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The Ultimate Guide
to Implementing
Conversational AI
Within Your Organization

For more information visit www.hyro.ai
1 
Table of Contents: 
Introduction …………………………………………………………….………………... 2 
Conversational AI vs. Chatbots ………..……………………………………………. 4 
How to Determine if Conversational AI Is Right for Your Business …………... 10 
Best Practices for Implementing Conversational AI ……………………………. 15 
Implementing Conversational AI as a CIO and Digital/IT Leader …………….. 24 
Implementing Conversational AI as a Customer Support/Success Leader …. 29 
Implementing Conversational AI as a Customer Engagement Leader ……… 34 
Implementing Conversational AI as an Operations and Logistics Leader ….. 38 
Covering all Corners with Omnichannel Conversational AI ……………………. 42 
Implementing Conversational AI on Your Website ………………………….……. 44 
Implementing Conversational AI in Call Centers …...…………………………….. 49 
Implementing Conversational AI in SMS/Apps …...………………………………. 53
How to Scale Conversational AI ………..……………………………………….….. 56 
2 
 
Introduction 
At this point, most of us are well acquainted with artificial intelligence (AI). 
AI has evolved over the last couple of decades from a science fiction trope to a 
universally recognized technology with innumerous benefits to humans. One reason 
for this shift in our collective paradigm is the increasing application of AI in almost 
every facet of our daily lives. 
AI is being harnessed today by 
hundreds of different industries, from 
healthcare and real estate to finance, 
education, and more. What was once 
the domain of programmers, engineers, 
and rocket scientists has become a 
powerful tool for decision-makers 
throughout any industry to grow their 
companies and fulfill their  
business goals. 
The range of industries that use multiple forms of AI has catalyzed the evolution of subsets 
within AI. However, before discussing the various forms AI may take in a business setting, we 
must first define AI in its most basic state. 
Although the definition of AI is widely contested and hotly debated, both for ideological and 
scientific reasons, in essence, the basic definition of AI is to give technologies such as 
computers or robots the ability to use software that mimics human thought or 
intelligence. In short, it endows technologies with the ability to "think". 
Introduction
3 
The goal of implementing AI into technology is to improve its performance in tasks that require 
human-like intelligence, such as learning or problem-solving, with the capabilities of data 
aggregation and analysis of a machine. 
As mentioned, there’s a myriad of AI forms applied in business settings today and used in a 
wide variety of capacities. One of the most commonly used and practically applicable among 
these is “conversational AI,” which businesses are using to bridge the digital gap and 
communicate with their customers. 
Conversational AI 
Conversational AI is one of the subsets found in AI and refers to a technology that uses 
artificial intelligence to communicate or "talk" to users. In the next section of this guide, we 
will discuss conversational AI's definition in greater detail and delineate the crucial ways it 
differs from chatbots. 
Even within the realm of AI, conversational AI is a subject with many facets to it. While it is 
impossible to discuss its entire scope, this guide will hopefully give you a comprehensive view 
of what conversational AI is, the various forms it can take in a business setting, and how to 
best apply it to your organization. 
This guide is ideal for any organization or decision-maker planning to take their conversational 
AI and automation capabilities to the next level. By the end of this guide, you will have a 
thorough understanding of what conversational AI is, how to make it work for your 
organization, its business applications, and the best practices to implement to maximize its 
potential.  
Introduction
4 
Conversational AI can be summarized as a technology that can communicate with its 
users. It aggregates massive volumes of data and uses machine learning (ML) algorithms 
and natural language processing (NLP) to imitate human speech patterns and mimic 
human responses. 
Along with other AI-powered technologies, the adoption and use of conversational AI is 
sky-rocketing. Some reports indicate that intelligent systems such as conversational AI will 
conduct 70% of all customer interactions by 2022. Although chatbots and conversational AI 
are often categorized together, and the two terms are even used interchangeably, it’s important 
to note that there are criticaldistinctions between them. 
 
Conversational AI vs. Chatbots 
What Is Conversational AI? 
To understand the benefits of implementing conversational AI for your organization,
we need to zoom in on what defines conversational AI, its goal, and what purposes
it serves.
Introduction
5 
The Typical Chatbot 
Chatbots can be divided into two distinct categories:  
those which are rule-driven and those which are intent-based. 
Rule-Based Chatbots  Intent-Based Chatbots 
Rule-based chatbots rely on a predetermined set of 
rules to follow the predicted flow of the user’s input. 
Using the rules of language and typical conversational 
patterns, chatbots create a more rigid and structured 
experience for users. 
Intent-based chatbots are trained on hundreds of 
thousands of different parameters. Based on 
Machine Learning (ML) models, these chatbots 
require mounds of manually inserted data to 
generate outputs to any given input.  
Requires Heavy Data to
Create Outputs
Limited Rule-Based Flows
Conversational AI vs. Chatbots
6 
Conversational AI Introduces Advanced Capabilities 
One of the key differences that helps us distinguish conversational AI from chatbots is the use 
of back-end systems to provide the user with information. Conversational AI has direct access 
to information sources such as websites, APIs, and databases, which it can then retrieve and 
present to the user as required.  
When we discuss conversational AI, we refer to a technology that utilizes natural language 
processing, natural language understanding, machine learning, deep learning, and predictive 
analytics to communicate with users more spontaneously and intuitively.  
While the composition of conversational AI may vary, it is generally composed of an automatic 
speech recognizer (ASR), a spoken language understanding (SLU) module, a dialog manager 
(DM), a natural language generator (NLG), and a text-to-speech (TTS) synthesizer. The ASR 
takes raw text and audio inputs and transcribes them into word suggestions sent to the SLU. 
The SLU then identifies the semantics of the word sequence and identifies the dialogue 
domain. In the meantime, the DM communicates with the user and assists them in achieving 
their goals. It ensures that the semantic representation is filled and selects what the system’s 
following action will be. It also has access to the relevant knowledge database to retrieve 
information for the user. Dialog state tracking and policy selection also assist the dialog agent 
and allow it to make more dynamic decisions. 
Conversational AI vs. Chatbots
7 
This composition allows conversational AI to conduct more flexible conversations when 
compared to the rigidness of chatbots sticking to a limited “script” or intent.  
Unlike chatbots, conversational AI learns by absorbing information from various sources such 
as databases, websites, and APIs. Additionally, when a source is modified or updated, the 
conversational AI platform will automatically apply these revisions to its interface. 
On the other hand, chatbots require maintenance, such as updating or other modifications, to 
be done manually, which is costly and inefficient as programmers must make regular updates 
to ensure that the chatbots remain efficient and functional. 
Continual access to databases and APIs also provides conversational AI interfaces with 
enough information and context to maintain a flexible and carried conversation, allowing their 
interactions with users to come across as more fluid and dynamic. If a user were to change 
their mind or require a different service mid-interaction, a conversational AI solution would fulfill 
the user’s needs and maintain the conversation flow, as it has enough information available to 
it. Meanwhile, a chatbot will be forced to stick to its script and cannot spontaneously produce 
new and dynamic output when required. 
An additional point in conversational AI’s favor is that it has a greater understanding of user 
inputs. Conversational AI uses natural language processing (NLP) and natural language 
understanding (NLU) - both subfields of computer science, artificial intelligence, and linguistics 
- enabling conversational AI platforms to analyze and comprehend input received from users,
whether in the form of text or speech.
Conversational AI vs. Chatbots
8 
While chatbots may seem like they understand the words and sentences the user inputs, all 
they are doing is following pre-programmed rules. Unlike conversational AI, chatbots cannot 
interpret or even identify any subtle nuances found in human language. In contrast, 
conversational AI can respond to contextual clues and understand vernacular, slang, synonyms 
and homonyms, and even professional jargon. 
Chatbots are also limited to one form of input and can only react and respond to text 
commands, whereas conversational AI can also respond to audio input. This makes 
conversational AI extremely useful as a virtual assistant (think Siri or Google Home) or a smart 
speaker (such as Amazon’s Alexa), or even as a virtual call center agent or conversational voice 
layer on a website. Conversational AI platforms’ medium-flexibility allows enterprises to use 
one conversational AI solution across all their digital platforms, streaming information directly 
into one central analytics hub. 
 
Conversational AI vs. Chatbots
9 
Chatbots rely on their data being up to date and the user acting predictably, meaning that once 
 
their data is out of date or the user says something off-script, the chatbot becomes obsolete 
 
and, in the worst-case scenario, even frustrating for users to interact with. Conversational AI 
will automatically update itself and can react to user’s conversations in real-time. 
Conversational AI vs. Chatbots
10 
 
How to Determine if Conversational AI Is 
Right for Your Organization  
The benefits of conversational AI are significant, but it's essential to clearly 
understand what it can do for your organization before jumping right in. 
Conversational AI can be applied to a diverse array of fields and implemented on a 
variety of channels. However, while it may be highly beneficial for some businesses, 
that doesn't mean it will benefit yours. Before you begin, ask yourself the following 
questions: 
What are your customer service needs? 
The best way of assessing whether conversational AI is right for you is by taking an honest look 
at your business and analyzing your customer service needs. For example, if your company 
has continuous and long-term interactions with customers, using conversational AI will provide 
more benefits than a chatbot, which is better suited for one-off interactions as it allows for a 
less dynamic experience for users. Limited by its script, it can only manage basic interactions. 
Is conversational AI right for your business size? 
Enterprises and multi-million dollar companies are more likely to run large-scale customer 
service operations. For companies of this size, which maintain ongoing interactions with 
customers, conversational AI can dramatically optimize customer service operations. Satisfied 
customers will be more likely to return, and customers that feel like your company is available 
to them when they need it will become loyal customers with a high lifetime value. That doesn't 
mean you have to be a giant corporation to benefit from this type of solution. Any business with 
robust customer service operations will have at least one customer communications channel 
already in place. Once a company has installed this infrastructure, automating and optimizing it 
with conversational AI becomes far more straightforward and less costly. 
How to Determine if Conversational
How to Determine if Conversational AI Is Right for Your Business
AI Is Right for Your Business
11 
The Benefits & Capabilities of Conversational AI
Before making a decision, it’s essential to know what to expect from an effective 
conversational AI solution. 
More efficient customer service operations 
Large companies that have regular contact with customers or include aspects of customer 
service where the user's needs may not be predictable cannot rely on a simple chatbot.  
For businesses in the healthcare, finance, and real estate industries and others that rely heavily 
on maintaining consistent communication with customers, implementing conversational AI can 
help keep customers satisfied and alleviate unnecessary stress and frustration on their part. 
Reduced costs and workforce 
Automating customer service management streamlines every work process while reducing 
costs and labor, allowing you to redirect these resources into different channels. 
High-quality 24/7 support 
Conversational AI also ensures that you have support available for customers 24/7 and that 
their problems or queries are dealt with efficiently and quickly as it does not rely on human 
intervention or supervision to operate. 
More than just customer service 
The benefits of conversational AI are hardly limited to customer service alone; it can also be 
used to develop other business activities. For example: For a large company, recruiting new 
employees and conducting HR activities can become extremely difficult to manage and keep 
track of. Adding conversational AI to these processes can streamline the whole experience for 
potential employees and the company itself. Conversational AI can send important notifications 
to candidates, call candidates to schedule, and assist new hires with acclimating to the 
company by explaining employee benefits or the like. Conversational AI can even manage 
employee training by allowing employees to practice and hone their customer service skills by 
role-playing various AI situations beforehand. 
 
How to Determine if Conversational AI Is Right for Your Business
How to Determine if Conversational AI Is Right for Your Business
12 
Increase customer base 
Conversational AI can help businesses gain new customers and upsell existing ones. 
Conversational AI can suggest products to customers, follow up on potential customers who 
show an interest in a product or service, and streamline the entire process for users. 
Automating the cycle means that potential buyers have a virtual salesperson and access to 
information 24/7. Additionally, by analyzing previous conversations and other information 
available on potential buyers, conversational AI can ensure more effective targeting for higher 
conversions - this is done by showing users products that are more in line with their behavior, 
taste, and needs. 
 
How to Determine if Conversational AI Is Right for Your Business
How to Determine if Conversational AI Is Right for Your Business
13 
Making the Decision 
If conversational AI has piqued your interest, start by assessing your business's stage on its 
journey towards implementing AI technologies. Have you decided AI is right for your business 
but don't know how to implement it? Have you already found conversational AI solutions to 
implement, but you feel unsure of how your customers will react to the change? 
Understanding the stage of implementation your business has reached allows you to prepare a 
strategy for continued performance and optimization in the future to keep your business on a 
growth trajectory. 
Does Conversational AI Support Your Business Goals? 
Another way to evaluate if conversational AI is right for your business is by analyzing your 
company's goals and intentions and by asking yourself a few questions: 
How to Determine if Conversational AI Is Right for Your Business
14 
While the methods of implementing conversational AI are diverse, and there are many ways 
conversational AI can promote business growth, it is not a one-size-fits-all solution. Conditions 
may vary, and companies should do their research to assess whether it’s right for them. 
Customers face a vast array of options before opening up their wallets, making it crucial to 
respond to them quickly and connect them with their product and service of choice. It is also 
important to remember not to distance dependable customers who have utilized your services 
in the past and may not yet be ready for change. 
How to Determine if Conversational AI Is Right for Your Business
15 
 
Best Practices for Implementing 
Conversational AI 
Conversational AI can be applied to almost any industry, whether for customer  
service or even managing employees. Before you start, it’s best to have a thorough 
understanding of what you hope to accomplish, who you want to involve in the  
implementation process, and how much time, effort, and resources you’re willing 
to invest. Creating and implementing a complex system that can interact naturally with 
users is not simple and requires research, revision, and intense planning. While you 
may face some trial and error along the way, you can help make the process smoother 
for your team and company by adhering to several best practices. 
In this section, we’ll explore the best practices we recommend when implementing 
conversational AI into your organization. These practices should be adopted throughout the 
implementation process and can (and should) be tailored towards your organization’s specific 
needs and goals. 
 
