrown at CX, and there have been huge gains. But according to Forrester’s 2017 CX IndexTM, CX quality plateaued or declined for most industries and companies.

It’s plain to see why. CX was a classic land grab where companies found it easy to deal with obvious problems. But now the hard work begins. Customers are getting used to enhanced experiences and want better and better service. Companies will need to keep up with these expectations or fall farther behind. Forrester is predicting that in 2018, 30% of companies will see further declines in CX performance, which will mean declines in growth or worse.

So are we going to stay put or decline? Or are we going to punch through to the next level? 2018 will be the year where this is decided. So what will be the big stories? How will technology and automation advance the customer experience? Here’s what we think will be the trends in 2018.


Artificial Intelligence – It’s going to get real, very fast

In the years running up to 2018, AI has been the solution to almost any problem. And for good reason: chatbots, robotic process automation, and virtual assistants have transformed customer experience and expectations, and have changed the roles of customer service agents for the better. But now the rubber meets the road. The early gains were made by applying AI to existing business operations. The true growth moving forward will be to use AI to invent new ways to interact with the customer, reinvent business processes, and create whole new markets for products and services.

A Forrester survey tells us firms’ investment in AI rose 51% in 2017. But 55% of firms have not yet achieved any tangible business outcomes from AI, and 43% say it’s too soon to tell. That’s because AI is not a plug-and-play proposition. Unless firms plan, deploy, and govern it correctly, new AI tech will provide small benefits at best or, at worst, result in unexpected and undesired CX-related outcomes. If CIOs and chief data officers (CDOs) are serious about becoming insight driven, 2018 is the year they must realize that simplistic approaches will only scratch the surface of possibilities that new tech offers.

Take machine learning for example. Companies are quickly realizing that, ironically AI requires huge amounts of human input. Agents are tagging text and speech, customer interactions. Companies are using their customers to teach their AI, and sales reps are training the AI rather than relying on out-of-the-box learning. Add to this the data hygiene and knowledge management required to keep an automated system up to date, and you will see an enhanced adoption of the blended AI model for 2018 where humans play a critical role in constantly perfecting AI to improve the customer experience.

Bright Pattern is a leader in this blended AI trend and automating with a human touch. For instance, our APIs allow bots to integrate with IBM Watson,, and Alterra to provide human-like interactions that can be switched to a live agent at any time. The agents also have internal assistants and bots that use AI to guide them through the call, offer suggestions, track tone and sentiment using cognitive analysis technology and natural language understanding.


Digital Transformation Needs to Pick up Speed

There are now heightened expectations from the customer and companies need to rise to meet them. Digital transformation is the key to making this happen. But it’s not happening at a quick enough pace.

According to Forrester, up to 60% of executives feel they are lagging behind with their digital transformation initiatives. The trend for 2018 will be that digital transformation moves from just an IT or CIO issue to become the responsibility of the entire organization. Thinking will change, it will no longer be looked at as an investment that gets a return. Digital transformation will be seen as the one thing that will keep the company alive. In fact Forrester also has a sobering statistic for this: 20% of CEOs will fail to act: As a result, those firms will be acquired or begin to perish.


Moving to the Cloud Will Become Even Safer

Here’s some good news! The cloud is going to get even more business-friendly in 2018. We all know that moving to the cloud provides a way to avoid capital investment in volatile technology and focus on core competencies. And it enables companies like Bright Pattern to provide rapid innovation delivery, instant upgrades and provide integrations with other cloud systems.

Every tennant on the Bright Pattern Call Center solution enjoys the very latest, most advanced version of out software. This includes data, configuration, user management, and tenant individual functionality. Every company, department and user is on the same version and the latest patch level.

And, we offer the insurance of an on-premises option using exactly the same cloud software for call centers, ensuring an additional level of control. Moreover, switching to an onsite option or back to the cloud is as easy as downloading the export file of your account and uploading it into another system.

