When people need information search remains the gold standard. In fact, 42% go straight to a company's website. Delivering a connected, personalized service experience is possible with search, and I today will show you five ways to use search and AI to transform your customer experiences, ranging from intelligent self-service to proactive agent experiences. Let's start with community portals. Here I am on a customer community site for Barca Corporation. Coveo's heritage is in search, so let's perform a search. Instantly we see numerous Coveo AI models, including query suggestions that help refine my query for better results. For instance, I'm looking for help with downloading map updates for my skipper GPS. Notice the interface. Even though I'm not logged in, I can access some public information. Scrolling down, I see 278 results from various enterprise sources unified by Coveo. Whether the answer comes from a knowledge article, video, e-learning or community post, doesn't matter as long as it's relevant. Another Coveo AI model ranks and boosts these items based on their relevance. Here's a recommended badge. This item is boosted because users with similar behavior have frequently accessed it, making it highly relevant. In addition to Coveo’s search results, we have generative answering. This is based on enterprise data, greatly reducing inaccuracies by relying on the most relevant results. I can provide feedback with a thumbs up or down, copy information and view citations for confidence in the results. Now let me log in to show you the difference. Logging in as John Steele gives me access to additional content. The same query now returns secure results, combining public information with secure data, resulting in a more detailed answer. Another Coveo AI model Dynamic navigation experience helps a user refine the best search results by using a variety of dimensions available. For example, if I filter for knowledge articles, the search results in generated answers narrow to be more accurate. I can find detailed, relevant information without needing to manually navigate through the many search results. Let's return to the homepage. Now logged in as Jon, I see additional proactive personalization insights based on my attributes and activities. Cavallo recommends items that answer questions relevant to my interests and known products. We've seen how to find valuable information and receive proactive insights and understand this is all recorded in analytics. Next, let's explore the case deflection area. The customer wants to contact support and this is where our case assist and classification model comes into play. The user has a requirement and wants to get an answer from an agent. However, we also provide an opportunity for self-service to help resolve their issue without needing to contact support directly. Often, customers are unsure about classifying their case, which is crucial for case assignment. Coveo’s AI models assist by recommending classifications based on previous cases. For instance, John enters a query about fixing skipper errors. Coveo recommends the correct classification, ensuring it goes to the right expert. This also helps with case deflection by providing a generated answer that could resolve the issue without further assistance. Ideally, John will be satisfied with the unified results provided. However, if necessary, can still escalate the request to the customer service team. Let's move to the agent experience in Salesforce, for example. However, we do have very similar integrations with SAP Genesis, ServiceNow, and custom integrations for homegrown CRM solutions. Here, Coveo leverages all case details and context to provide relevant results from our unified index, including a generated answer that can be shared directly with the customer. Here we have Coveo for agents, where John Steele has submitted detailed information about an issue he's experiencing. We know John's entitlements and the details he's provided, such as the product involved. Coveo automatically leverages all this context and case details to provide highly relevant results from our unified index. At the top of the list, I see a generated answer that I can directly share with John. Saving time from having to search for specific results. As an agent, I start by looking at what John did on the self-service site before submitting his case. I get detailed analytics, including his recent clicks and queries. Even if John didn't describe his issue well, these insights give me a broader understanding of his challenge, allowing me to provide the most accurate recommendations and solutions. Let's discuss in product experience, which embeds help directly into your application. In the Coveo Administration Console, embedded support personalizes recommendations based on where you are in the application. When I open the in-product experience, personalization kicks in. It recognizes where I am within the application and recommends content that other users commonly access, such as detailed dashboards and reports. These proactive recommendations address common questions customers have. I can ask questions directly within this in-product Experience interface and analyze the results. As I scroll down, I see a list of unified results. Typically, I'll look at the generated answer, which provides combined valuable information all properly cited, ensuring it meets my needs. Lastly, we have self-service analytics. These provide robust insights into customer behavior, including what they click on and search for. You can filter by time periods and numerous dimensions down to the keyword level. This helps product managers understand the top challenges and queries customers have about their products. For example, I can see which content sources are most accessed and helpful. Identify trends in queries and documents and find gaps where customers are seeking information. But we lack knowledge articles or documents to assist them. All of this comes together and continually improve your digital experiences with search and AI. This concludes your on demand demo. Now you know 5 key ways you can use AI search and generative experiences to create connected and personalized customer journeys. Want more? Request your own custom demo to see the full art of the possible.
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Five Ways Search + AI = Better Customer Self-Service and Agent Experience with Coveo

What drives a great AI-powered customer service experience in 2024? It comes down to insights from your customers, the knowledge you have in-house, and how you unify them to provide a connected, personalized self-service experience that delights customers and empowers your agents.

  • Discover five ways AI-powered service can help you:
  • Provide relevant results for customers through your self-service portal
  • Personalize service using generative answering that’s grounded in accuracy and trust
  • Deflect more cases through self-service and boost agent effectiveness
  • Recommend next best steps and helpful answers throughout your service experience
  • Gain insights into customer behavior to continually improve your products and service

Why You Need AI-Powered Customer Service Experiences

When a customer has a question or wants information, 42% will go straight to your website. And when they get there, 43% will beeline for the search bar to find what they’re looking for.

Coveo AI ensures they get the relevant self-service results they’re looking for fast, accurately, and personalized to their specific situation — uplifting self-service success and deflecting more cases. And when customers do need to reach out to an agent, Coveo’s AI-powered platform connects your sources of information to provide unified, accurate, and relevant results to agents that are always real-time and in-context.

Coveo AI-Powered Service offer several key benefits:

  • Proactive personalization: Help customers resolve their questions with the most relevant suggestions and recommendations from search bar to results page.
  • Better self-service: Generated answers that are geared to specific customer contexts help provide the right information from your best sources — and deflect more cases.
  • Empowered agents: Unify customer insights, public information, secure knowledge, and analytics to understand customer trends and deliver top service and support.
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