Create  
Customer 
Profiles
Conversational AI is primarily focused on your customers, i.e., the people 
interacting with the deployed conversational interface most often. One of the 
most critical aspects of implementing conversational AI is keeping your 
customers in mind during the design and implementation process.  
As mentioned previously, many people struggle to adjust to change, and you 
want to make the transition as seamless as possible for all parties involved. 
The best way to get an idea of how to create the ideal conversational AI for 
your customer base is by creating profiles or defining personas of your core 
audience. This allows you to gain a perspective on how familiar your users 
are with technology tools. For example, when working with an older 
customer base, designers should take their discomfort and lack of digital 
fluency when interacting with technology into account. For such users, you 
need to be extra aware of user experience and ensure your tutorials and 
input methods are simple and easy to grasp.  
Best Practices for Implementing Conversational AI
16 
 
Mapping Your 
Users’ Digital 
Journeys 
Take a closer look at your customers’ needs - identify what they are and at 
which point in the process they are needed. An easy way to do this is by 
creating a graphic guide or map which will track each step on your users’ 
journey until they achieve their goal. By mapping out the digital process they 
follow, you can review which parts of the process are more intuitive and 
which require more attention and polishing. Notice which digital channels you 
offer at each point in the journey, and make sure guidance is available where 
needed. Understanding the user journey will help make the experience 
smoother and enable a more natural flow when implementing conversational 
AI. The below image shows an example of a journey your user might take 
before deciding to use your company’s service. In this instance, the journey 
begins with a customer deciding to search for healthcare and then searching 
for a doctor. Once the customer reaches the step in the process where they 
decide to schedule an appointment, you can implement your AI, or perhaps 
when following the rest of the customer’s journey; you may find a stage 
where the AI will be more effective and valuable to the user. You can even 
choose to implement it at more than one stage, such as when the user books 
an appointment and later in the process to send a reminder to schedule a 
follow-up appointment via SMS. 
Best Practices for Implementing Conversational AI
17 
 
Identify Your 
Organization’s 
Goals 
Sometimes, getting caught up in the details (and there can be a lot of details) 
can make you lose sight of the end goal. Take a step back and focus on the 
issues you want to solve and the goals you want to achieve with 
conversational AI. The way you implement your AI solution can change 
depending on your goals. Are you focused on churn rate, engagement, 
business reputation, or customer satisfaction? Is there a problem with current 
ticket management or workload that you want to solve? These questions 
should guide you through the entire process, from choosing the right solution 
to implementing it and customizing it to your needs. 
Create a 
Conversational 
Style Guide 
Fluctuating in tone and using an inconsistent style can appear unprofessional 
and create more confusion than clarity for your users. It may be challenging to 
find the right balance for your conversational AI at first, but being fluent in 
your company's messaging and brand voice can create conversational 
interactions that are more coherent and efficient for your audience. An 
acute understanding of your business’s voice, vocabulary, and level of 
formality can help guide the tone you set for your AI. For example, maintaining 
a friendly style is crucial; however, an informal tone of speech may be 
inappropriate in some industries, like healthcare. In healthcare, an overly 
casual tone may come across as flippant and unprofessional, and an overly 
serious and formal tone may intimidate customers and make them feel like 
they are dealing with a severe issue. Keeping a consistent voice not only builds 
a positive user experience but can also strengthen your brand identity. Another 
aspect of conversational style worth noting is humanity. The AI must come 
across as human enough that customers feel comfortable interacting with it, 
but it shouldn't come across as a caricature of humanity. The ideal way to do 
this is by creating a balance between efficiency, empathy, and helpfulness. 
Keep interactions concise and to the point and focus on providing customers 
with access to the help or resources they need. 
Best Practices for Implementing Conversational AI
18 
 
Identify Your 
Organization’s 
Goals 
Unlike a typical chatbot that only deals with simple requests and relies on 
basic scripts, conversational AI maintains prolonged social contact with 
users, requiring conversational context. 
A chatbot will only need to manage simple, one-off commands, but 
conversational AI conducts far more complex and prolonged interactions that 
generally involve making contact multiple times over certain periods of time. 
This means that it will require access to previous data and have the ability to 
understand the context of the current conversation to a degree. This is why AI 
is so critical for such advanced capabilities - as it enables the solution to 
analyze relevant data about a user and previous interaction in order to create 
better conversations in real-time. To make sure your AI always has the correct 
context for the interaction, it is critical to include the data it has collected in 
previous interactions with the customer, even those held with human agents. 
Enhance Your 
Brand Image 
Branding may not be the first thing that comes to mind when considering 
implementing conversational AI, though it certainly offers several 
essential branding opportunities. 
Your AI will have close and consistent interactions with your users. When 
executed correctly, in line with your brand tone and messaging, this can 
significantly improve the user experience and brand loyalty. 73% of 
customers cite a positive experience as a key influence when choosing to be 
loyal to a brand. To enhance your brand image, focus on a consistent style 
that accurately represents your brand voice. Before implementing your AI, 
ensure that it is professionally developed, easy to use, and reflects your 
brand’s high standards. 
Best Practices for Implementing Conversational AI
19‌
 
Customize 
the Experience 
Unlike‌‌
a‌‌
chatbot,‌‌
conversational‌‌
AI‌‌
does‌‌
not‌‌
need‌‌
to‌‌
stick‌‌
to‌‌
a‌‌
basic‌‌
script,‌‌
 
and‌‌
it‌‌
has‌‌
access‌‌
to‌‌
databases‌‌
with‌‌
customers'‌‌
data.‌‌
These‌‌
two‌‌
factors‌‌
 
enable‌‌
it‌‌
to‌‌
personalize‌‌
suggestions‌‌
and‌‌
conversations‌‌
to‌‌
match‌‌
each‌‌
user's‌‌
 
preferences,‌‌
location,‌‌
previous‌‌
behavior,‌‌
and‌‌
more.‌‌
Personal‌‌
experiences‌‌
 
improve‌‌
conversion‌‌
and‌‌
customer‌‌
satisfaction.‌‌
Studies‌‌
show‌‌
that‌‌
‌
80%‌‌
of‌‌
 
customers‌
‌‌
are‌‌
likely‌‌
to‌‌
complete‌‌
the‌‌
purchasing‌‌
process‌‌
from‌‌
a‌‌
brand‌‌
that‌‌
 
provides‌‌
a‌‌
personalized‌‌
user‌‌
experience.‌‌
Starting‌‌
your‌‌
AI‌‌
off‌‌
with‌‌
all‌‌
the‌‌
data‌‌
 
you‌‌
have‌‌
on‌‌
the‌‌
customer‌‌
allows‌‌
it‌‌
to‌‌
begin‌‌
with‌‌
the‌‌
advantage‌‌
of‌‌
already‌‌
 
being‌‌
able‌‌
to‌‌
customize‌‌
the‌‌
first‌‌
interaction‌‌
it‌‌
has‌‌
with‌‌
your‌‌
customer.‌‌
As‌‌
it‌‌
 
develops,‌‌
it‌‌
will‌‌
continue‌‌
to‌‌
add‌‌
the‌‌
data‌‌
it‌‌
has‌‌
collected‌‌
to‌‌
further‌‌
customize‌
 
future‌‌
interactions.‌ ‌
 
Be‌‌
Prepared‌
 
to‌‌
Handle‌ ‌
 
Irregular‌‌
 
Requests‌ ‌
 
Continuous‌‌
and‌‌
long‌‌
conversations‌‌
can‌‌
often‌‌
include‌‌
unusual‌‌
questions.‌‌ ‌
  
For‌‌
a‌‌
chatbot‌‌
built‌‌
for‌‌
only‌‌
simple‌‌
commands,‌‌
this‌‌
presents‌‌
a‌‌
problem.‌‌
 
Conversational‌‌
AI‌‌
is‌‌
designed‌‌
for‌‌
these‌‌
types‌‌
of‌‌
conversations‌‌
and‌‌
is‌‌
able‌ ‌
 
to‌‌
provide‌‌
relevant‌‌
responses‌‌
while‌‌
keeping‌‌
a‌‌
natural‌‌
conversational‌‌
flow.‌‌ ‌
  
That‌‌
being‌‌
said,‌‌
even‌‌
with‌‌
the‌‌
platform’s‌‌
access‌‌
to‌‌
user‌‌
data,‌‌
at‌‌
some‌‌
point,‌
 
someone‌‌
will‌‌
ask‌‌
a‌‌
question‌‌
it‌‌
can’t‌‌
answer.‌‌
Avoid‌‌
generic‌‌
error‌‌
messages‌‌
 
often‌‌
used‌‌
with‌‌
chatbots,‌‌
and‌‌
create‌‌
a‌‌
response‌‌
that‌‌
clearly‌‌
points‌‌
out‌‌
the‌‌
 
error‌‌
and‌‌
provides‌‌
guidance‌‌
on‌‌
how‌‌
to‌‌
solve‌‌
it‌‌
or‌‌
what‌‌
the‌‌
user‌‌
should‌‌ ‌
  
do‌‌
next.‌ ‌
 
Best Practices for Implementing Conversational AI
20 
 
Invest in 
Testing and  
QA (Quality 
Assurance) 
Working with conversational AI involves numerous factors - you need to 
maintain consistency, have your users in mind, and consider as many 
scenarios and conversations as possible. Implementing conversational AI 
doesn’t have to be complicated with the right solution and guidance. Still, it is 
highly recommended to test it out after initial implementation and when 
changes are made to ensure optimal execution. Consider it a QA phase, just 
like you would with new websites and products. Test your conversational AI 
thoroughly before it’s launched and at every update. Ideally, have a team 
assigned to testing and reviewing your conversational AI’s performance. This 
team should be involved in the planning and implementation stages to get an 
idea of the product’s goals and what it looks like when it’s behaving properly 
versus a malfunction. This will also help your team discover ways to improve 
it, add additional scenarios, and bring up needed features or capabilities that 
you may not have initially considered. The testing team should look out for 
language, consistency, and data retrieval issues and ensure everything is 
running smoothly before the conversational AI platform is released and at 
regular intervals once it’s live as an additional precaution. 
If you plan to implement conversational AI within your organization for 
employee use, having employees in on the design and implementation 
process will build excitement and allow the employees to weigh in on their 
needs for the solution. Additionally, the employees involved will feel like part 
of the process and will be more open to accepting the changes. 
Best Practices for Implementing Conversational AI
21 
Quick Tips for Conversational AI 
There’s a lot to consider before, during, and after you implement conversational AI, so 
here’s a short recap of the key guidelines to keep in mind.
 
Best Practices for Implementing Conversational AI
22 
Here are several conversation design best practices to keep in mind during 
the implementation phase: 
Charting the conversation design in a flow map style makes it easier to review the entire 
conversation in one place. It will serve as a useful guide to look over at each point during the 
design and implementation process. Take a look at the flow-map example below:  
 
Best Practices for Implementing Conversational AI
23 
Before implementation, select the channels or software you want to integrate your 
conversational AI into. This is where a clear understanding of your company's goals is crucial. 
As there are many options for integration, it is up to you to decide which will be most beneficial 
and which platforms your users are most likely to use. 
Among the many options are: messaging applications, CRMs, payment systems, booking 
calendars, Slack, email, smart speakers, voice apps, call centers, ticketing softwares, and your 
company’s website. 
Best Practices for Implementing Conversational AI
24 
 
Implementing Conversational AI  
as a CIO and Digital/IT Leader 
As those responsible for introducing and implementing new technologies into their 
companies, CIOs shoulder much of the responsibility for ensuring their success and 
proving their ROI and value. As a CIO, your job does not only entail finding and 
introducing new technologies but also ensuring that the implementation process goes 
smoothly and without a hitch. As with any new technology, conversational AI presents 
its challenges to all parties involved. However, CIOs must be prepared to manage the 
common issues that may come up during the implementation process. 
One of the challenges CIOs must be prepared to 
manage when implementing conversational AI is 
ensuring that the organization’s data is of good   
quality and in sufficient quantity. AI systems in
general and conversational AI in particular   
strongly rely on the quantity and quality of the  
data available to them for high performance 
and efficiency. 
AI Relies On You to Identify High-Quality Data 
Conversational AI uses large datasets with information on customers or employees to "learn"  
how to hold conversations, give context to interactions, and answer queries. To ensure that users' 
interactions with your conversational AI platform are high quality, its speech patterns are natural, 
and its information is accurate, it is crucial to provide the platform with access to as much 
updated, high-quality data as possible. This presents several issues, such as accessing the data 
and deciding which data meets the conversational AI platform's standards.   
Implementing Conversational AI as a CIO and Digital/IT Leader
25 
Conduct an audit to establish what data you already have at your disposal. If the interface 
is intended for company employees' internal use, this data can be gathered from an employee 
database. Suppose the platform will be primarily dedicated to customer service purposes. In 
that case, information can be collected from prior interactions customers have had with human 
employees or forms customers have submitted.  
Once you have collected the relevant data already in your possession, you will need to 
categorize it and compare it to the data your AI requires. Categorize your data into subsets 
such as structured and unstructured. Make a note of where the data you’ve collected is stored. 
Once you have matched your data to what the platform requires, you will be able to identify any 
gaps in information still missing for the platform to function optimally. 
Implementing Conversational AI as a CIO and Digital/IT Leader
26 
Some of the missing information can be supplemented with publicly available information 
and can easily be accessed by the system. Other information may be difficult to collect at 
first; however, synthetic data can fill in the gaps. Synthetic data is artificially made and not 
generated by actual events, and although it is generally based on actual data, it is not as 
functional as the real thing. Synthetic data can be used for the learning phase of implementing 
conversational AI. Ideally, it should be replaced by “real” data at the earliest possible 
opportunity. 
Knowing what data you have and what data remains to be collected gives  
you a clear idea of how to grow your dataset to best benefit your conversational AI. 
Another issue you may face as a CIO or IT leader implementing conversational AI is the 
difficulty non-technical staff may have in coming to grips with using this new technology.  
The ideal way to combat any fears or insecurities non-technical staff may have is with 
education, patience, and understanding. 
As the company's CIO or IT leader, it is your responsibility to bridge the gap between new 
technology and employees without creating insecurities or hostilities. This means ensuring that 
you have a thorough understanding of operating the technology and how it works, and where 
your colleagues stand in relation to it. Once you are familiar with the technology, you and your 
team can introduce the rest of the staff to how conversational AI works and what it can and 
can't do. Suppose you or your team don't feel ready to educate the rest of the staff. In that 
case, an alternative is to invite an expert on conversational AI to prepare them ahead of 
implementation or have your conversational AI vendor handle the onboarding process for you 
(when applicable). 
Implementing Conversational AI as a CIO and Digital/IT Leader
27 
Another risk inherent in implementing conversational AI is that the technical staff themselves 
are resistant to implementing it. One reason tech or IT employees may feel insecure about 
implementing an AI is that they think they lack the skills to manage it.  
A global study by Harris Insights in collaboration with IBM found that while more than 80% of 
employees in the U.S. and UK believe having AI skills will be a competitive advantage for their 
companies, 42% said they don’t believe their HR departments can execute the needed training 
programs to get them up to speed.  
It is challenging to create and embrace digital transformation within a company when the tech 
staff doesn't feel equipped to handle the change. In addition, retraining or finding new tech 
staff to keep up with the changes is incredibly difficult. 
Due to the popularity of AI, there is a shortage of people with the skills and knowledge to help 
implement it. Fortunately, there are several solutions CIOs or IT leaders can turn to. One option 
is to look beyond those traditionally expected to have the skill set to manage AI 
implementation, such as IT graduates, and turn to less conventional talent pools. This can 
mean turning to self-educated programmers or graduates of coding boot camps. Another 
option is to stick with the staff you already have and offer them retraining to help them develop 
the skills they need to implement and maintain such a solution. Finally, encourage skill 
development among your tech staff and grow their professional capabilities to meet your 
company’s needs. This point ties into the need to preserve knowledge and skills by providing 
staff with regular learning opportunities and training seminars, keeping them up to date on the 
newest trends in conversational AI. 
Implementing Conversational AI as a CIO and Digital/IT Leader
28 
By implementing conversational AI into your company, you can lead it through a successful 
digital transformation process which will: 
Increase employee productivity 
Reduce the costs of customer care 
Create an interactive form of brand messaging 
Improve customer interaction and satisfaction 
Make your company more accessible to customers 
CIOs have proven, time and time again, that their roles are invaluable to an organization's 
success, especially when it comes to spearheading digital transformation.  
 