The cloud will continue to be a dominant force in the digital transformations of virtually all successful companies. With continued innovation from Bright Pattern, we do not see this trend losing steam in 2018.

Self Service is about to get personal

Personalization will be key for companies looking to keep up with customer expectations. The empowered customer is now king, but they do not want to have every option available to them at all times. Their time is precious and they want to have a self-service experience that is hyper-relevant to them.

Companies who know what product a customer has for instance, will be able to serve up a limited set of options and disregard the irrelevant. They will learn which channels a customer prefers and route them without having to ask. Organizations that take customer experience seriously through personalization will stand out from the noise and create loyal customers.


The Employee Experience Will Be Enhanced, Not Just the Customer Experience (EX=CX)

The customer service employee experience is changing rapidly, so companies need to find ways to ensure that their agents are well motivated and rewarded for taking on new responsibilities. As blended AI becomes more prevalent, the role of the agent or customer service representative will change. Forrester predicts more and more agents will quit because of work overload. An example of this trend would be tagging. A live chat agent can look through a chatbot transcript to see where the chatbot didn’t understand the customer. The agent can tag an intent to that particular phrase. This additional task adds to an already complex list of responsibilities, applications, and processes that today’s agent must own, use, and follow. Without the right tools companies put employee experience at risk.

Bright Pattern provides the most effective agent desktop in an all-in-one call center app, which offers a decluttered user interface that selects and displays the most relevant information based on context. Higher levels of employee and agent engagement are known to improve the customer experience.


Automation Spreads From the Back Office to the Front Office

The big news in automation for 2018 will be the migration of many tried and tested robotic processes from the back office to help out in the front office. Automation will enable agents to focus on helping customers and spend less time on navigating systems or post-contact wrap up. Additionally, automation at the desktop will improve quality by decreasing errors of manual data entry, reducing rework, and decreasing complaints. Reducing manual tasks allows for a better focus on listening to the customer, empathizing, and providing a frictionless experience. In 2018, we’ll see better collaboration between the front- and back office, and see the almost immediate ROI that robotic process automation has traditionally been known for.

Channel Proliferation is a Party That Won’t Stop

It’s not news that consumers like to interact in the channel of their choice. And that channel can change on a whim and by the second. A conversation started in a messaging platform can migrate to a call that can shift to an email and back to a message. But companies need to do a better job of offering a true omni channel experience. According to Dimension Data and their 2017 Global Customer Experience Benchmarking Report, only 8% of organizations say that they have all of their channels connected and, in fact, as many as 70% say that none or very few of their channels are connected.

And new channels are coming on stream all the time. Customers are communicating with brands using just emojis. Video chat is starting to be adopted. Screen Sharing, virtual assistants, in-app messaging will all continue there rise in 2018.

The big news here is that this explosion of customer expression will not be stopping any time in 2018. So how can a company keep up, let alone stay ahead?

The simple answer is to have a simplified multichannel setup for call center managers to enable a true omni channel communication style. In practice this means a conversation must be able to be continued when switching or changing channels. It means adding a messaging or content channel to an existing communication is a must. And finally the rich context of the conversation must be maintained at all times.

To do this in 2018, you must have the agent tools to simplify multi channel interaction handling. Bright Pattern has created a web-based agent desktop to make multichannel communication seamless. It keeps all the information needed in the visible portion of the desktop, it intelligently extracts the relevant elements of context to display eliminating switching, alt-tabbing, and scrolling through long pages, and it transparently rearranging the desktop when the the conversation changes from one channel to another.


2018 is going to be a big year of disruption for the contact center. The technology that’s coming online and the shifting attitudes of business leaders will lead to some huge developments. At Bright Pattern we are well aware and well prepared for what’s to come. Because just like you, the expectations of our customers will not stop growing.

Customer Journey KPIs Every Contact Center Should Track


The customer journey can be a difficult thing to map and understand. With so many touchpoints along the journey, the map isn’t predictable and linear, yet it’s still necessary to monitor and analyze. These Key Performance Indicators (KPIs) will help you gain insight from the customer journey and move on to improve it.

