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You Can’t Spell Proactive Without AI

You Can’t Spell Proactive Without AI

Proactive AI customer experience transforms service with predictive analytics, personalization, and real-time solutions.

Picture this: it’s dinnertime, so you stop by your favorite fast-food restaurant for a burger and fries. As you order from the kiosk, a pop-up screen lets you know it will be a 10-minute wait and offers you a $2 off coupon for dessert to thank you for your patience. When you say yes, the next screen asks if you’d like the hot fudge brownie—which, of course, you do, since you’ve ordered it the last three times you visited this restaurant.

Chalk up another win-win for artificial intelligence (AI) and predictive analytics. Rather than waiting to react to “hangry” customers, the restaurant used AI and data to anticipate customer needs, provide a personalized experience, and enhance overall satisfaction.

With AI models and an ever-increasing wealth of data, more and more businesses are shifting away from traditional customer service models, which are “inherently reactive” and “riddled with inefficiencies that frustrate both customers and businesses.” Instead, companies are choosing proactive approaches that anticipate customers’ needs and prevent problems before they even occur.

More Choices for Automated, AI-Driven Tools

As one of my colleagues wrote, “Your customers don’t care if you’re using AI to fix problems,” they just want the issue resolved.

These days, companies employ various technologies to speed up, improve, and personalize customer interactions. Nearly 90% of customers have chatted with a bot. Companies routinely analyze available data (including purchase history, time of day, order volume, etc.) and apply predictive analytics to improve customer service.

One of the most exciting developments is the integration of virtual AI agents, which are trained to complete specific tasks, make decisions, and take action. “While predictive analytics provides insights, AI agents act on them.” For example, automotive dealerships could email a tailored service plan to customers based on their repair history. Luxury hotels could track the weather and automatically deliver umbrellas to guests when it’s raining. Some customers may prefer to interact with a voice agent, which provides a traditional, voice-based experience without needing a human customer service agent.

These tech solutions are also used to supplement human-based customer support. Consider a high-value traveler who uses the airline’s app to rebook a ticket after a canceled flight. The chatbot recognizes that the customer needs “a more personal interaction,” connects them with a human agent, shares the entire chat transcript with that agent, and puts the customer’s purchase history on the agent’s dashboard, all while an AI-driven program “is listening to the conversation and suggesting solutions.” The customer still has a personal, human interaction, but it’s powered by AI.

Fostering Stronger Customer Relationships

“Businesses that offer AI-powered customer service grow in revenue 4-8 [times] faster.” Improving your bottom line is just one of the benefits of deploying proactive, AI-based technology for customer service—and eliminating the reactive tools that can frustrate even your most loyal customers.

Automated tasks: AI is perfect for helping customers reset passwords or handle other common requests.

Shorter wait times: AI is available 24/7 and can handle thousands of requests simultaneously and instantly, eliminating long queues.

More valuable human interaction: By freeing human agents from time-consuming tasks and creating “super agents” supported by AI, the technology helps customer service reps “be more responsive and focused with their customers” during one-on-one interactions.

More significant insights: Microsoft is just one of the companies using AI for tasks related to “analyzing customer behavior and preferences.” Companies can even use AI to spot trends and stay on top of ever-changing consumer tastes.

Personalizing customer service: AI and predictive analytics let you customize the entire experience and provide memorable service that drives loyalty and sales.

IT and Data: The Foundation for Proactive Customer Service

How do you reap all of these benefits? Start by aiming for complete visibility into your entire IT landscape, including your digital touchpoints. Your customer-facing kiosks, scanners, and other devices should be reliable, responsive, and optimized to deliver the best possible experience, even under heavy loads. Customers expect a seamless experience, which you can provide when you proactively monitor your devices, applications, and systems.

Data-driven resilience can be your secret weapon. By gathering data, you can eliminate friction and obstacles before they occur. A customer who doesn’t have to “re-explain their problem each time they speak with a different agent” is a happier customer.

Finally, remember that AI is “fueled by data,” so you can improve your outcomes by enhancing your data. Ideally, you want accurate, real-time data that is broad, deep, and well-structured, with minimal noise. This can be a challenge, especially when data is stored across multiple systems—but clean data and data integration are often the keys to customer service success.

As companies deploy more and more AI-driven services, customer expectations will continue to rise. Taking a proactive, data-driven approach to customer service will give you a competitive advantage in an increasingly AI-powered world.

A quote or advice from the author: In today’s digital workplace, exceptional employee experience isn’t just about implementing new technology—it’s about creating an environment where technology becomes invisible, enabling people to do their best work without friction or frustration. Companies that master this balance don’t just retain talent; they unleash innovation and outperform their competitors by orders of magnitude.

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Chanel Chambers

Chanel Chambers is a seasoned marketing leader in the software industry, having navigated diverse companies from Series A startups to publicly-traded giants like Microsoft. As Lakeside Software's VP of Product Marketing, she brings a wealth of experience successfully executing go-to-market strategies with close alignment among Sales, Customer Success, Product, and Marketing teams to drive impactful business outcomes.

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