Implementing Conversational AI as a CIO and Digital/IT Leader
29 
 
Implementing Conversational AI as a 
Customer Support/Success Leader 
As a customer support/success leader, introducing 
the concept of conversational AI to your staff and 
preparing them for the implementation process can 
be a complex and sensitive process. Some staff 
members may feel threatened, as conversational AI 
is intended to fill a customer service role, which has 
solely been held by humans up until this point.  
The best way to get your team on board is by 
introducing them to the benefits conversational AI 
brings to the company as a whole and the realm 
of customer service in particular.  
24/7 Access 
With conversational AI, customers enjoy 
access to a customer service representative 
24/7 - even if it’s an artificial one. As a result, 
your company no longer needs to maintain a 
24/7 shift cycle or force customers to wait 
for regular working hours to speak with a live 
customer service representative.  
Reduced Costs 
Research has found that the average duration 
of a customer service call clocks in at just over 
11 minutes, with a direct labor cost of around 
$1.60 per minute or $17.5 per conversation.  
A Tellus International study revealed that 
conversational AI platforms garner average 
support center time savings of more than four 
minutes per inquiry, which amounts to saving 
$6.5 per interaction. 
Implementing Conversational AI as a Customer Support/Success Leader
30 
The vast number of customer care staff 
experiencing burnout also affects the 
company as a whole by lowering staff morale 
and creating added expenses. High burnout 
rates lead to a high turnover rate and staff 
shortages, increasing costs for the company 
scrambling to replace their employees. Many 
of the contributing factors to this 
phenomenon, such as boredom, long and 
arduous work hours, work overload, and 
stressful work environments, can be 
mitigated by implementing conversational AI. 
Large Volumes 
Conversational AI can manage large volumes of customers and tickets and hold several
                         
customer interactions concurrently. When customers have access to the information they need
                       
when they need it, they are more likely to make a purchase or use your company’s services.
                                 
Customers will also feel more satisfied and less frustrated when their issues or queries are
                             
dealt with efficiently and promptly. 
How does conversational AI help your support team? Employee turnover in a majority  
of call centers has been estimated at an alarmingly high 25% and up, with many settling 
at a 40%-50% mark, according to F. Curtis Barry & Company. An explanation generally 
accepted for this alarming phenomenon is that staff working in call centers experience 
incredibly high burnout rates. 
Implementing Conversational AI as a Customer Support/Success Leader
31‌
 
Training‌‌
conversational‌‌
AI‌‌
with‌‌
data‌‌
that‌‌
your‌‌
company‌‌
already‌‌
has‌‌
allows‌‌
it‌‌
to‌‌
handle‌‌
the‌‌
 
most‌‌
basic‌‌
and‌‌
repetitive‌‌
queries‌‌
and‌‌
tasks‌‌
that‌‌
are‌‌
known‌‌
contributors‌‌
of‌‌
support‌‌
staff‌‌
 
burnout.‌‌
Far‌‌
from‌‌
replacing‌‌
the‌‌
human‌‌
staff‌‌
in‌‌
a‌‌
call‌‌
center,‌‌
conversational‌‌
AI‌‌
is‌‌
designed‌‌
to‌‌
 
work‌‌
for‌‌
them.‌‌
By‌‌
managing‌‌
the‌‌
simple‌‌
queries‌‌
users‌‌
may‌‌
have,‌‌
the‌‌
AI‌‌
allows‌‌
support‌‌
staff‌‌
to‌
 
focus‌‌
their‌‌
energies‌‌
on‌‌
solving‌‌
more‌‌
complex‌‌
issues‌‌
users‌‌
face,‌‌
which‌‌
are‌‌
more‌‌
stimulating‌‌
 
and‌‌
therefore‌‌
far‌‌
less‌‌
likely‌‌
to‌‌
lead‌‌
to‌‌
boredom‌‌
and‌‌
eventual‌‌
burnout.‌‌
Additionally,‌‌
having‌‌
a‌‌
 
conversational‌‌
AI‌‌
virtual‌‌
assistant‌‌
available‌‌
to‌‌
interact‌‌
with‌‌
users‌‌
24/7‌‌
allows‌‌
call‌‌
center‌‌
staff‌‌
 
to‌‌
enjoy‌‌
more‌‌
flexible‌‌
work‌‌
hours.‌‌
Once‌‌
users‌‌
have‌‌
access‌‌
to‌‌
answers‌‌
for‌‌
their‌‌
initial‌‌
 
questions,‌‌
they‌‌
will‌‌
be‌‌
far‌‌
more‌‌
willing‌‌
to‌‌
wait‌‌
patiently‌‌
for‌‌
human‌‌
assistance‌‌
in‌‌
answering‌‌
 
their‌‌
more‌‌
substantial‌‌
questions.‌ ‌
 
Allowing‌‌
your‌‌
call‌‌
center‌‌
staff‌‌
to‌‌
focus‌‌
on‌‌
areas‌‌
in‌‌
which‌‌
their‌‌
skills‌‌
are‌‌
utilized,‌
 
rather‌‌
than‌‌
wasting‌‌
their‌‌
time‌‌
by‌‌
having‌‌
them‌‌
constantly‌‌
look‌‌
up‌‌
mundane‌‌
 
information,‌‌
makes‌‌
them‌‌
feel‌‌
valued‌‌
and‌‌
develops‌‌
their‌‌
soft‌‌
skills.‌‌ ‌
  
The‌‌
Role‌‌
of‌‌
Human‌‌
Representatives‌ ‌
 
It‌‌
is‌‌
worth‌‌
reiterating‌‌
that‌‌
conversational‌‌
AI‌‌
is‌‌
 
designed‌‌
to‌‌
work‌‌
with‌‌
human‌‌
support‌‌
and‌‌
not‌‌
in‌‌
 
place‌‌
of‌‌
humans.‌‌
Although‌‌
conversational‌‌
AI‌‌
may‌
 
become‌‌
developed‌‌
enough‌‌
in‌‌
the‌‌
not-too-distant‌‌
 
future‌‌
to‌‌
replace‌‌
human‌‌
customer‌‌
support‌‌
roles‌‌
 
entirely,‌‌
today,‌‌
it‌‌
should‌‌
be‌‌
viewed‌‌ ‌
  
as‌‌
‌
a‌‌
force-multiplier‌‌
for‌‌
human‌‌
agents‌
.‌‌ ‌
  
Studies‌‌
have‌‌
shown‌‌
that‌
‌‌‌
‌
71%‌‌
of‌‌
customers‌‌ ‌
  
said‌‌
they‌‌
would‌‌
not‌‌
continue‌‌
to‌‌
use‌‌
a‌‌
brand‌‌ ‌
  
that‌‌
did‌‌
not‌‌
allow‌‌
them‌‌
access‌‌
to‌‌
human‌‌
 
customer‌‌
service‌‌
representatives‌‌
when‌‌
 
necessary.‌‌
Conversational‌‌
AI‌‌
at‌‌
its‌‌
best‌‌
serves‌ ‌
 
as‌‌
a‌‌
tool‌‌
utilized‌‌
for‌‌
the‌‌
convenience‌‌
of‌‌
both‌‌ ‌
  
your‌‌
customers‌‌
and‌‌
your‌‌
team‌‌
operating‌‌ ‌
  
the‌‌
call‌‌
center.‌ ‌ ‌
   
Implementing Conversational AI as a Customer Support/Success Leader
32 
This two-pronged approach guarantees that the customer’s basic needs are met quickly,  
and that human assistance is available for more nuanced questions which could require 
intervention. 
For many call centers that experience high turnover rates and high burnout levels, the constant 
rotation of staff can mean that most new employees lack sufficient training. Implementing a 
conversational AI platform can help speed up the training flow of new employees. New team 
members unsure of how to answer specific queries can turn to conversational AI assistants, 
which can absorb unlimited amounts of data. Even veteran employees often struggle to 
memorize the hundreds of terms and procedures involved in answering customer questions, 
and AI can fill in the gaps. This particularly applies to call center operators working in the 
medical, financial, banking, and government fields. 
Companies are turning in droves to conversational AI as an easy solution for their customer 
care needs. However, while conversational AI is developing in leaps and bounds, can
handle  most user queries, and even “recall” the context of user interactions, it still cannot
entirely  replace human agents in a call center or other customer service operation. 
A combined approach of conversational AI in cohesion with live human support is
the preferred approach companies should consider.
Implementing Conversational AI as a Customer Support/Success Leader
33 
Once you have reassured your agents that this new technology is not there to replace them but 
to enhance their capabilities and allow them to make use of their skill sets, and you have 
illustrated the benefits conversational AI can bring to the customer service department as a 
whole, they are far more likely to get on board with the implementation process. 
Empower your team with the skills, knowledge, and resources they need to understand and 
use conversational AI. This is particularly important at the beginning of the implementation 
process, when your conversational AI platform may need some adjustment. At this stage of 
implementation, staff can supervise the AI and inform IT of any changes that may be required.  
Implementing Conversational AI as a Customer Support/Success Leader
34‌
 
 
Implementing‌‌
Conversational‌‌
AI‌‌
as‌‌
a‌
 
Customer‌‌
Engagement‌‌
Leader‌ ‌
 
For‌‌
a‌‌
customer‌‌
engagement‌‌
leader,‌‌
much‌‌
of‌‌
the‌‌
benefits‌‌
of‌‌
implementing‌‌
 
conversational‌‌
AI‌‌
seem‌‌
apparent.‌‌
In‌‌
your‌‌
role‌‌
of‌‌
driving‌‌
the‌‌
customers‌‌
to‌‌
continually‌
 
engage‌‌
with‌‌
your‌‌
company‌‌
and‌‌
have‌‌
your‌‌
product‌‌
or‌‌
service‌‌
top‌‌
of‌‌
mind,‌‌
providing‌‌
 
customers‌‌
with‌‌
access‌‌
to‌‌
information‌‌
on‌‌
your‌‌
service‌‌
or‌‌
product‌‌
24/7‌‌
seems‌‌
like‌‌
an‌‌
 
ideal‌‌
situation.‌ ‌
 
The‌‌
obvious‌‌
benefits‌‌
of‌‌
reducing‌‌
wait‌‌
time‌‌
for‌‌
customer‌‌
service,‌‌
fast‌‌
interactions,‌‌
query‌‌
 
resolution,‌‌
and‌‌
information‌‌
availability‌‌
are‌‌
likely‌‌
to‌‌
increase‌‌
customer‌‌
‌
satisfaction‌
,‌‌
and‌‌
 
continuous‌‌
access‌‌
to‌‌
service‌‌
will‌‌
increase‌‌
customer‌‌
‌
engagement‌
.‌‌
Additionally,‌‌
not‌‌
needing‌‌
to‌
 
hold‌‌
or‌‌
wait‌‌
for‌‌
long‌‌
periods‌‌
of‌‌
time‌‌
will‌‌
reduce‌‌
frustration.‌‌
Having‌‌
‌
significant‌‌
time‌‌
lapses‌‌
 
between‌‌
a‌‌
customer's‌‌
first‌‌
engagement,‌‌
such‌‌
as‌‌
form‌‌
submission‌‌
and‌‌
first‌‌
contact‌‌
made‌‌
by‌‌
 
sales‌‌
representatives,‌‌
has‌‌
been‌‌
shown‌‌
to‌‌
have‌‌
a‌‌
strong‌‌
effect‌‌
on‌‌
whether‌‌
these‌
‌‌
‌
contacts‌‌
 
choose‌‌
to‌
‌‌
use‌‌
your‌‌
company's‌‌
product‌‌
or‌‌
service.‌ ‌
 
Using conversational AI to reach out to these customers to provide information, 
targeted offers or other personalized messages makes them more likely to choose 
your company's service and continue to engage. 
Implementing Conversational AI as a Customer Engagement Leader
35‌
 
Despite‌‌
These‌‌
Benefits,‌‌
Some‌‌
Hurdles‌‌
May‌
 
Deter‌‌
Customers‌‌
from‌‌
Engaging‌‌
with‌‌
Your‌‌
 
Company‌‌
Through‌‌
Conversational‌‌
AI.‌‌ ‌
  
As‌‌
a‌‌
customer‌‌
engagement‌‌
leader,‌‌
take‌‌
charge‌‌
and‌‌
prepare‌‌
your‌‌
customers‌‌
for‌‌
the‌‌
changes‌
 
they‌‌
may‌‌
experience‌‌
during‌‌
the‌‌
implementation‌‌
process.‌‌
When‌‌
working‌‌
with‌‌
customers,‌‌
it‌‌
is‌
 
essential‌‌
to‌‌
consider‌‌
cultural‌‌
background.‌‌
Some‌‌
sectors‌‌
of‌‌
society,‌‌
in‌‌
particular‌‌
older‌‌
 
generations,‌‌
may‌‌
feel‌‌
uncomfortable‌‌
communicating‌‌
with‌‌
a‌‌
computer‌‌
software.‌‌
While‌‌
it‌‌
may‌
 
take‌‌
some‌‌
users‌‌
time‌‌
to‌‌
get‌‌
used‌‌
to‌‌
the‌‌
idea‌‌
of‌‌
communicating‌‌
with‌‌
an‌‌
AI,‌‌
once‌‌
customers‌‌
 
have‌‌
experienced‌‌
firsthand‌‌
the‌‌
convenience‌‌
conversational‌‌
AI‌‌
provides‌‌
and‌‌
are‌‌
assured‌‌
that‌
 
they‌‌
still‌‌
have‌‌
access‌‌
to‌‌
a‌‌
human‌‌
customer‌‌
service‌‌
representative‌‌
if‌‌
needed,‌‌
they‌‌
will‌‌
grow‌‌
 
more‌‌
comfortable‌‌
with‌‌
the‌‌
idea‌‌
and‌‌
embrace‌‌
the‌‌
transition.‌ ‌
 
Some‌‌
of‌‌
the‌‌
ways‌‌
you‌‌
can‌‌
simplify‌‌
the‌‌
transition‌‌
process‌‌
for‌‌
your‌
 
customers‌‌
include:‌ ‌
 
Maintaining‌‌
a‌‌
clear‌‌
line‌‌
of‌‌
communication‌‌
with‌‌
your‌‌
users‌‌
throughout‌‌
the‌‌
implementation‌
 
process‌‌
and‌‌
ensuring‌‌
that‌‌
they‌‌
understand‌‌
the‌‌
changes‌‌
taking‌‌
place‌ ‌
 