Customer Effort Score (CES)

Even if a customer prefers self-service to live agent support, they don’t necessarily want to put a ton of effort into solving their own issue. Self-service shouldn’t be a difficult-to-implement alternative to normal customer support. Instead, it should meet the needs of the type of customer who seeks out self-service via quick, easy-to-find answers and the ability to make changes sans agent assistance.

Customer Satisfaction (CSAT)

Some of the most important customer journey touchpoints will occur when the customer interacts with a support agent. CSAT is the measure of the customer’s satisfaction before, during and after they contact customer service. If CSAT scores are dropping, it may be time to look closely at agent productivity, ticket management and self-service options.

Net Promoter Score (NPS)

The NPS will tell you if your customers are going to recommend your products and services to others. You have to go deeper here, though – why will your customers recommend your products and services, or what it is that’s keeping them from doing so?

Customer Churn / Retention Rate

Customer support teams for subscription-based products and services have to pay special attention to retention rate. If you see a lot of customers leaving around renewal time, it’s necessary to figure out why you lost them. What part of the customer journey is causing customers to change their mind? There’s a snag somewhere.

Customer Success

Customer Success isn’t a single KPI, but instead a customized KPI program based on your specific business, customers and goals. A Customer Success strategy may include Up- and Cross-Sell Rates; Average Revenue per Customer; or Rate of Adoption, which starts with defining beginner, intermediate and advanced customers or users. You may also want to include Retention Rate, NPS and CES in your customer success KPIs. Think of Customer Success as an overarching customer journey strategy based on what success means for you.

Customer journey KPIs may be difficult to track, but they come with a big benefit – often, improving one will have a positive impact on another.

How Bots Help You Learn What Customers Want

There are many reasons why businesses increasingly turn to artificial intelligence (AI) to augment and enhance their customer communications. That everyone else is doing it too isn’t a good enough reason for you to jump on board any ship, so we’ll just tell you why your contact center should be utilizing AI and cognitive technologies: AI can learn exactly what your customers want.

In a typical call, a customer is greeted by an IVR menu that offers that all-too-familiar range of options (e.g., “Press or say 1 for billing… Press or say 2 for support… Press or say 0 to speak to a representative….”). Although efficient for routing callers to appropriate agents and service departments, automated phone menus do little when it comes to learning the true purpose of a call.

In stark contrast, an AI-enabled contact center can ask the customer a direct question (e.g., “How can I help?”) and the customer can blurt out a specific answer (e.g., “My laptop broke.”). There’s no need to offer options and divine why customers called based on their choices or levels of abandonment.

With just the customer’s answer, the AI-driven contact center can zoom in on keywords, gain information about products or services, detect emotional weight and sentiments, perceive subjects of conversation, use natural language understanding, and so forth—all while recording the conversation and storing data.

The same goes for chats and SMS conversations. Chatbots can skip past all the pleasantries and get to the heart of any issue by simply asking, “What do you want?”

The data gathered from that one question is gold. The next time your customers contact you, let them feed you the very information that empowers your business.

Learn more about how AI assistance and bots can transform your contact center practices.

Live Chat vs. Virtual Agents: A Story of Overcoming the Divide to Work Together in Perfect Harmony

live chat vs virtual agent

By Chris Ezekiel, Founder & CEO, Creative Virtual

In the not too distant past it wasn’t uncommon to come across organisations struggling to decide between using live chat or a virtual agent on their website for customer support. The customer service marketplace took a very polarised view of these technologies with proponents of each making strong arguments for why their preferred solution was the best for cutting costs, boosting revenue and bettering the customer experience. Even today, some companies still view this as an either-or decision: either they give customers the option to get support online from human chat agents through live chat or they provide a virtual agent so that customers can self-serve online through automated chat.

