How to leverage AI to improve customer service

Last update: February 10
  • AI allows for the automation of frequently asked questions, the provision of 24/7 service, and the reduction of the workload for the human team while maintaining a close relationship.
  • Chatbots, virtual assistants, intelligent IVR, and AI-powered knowledge bases improve the speed, consistency, and personalization of support.
  • The key is a gradual implementation: start with simple cases, measure results, adjust and expand without losing the human touch or transparency.
  • The ethical use of data, team training, and omnichannel integration make AI a real competitive advantage in customer service.

Artificial intelligence applied to customer service

If you run a business, you're probably familiar with problems like these. endless waiting queues, repeated inquiries, frustrated customers, and overwhelmed teamsAI is not meant to replace people, but to offload all the routine and repetitive tasks so that you and your team can focus on what truly adds value: solving complex cases, nurturing customer relationships, and creating experiences that build loyalty.

What does AI really bring to customer service?

AI is not just a technological fad, it is a set of algorithms capable of learning from data, recognizing patterns, and making decisions These processes closely resemble how a person reasons, but at a much faster and larger scale. In customer service, this translates into instant responses, continuous analysis of the experience, and constant service improvements.

In practice, a well-integrated AI system in your support service can Understand natural language, interpret user intent, and respond via both text and voice.Furthermore, it learns with each interaction: the more you use it, the more it refines itself, the better it classifies queries, and the more relevant the help it offers becomes.

Another key point is that AI allows you manage peak demand without multiplying the teamWhile a person can only handle one conversation at a time (or a few, if in chat), a bot can manage dozens or hundreds of simultaneous contacts without anyone having to lengthen their workday or sacrifice quality.

However, while customers are increasingly tolerant of automation, they still appreciate human interaction. Therefore, the strongest trend is not replacing people, but combine artificial intelligence with human agentswhere AI takes care of the simple and repetitive, and the team takes care of the delicate and complex.

Top AI tools to improve your customer service

When we talk about AI in customer service, we're not referring to a single solution, but to an ecosystem of technologies that complement each otherThese are the most relevant ones and how they can help you, whether you're an SME or manage a larger support service.

The good news is that many of these tools are already integrated into CRM platforms, customer service suites, or omnichannel solutionswith free or low-cost plans, making it easy to start little by little and without a large budget.

Furthermore, most are configured using visual assistants and templates, so that You don't need to know how to program.Its maintenance usually consists of reviewing reports, adjusting responses, updating information, and deciding what else you want to automate at each stage.

Before we get into the details, keep in mind that you don't have to use it all at once. You can Start with a simple chatbot for frequently asked questions. And, based on that, add voice, segmentation, sentiment analysis, or process automation as you see results.

Intelligent chatbots and virtual assistants

Today's chatbots are nothing like the rigid menus of years past. Using natural language processing, they are able to Understand informally written questions, identify the user's intent, and maintain a coherent conversation on channels such as the web, WhatsApp, Facebook Messenger or Instagram.

A good bot can handle it Answer questions about products, hours, shipping, returns, or order statusInitiate processes such as reservations or data changes, and route the inquiry to the appropriate agent when it detects that the query is complex or sensitive. All of this at any time and without waiting times.

Virtual assistants take this a step further: they can accompany the customer throughout their entire journeyFrom the first visit to the website to after-sales service. For example, recommending products based on history, reminding appointments, or guiding through a registration or contracting process.

In telephone environments, AI is combined with voice response systems (IVR) to Recognize what the customer says, classify the reason for the call, and route it to the appropriate team.In addition to offering self-service options without the need to speak to an agent if the user prefers.

Automatic response generation and enhanced messaging

Another very practical application of AI is the automatic answer suggestion through channels such as email, web chat, social media, or support tickets. The system analyzes the query, its context, and the customer's history, and proposes a response that the agent can send as is or adjust in seconds.

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This allows to maintain a consistent tone of voice in all communicationsThis greatly reduces the time spent writing, allowing the team to handle more interactions without burnout. In many cases, AI also suggests links to help articles or specific steps to resolve the issue.

When the bot cannot resolve an issue on its own, the so-called "augmented messaging" system comes into play: It blends chatbot and human agent intervention in the same conversationThe bot collects data, asks basic questions, and, when it detects that a person is needed, transfers the case already contextualized.

In this way, when the agent enters the conversation, they already have all relevant information gathered (reason for contact, steps already taken, products affected, customer tone), which reduces diagnosis time and greatly improves the perception of the service.

AI-powered interactive voice response (IVR)

The telephone remains a preferred channel for many customers, especially for urgent or high-value matters. Here, AI is integrated with IVR systems to recognize the voice, understand the request, respond with natural speech, or transfer the call to the ideal agent depending on the type of incident.