Synchronizing‌‌
the‌‌
customer‌‌
information‌‌
that’s‌‌
collected‌‌
and‌‌
the‌‌
last‌‌
interactions‌‌
held‌‌
with‌
 
customers‌‌
across‌‌
all‌‌
channels‌‌
and‌‌
platforms‌ ‌
 
Ensuring‌‌
that‌‌
your‌‌
conversational‌‌
AI’s‌‌
interface‌‌
is‌‌
user-friendly‌‌
and‌‌
easy‌‌
to‌‌
navigate‌
 
Implementing‌‌
your‌‌
conversational‌‌
AI‌‌
on‌‌
platforms‌‌
users‌‌
expect‌‌
to‌‌
interact‌‌
with‌‌
AI‌‌
on,‌‌
such‌
 
as‌‌
your‌‌
company‌‌
website‌ ‌
 
Creating‌‌
a‌‌
conversational‌‌
interface‌‌
with‌‌
a‌‌
focus‌‌
on‌‌
keeping‌‌
a‌‌
consistent‌‌
brand‌‌
voice‌‌
and‌‌ ‌
  
meeting‌‌
customer’s‌‌
needs‌‌
-‌‌
this‌‌
includes‌‌
designing‌‌
natural‌‌
and‌‌
human-sounding‌‌
conversations‌
 
Implementing Conversational AI as a Customer Engagement Leader
36 
The central function of a conversational AI platform is to hold conversations with customers.  
In order to create an interface that users can comfortably interact with, the design process 
must begin with a clear direction in mind. This platform will be the first point of contact for most 
of your users; an unpleasant interaction will cause your users to avoid your company's 
conversational AI interface altogether. 
When a conversational AI platform is constructed without 
a clear understanding of the interactions it will have with 
users, it will incorrectly identify users’ needs or requests, 
and most interactions will end up out of scope. 
Another mistake often made when implementing 
conversational AI is misidentifying the channels where a 
conversational layer is most needed. Companies may choose 
to implement their platform on the company website when 
users would rather interact with it via WhatsApp. Paying 
attention to the channels your users are mainly engaging with 
will indicate where to implement your platform for the most effective interactions. 
Remember: The Most Crucial Aspect of a 
Conversational AI Platform Is the Conversation 
Itself. 
If your conversational AI platform feels uninviting and is awkward for users to interact with, 
it will create an irksome experience which customers are likely to retain. In fact, according to 
research by Ungapped, 59% of customers say it only takes one or two bad customer 
service experiences to decide not to work with a company in the future. Customers who 
are already uncomfortable with the idea of interacting with AI will feel even more discomfited. 
The convenience of a shorter wait time and accessible information can't make up for the 
disappointment and frustration caused by unnatural and unintuitive interactions. 
 
Implementing Conversational AI as a Customer Engagement Leader
37‌
 
As‌‌
a‌‌
customer‌‌
engagement‌‌
leader,‌‌
ensure‌‌
that‌‌
the‌‌
voice‌‌
guidelines‌‌
for‌‌
your‌‌
conversational‌‌
 
interface‌‌
are‌‌
well‌‌
written‌‌
and‌‌
consider‌‌
your‌‌
company's‌‌
tone,‌‌
technical‌‌
jargon,‌‌
and‌‌
formality‌‌
 
level.‌‌
Additionally,‌‌
it‌‌
is‌‌
crucial‌‌
to‌‌
ensure‌‌
your‌‌
conversational‌‌
AI‌‌
platform‌‌
can‌‌
access‌‌
all‌‌
the‌‌
 
databases‌‌
and‌‌
information‌‌
it‌‌
may‌‌
need‌‌
to‌‌
provide‌‌
context‌‌
to‌‌
user‌‌
interactions.‌‌
Small‌‌
details‌‌
 
such‌‌
as‌‌
error‌‌
messages‌‌
or‌‌
live‌‌
hand-offs‌‌
to‌‌
a‌‌
human‌‌
representative‌‌
also‌‌
need‌‌
to‌‌
be‌‌
carefully‌‌
 
phrased‌‌
to‌‌
avoid‌‌
user‌‌
discomfort‌‌
and‌‌
ensure‌‌
that‌‌
users‌‌
will‌‌
want‌‌
to‌‌
engage‌‌
with‌‌
your‌‌
 
conversational‌‌
AI‌‌
again‌‌
in‌‌
the‌‌
future.‌‌
The‌‌
staff‌‌
in‌‌
your‌‌
company‌‌
who‌‌
are‌‌
ideally‌‌
positioned‌‌
to‌‌
 
contribute‌‌
to‌‌
this‌‌
process‌‌
are‌‌
those‌‌
most‌‌
experienced‌‌
in‌‌
directly‌‌
interacting‌‌
with‌‌
your‌‌
 
company's‌‌
client‌‌
base‌‌
-‌‌
your‌‌
customer‌‌
support‌‌
team.‌‌
This‌‌
staff‌‌
should‌‌
be‌‌
ready‌‌
to‌‌
step‌‌
in‌‌
 
should‌‌
your‌‌
conversational‌‌
AI‌‌
interfaces‌‌
encounter‌‌
an‌‌
out-of-scope‌‌
question.‌‌
Additionally,‌‌
 
throughout‌‌
the‌‌
implementation‌‌
process,‌‌
this‌‌
staff‌‌
can‌‌
supervise‌‌
the‌‌
platform's‌‌
interactions‌‌
and‌
 
advise‌‌
if‌‌
any‌‌
changes‌‌
or‌‌
adjustments‌‌
need‌‌
to‌‌
be‌‌
made.‌‌
Between‌‌
this‌‌
staff‌‌
and‌‌
an‌‌
algorithm,‌‌
 
and‌‌
by‌‌
analyzing‌‌
data‌‌
from‌‌
past‌‌
customer‌‌
interactions,‌‌
your‌‌
conversational‌‌
AI‌‌
should‌‌
develop‌‌
 
a‌‌
natural-seeming‌‌
speech‌‌
pattern‌‌
that‌‌
will‌‌
set‌‌
users‌‌
at‌‌
ease‌‌
and‌‌
make‌‌
them‌‌
more‌‌
eager‌‌
to‌‌
 
interact‌‌
with‌‌
your‌‌
AI.‌ ‌
 
Conversational‌‌
AI‌‌
can‌‌
also‌‌
be‌‌
used‌‌
for‌‌
other‌‌
forms‌‌
of‌‌
user‌‌
interaction,‌‌
such‌‌
as‌‌
outreach‌‌
 
through‌‌
personalized‌‌
content‌‌
on‌‌
social‌‌
media‌‌
or‌‌
email‌‌
campaigns‌‌
and‌‌
responding‌‌
to‌‌
customer‌
 
questions‌‌
and‌‌
comments‌‌
online.‌ ‌
 
Implementing Conversational AI as a Customer Engagement Leader
38 
 
Implementing Conversational AI as an 
Operations and Logistics Leader 
Managing operations or logistics for a company of any size is no simple feat. In 
addition to managing logistics on the customer’s end by ensuring clear 
communication and timely product and service delivery, you must also address 
complex logistical procedures within your company. 
A fundamental factor in managing complex logistical operations is having clear and open 
communication with the parties involved, whether that entails customers or employees. As 
intricate as managing a vast web of contact points and managing a network of operations can 
be, employing conversational AI can help simplify many aspects of the process. 
In addition to the evident applications of conversational AI as a customer service vehicle, when 
it comes to business operations and logistics, it is a versatile tool that can facilitate both 
internal and external communications and streamline various logistical tasks. 
Some of the logistical tasks that conversational AI can facilitate include: 
Ticket/appointment booking 
Tracking cargo or vehicles  
Rate comparisons 
Answer FAQs 
Placing or making changes to an order 
Follow up with customers 
Notifying customers of any changes or delays 
 
Implementing Conversational AI as an Operations and Logistics Leader
39 
AI can increase productivity and motivation by  
automating tasks that lead to burnout 
Besides helping customers manage their logistical needs and keeping them informed, 
conversational AI can also increase communication and productivity within your operations 
department. Conversational AI can be used as a virtual assistant for employees to increase 
their productivity and enhance their skills by providing information and context they may not be 
aware of. Moreover, it can increase employee satisfaction and reduce risks of burnout or 
boredom by automating repetitive and “boring” tasks such as appointment or delivery 
scheduling for customers. By automating these tasks, conversational AI allows your employees 
to turn their attention to more complex work which requires human intervention. By focusing on 
more engaging work, your employees will feel more productive and stimulated and are less 
likely to suffer from boredom or burnout. 
 
Implementing Conversational AI as an Operations and Logistics Leader
40‌
 
Automating‌‌
Logistical‌‌
Tasks‌‌
with‌
 
Conversational‌‌
AI‌ ‌
 
Report‌‌
Generation‌‌
and‌‌
Invoice‌‌
Delivery‌ ‌
 
Conversational‌‌
AI‌‌
can‌‌
automate‌‌
complex‌‌
tasks,‌‌
like‌‌
generating‌‌
reports‌‌
automatically‌ ‌
 
and‌‌
sending‌‌
them‌‌
to‌‌
relevant‌‌
parties,‌‌
keeping‌‌
managers‌‌
and‌‌
other‌‌
superiors‌‌
informed,‌
 
invoice‌‌
processing,‌‌
and‌‌
maintaining‌‌
communication‌‌
between‌‌
customers,‌‌
suppliers,‌‌ ‌
  
and‌‌
service‌‌
providers.‌ ‌
 
Simplifying‌‌
Communication‌ ‌
 
Using‌‌
conversational‌‌
AI‌‌
can‌‌
also‌‌
improve‌‌
the‌‌
efficiency‌‌
of‌‌
communications‌‌
by‌‌
cutting‌‌
down‌‌
on‌
 
a‌‌
lot‌‌
of‌‌
the‌‌
unnecessary‌‌
interactions‌‌
typically‌‌
involved‌‌
in‌‌
coordinating‌‌
tasks‌‌
with‌‌
multiple‌‌
 
stakeholders.‌‌ ‌
  
For‌‌
logistics‌‌
managers‌‌
managing‌‌
product‌‌
shipments‌‌
and‌‌
deliveries,‌‌
or‌‌
supply‌‌
chain‌‌
 
operations,‌‌
conversational‌‌
AI‌‌
can‌‌
better‌‌
communicate‌‌
with‌‌
those‌‌
involved‌‌
in‌‌
the‌‌
manufacturing‌
 
and‌‌
delivery‌‌
process.‌‌
Delivery‌‌
drivers,‌‌
for‌‌
example,‌‌
are‌‌
familiar‌‌
with‌‌
providing‌‌
updates‌‌
via‌‌
text‌‌
 
message‌‌
or‌‌
similar‌‌
communication‌‌
platforms.‌‌
However,‌‌
by‌‌
implementing‌‌
conversational‌‌
AI‌‌ ‌
  
into‌‌
the‌‌
delivery‌‌
process,‌‌
drivers‌‌
not‌‌
only‌‌
have‌‌
a‌‌
more‌‌
efficient‌‌
and‌‌
constantly‌‌
available‌‌
source‌
 
to‌‌
communicate‌‌
with,‌‌
but‌‌
can‌‌
also‌‌
receive‌‌
assistance‌‌
and‌‌
information‌‌
on‌‌
the‌‌
go.‌‌ ‌
  
Fleet‌‌
Management‌ ‌
 
Conversational‌‌
AI‌‌
can‌‌
provide‌‌
companies‌‌
with‌‌
regular‌‌
updates‌‌
on‌‌
their‌‌
fleet,‌‌
such‌‌
as‌‌
the‌‌
 
vehicles‌‌
currently‌‌
in‌‌
service,‌‌
and‌‌
alert‌‌
if‌‌
they‌‌
require‌‌
maintenance‌‌
or‌‌
are‌‌
out‌‌
of‌‌
order‌‌
through‌
 
ongoing‌‌
contact‌‌
with‌‌
drivers‌‌
and‌‌
technicians.‌‌ ‌
  
mplementing Conversational AI as an Operations and Logistics Leader
41‌
 
Warehouse‌‌
Management‌‌
Automation‌ ‌
 
When‌‌
working‌‌
with‌‌
supply‌‌
chain‌‌
operations,‌‌
an‌‌
additional‌‌
use‌‌
for‌‌
conversational‌‌
AI‌‌
is‌‌
utilizing‌
 
it‌‌
to‌‌
automate‌‌
customer‌‌
orders‌‌
and‌‌
warehouses.‌‌
Firms‌‌
operating‌‌
large‌‌
warehouses‌‌
and‌‌
 
delivering‌‌
vast‌‌
quantities‌‌
of‌‌
products‌‌
must‌‌
constantly‌‌
be‌‌
attentive‌‌
and‌‌
communicative‌ ‌
 
about‌‌
customer‌‌
orders.‌‌
Conversational‌‌
AI‌‌
can‌‌
provide‌‌
and‌‌
obtain‌‌
from‌‌
customers‌‌
timely‌‌
 
updates‌‌
on‌‌
canceled‌‌
orders,‌‌
delayed‌‌
orders,‌‌
unclaimed‌‌
orders,‌‌
or‌‌
other‌‌
sudden‌‌
changes.‌‌ ‌
  
By‌‌
having‌‌
access‌‌
to‌‌
real-time‌‌
changes‌‌
and‌‌
orders‌‌
made‌‌
by‌‌
customers,‌‌
you‌‌
and‌‌
your‌‌
team‌ ‌
 
will‌‌
attain‌‌
a‌‌
more‌‌
realistic‌‌
picture‌‌
of‌‌
the‌‌
supply‌‌
needed‌‌
and‌‌
will‌‌
be‌‌
able‌‌
to‌‌
make‌‌
adjustments‌‌
  
on‌‌
the‌‌
go.‌‌ ‌
  
This‌‌
conversational‌‌
AI-led‌‌
approach‌‌
allows‌‌
warehouse‌‌
managers‌‌
to‌‌
plan‌‌
only‌‌ ‌
  
for‌‌
what‌‌
is‌‌
needed,‌‌
minimizing‌‌
waste,‌‌
and‌‌
saving‌‌
your‌‌
company‌‌
money‌‌
and‌‌
resources.‌
 
mplementing Conversational AI as an Operations and Logistics Leader
42 
 
Covering All Corners with Omnichannel 
Conversational AI 
According to Harvard Business Review, around 73% of customers looking to purchase a 
product go through multiple channels before committing to a purchase. Customers generally 
prefer to do as much research as possible before making a decision. 
Omnichannel refers to the focus on  
multiple communication channels to provide 
customers with a holistic  
customer service experience. 
Omnichannel conversational AI means 
implementing conversational interfaces onto more 
than one channel simultaneously, i.e., website, 
mobile app, voice assistants, smart speakers, call 
centers, and more. 
While generally, companies will implement the 
interface onto the channel on which their 
customers are most engaged, for example, social 
media or the company's website, taking an 
omnichannel approach ensures that your users 
are covered no matter the channel they prefer to 
use. Adopting an omnichannel strategy to 
conversational AI grants customers consistent 
access to information or customer service 
regardless of their favored medium. Besides 
creating a more comfortable and seamless 
experience for your customers, it can also help 
bolster your marketing and bottom line. A study 
conducted by Adobe found that companies that 
support an omnichannel approach to customer 
engagement achieve a 25% increase in close rates. 
 