However, this view is changing and the divide created by the live chat vs. virtual agent debate is disappearing into a discussion of how to bring these two technologies together to work in perfect harmony. Before going any further, let’s take a quick look at each of these solutions individually:

Live Chat – Live chat, also sometimes referred to as web chat, enables organisations to offer customers and prospective customers a one-on-one conversation with a live chat agent. Initially live chat was just used on websites, but now it is also utilised on other engagement channels such as messaging apps and SMS. In the past, supporters of this technology would often highlight the importance of the human touch provided by live chat as a key argument of its superiority over virtual agents.

Virtual Agents – Over the years these automated conversational systems have been given a variety of names, including virtual agent, chatbot, avatar, virtual customer assistant, bot, virtual assistant and chatterbot. In its infancy this technology was used by organisations as basic FAQ systems on websites, but today’s virtual agents are much more advanced and capable of engaging users in sophisticated natural language conversations across many contact channels. In the live chat vs. virtual agents argument, advocates of virtual agents would draw attention to the significantly lower cost per conversation, consistent responses, the ability to have unlimited concurrent conversations and the 24/7 availability of support.

A view within the marketplace of these two solutions being joined up certainly hasn’t happened overnight. Forward-thinking companies seeing the potential of bringing live chat and virtual agents together have set the stage for this change. For example, back in 2012 Creative Virtual was shortlisted for an Econsultancy Innovation Award in the category of ‘Innovation in Customer & User Experience’. Our entry showcased the integration of the virtual agent we provided for a leading telecommunications company in the UK with the live chat product offered by one of our partners. The integration provided a seamless handover from the virtual agent to a live chat agent within the same template. This handover was also signalled by the virtual agent avatar ‘walking off’ and a different avatar representing the live agent ‘walking on’. At the time, this was an extremely innovative approach to combining self-service with human-assisted service in a way that created an improved user experience. Around the same time another Creative Virtual customer, an online financial services company in the US, deployed a virtual agent in front of their existing live chat offering. Their goal was to reduce repetitive questions being handled by live agents which they easily achieved through an 80% reduction in live chat volumes.

These are just two early success stories that helped to draw attention to the potential benefits of bringing these technologies together. This narrative has also been greatly influenced by the evolution of customer expectations. While customers were once ok with simply having the options to communicate with organisations via multiple channels, now they still want those engagement channel options but with a seamless, omnichannel experience.

Widespread adoption of technology, such as smartphones, along with generational changes are having a big impact on how customers want to engage with brands. The future of the contact centre lies in a combination of virtual and real support. Organisations still viewing live chat and virtual agents as an either-or decision and as stand-alone tools instead of as complementary solutions are going to struggle to provide quality digital support experiences for their customers.

In order for live chat and virtual agents to work together in harmony, they need to be powered by a single knowledgebase and backed by a central knowledge management and workflow platform. This gives organisations the ability to keep information up-to-date and consistent across all self-service and human-assisted support channels which builds confidence with customers. Implementing a feedback loop that’s linked with the centralised knowledgebase and workflow enables live agents to provide real-time feedback on content that can easily be reviewed and used to action updates. Live chat agents become knowledge experts sharing the responsibility of keeping self-service channels up-to-date.

There is no doubt in my mind that the future of customer engagement is a blend of artificial intelligence (AI) and human thought. The combination of virtual agents and live chat powered by a single knowledgebase is defining current best practices and, with continuous innovation, will influence the future of customer engagement for organisations around the world.

Curious about how live chat and virtual agents can work together in perfect harmony for your organisation? Register to join me for CRMXchange’s upcoming Tech Tank – Customer Delight: Live Demonstrations of Breakthrough Innovations.