This makes it possible for the client to perform simple procedures independently (Check the status of an order, activate a service, change basic information) without having to wait for an operator to become available. And if at any point you want to speak to a person, the system connects you with someone who already knows why you're calling.

Furthermore, AI can analyze calls in real time and after their completion to detect patterns of repetitive queries, anomalous volume spikes, or recurring problems that deserve a review of processes, prices or communication.

Advanced customer segmentation and personalization

The great advantage of AI is not only that it responds faster, but that Make data-driven decisionsBy analyzing user behavior, purchase history, previous interactions with support, and ratings, you can group customers into very specific segments.

With this segmentation, your business can to offer much more personalized experiencesFrom recommending the most suitable product based on past purchases, to adapting support priority to VIP customers or detecting users at risk of abandonment in order to give them special treatment.

In parallel, AI allows you to build detailed profiles that are useful for both marketing and customer service. So, instead of sending generic messages, you can offer tailored communications and offers, aligned with the customer's specific moment, their preferred channel and their recent behavior.

This same customization capability applies to the content of your website or client area: display help articles, frequently asked questions, or tutorials tailored to each user It can reduce the volume of tickets and improve the perception of your service.

Process automation and intelligent knowledge base

One of the main advantages of AI in support is the ability to automate repetitive processes, queries, and transactionsFrom automatically opening and closing tickets to classifying incidents by type, urgency or product, and prioritizing the most critical cases according to their impact on the customer.

In addition, you can build a centralized knowledge base powered by AI that gathers all the information about products, policies, rates, conditions and procedures. This database serves both customers (self-service) and the internal team (faster and more consistent resolution).

AI helps ensure that when a user types their question, the system understand the context and suggest the most relevant article Instead of forcing you to search through endless menus, it also analyzes which queries are not well answered in order to suggest new content or improvements to existing ones.

This smart self-service approach greatly reduces the workload for agents and, at the same time, increases the satisfaction of customers who prefer to handle everything themselves whenever possible.

24/7 availability, scalability, and omnichannel service

One of the major traditional problems with media is the human inability to always be availableHumans need breaks, vacations, and reasonable workload limits. AI doesn't have that problem: it can operate without interruption every day of the year.

This allows your customers to have access to services even while your team is working during business hours. a 24/7 first line of care through chatbots, intelligent IVR, or virtual assistants. For many inquiries, that immediate response is more valuable than waiting hours to speak with someone.

Furthermore, AI integrates well into omnichannel strategies: the idea is that the customer can Contact us through your preferred channel (phone, email, chat, social media, WhatsApp) and that the system unifies all that information into a common database.

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This prevents the user from having to repeat their problem over and over again when switching channels, because the agent or bot assisting them will know all their recent history, regardless of the point of contactThis translates into a smoother and less frustrating experience.

Specialized tools also allow, Identify the customer's preferred channel, and measure which channels generate the most transfers to human agents. and which ones could be improved with more automation or help content, adjusting your strategy without "going in blind".

How to introduce AI into your customer service without dying in the attempt

One of the most common fears in SMEs and small businesses is thinking that AI is expensive, complex, and demanding a major change all at once.The reality is quite different if it is approached sensibly and gradually.

There are AI solutions with free or very affordable plansAnd almost all of them offer scalable models: you start with a few features and expand as usage grows and you see a return on investment. There's no need to rewrite your entire customer service system overnight.

The smartest thing to do is to start with a very clear use case, for example, automate answers to frequently asked questions with a chatbot on your website or WhatsApp. Based on the results, you can add layers: automatic ticket classification, sentiment analysis, voice AI, etc.

Regarding maintenance, current platforms are becoming increasingly intuitive. Daily management is reduced to Review key metrics, update information, add new questions, and train the model. with real-life examples so that you can respond better each time.

Analyze needs and choose the right technology

Before hiring anything, it's advisable to do a little reflection: What problems do you want to solve and what goals are you pursuing?Reduce response times? Lower ticket volume? Improve customer satisfaction? Offer 24/7 service without expanding staff?

It's also important to review what infrastructure you already have: Do you use a CRM? Do you have a help desk tool? What are your main contact channels? From there, you can evaluate which AI modules fit best (chatbots, voice analytics, workflow automation, etc.).

Many providers integrate AI directly into their CRM and support solutions, saving you from having to build the puzzle from scratch. You'll just need to Activate the components that interest you, define basic rules, and train the system with your real-world cases..

Build the team and maintain transparency with the client

Another critical point is the training of the people who will be working with these toolsThey don't need to be data experts, but they do need to understand how to use AI to their advantage: reviewing suggested responses, correcting the bot, detecting errors, and leveraging reports.