Covering all Corners with Omnichannel Conversational AI
43 
Omnichannel conversational AI can also help your company build datasets by gathering 
customer information from various channels. The data collected and the ability to resume 
interactions on multiple platforms enables you to create uniquely personalized cross-channel 
customer experiences. This feature is often missed by companies who prefer to only implement 
conversational AI on the channel their users are most commonly found on; however, 
maintaining a consistent presence across all channels significantly influences customer 
satisfaction and brand loyalty. 
 
Covering all Corners with Omnichannel Conversational AI
44‌
 
 
Implementing‌‌
Conversational‌‌
AI‌
 
on‌‌
Your‌‌
Website‌ ‌
 
To‌‌
gain‌‌
the‌‌
most‌‌
out‌‌
of‌‌
your‌‌
conversational‌‌
AI‌‌
platform,‌‌
perhaps‌‌
the‌‌
most‌‌
crucial‌‌
best‌
 
practice‌‌
to‌‌
consider‌‌
(other‌‌
than‌‌
adopting‌‌
an‌‌
omnichannel‌‌
approach)‌‌
is‌‌
implementing‌‌
 
the‌‌
interface‌‌
first‌‌
onto‌‌
the‌‌
channel‌‌
your‌‌
customers‌‌
are‌‌
most‌‌
comfortable‌‌
with‌‌
and‌‌
are‌
 
most‌‌
engaged‌‌
on.‌ ‌
 
For‌‌
most‌‌
companies,‌‌
that‌‌
channel‌‌
is‌‌
 
their‌‌
website,‌‌
serving‌‌
as‌‌
the‌‌
central‌‌
 
hub‌‌
of‌‌
their‌‌
online‌‌
presence‌‌
and‌‌
the‌‌
 
first‌‌
place‌‌
customers‌‌
turn‌‌
to‌‌
for‌‌
more‌
 
information.‌‌
Making‌‌
that‌‌
information‌‌
 
accessible‌‌
to‌‌
users‌‌
may‌‌
make‌‌
the‌‌
 
difference‌‌
between‌‌
a‌‌
frustrated‌‌
or‌‌
 
loyal‌‌
customer.‌ ‌
 
A‌
‌‌
‌
survey‌‌
conducted‌‌
by‌‌
eMarketer‌‌
 
showed‌‌
that‌‌
‌
63%‌
‌‌
of‌‌
customers‌‌
were‌
 
more‌‌
likely‌‌
to‌‌
return‌‌
to‌‌
a‌‌
website‌‌
if‌‌
  
it‌‌
offered‌‌
live‌‌
chat.‌‌
Furthermore,‌‌ ‌
  
the‌‌
study‌‌
found‌‌
that‌‌
online‌‌
buyers‌‌
 
who‌‌
had‌‌
used‌‌
live‌‌
chat‌‌
were‌‌
more‌‌
 
likely‌‌
to‌‌
make‌‌
online‌‌
purchases‌‌
at‌‌
 
least‌‌
once‌‌
a‌‌
week‌‌
(‌
40%‌
)‌‌
than‌‌
buyers‌
 
who‌‌
had‌‌
never‌‌
chatted‌‌
(‌
22%‌
).‌ ‌
 
Implementing Conversational AI on Your Website
45 
Implementing conversational AI on your 
company's website offers a slew of advantages: 
Most customers are comfortable navigating the platform 
Customers are able to browse your products’ catalogue and are likely  
to want more information 
Customers can quickly complete the process of making a purchase or  
committing to using a service 
Customers have 24/7 access to information 
Your website is your most accessible channel, especially due to new website  
accessibility tools  
These Are Some of the Top Best Practices Hyro 
Recommends Companies Adopt When 
Deploying Conversational AI on Their Website: 
Choose the Best Place to Implement Your 
Conversational Interface 
The location and accessibility of a conversational 
interface (mainly in the form of a chatbot or virtual 
assistant) deployed on your website can make a 
world of difference. Some users may appreciate 
having a window pop up and customer service 
offered to them as soon as they access your site, 
while others may find this intrusive or irritating.  
 
Implementing Conversational AI on Your Website
46 
As with selecting a channel, the key here is to know your audience and  
understand where AI intervention will be most helpful.  
Identify where your AI has the highest potential of positively impacting current and potential 
customers; this may be your checkout page, homepage, or both. An AI virtual agent can serve 
as your customer's introduction to your product or as a method of collecting customer 
feedback. Having a clear understanding of the customer base you cater to will allow you 
to deploy conversational AI effectively and efficiently to create a positive digital journey 
and experience for every customer. 
Create Personalized Content  
Creating personalized content is a 
cornerstone of conversational AI use and 
implementation. Research conducted by 
Epsilon has shown that 80% of customers 
are more likely to complete a purchase 
when companies create a personalized 
experience for them. Arguably, there is 
nowhere as essential to ensure your AI 
reflects your brand voice as on your 
company's website. Context is also a 
crucial aspect of creating personalized 
content. The 'voice' your AI will use needs 
to reflect more than just your company's 
brand voice, but also a clear 
understanding of who your customer is 
and what they want to accomplish. 
The ability to accumulate and analyze conversational data is one of the prime advantages 
of using conversational AI. Using the data gathered from previous interactions with users or 
conversations conducted with live support agents, your AI can contextualize new customer 
interactions. This allows it to target each interaction towards a specific customer, better 
understand, and even predict what they will need. 
Implementing Conversational AI on Your Website
47 
Take Time to Test Everything 
Conversational AI plugged into your website will be most closely associated with your business 
in your customer's eyes versus its use on any other channel. This means that while testing is a 
critical part of implementing conversational AI in general, it is particularly crucial to do so on 
your website, as it directly affects your brand image. 
Furthermore, when implementing conversational AI in a call center or on a pre-existing 
messaging platform, there will already be an established UI/UX for your user to interact with. 
Whereas, when using your website as a channel, you will have to ensure that the design 
remains consistent, easy to use, and accessible to all your users. Test your layouts on 
multiple devices and in different languages and on all browsers to ensure that the quality 
and style remain fluid and consistent. While numerous methods for performing automated 
tests exist, it is highly advisable to perform manual tests at each stage of development. 
Ensure Security and Transparency 
One of the challenges of implementing conversational AI onto a company website is running 
the risk of customers being reluctant to take advantage of it. This may be because they are 
uncomfortable communicating with an AI, distrust the security of the information they divulge, 
or in some cases, your chat window may appear to be just another form of spam to your 
customers. In this case, your AI will achieve the opposite of its goal, with customers doing 
whatever they can to avoid interacting with it. 
Well executed UI and UX can help encourage customers, even reluctant ones, to interact with 
your AI. A sleek and professional design endows your conversational interface with legitimacy 
and assures users that it's not a spam-related tool. Well-designed conversational flows, which 
feel more human to customers, can also help remedy these issues. An AI that interacts more 
humanly and is culturally sensitive, and responsive to customer communications will help your 
customers feel more comfortable interacting with artificial intelligence. One of the most 
effective ways to put your customers at ease around interacting with an AI is by being 
transparent with them.  
Implementing Conversational AI on Your Website
48 
Manage expectations and make it clear to your customers that they are interacting with
                           
an AI upfront, rather than mistakenly misleading them into believing that they are dealing
                           
with a customer service representative.  
Establish trust by educating your users on the new interface and by assuaging any 
privacy-related concerns they may have. Finally, ensure that your interface meets the highest 
security standards, both to protect your users' data and to ensure that it does not divulge any 
sensitive information to third parties.  
 
Implementing Conversational AI on Your Website
49 
 
Implementing Conversational AI in Call 
Centers 
In the past, using AI to automate call centers meant customers had to interact with a 
robotic voice and rigid script. AI was extremely limited in the ways it could interact 
with and assist customers. Today, conversational AI is fully capable of initiating and 
maintaining meaningful interactions with customers. 
Modern conversational AI can successfully conduct transactions and provide customers with 
the information or care they require. The evolution of conversational AI and the many benefits 
that come with its implementation has led consulting firms such as Gartner to predict in 2019 
that by 2021, 15% of customer service interactions conducted worldwide will be managed by 
AI alone. This represents a 400% increase in AI performed interactions from 2017. 
While the coronavirus pandemic has stunted the growth of many industries, it likely 
contributed to AI development. With human employees limited by efforts to contain the virus, 
the phenomenon of using conversational AI to conduct customer service operations became 
more widespread. A more recent study revealed that 71% of IT decision-makers believe in AI's 
ability to improve customer service during the pandemic, and 64% of them revealed plans to 
increase investments in AI and automation for the foreseeable future. 
With conversational AI recognized as an asset to customer service and call centers, it has 
become a must-have component for call centers looking to keep up with the competition and 
provide customers with 24/7 availability and other benefits, which can be expensive or even 
 
Implementing Conversational AI in Call Centers
50 
impossible without the use of AI. While the decision to implement conversational AI into your 
call center may seem like a no-brainer, the process is less straightforward. Here are a few best 
practices you can put in place to smooth the process of implementing conversational AI into 
your call center: 
Identify Which Calls the AI Is Most Suited to Deal With 
Although conversational AI has evolved and can manage most simple customer interactions, it 
is still recommended to have a human representative available to take over more nuanced, 
sensitive requests. AI can manage transactional interactions with greater efficiency, but human 
agents are more suited for dealing with emotional interactions such as customer complaints. 
For analytical tasks such as finalizing product registration or changing the delivery details, AI is 
less likely to make mistakes and get things done more quickly, and human agents are better 
equipped to manage complex and emotionally involved tasks which require empathy. 
While AI excels at tasks that require speed, consistency, and basic information retrieval, 
knowing which calls the AI will not be able to handle is the first step in creating a successful 
conversational AI platform for your call center. Starting your calls off with your AI allows it to 
gather the customer's information, document whichever procedures it has already applied, and 
pass that information on to a human agent.  
Use Smart Call-Routing Techniques 
Most of us are all too familiar with the frustration of waiting for hours on a customer service 
hotline, only to be transferred to the wrong department. By using conversational AI's analytical 
capabilities, callers can be routed to the most appropriate representative to troubleshoot their 
issues, optimizing your live agents' time and your company's resources, in addition to 
improving your customers' experience. 
AI can also direct customers to the ideal agent to fulfill their requests by using analytical 
capabilities to profile your agents. While AI's profiling capabilities are generally used to gather 
data on customers, knowing the skills and specialties of your agents can make delegating 
customers an easier task. Some agents may excel at managing complaints, while others are 
better at assisting. By looking at the agent's sales numbers, experience, call handle time, and 
other such metrics, the AI will assign customers to an agent best suited to serve them. 
 
Implementing Conversational AI in Call Centers
51 
Identify and Define Your Goals 
While implementing conversational AI should reduce your company's costs and improve your 
customer satisfaction in general, it is vital to set and define your goals for the AI during the 
implementation process. Conversational AI works similarly to humans in that it learns and 
should develop over time. AI should only need to be taught once before it can use a skill. 
Setting defined goals gives you a benchmark to measure the success and evolution of your AI. 
The goals you set for your AI may involve reducing customer effort or increasing customer 
service speed.  
Identify your company's pain points to help find the areas where your AI can contribute the 
most and use them to guide you when setting goals for your AI. Specify your challenges and 
set KPIs to showcase your conversational AI's interface value to other stakeholders in the 
company. For example, if you know that your customers become frustrated and leave 
when they are forced to hold for long periods of time waiting for an agent, your AI's goal 
would be to cut down these wait times by an X number of minutes per call.  
Work with Your IT Department 
Simply inserting AI into your already running call center is a recipe for disaster. Before 
deploying, make sure your conversational interface is fully integrated with your call center 
apparatus. One of the first steps is ensuring your AI can recognize your callers through their 
phone numbers, which will require giving it access to your CRM. Enabling the AI to access your 
CRM will allow it to process all the data it necessitates to deal with customers and provide 
them with a personalized experience, such as identifying details, activity history, and more.   
Other datasets will need to be accessed and scraped, including information about your 
company, to answer user queries and confirm transactions. To train your AI properly and ensure 
it has access to all the necessary information, you will need to collaborate with your company's 
 
Implementing Conversational AI in Call Centers
52 
IT department from the earliest stages of the process. Ensure the IT team clearly understands 
your business objectives and what components your AI will require to function efficiently in the 
call center. 
Ensure Your AI Has Context for Conversations 
Context gathered by your conversational AI interface is essential in a call center scenario. In 
addition to 'teaching' the AI how to interact with customers, human agents can also use the 
data gathered to create complete customer profiles. 
The historical data can reveal the customer's previous interactions with the company. 
The AI will apply this data to personalize future interactions held with the customer. 
Understanding the background and context of a customer's interaction allows your 
conversational interface to engage more naturally, and in some cases, even anticipate requests 
or questions. Context also simplifies the customer's journey by mitigating valuable time wasted 
on explaining the background of a request and the reason for contacting the company. If the 
query becomes too complex for the AI to manage, having the context to build a customer 
profile allows the AI to redirect the customer to the right agent with all the knowledge the agent 
needs to start the conversation on the right foot. 
 
