AI support agents have well and truly landed.

Forget about all the ‘AI’ chatbots you have used previously.

These AI agents are a new breed, taking advantage of all the latest developments in generative AI, popularised by ChatGPT, to talk to customers just like a human agent would.

But, instead of training your human agent over weeks or months, you can train them pretty much instantly, on all your company documentation.

Forget spending hours creating chat flows and frustrating customers.

This time, it really is different.

In this guide, I’ll show you how to go from an AI novice to someone capable of making a decision for their company about which AI vendor will best fit their business’s customer support needs.

Who is this guide for?

If you’re reading this guide you are probably either:

Maybe you have been told by your CEO that “we need to be using AI!” or maybe you are just an enterprising individual, either way, I’ll take you through the common questions and pitfalls to help you on your way to choosing your first AI agent.

AI agents can work across pretty much any industry, from healthcare to SaaS products, it’s just about finding the right one for you.

What does it mean to be ‘AI-first’ with Customer Support?

Being ‘AI-first’ is about empowering your users to self-serve with AI, getting them better answers to their questions, faster so they can unlock the value of your product.

It means their first contact when they have a question will be your AI agent, trained on all your product’s knowledge, available to them 24/7 and responding in seconds.

What does it not mean?

Being ‘AI-first’ doesn’t mean that you will no longer be speaking to your customers.

Nor does it mean that you are ‘cost-cutting’ or providing a worse experience for your customers.

AI has come on leaps and bounds in the last few years, but it still isn’t at the point where you can ‘set it and forget it’.

You’ll still need people to provide support to your users.

But hopefully, the support they will provide will be for the more complex issues and for the higher-value users.

Plus, as an added bonus, it’ll mean they spend less time responding to the monotonous, tier 1 queries that could likely be solved by taking a look at your knowledge articles.

‘AI-first’ Support won’t work for us…

We’re still in the very early stages with true AI support agents, and so, understandably there are a few common objections that tend to arise (either from you or your boss), let’s talk through them:

  1. “We’ll do it later when AI is more advanced and reliable”

    Like with most things in life, the sooner you start doing the faster you learn and the better you can make the experience for your customers.

    Improvements in AI won’t fix most of the things that will cause poor AI agent performance, like gaps in your knowledge base or how your users will familiarise themselves with the AI agent.

    There are lots of ways you can start passively using AI agents right now to assist your human agents, while you get things up to the standards you would be comfortable with deploying en masse.

    Don’t wait, just start, future you will thank you.

  2. “AI makes things up”/”AI can’t be trusted”

    While stories of AI ‘hallucinations’ telling people to eat rocks or lawyers presenting made-up cases in court populate the headlines, the reality, especially for AI support agents is very different.

    These stories come from general-purpose chatbots that are required to answer just about any question.

    Your AI support agent will likely be trained on a very specific, finite set of information you provide to it, meaning it will only answer questions using that information, nothing else.

    Most AI agents will have some form of guardrails to prevent them from ‘hallucinating’, referring to competitors’ products or answering outside of their knowledge base (if they don’t you should probably look elsewhere…).

    Incorrect responses generally result as a consequence of unclear documentation provided to the AI, the AI agent is in effect a ‘mirror’ being held up to your knowledge base, so if its answers are wrong there is a good chance a person reading them would also have misunderstood.

  3. “Our customers won’t like it”/”Our customers will leave us”

    A portion of people hate change, even when it benefits them.

    They are also often the ‘loud minority’ of customers rather than the ‘silent majority’.

    This shouldn’t prevent you from doing what is in the interest of your entire customer base.

    People don’t hate AI agents (chatbots) they hate bad AI chatbots.

    They are experiencing the hangover of 10-15 years of poorly executed, non-generative AI agents, so who can blame them?

    But not utilizing AI isn’t the answer, like most things you have to introduce it to them carefully and build up trust in it over time.

    The longer you wait, the longer it’ll take.

  4. “We don’t have the time to set it up”

    Gone are the days of painstakingly mapping out customer queries and converting them into chatflows.

    Now to set up an AI agent it is often as easy adding a URL, connecting a knowledge base and a few minutes later, asking it a few questions.

    It really can be that simple to get up and running.

    Over time you can improve the set-up, refine the training knowledge, increase the deflection rate, but you’ll get 70-80% of the way there in less than a day.

