Over ninety percent of questions that get asked within our main portal Xero Central is served by content. How do we grow that? How do I grow a million contacts and a million human interactions a month and grow that to two million or three million, five million. And so the power of Coveo allows that to scale in a really meaningful way. Xero is all about enabling small business. Our core is cloud based accounting for small business, but we're also super passionate about rewiring the global small business economy. Making it much simpler and easier to run a small business and In Excel. I think customers are changing. Customers want you to use the information that you know about them. They want you to use it in a really meaningful and respectful way. And so the power of what we've got with Coveo is we can make sure that experience is better by delivering beautifully rich contextual content to a customer effectively in real time. One of the biggest problems that people had was purely changing their payment details for the subscription. Findability was the biggest problem that we had. That was the number one question people were raising in cases. Now it barely hits the top one hundred. We hire degree level accountants to do this kind of stuff, that's some kind of really talented people there Answering how do I change my credit card details? We want them to be kind of doing the better stuff, the harder stuff, because that's what people should be doing. That number one question that was in our case for probably five years now is you know wilted away it's no longer a problem because it's really easy to self serve and get an answer quickly. If we have this utter belief of looking after small businesses then we want those small businesses to ask more questions, to engage with us more. First time questions, how do I set up a bank rig? How do I do a GST return? And so the power allows us to actually focus on those to really set them up to succeed. Before we even had Coveo, that was the desire behind it. The desire was that I don't need to kind of articulate exactly what my problem is. Because half a problem is people can't articulate what their problem is, they have a problem. So Koveo will find you the information sometimes before you even know you need it. Being able to promote stuff or being proactive about that you know, that's the ideal state. The ideal state is I go, I have a problem, Oh, here's the solution. I don't need to kind of go, how do I tell the search engine what that means? So if you are thinking about something you want to do, if you're not sure about what next action to take, Coveo will suggest things to you that will match what you want to do. You're here, you're learning about this stuff. Oh, Oh wait, that's actually the next part of my solution, the thing I need to do. And that's actually been far more successful than I would have guessed. We don't have to think of an operational model where we have to have humans in a sort of tier one level where we're dealing with those simple questions. If it's a simple question, simple answer, it's been dealt with by Xero Central. I think it's a combination of good content, good design, but the fact that the stuff that's coming back is disturbingly relevant. We have somebody else at Xero who'd have to make the rules and stuff, it would be my job. So the fact that it does that stuff, the fact that I just turn it on and it just goes, here's the stuff that's actually really useful. I mean, it's feeling mind boggling. Gives me time back in my day as well to do other stuff. And therefore there's a lot more opportunity for our agents to grow their own knowledge and become specialists in their own areas. And perhaps you know in the future look at how can we support small business further and really understanding what makes us great small business beyond Xero as an accounting The tipping point really came down to when we actually saw the interaction improve, the experience with a customer improve and the feedback we got from customers really changed. So we saw certainly massive growth in our Net Promoter Score, but we certainly saw that tipping point of customers just embracing and enjoying asking questions. This beautiful content that just gets delivered to them has actually just solved the question. It becomes this sweet spot of magic that just happens.

Scaling Customer Engagement While Improving Agent Value at Xero

Xero is a SaaS company specializing in cloud-based accounting software geared toward enabling small businesses to thrive. The company is currently one of the fastest-growing SaaS companies, employing over 2,500+ people across the globe.

Xero found that customers were having difficulty finding information on their main support portal, Xero Central. Given that over 90% of the questions asked could be served by content, this was highly problematic. Even simple questions resulted in case creation, frustrating customers and agents alike.

In this video, you will find out how Xero implemented Coveo to improve content findability and how easy it became for customers to access Xero’s self-service options at scale and find the information they needed. This improved the support experience not only for customers but also for agents, empowering them to resolve more complex issues faster.

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