Implementing Conversational AI in Call Centers
53‌
 
 
Implementing‌‌
Conversational‌‌
AI‌‌
in‌
 
SMS/Apps‌ ‌
 
Using‌‌
SMS‌‌
or‌‌
messaging‌‌
applications‌‌
for‌‌
marketing‌‌
purposes‌‌
can‌‌
come‌‌
across‌‌
to‌‌
 
customers‌‌
as‌‌
a‌‌
tired‌‌
gimmick‌‌
or‌‌
even‌‌
annoying‌‌
spam,‌‌
but‌‌
implementing‌‌
a‌‌
 
conversational‌‌
AI‌‌
interface‌‌
into‌‌
your‌‌
SMS‌‌
campaigns‌‌
can‌‌
breathe‌‌
new‌‌
life‌‌
into‌‌
them.‌
 
Customers‌‌
can‌‌
receive‌‌
personalized‌‌
messages‌‌
and‌‌
suggestions‌‌
and‌‌
even‌‌
obtain‌‌
further‌‌
 
information‌‌
or‌‌
finalize‌‌
their‌‌
purchase‌‌
on‌‌
the‌‌
same‌‌
platform.‌ ‌
 
AI‌‌
also‌‌
empowers‌‌
you‌‌
to‌‌
review‌‌
your‌‌
campaigns'‌‌
effectiveness,‌‌
providing‌‌
you‌‌
with‌‌
valuable‌‌
 
analytics‌‌
such‌‌
as‌‌
the‌‌
number‌‌
of‌‌
replies,‌‌
actions,‌‌
conversions,‌‌
and‌‌
sales‌‌
completed.‌‌
Instead‌‌
of‌
 
taking‌‌
a‌‌
shot‌‌
in‌‌
the‌‌
dark,‌‌
you‌‌
can‌‌
develop‌‌
your‌‌
campaigns‌‌
and‌‌
A/B‌‌
test‌‌
them.‌ ‌
 
Other‌‌
benefits‌‌
of‌‌
implementing‌‌
conversational‌‌
AI‌‌
in‌‌
SMS‌‌
and‌‌
messaging‌‌
applications‌‌
include:‌
 
Customers can directly contact your company by simply replying to a received message 
There is no need to redirect customers to another platform to finalize a transaction 
Create customized messages based on user data to promote your product 
One AI platform can communicate with multiple customers simultaneously, saving on 
human labor and resources 
Customers are likely to read the messages you send them and even respond. According to 
areport by EZTexting, consumers are X4.5 more likely to respond to an SMS message 
than to an email 
Almost every customer will have access to SMS or a messaging app, which is not a 
guarantee with social media platforms 
Most customers are already familiar with how to use SMS and messaging apps 
Implementing Conversational AI in Call Centers
54 
These advantages can be further amplified when implemented with best practices. To achieve 
the best results with conversational AI, here are the top five best practices we recommend: 
Communicate Clearly with Users 
SMS and most messaging apps do not include buttons, meaning that your customer will need 
to reply with letters and numbers. The AI will need to communicate clearly with customers to 
receive the replies it needs. To simplify this further, try to make requests which only require a 
single character reply. This is easier for the AI to analyze and minimize the risks of misspellings 
and grammatical errors, which may damage the interaction flow. You’ll notice this is often used 
in SMS campaigns which include a call to action like “send 1 to join”, “type YES to get the 
latest deal”, etc. 
Collect Customer Data 
This practice is particularly important when using SMS. Having the customer's phone number 
gives the AI access to a goldmine of information available online, allowing you to personalize 
messages and simplify interactions. Instead of asking for details in vague terms, the AI will 
gather the information and only need the customer to confirm its accuracy. Beginning an 
interaction in a more personal way also makes the interaction feel more natural and engaging. 
Write Engaging Copy and Use Emojis (if relevant to your audience!)  
When using SMS, there is no guarantee that your customer is using a smartphone. This means 
it is preferable to avoid sending media such as images or videos, which may be sent out 
corrupted, out of order, or not at all. The ideal way to engage your customers is by ensuring 
your AI uses creative and dynamic copy. If your company generally uses a less formal tone 
when engaging with customers, feel free to use emojis when appropriate, mainly when the 
customer is near or has reached their goal on their digital journey. However, when using 
emojis, keep in mind that some look drastically different on iOS than Android or other 
operating systems, so test your campaigns out on different devices. 
 
Implementing Conversational AI in SMS/Apps
55 
Maintain Engagement 
There is a well-known rule for driving re-engagement on Facebook: always send a user a 
second message after 24 hours. 
There's no "24-hour rule" for SMS, but you should still be careful to avoid spamming your 
customers. Follow-up messages should be designed strategically to appeal to each specific 
customer. Using conversational AI allows you to tailor these messages to suit your customer's 
needs or ensure that your advertising applies to them and isn't just spam. For example, 
suppose your company is running a promotion only in a specific city. In that case, AI allows you 
to send the information only to customers who live in that city or who are currently staying 
there based on recent location data freely available on social media. 
Provide Your Customers with Added Benefits 
Using conversational AI to promote your company to potential customers provides a unique 
opportunity to make customers feel that they are getting more than just an advertisement. You 
have the opportunity to provide customers with something that will make their interaction with 
your AI feel like a positive, memorable experience. Giving customers something that adds value 
for them, such as a free quote or personalized plan of action, makes them feel like they have 
gained something from interacting with your company. 
 
Implementing Conversational AI in SMS/Apps
56 
 
How to Scale Conversational AI 
Congratulations! With the help of this guide, you have successfully implemented 
conversational AI into your company.  
Expect to experience: 
Higher productivity 
Lower customer care costs 
Personalized brand messaging 
Direct contact with customers 
Statistics and metrics illustrating customer engagement 
Increased employee satisfaction 
Better customer care 
Revenue-driving conversational insights 
And overall upticks in customer engagement, conversions, and satisfaction 
But, don't rest on your laurels just yet. As your company grows, the scale of the conversational 
AI platform you invested time, money, and effort into will need to develop and grow to match 
your company's needs. Otherwise, you run the risk of having an interface that seems sloppy 
and provides inconsistent customer service. Your AI should be able to "learn" and develop to 
meet increasing customer demands. As it evolves, you will create more engaging experiences 
and natural interactions for your customers and continue to meet their demands as your 
business grows. While we have discussed various use cases for conversational AI, it is most 
commonly used to improve customer service, lead to a more positive customer experience, or 
improve internal communications and lead to greater efficiency of internal operations. 
Supervising such a vast project and maintaining the AI to ensure it keeps pace with company 
growth can present several challenges. 
 
How to Scale Conversational AI
57 
These are the top three most common challenges that companies attempting to scale their 
conversational AI encounter: 
 
Taking the Variety of Demands Into Account 
Customers and employees will use your AI, each encountering it through different 
channels and in varying formats, and both will make demands of it. Your AI will need 
to adapt and produce a positive experience by meeting the demands of both. For 
example, a customer may interact with the AI through SMS or chat, while your 
employees will interact with it directly through the business interface. Customers are 
also likely to go through various channels, make the first contact on your company's 
site or via messaging app, and then dial a call center to follow up. To achieve this 
kind of synergy, all moving parts must be in complete sync and updated 
regularly to create a smooth customer journey. 
Having your AI sync across multiple channels makes it easier for customers to feel 
like their needs are understood and will be met. When a user has to explain their 
issue several times on multiple platforms, it looks like the company lacks cohesion 
and will make the client reluctant to trust you. The drawback of this approach is that it 
demands much more scalability. The variety of demands from different sources 
creates a real challenge when scaling AI, particularly for contact centers.
Automating Complex Systems 
The entire basis for AI is automation, both when used for customer service and 
internally. Companies need to be prepared to manage a broad range of processes, 
applications, and rules to automate AI across the entire company successfully. While 
it may sound simple, the intricate nature of these systems can complicate this. Some 
infrastructures may use a UI, while others will be more back-end-based and the same 
with APIs. The diversity of these programs makes it more challenging to scale 
conversational AI throughout the company. Automating each section system by 
system will also cost a considerable amount of time, effort, and money. Hence, it is 
critical to find a solution that can be implemented seamlessly across all 
channels, covering all bases without unnecessary complications. 
How to Scale Conversational AI
58‌
 
Assess‌‌
What‌‌
Needs‌‌
to‌‌
Improve‌
 
Organizations‌‌
often‌‌
feel‌‌
that‌‌
once‌‌
they‌‌
have‌‌
set‌‌
up‌‌
and‌‌
implemented‌‌
their‌‌
conversational‌‌
AI‌‌
 
interface,‌‌
it‌‌
can‌‌
be‌‌
left‌‌
to‌‌
its‌‌
own‌‌
devices‌‌
and‌‌
independently‌‌
resolve‌‌
any‌‌
issue‌‌
that‌‌
comes‌‌
its‌‌
 
way.‌‌
This‌‌
is‌‌
a‌‌
common‌‌
misconception,‌‌
and‌‌
AI‌‌
has‌‌
not‌‌
yet‌‌
reached‌‌
this‌‌
point‌‌
technologically.‌‌
‌
AI‌
 
operating‌‌
in‌‌
contact‌‌
centers‌‌
should‌‌
still‌‌
be‌‌
monitored‌‌
for‌‌
improvement‌‌
opportunities‌‌
and‌
 
to‌‌
ensure‌‌
that‌‌
it's‌‌
making‌‌
a‌‌
difference‌‌
in‌‌
customer‌‌
engagement‌‌
and‌‌
conversions.‌
‌‌
If‌‌
the‌‌
 
platform‌‌
isn't‌‌
improving‌‌
your‌‌
call‌‌
center,‌‌
serious‌‌
overhauls‌‌
need‌‌
to‌‌
be‌‌
made.‌‌
After‌‌
all,‌‌
why‌‌
 
keep‌‌
investing‌‌
precious‌‌
money‌‌
and‌‌
time‌‌
into‌‌
something‌‌
that's‌‌
not‌‌
proving‌‌
ROI?‌ ‌
 
Every‌‌
step‌‌
of‌‌
the‌‌
customer's‌‌
journey‌‌
should‌‌
be‌‌
carefully‌‌
scrutinized‌‌
to‌‌
determine‌‌
areas‌‌
for‌‌
 
improvement‌‌
and‌‌
growth.‌‌
Enterprises‌‌
should‌‌
take‌‌
full‌‌
advantage‌‌
of‌‌
conversational‌‌
AI's‌‌
 
analytics‌‌
and‌‌
conversational‌‌
insights‌‌
to‌‌
classify‌‌
and‌‌
alleviate‌‌
detrimental‌‌
pain‌‌
points‌‌
to‌ ‌
 
their‌‌
customers'‌‌
digital‌‌
journeys.‌ ‌
 
Lack‌‌
of‌‌
Data‌ ‌
 
Most‌‌
companies‌‌
struggle‌‌
to‌‌
grasp‌‌
the‌‌
sheer‌‌
volume‌‌
of‌‌
‌
data‌‌
required‌‌
to‌‌
maintain‌‌
 
intent-based‌‌
or‌‌
machine‌‌
learning-based‌‌
conversational‌‌
AI‌
‌‌
and‌‌
downplay‌‌
the‌‌
time‌‌
and‌
 
effort‌‌
needed‌‌
to‌‌
gather‌‌
this‌‌
data.‌‌
When‌‌
beginning‌‌
to‌‌
scale‌‌
your‌‌
AI,‌‌
data‌‌
becomes‌‌
an‌‌
 
even‌‌
more‌‌
crucial‌‌
component.‌‌
Companies‌‌
must‌‌
ensure‌‌
that‌‌
the‌‌
information‌‌
they‌‌
have‌
 
collected‌‌
is‌‌
appropriately‌‌
stored‌‌
in‌‌
datasets‌‌
which‌‌
the‌‌
AI‌‌
can‌‌
access‌‌
and‌‌
that‌‌
data‌‌
 
definitions‌‌
and‌‌
management‌‌
are‌‌
standardized.‌‌
Manually‌‌
curating‌‌
such‌‌
vast‌‌
quantities‌‌
 
of‌‌
data‌‌
is‌‌
practically‌‌
impossible.‌‌
‌
To‌‌
scale‌‌
these‌‌
platforms,‌‌
the‌‌
amount‌‌
of‌‌
data‌‌
 
must‌‌
increase‌‌
both‌‌
in‌‌
quantity‌‌
and‌‌
complexity.‌ ‌
 
How to Scale Conversational AI
59 
Scaling Conversational AI with the 
World’s First Adaptive Communications 
Platform 
These challenges may seem impossible if no obvious solution presents itself. There is, 
however, an easier way to scale conversational AI. Hyro's Adaptive Communications Platform, 
powered by a uniquely hybrid computational linguistics and knowledge graphs approach to 
Natural Language Understanding (NLU), is the only conversational interface on the market that 
does not demand complex, expensive, and tasking implementation and deployment, and can 
be fully operational in a matter of hours, not days across any and all of your digital channels. 
As Hyro's Adaptive Communications Platform automatically scrapes and ingests continuously 
updated information from sources such as websites, databases, APIS, and CSVs, its capacity 
to scale and adapt to your company's growth is limitless.  
 
How to Scale Conversational AI
60 
To learn more about implementing conversational AI within your organization painlessly and 
effortlessly, book a free consultation with one of our experts, schedule a demo, and see Hyro's 
Adaptive Communications Platform in action.  
About Hyro 
Hyro is the world’s first Adaptive Communications Platform. Featuring plug & play 
conversational AI and natural language automation, Hyro empowers enterprises to flex their 
processes and messaging across their most valuable platforms, services, and 
channels—including contact centers, chat solutions, SMS, and more. Say goodbye to rigid 
chatbots and voice assistants running on intent-based flows that constantly break. With the 
adaptive advantage for enterprise, Hyro is ushering in a new age of conversational 
technologies that are quick to deploy, easy to maintain and simple to scale—conserving vital 
resources while generating better conversations, more conversions, and revenue-driving 
insights. 
 