Furthermore, it is healthy to be clear communication with clients regarding the use of automated systemsHiding the fact that they're talking to a bot can generate distrust if they find out later. In contrast, presenting AI as a quick first filter with the option to speak to a person is usually well-received.

Transparency also has a legal and ethical component, especially in relation to protection and use of personal dataIt is important to ensure that the tools comply with regulations such as the GDPR and that there is someone in the organization with clear responsibility for these issues.

Best practices to make AI an ally (and not a problem)

For artificial intelligence to add real value to your customer service and not worsen the experience, it's key to follow a series of good practices that balance efficiency and humane treatment.

The first thing to understand is that AI must be a I'm supporting the team, not a complete replacement.Even though the bot can resolve many things on its own, there should always be a clear and simple way to escalate to an agent when the customer requests it or the situation requires it.

Another key recommendation is to constantly measure what is happening: response times, automated resolution rate, customer satisfactionAI generates a lot of useful data; wasting it would be a mistake. The volume of cases that are passed from bot to human, etc.

The technology itself will provide you with dashboards and analysis panels where you can detect bottlenecks, broken workflows, missing content or groups of customers with recurring problems. From there, it's a matter of making continuous adjustments.

Maintain the human touch in every interaction

Even if you use bots, templates, and automation, the customer is still a person and expects to be treated as such. That's why it's important that The tone of your messages should be friendly, empathetic, and consistent.whether the AI ​​or an agent responds.

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Current tools allow you to define the bot's "style" so that fit with your brand's voiceMore formal, more informal, more direct, etc. Ideally, it should be reviewed periodically with the team to ensure it remains aligned with the company's reality and the public's expectations.

In parallel, it is advisable to strengthen soft skills in the training of agents, such as clear communication, active listening, empathy, adaptability, and creative problem-solvingAI handles the data; humanity, your agents, provide it.

Measure feelings, detect frustration, and act in time.

One of the most interesting functions of modern AI is its ability to analyze the tone and sentiment of the client both in text and voice. This helps to identify particularly frustrated users or critical situations where rapid intervention is necessary.

Imagine a customer leaves a harsh review on social media, or their voice sounds clearly annoyed on a call. The system can flag these cases so that... Have a supervisor or experienced agent review them immediately.preventing the situation from deteriorating and affecting the brand's reputation.

This type of analysis is also useful for detect patterns of recurring complaints that may not be immediately apparent: a flaw in a process, a problem with a specific product, a poorly explained tariff… With that information, you can correct the root cause of the discomfort.

Ensuring data protection and ethical use of AI

As AI gains prominence, so do concerns about it privacy, responsible use of information and transparencyComplying with the law is mandatory, but it's also a matter of trust with your customers.

It's advisable to review what data each tool collects, where it's stored, who can access it, and for how long. This is also good practice. clearly inform users what information is used and for what purposeand offer mechanisms to exercise their rights (access, rectification, erasure, etc.).

Some companies are already choosing to have at least one person responsible for the data governance and AI issuesEven in small teams. You don't need to create an entire department, but you do need someone to oversee that things are being done correctly.

Concrete examples of how AI can help you depending on your type of business

To put all of the above into perspective, it is helpful to see how AI could be applied in different types of businesses who encounter very different customer service problems.

In a small online store, a chatbot on the web and on WhatsApp can instantly answer questions Shipping, returns, sizes, order status And, in addition, recommending products based on the customer's previous purchases. This frees up a lot of time and reduces returns due to incorrect information.

If you're a freelancer (lawyer, consultant, designer, therapist…), a virtual assistant can take care of manage appointments, send reminders, answer frequently asked questions about fees or processes and filter the requests before you enter the scene, so you don't waste time on pointless conversations.

For a restaurant or local business, integrating AI into channels like WhatsApp or social media makes it easier for customers to... reserve a table, view the menu, find out about promotions or modify a reservation without having to call, which is key during peak hours when staff are already overwhelmed.

In a service company (for example, a maintenance, telecommunications, or software company), the automation of technical support for the most frequent incidents It allows for reduced response times, avoids call center overload, and allows technicians to focus on problems that truly require their expertise.

Even external tools like the Electronic signature integrated into your customer service and after-sales workflows They can improve the experience: the customer signs contracts or authorizations from anywhere, in seconds, without paperwork or travel, and AI can help to automatically validate or classify those documents.

The combination of bots, workflow automation, predictive analytics, and fine-tuning personalization results in a service model where Each interaction feels more human, relevant, and efficient.even though there's a lot of technology working at full speed underneath.

Artificial intelligence is no longer an experiment reserved for tech giants: it's a very real lever for businesses of all sizes to offer faster, more available, and personalized customer service, while reducing costs, easing pressure on teams, and turning every contact into an opportunity to build loyalty, provided it's combined with transparency, data protection, and a human touch that no machine can replace.

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