  5. “It doesn’t feel very personal”

    People use products to solve their problems.

    People don’t sign up for products or services to make friends with the people who run them.

    This doesn’t mean an AI agent should be impolite, or that the customer shouldn’t feel listened to and be empathised with.

    But it does mean people will be happy with any agent who can answer their questions, fast, and allow them to get on with their day or job.

    AI agents are now much better at sounding empathetic, and reacting to customers’ frustrations.

    And the time saved will allow you to focus on other ways to add that ‘personal touch’ to their user experience.

  6. “It’ll be expensive”

    There are AI agent pricing models suited to most businesses nowadays:

    to name just a few.

    In almost every case, it will be cheaper than using a person to do the same task, with prices ranging from $0.05 to $1.99 per interaction depending on the AI agent you choose.

    The upfront ‘cost’ of setup is also negligible (see 4).

    Add to this that costs will likely continue to fall, and AI competence will continue to improve, making the return on investment today the worst you will likely ever experience.

What are the benefits of AI support agents?

An AI agent can have multiple benefits to your business, even if you are only just starting out.

Not convinced? How about these for starters:

  1. Handle more queries, faster

    One of the biggest benefits of AI support agents is their near-instant response times. They can theoretically respond to all your customers, simultaneously, in seconds.

    Just think how many human agents you would need to do this, or even ensure a sub-minute response time to all queries.

    It just wouldn’t be economical.

    AI agents scale up and down with demand, meaning they are there only as and when you need them, whether you suddenly get a spike in traffic or it’s a quiet holiday.

    Even if your AI agent is unable to answer every question, each question it does answer is one less your human agents have to.

  2. 24/7 availability

    Humans need sleep (whether you like it or not).

    But customers for most software businesses can come from all over the world.

    Why limit yourself to a single location because of slow support replies when you can use an AI agent that doesn’t sleep?

  3. Reduced costs

    However cheap people are, technology is and will almost always be cheaper.

    Instead of driving down the costs of your people, if you assume a skilled human support agent can deal with 50-100 tickets per day, and, at their cheapest is c. $1,500/mo, then (assuming 21 working days/mo), their cost per ticket will be somewhere between $0.71 and $1.43.

    But for this you need:

    Do you see where I am going with this?

    Your best*-*case, cheapest situation is somewhere around the $1 mark per ticket when using people.

    This is the price of the most expensive AI.

    AI agents on the market today are pretty much all somewhere between 2-10x cheaper per ticket than this.

  4. Consistent and accurate responses

    People are great, we love people.

    But people are not machines.

    We are not built for consistency and memory.

    We say things in different ways depending on how we feel and we forget things from time to time.

    Instead of training people to be more “machine”-like with their responses by using shortcuts, quick replies and canned responses, why not cut the middle-person and just… use a machine (or an AI agent, in this case) to answer questions consistently and accurately?

  5. Improved customer satisfaction and experience

    You may raise your eyebrow at this one.

    Rightfully so, in some circumstances, people don’t like dealing with ‘bots’ (largely because of bad previous experiences).

    But if they are set up well and improved upon over time, they do improve customer experience.

    Who doesn’t like getting fast, helpful answers to questions so you can get on with your day?

    There may be a small (but loud) minority of users initially who speak out against your new “robotic” approach, but they are also probably the same users who complain when it takes you hours to respond to their basic questions that you have answered in your docs.

    Focus on the largely silent majority, focus on the data and commit to improving each aspect of your AI agent’s performance.

  6. Freeing up human agents for more complex issues

    It’s going to be a long time before AI is capable of taking entire jobs away from people (if it ever will).

    AI is better at assuming ‘tasks’ from people.

    Let it take on the ‘simple’, repetitive tasks, queries and questions from users.

    Leave people to deal with the more complex, bespoke, edge-case issues that require more consideration, empathy and things only a person can provide.

    Your team will thank you for making their role far less monotonous.

Are they better or worse at anything in particular?

There are some things AI agents are very good for, others it is ok at and a few things you probably should still be doing yourself:

Good

Not so good


Introduction

Step 1 - Your Current Set-up

Step 2 - Planning for Success

Step 3 - Selecting an AI Agent Provider

Step 4 - Testing AI Agent Providers