How to Scale Conversational AI

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The Ultimate Guide to Implementing Conversational AI

  • 1. The Ultimate Guide to Implementing Conversational AI Within Your Organization For more information visit www.hyro.ai
  • 2. 1  Table of Contents:  Introduction …………………………………………………………….………………... 2  Conversational AI vs. Chatbots ………..……………………………………………. 4  How to Determine if Conversational AI Is Right for Your Business …………... 10  Best Practices for Implementing Conversational AI ……………………………. 15  Implementing Conversational AI as a CIO and Digital/IT Leader …………….. 24  Implementing Conversational AI as a Customer Support/Success Leader …. 29  Implementing Conversational AI as a Customer Engagement Leader ……… 34  Implementing Conversational AI as an Operations and Logistics Leader ….. 38  Covering all Corners with Omnichannel Conversational AI ……………………. 42  Implementing Conversational AI on Your Website ………………………….……. 44  Implementing Conversational AI in Call Centers …...…………………………….. 49  Implementing Conversational AI in SMS/Apps …...………………………………. 53 How to Scale Conversational AI ………..……………………………………….….. 56 
  • 3. 2    Introduction  At this point, most of us are well acquainted with artificial intelligence (AI).  AI has evolved over the last couple of decades from a science fiction trope to a  universally recognized technology with innumerous benefits to humans. One reason  for this shift in our collective paradigm is the increasing application of AI in almost  every facet of our daily lives.  AI is being harnessed today by  hundreds of different industries, from  healthcare and real estate to finance,  education, and more. What was once  the domain of programmers, engineers,  and rocket scientists has become a  powerful tool for decision-makers  throughout any industry to grow their  companies and fulfill their   business goals.  The range of industries that use multiple forms of AI has catalyzed the evolution of subsets  within AI. However, before discussing the various forms AI may take in a business setting, we  must first define AI in its most basic state.  Although the definition of AI is widely contested and hotly debated, both for ideological and  scientific reasons, in essence, the basic definition of AI is to give technologies such as  computers or robots the ability to use software that mimics human thought or  intelligence. In short, it endows technologies with the ability to "think".  Introduction
  • 4. 3  The goal of implementing AI into technology is to improve its performance in tasks that require  human-like intelligence, such as learning or problem-solving, with the capabilities of data  aggregation and analysis of a machine.  As mentioned, there’s a myriad of AI forms applied in business settings today and used in a  wide variety of capacities. One of the most commonly used and practically applicable among  these is “conversational AI,” which businesses are using to bridge the digital gap and  communicate with their customers.  Conversational AI  Conversational AI is one of the subsets found in AI and refers to a technology that uses  artificial intelligence to communicate or "talk" to users. In the next section of this guide, we  will discuss conversational AI's definition in greater detail and delineate the crucial ways it  differs from chatbots.  Even within the realm of AI, conversational AI is a subject with many facets to it. While it is  impossible to discuss its entire scope, this guide will hopefully give you a comprehensive view  of what conversational AI is, the various forms it can take in a business setting, and how to  best apply it to your organization.  This guide is ideal for any organization or decision-maker planning to take their conversational  AI and automation capabilities to the next level. By the end of this guide, you will have a  thorough understanding of what conversational AI is, how to make it work for your  organization, its business applications, and the best practices to implement to maximize its  potential.   Introduction
  • 5. 4  Conversational AI can be summarized as a technology that can communicate with its  users. It aggregates massive volumes of data and uses machine learning (ML) algorithms  and natural language processing (NLP) to imitate human speech patterns and mimic  human responses.  Along with other AI-powered technologies, the adoption and use of conversational AI is  sky-rocketing. Some reports indicate that intelligent systems such as conversational AI will  conduct 70% of all customer interactions by 2022. Although chatbots and conversational AI  are often categorized together, and the two terms are even used interchangeably, it’s important  to note that there are criticaldistinctions between them.    Conversational AI vs. Chatbots  What Is Conversational AI?  To understand the benefits of implementing conversational AI for your organization, we need to zoom in on what defines conversational AI, its goal, and what purposes it serves. Introduction
  • 6. 5  The Typical Chatbot  Chatbots can be divided into two distinct categories:   those which are rule-driven and those which are intent-based.  Rule-Based Chatbots  Intent-Based Chatbots  Rule-based chatbots rely on a predetermined set of  rules to follow the predicted flow of the user’s input.  Using the rules of language and typical conversational  patterns, chatbots create a more rigid and structured  experience for users.  Intent-based chatbots are trained on hundreds of  thousands of different parameters. Based on  Machine Learning (ML) models, these chatbots  require mounds of manually inserted data to  generate outputs to any given input.   Requires Heavy Data to Create Outputs Limited Rule-Based Flows Conversational AI vs. Chatbots
  • 7. 6  Conversational AI Introduces Advanced Capabilities  One of the key differences that helps us distinguish conversational AI from chatbots is the use  of back-end systems to provide the user with information. Conversational AI has direct access  to information sources such as websites, APIs, and databases, which it can then retrieve and  present to the user as required.   When we discuss conversational AI, we refer to a technology that utilizes natural language  processing, natural language understanding, machine learning, deep learning, and predictive  analytics to communicate with users more spontaneously and intuitively.   While the composition of conversational AI may vary, it is generally composed of an automatic  speech recognizer (ASR), a spoken language understanding (SLU) module, a dialog manager  (DM), a natural language generator (NLG), and a text-to-speech (TTS) synthesizer. The ASR  takes raw text and audio inputs and transcribes them into word suggestions sent to the SLU.  The SLU then identifies the semantics of the word sequence and identifies the dialogue  domain. In the meantime, the DM communicates with the user and assists them in achieving  their goals. It ensures that the semantic representation is filled and selects what the system’s  following action will be. It also has access to the relevant knowledge database to retrieve  information for the user. Dialog state tracking and policy selection also assist the dialog agent  and allow it to make more dynamic decisions.  Conversational AI vs. Chatbots
  • 8. 7  This composition allows conversational AI to conduct more flexible conversations when  compared to the rigidness of chatbots sticking to a limited “script” or intent.   Unlike chatbots, conversational AI learns by absorbing information from various sources such  as databases, websites, and APIs. Additionally, when a source is modified or updated, the  conversational AI platform will automatically apply these revisions to its interface.  On the other hand, chatbots require maintenance, such as updating or other modifications, to  be done manually, which is costly and inefficient as programmers must make regular updates  to ensure that the chatbots remain efficient and functional.  Continual access to databases and APIs also provides conversational AI interfaces with  enough information and context to maintain a flexible and carried conversation, allowing their  interactions with users to come across as more fluid and dynamic. If a user were to change  their mind or require a different service mid-interaction, a conversational AI solution would fulfill  the user’s needs and maintain the conversation flow, as it has enough information available to  it. Meanwhile, a chatbot will be forced to stick to its script and cannot spontaneously produce  new and dynamic output when required.  An additional point in conversational AI’s favor is that it has a greater understanding of user  inputs. Conversational AI uses natural language processing (NLP) and natural language  understanding (NLU) - both subfields of computer science, artificial intelligence, and linguistics  - enabling conversational AI platforms to analyze and comprehend input received from users, whether in the form of text or speech. Conversational AI vs. Chatbots
  • 9. 8  While chatbots may seem like they understand the words and sentences the user inputs, all  they are doing is following pre-programmed rules. Unlike conversational AI, chatbots cannot  interpret or even identify any subtle nuances found in human language. In contrast,  conversational AI can respond to contextual clues and understand vernacular, slang, synonyms  and homonyms, and even professional jargon.  Chatbots are also limited to one form of input and can only react and respond to text  commands, whereas conversational AI can also respond to audio input. This makes  conversational AI extremely useful as a virtual assistant (think Siri or Google Home) or a smart  speaker (such as Amazon’s Alexa), or even as a virtual call center agent or conversational voice  layer on a website. Conversational AI platforms’ medium-flexibility allows enterprises to use  one conversational AI solution across all their digital platforms, streaming information directly  into one central analytics hub.    Conversational AI vs. Chatbots
  • 10. 9  Chatbots rely on their data being up to date and the user acting predictably, meaning that once    their data is out of date or the user says something off-script, the chatbot becomes obsolete    and, in the worst-case scenario, even frustrating for users to interact with. Conversational AI  will automatically update itself and can react to user’s conversations in real-time.  Conversational AI vs. Chatbots
  • 11. 10    How to Determine if Conversational AI Is  Right for Your Organization   The benefits of conversational AI are significant, but it's essential to clearly  understand what it can do for your organization before jumping right in.  Conversational AI can be applied to a diverse array of fields and implemented on a  variety of channels. However, while it may be highly beneficial for some businesses,  that doesn't mean it will benefit yours. Before you begin, ask yourself the following  questions:  What are your customer service needs?  The best way of assessing whether conversational AI is right for you is by taking an honest look  at your business and analyzing your customer service needs. For example, if your company  has continuous and long-term interactions with customers, using conversational AI will provide  more benefits than a chatbot, which is better suited for one-off interactions as it allows for a  less dynamic experience for users. Limited by its script, it can only manage basic interactions.  Is conversational AI right for your business size?  Enterprises and multi-million dollar companies are more likely to run large-scale customer  service operations. For companies of this size, which maintain ongoing interactions with  customers, conversational AI can dramatically optimize customer service operations. Satisfied  customers will be more likely to return, and customers that feel like your company is available  to them when they need it will become loyal customers with a high lifetime value. That doesn't  mean you have to be a giant corporation to benefit from this type of solution. Any business with  robust customer service operations will have at least one customer communications channel  already in place. Once a company has installed this infrastructure, automating and optimizing it  with conversational AI becomes far more straightforward and less costly.  How to Determine if Conversational How to Determine if Conversational AI Is Right for Your Business AI Is Right for Your Business
  • 12. 11  The Benefits & Capabilities of Conversational AI Before making a decision, it’s essential to know what to expect from an effective  conversational AI solution.  More efficient customer service operations  Large companies that have regular contact with customers or include aspects of customer  service where the user's needs may not be predictable cannot rely on a simple chatbot.   For businesses in the healthcare, finance, and real estate industries and others that rely heavily  on maintaining consistent communication with customers, implementing conversational AI can  help keep customers satisfied and alleviate unnecessary stress and frustration on their part.  Reduced costs and workforce  Automating customer service management streamlines every work process while reducing  costs and labor, allowing you to redirect these resources into different channels.  High-quality 24/7 support  Conversational AI also ensures that you have support available for customers 24/7 and that  their problems or queries are dealt with efficiently and quickly as it does not rely on human  intervention or supervision to operate.  More than just customer service  The benefits of conversational AI are hardly limited to customer service alone; it can also be  used to develop other business activities. For example: For a large company, recruiting new  employees and conducting HR activities can become extremely difficult to manage and keep  track of. Adding conversational AI to these processes can streamline the whole experience for  potential employees and the company itself. Conversational AI can send important notifications  to candidates, call candidates to schedule, and assist new hires with acclimating to the  company by explaining employee benefits or the like. Conversational AI can even manage  employee training by allowing employees to practice and hone their customer service skills by  role-playing various AI situations beforehand.    How to Determine if Conversational AI Is Right for Your Business How to Determine if Conversational AI Is Right for Your Business
  • 13. 12  Increase customer base  Conversational AI can help businesses gain new customers and upsell existing ones.  Conversational AI can suggest products to customers, follow up on potential customers who  show an interest in a product or service, and streamline the entire process for users.  Automating the cycle means that potential buyers have a virtual salesperson and access to  information 24/7. Additionally, by analyzing previous conversations and other information  available on potential buyers, conversational AI can ensure more effective targeting for higher  conversions - this is done by showing users products that are more in line with their behavior,  taste, and needs.    How to Determine if Conversational AI Is Right for Your Business How to Determine if Conversational AI Is Right for Your Business
  • 14. 13  Making the Decision  If conversational AI has piqued your interest, start by assessing your business's stage on its  journey towards implementing AI technologies. Have you decided AI is right for your business  but don't know how to implement it? Have you already found conversational AI solutions to  implement, but you feel unsure of how your customers will react to the change?  Understanding the stage of implementation your business has reached allows you to prepare a  strategy for continued performance and optimization in the future to keep your business on a  growth trajectory.  Does Conversational AI Support Your Business Goals?  Another way to evaluate if conversational AI is right for your business is by analyzing your  company's goals and intentions and by asking yourself a few questions:  How to Determine if Conversational AI Is Right for Your Business
  • 15. 14  While the methods of implementing conversational AI are diverse, and there are many ways  conversational AI can promote business growth, it is not a one-size-fits-all solution. Conditions  may vary, and companies should do their research to assess whether it’s right for them.  Customers face a vast array of options before opening up their wallets, making it crucial to  respond to them quickly and connect them with their product and service of choice. It is also  important to remember not to distance dependable customers who have utilized your services  in the past and may not yet be ready for change.  How to Determine if Conversational AI Is Right for Your Business
  • 16. 15    Best Practices for Implementing  Conversational AI  Conversational AI can be applied to almost any industry, whether for customer   service or even managing employees. Before you start, it’s best to have a thorough  understanding of what you hope to accomplish, who you want to involve in the   implementation process, and how much time, effort, and resources you’re willing  to invest. Creating and implementing a complex system that can interact naturally with  users is not simple and requires research, revision, and intense planning. While you  may face some trial and error along the way, you can help make the process smoother  for your team and company by adhering to several best practices.  In this section, we’ll explore the best practices we recommend when implementing  conversational AI into your organization. These practices should be adopted throughout the  implementation process and can (and should) be tailored towards your organization’s specific  needs and goals.    Create   Customer  Profiles Conversational AI is primarily focused on your customers, i.e., the people  interacting with the deployed conversational interface most often. One of the  most critical aspects of implementing conversational AI is keeping your  customers in mind during the design and implementation process.   As mentioned previously, many people struggle to adjust to change, and you  want to make the transition as seamless as possible for all parties involved.  The best way to get an idea of how to create the ideal conversational AI for  your customer base is by creating profiles or defining personas of your core  audience. This allows you to gain a perspective on how familiar your users  are with technology tools. For example, when working with an older  customer base, designers should take their discomfort and lack of digital  fluency when interacting with technology into account. For such users, you  need to be extra aware of user experience and ensure your tutorials and  input methods are simple and easy to grasp.   Best Practices for Implementing Conversational AI