A Vision of Seamless, Fully-Integrated, End-to-End Customer Engagement

V-Person Live Chat

By Chris Ezekiel, Founder & CEO

Today is a truly momentous day, and a very proud one, for all of us at Creative Virtual. Our vision has always been to offer organisations the technology to enable seamless, fully-integrated, end-to-end customer engagement, and to back that technology with the experience of an expert, knowledgeable team. Once we established ourselves as independently recognised leaders in the virtual customer assistant (VCA) space, we underpinned all our channel support with our critically-acclaimed V-Portal™ (knowledge management, workflow management and business intelligence) platform. Today we realised our vision with the official launch of our newest product: V-Person Live Chat™.

Defining industry best practice

V-Person Live Chat completes our customer engagement jigsaw because it successfully blends virtual and real customer support in a way that no other vendor in the marketplace can provide today. Our many years of experience with integrating our V-Person virtual agent technology with other live chat systems made us realise that there was a huge opportunity for organisations to benefit from a deeper blending of the two technologies. This inspired us to develop our own live chat product which is now defining industry best practice through the tight integration of a single knowledgebase for both virtual and real agents, a unique feedback loop and a customisable workflow provided by V-Portal.

At Creative Virtual we closely monitor developing trends and the evolution of engagement touchpoints in order to provide enterprises with cutting-edge Smart Help solutions. It is clear to us that the contact centre in its current form is finished. As there is a transition to more automation, combining virtual and real customer support with a central knowledge management and workflow platform will be key for organisations. We’ve addressed this contact centre shift with the deep integration of virtual agents and live chat, particularly with our unique feedback loop that allows live chat agents to help keep content accurate for both virtual and real agents just by doing their normal jobs.

creative.virtual.self learning lightbulbA complete approach to learning

Our V-Person technology utilises a hybrid approach of human curation of content and self-learning to give organisations a predictable and reliable customer self-service option. We have developed this approach based on our extensive experience and our partnerships with some of the world’s largest organisations. We understand how enterprises want to use virtual agents and chatbots to deliver effective self-service today and how the customer support landscape is evolving for them in the future.

Human curation of content allows organisations to be absolutely sure that their VCA is responding to users in a predictable way. At any point in time, designated content editors have full access to the knowledgebase to make updates that can be deployed instantly to the virtual agent. Organisations never need to wait for the system to ‘re-learn’ the new information. This human element is combined with the virtual agent’s ability to become more intelligent and adapt through self-learning.

V-Person’s statistical algorithm processes user journeys to return a list of related questions that is a true reflection of how users asking for similar information engaged with the virtual agent. Organisations also benefit from our statistical approach to self-learning with tightly integrated business intelligence reporting. V-Portal brings together voice of the customer feedback and user surveys with conversational data in real-time, actionable analytics that are directly linked to the virtual assistant’s knowledgebase.

Now with V-Person Live Chat, we are able to complete our approach to learning with our unique feedback loops. V-Portal enables enterprises to implement feedback loops that allow live agents to provide real-time comments and suggestions on content so that they can improve the virtual agent just by doing their normal job.

This hybrid approach to learning enables V-Person implementations to adapt in a very predictable way. The combination of human and self-learning is important for continually improving the system while also enabling enterprises to maintain control over the reliability of the VCA responses.

Where we go from here

Seeing our vision of seamless, fully-integrated, end-to-end customer engagement come to fruition is an important milestone, but certainly not the end of the roadmap for us. We are looking forward to rolling out our new live chat product to our customer organisations and experiencing with them new levels of customer engagement success. By continuing our collaboration with them, we will look to make new updates to our workflow and do more development around the self-learning aspects of our technology. Our roadmap is all about combining best practices around knowledge curation and self-learning, and integrating V-Person with best-of-breed technologies to provide a world leading enterprise level end-to-end digital customer engagement platform.

Whether you are currently using live chat and/or a virtual agent to support customers or just starting to think about implementing these tools, the best way to see how V-Person Live Chat can benefit your organisation is by requesting a personalised demo.

You can also read more about how we are combining virtual and real support with a live chat solution that is defining industry best practice in our V-Person Live Chat Overview.