Knowledgebase

Automating Customer-Facing Processes Print

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Where customers experience it.

WHAT CAN BE AUTOMATED USEFULLY

Enquiry acknowledgement Booking and appointment confirmation Order and delivery updates Payment receipts and reminders Feedback requests Frequently asked questions

WHY ACKNOWLEDGEMENT MATTERS

An unanswered enquiry is assumed ignored within hours.

WHAT TO ESTABLISH

An immediate acknowledgement stating when a real response will come.

WHY STATING WHEN

It prevents chasing and sets expectation.

WHAT TO BE CAREFUL WITH

Automation that appears human but is not Responses that do not address what was asked Being unable to reach a person

WHY THAT LAST POINT MATTERS MOST

Customers with a real problem and no route to a person become former customers.

WHAT TO ALWAYS PROVIDE

A way to reach someone.

WHAT TO ESTABLISH ABOUT AUTOMATED RESPONSES

That they are accurate and current.

WHY

Automated replies referencing outdated information damage credibility.

WHAT TO REVIEW

Automated messages, periodically, as a customer would read them.

WHAT TO AVOID

Excessive frequency Messages with no purpose Automation of anything sensitive

WHAT COUNTS AS SENSITIVE

Complaints Bad news Anything requiring judgement

WHY

Automated handling of those is worse than slower human handling.

WHAT TO MEASURE

Whether automation reduced enquiries or increased them.

WHY BOTH ARE POSSIBLE

Poor automation generates confusion and more contact.

WHAT TO TEST

The whole customer path, yourself.


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