  • 17. 16    Mapping Your  Users’ Digital  Journeys  Take a closer look at your customers’ needs - identify what they are and at  which point in the process they are needed. An easy way to do this is by  creating a graphic guide or map which will track each step on your users’  journey until they achieve their goal. By mapping out the digital process they  follow, you can review which parts of the process are more intuitive and  which require more attention and polishing. Notice which digital channels you  offer at each point in the journey, and make sure guidance is available where  needed. Understanding the user journey will help make the experience  smoother and enable a more natural flow when implementing conversational  AI. The below image shows an example of a journey your user might take  before deciding to use your company’s service. In this instance, the journey  begins with a customer deciding to search for healthcare and then searching  for a doctor. Once the customer reaches the step in the process where they  decide to schedule an appointment, you can implement your AI, or perhaps  when following the rest of the customer’s journey; you may find a stage  where the AI will be more effective and valuable to the user. You can even  choose to implement it at more than one stage, such as when the user books  an appointment and later in the process to send a reminder to schedule a  follow-up appointment via SMS.  Best Practices for Implementing Conversational AI
  • 18. 17    Identify Your  Organization’s  Goals  Sometimes, getting caught up in the details (and there can be a lot of details)  can make you lose sight of the end goal. Take a step back and focus on the  issues you want to solve and the goals you want to achieve with  conversational AI. The way you implement your AI solution can change  depending on your goals. Are you focused on churn rate, engagement,  business reputation, or customer satisfaction? Is there a problem with current  ticket management or workload that you want to solve? These questions  should guide you through the entire process, from choosing the right solution  to implementing it and customizing it to your needs.  Create a  Conversational  Style Guide  Fluctuating in tone and using an inconsistent style can appear unprofessional  and create more confusion than clarity for your users. It may be challenging to  find the right balance for your conversational AI at first, but being fluent in  your company's messaging and brand voice can create conversational  interactions that are more coherent and efficient for your audience. An  acute understanding of your business’s voice, vocabulary, and level of  formality can help guide the tone you set for your AI. For example, maintaining  a friendly style is crucial; however, an informal tone of speech may be  inappropriate in some industries, like healthcare. In healthcare, an overly  casual tone may come across as flippant and unprofessional, and an overly  serious and formal tone may intimidate customers and make them feel like  they are dealing with a severe issue. Keeping a consistent voice not only builds  a positive user experience but can also strengthen your brand identity. Another  aspect of conversational style worth noting is humanity. The AI must come  across as human enough that customers feel comfortable interacting with it,  but it shouldn't come across as a caricature of humanity. The ideal way to do  this is by creating a balance between efficiency, empathy, and helpfulness.  Keep interactions concise and to the point and focus on providing customers  with access to the help or resources they need.  Best Practices for Implementing Conversational AI
  • 19. 18    Identify Your  Organization’s  Goals  Unlike a typical chatbot that only deals with simple requests and relies on  basic scripts, conversational AI maintains prolonged social contact with  users, requiring conversational context.  A chatbot will only need to manage simple, one-off commands, but  conversational AI conducts far more complex and prolonged interactions that  generally involve making contact multiple times over certain periods of time.  This means that it will require access to previous data and have the ability to  understand the context of the current conversation to a degree. This is why AI  is so critical for such advanced capabilities - as it enables the solution to  analyze relevant data about a user and previous interaction in order to create  better conversations in real-time. To make sure your AI always has the correct  context for the interaction, it is critical to include the data it has collected in  previous interactions with the customer, even those held with human agents.  Enhance Your  Brand Image  Branding may not be the first thing that comes to mind when considering  implementing conversational AI, though it certainly offers several  essential branding opportunities.  Your AI will have close and consistent interactions with your users. When  executed correctly, in line with your brand tone and messaging, this can  significantly improve the user experience and brand loyalty. 73% of  customers cite a positive experience as a key influence when choosing to be  loyal to a brand. To enhance your brand image, focus on a consistent style  that accurately represents your brand voice. Before implementing your AI,  ensure that it is professionally developed, easy to use, and reflects your  brand’s high standards.  Best Practices for Implementing Conversational AI
  • 20. 19‌   Customize  the Experience  Unlike‌‌ a‌‌ chatbot,‌‌ conversational‌‌ AI‌‌ does‌‌ not‌‌ need‌‌ to‌‌ stick‌‌ to‌‌ a‌‌ basic‌‌ script,‌‌   and‌‌ it‌‌ has‌‌ access‌‌ to‌‌ databases‌‌ with‌‌ customers'‌‌ data.‌‌ These‌‌ two‌‌ factors‌‌   enable‌‌ it‌‌ to‌‌ personalize‌‌ suggestions‌‌ and‌‌ conversations‌‌ to‌‌ match‌‌ each‌‌ user's‌‌   preferences,‌‌ location,‌‌ previous‌‌ behavior,‌‌ and‌‌ more.‌‌ Personal‌‌ experiences‌‌   improve‌‌ conversion‌‌ and‌‌ customer‌‌ satisfaction.‌‌ Studies‌‌ show‌‌ that‌‌ ‌ 80%‌‌ of‌‌   customers‌ ‌‌ are‌‌ likely‌‌ to‌‌ complete‌‌ the‌‌ purchasing‌‌ process‌‌ from‌‌ a‌‌ brand‌‌ that‌‌   provides‌‌ a‌‌ personalized‌‌ user‌‌ experience.‌‌ Starting‌‌ your‌‌ AI‌‌ off‌‌ with‌‌ all‌‌ the‌‌ data‌‌   you‌‌ have‌‌ on‌‌ the‌‌ customer‌‌ allows‌‌ it‌‌ to‌‌ begin‌‌ with‌‌ the‌‌ advantage‌‌ of‌‌ already‌‌   being‌‌ able‌‌ to‌‌ customize‌‌ the‌‌ first‌‌ interaction‌‌ it‌‌ has‌‌ with‌‌ your‌‌ customer.‌‌ As‌‌ it‌‌   develops,‌‌ it‌‌ will‌‌ continue‌‌ to‌‌ add‌‌ the‌‌ data‌‌ it‌‌ has‌‌ collected‌‌ to‌‌ further‌‌ customize‌   future‌‌ interactions.‌ ‌   Be‌‌ Prepared‌   to‌‌ Handle‌ ‌   Irregular‌‌   Requests‌ ‌   Continuous‌‌ and‌‌ long‌‌ conversations‌‌ can‌‌ often‌‌ include‌‌ unusual‌‌ questions.‌‌ ‌    For‌‌ a‌‌ chatbot‌‌ built‌‌ for‌‌ only‌‌ simple‌‌ commands,‌‌ this‌‌ presents‌‌ a‌‌ problem.‌‌   Conversational‌‌ AI‌‌ is‌‌ designed‌‌ for‌‌ these‌‌ types‌‌ of‌‌ conversations‌‌ and‌‌ is‌‌ able‌ ‌   to‌‌ provide‌‌ relevant‌‌ responses‌‌ while‌‌ keeping‌‌ a‌‌ natural‌‌ conversational‌‌ flow.‌‌ ‌    That‌‌ being‌‌ said,‌‌ even‌‌ with‌‌ the‌‌ platform’s‌‌ access‌‌ to‌‌ user‌‌ data,‌‌ at‌‌ some‌‌ point,‌   someone‌‌ will‌‌ ask‌‌ a‌‌ question‌‌ it‌‌ can’t‌‌ answer.‌‌ Avoid‌‌ generic‌‌ error‌‌ messages‌‌   often‌‌ used‌‌ with‌‌ chatbots,‌‌ and‌‌ create‌‌ a‌‌ response‌‌ that‌‌ clearly‌‌ points‌‌ out‌‌ the‌‌   error‌‌ and‌‌ provides‌‌ guidance‌‌ on‌‌ how‌‌ to‌‌ solve‌‌ it‌‌ or‌‌ what‌‌ the‌‌ user‌‌ should‌‌ ‌    do‌‌ next.‌ ‌   Best Practices for Implementing Conversational AI
  • 21. 20    Invest in  Testing and   QA (Quality  Assurance)  Working with conversational AI involves numerous factors - you need to  maintain consistency, have your users in mind, and consider as many  scenarios and conversations as possible. Implementing conversational AI  doesn’t have to be complicated with the right solution and guidance. Still, it is  highly recommended to test it out after initial implementation and when  changes are made to ensure optimal execution. Consider it a QA phase, just  like you would with new websites and products. Test your conversational AI  thoroughly before it’s launched and at every update. Ideally, have a team  assigned to testing and reviewing your conversational AI’s performance. This  team should be involved in the planning and implementation stages to get an  idea of the product’s goals and what it looks like when it’s behaving properly  versus a malfunction. This will also help your team discover ways to improve  it, add additional scenarios, and bring up needed features or capabilities that  you may not have initially considered. The testing team should look out for  language, consistency, and data retrieval issues and ensure everything is  running smoothly before the conversational AI platform is released and at  regular intervals once it’s live as an additional precaution.  If you plan to implement conversational AI within your organization for  employee use, having employees in on the design and implementation  process will build excitement and allow the employees to weigh in on their  needs for the solution. Additionally, the employees involved will feel like part  of the process and will be more open to accepting the changes.  Best Practices for Implementing Conversational AI
  • 22. 21  Quick Tips for Conversational AI  There’s a lot to consider before, during, and after you implement conversational AI, so  here’s a short recap of the key guidelines to keep in mind.   Best Practices for Implementing Conversational AI
  • 23. 22  Here are several conversation design best practices to keep in mind during  the implementation phase:  Charting the conversation design in a flow map style makes it easier to review the entire  conversation in one place. It will serve as a useful guide to look over at each point during the  design and implementation process. Take a look at the flow-map example below:     Best Practices for Implementing Conversational AI
  • 24. 23  Before implementation, select the channels or software you want to integrate your  conversational AI into. This is where a clear understanding of your company's goals is crucial.  As there are many options for integration, it is up to you to decide which will be most beneficial  and which platforms your users are most likely to use.  Among the many options are: messaging applications, CRMs, payment systems, booking  calendars, Slack, email, smart speakers, voice apps, call centers, ticketing softwares, and your  company’s website.  Best Practices for Implementing Conversational AI
  • 25. 24    Implementing Conversational AI   as a CIO and Digital/IT Leader  As those responsible for introducing and implementing new technologies into their  companies, CIOs shoulder much of the responsibility for ensuring their success and  proving their ROI and value. As a CIO, your job does not only entail finding and  introducing new technologies but also ensuring that the implementation process goes  smoothly and without a hitch. As with any new technology, conversational AI presents  its challenges to all parties involved. However, CIOs must be prepared to manage the  common issues that may come up during the implementation process.  One of the challenges CIOs must be prepared to  manage when implementing conversational AI is  ensuring that the organization’s data is of good    quality and in sufficient quantity. AI systems in general and conversational AI in particular    strongly rely on the quantity and quality of the   data available to them for high performance  and efficiency.  AI Relies On You to Identify High-Quality Data  Conversational AI uses large datasets with information on customers or employees to "learn"   how to hold conversations, give context to interactions, and answer queries. To ensure that users'  interactions with your conversational AI platform are high quality, its speech patterns are natural,  and its information is accurate, it is crucial to provide the platform with access to as much  updated, high-quality data as possible. This presents several issues, such as accessing the data  and deciding which data meets the conversational AI platform's standards.    Implementing Conversational AI as a CIO and Digital/IT Leader
  • 26. 25  Conduct an audit to establish what data you already have at your disposal. If the interface  is intended for company employees' internal use, this data can be gathered from an employee  database. Suppose the platform will be primarily dedicated to customer service purposes. In  that case, information can be collected from prior interactions customers have had with human  employees or forms customers have submitted.   Once you have collected the relevant data already in your possession, you will need to  categorize it and compare it to the data your AI requires. Categorize your data into subsets  such as structured and unstructured. Make a note of where the data you’ve collected is stored.  Once you have matched your data to what the platform requires, you will be able to identify any  gaps in information still missing for the platform to function optimally.  Implementing Conversational AI as a CIO and Digital/IT Leader
  • 27. 26  Some of the missing information can be supplemented with publicly available information  and can easily be accessed by the system. Other information may be difficult to collect at  first; however, synthetic data can fill in the gaps. Synthetic data is artificially made and not  generated by actual events, and although it is generally based on actual data, it is not as  functional as the real thing. Synthetic data can be used for the learning phase of implementing  conversational AI. Ideally, it should be replaced by “real” data at the earliest possible  opportunity.  Knowing what data you have and what data remains to be collected gives   you a clear idea of how to grow your dataset to best benefit your conversational AI.  Another issue you may face as a CIO or IT leader implementing conversational AI is the  difficulty non-technical staff may have in coming to grips with using this new technology.   The ideal way to combat any fears or insecurities non-technical staff may have is with  education, patience, and understanding.  As the company's CIO or IT leader, it is your responsibility to bridge the gap between new  technology and employees without creating insecurities or hostilities. This means ensuring that  you have a thorough understanding of operating the technology and how it works, and where  your colleagues stand in relation to it. Once you are familiar with the technology, you and your  team can introduce the rest of the staff to how conversational AI works and what it can and  can't do. Suppose you or your team don't feel ready to educate the rest of the staff. In that  case, an alternative is to invite an expert on conversational AI to prepare them ahead of  implementation or have your conversational AI vendor handle the onboarding process for you  (when applicable).  Implementing Conversational AI as a CIO and Digital/IT Leader
  • 28. 27  Another risk inherent in implementing conversational AI is that the technical staff themselves  are resistant to implementing it. One reason tech or IT employees may feel insecure about  implementing an AI is that they think they lack the skills to manage it.   A global study by Harris Insights in collaboration with IBM found that while more than 80% of  employees in the U.S. and UK believe having AI skills will be a competitive advantage for their  companies, 42% said they don’t believe their HR departments can execute the needed training  programs to get them up to speed.   It is challenging to create and embrace digital transformation within a company when the tech  staff doesn't feel equipped to handle the change. In addition, retraining or finding new tech  staff to keep up with the changes is incredibly difficult.  Due to the popularity of AI, there is a shortage of people with the skills and knowledge to help  implement it. Fortunately, there are several solutions CIOs or IT leaders can turn to. One option  is to look beyond those traditionally expected to have the skill set to manage AI  implementation, such as IT graduates, and turn to less conventional talent pools. This can  mean turning to self-educated programmers or graduates of coding boot camps. Another  option is to stick with the staff you already have and offer them retraining to help them develop  the skills they need to implement and maintain such a solution. Finally, encourage skill  development among your tech staff and grow their professional capabilities to meet your  company’s needs. This point ties into the need to preserve knowledge and skills by providing  staff with regular learning opportunities and training seminars, keeping them up to date on the  newest trends in conversational AI.  Implementing Conversational AI as a CIO and Digital/IT Leader
  • 29. 28  By implementing conversational AI into your company, you can lead it through a successful  digital transformation process which will:  Increase employee productivity  Reduce the costs of customer care  Create an interactive form of brand messaging  Improve customer interaction and satisfaction  Make your company more accessible to customers  CIOs have proven, time and time again, that their roles are invaluable to an organization's  success, especially when it comes to spearheading digital transformation.     Implementing Conversational AI as a CIO and Digital/IT Leader
  • 30. 29    Implementing Conversational AI as a  Customer Support/Success Leader  As a customer support/success leader, introducing  the concept of conversational AI to your staff and  preparing them for the implementation process can  be a complex and sensitive process. Some staff  members may feel threatened, as conversational AI  is intended to fill a customer service role, which has  solely been held by humans up until this point.   The best way to get your team on board is by  introducing them to the benefits conversational AI  brings to the company as a whole and the realm  of customer service in particular.   24/7 Access  With conversational AI, customers enjoy  access to a customer service representative  24/7 - even if it’s an artificial one. As a result,  your company no longer needs to maintain a  24/7 shift cycle or force customers to wait  for regular working hours to speak with a live  customer service representative.   Reduced Costs  Research has found that the average duration  of a customer service call clocks in at just over  11 minutes, with a direct labor cost of around  $1.60 per minute or $17.5 per conversation.   A Tellus International study revealed that  conversational AI platforms garner average  support center time savings of more than four  minutes per inquiry, which amounts to saving  $6.5 per interaction.  Implementing Conversational AI as a Customer Support/Success Leader
  • 31. 30  The vast number of customer care staff  experiencing burnout also affects the  company as a whole by lowering staff morale  and creating added expenses. High burnout  rates lead to a high turnover rate and staff  shortages, increasing costs for the company  scrambling to replace their employees. Many  of the contributing factors to this  phenomenon, such as boredom, long and  arduous work hours, work overload, and  stressful work environments, can be  mitigated by implementing conversational AI.  Large Volumes  Conversational AI can manage large volumes of customers and tickets and hold several                           customer interactions concurrently. When customers have access to the information they need                         when they need it, they are more likely to make a purchase or use your company’s services.                                   Customers will also feel more satisfied and less frustrated when their issues or queries are                               dealt with efficiently and promptly.  How does conversational AI help your support team? Employee turnover in a majority   of call centers has been estimated at an alarmingly high 25% and up, with many settling  at a 40%-50% mark, according to F. Curtis Barry & Company. An explanation generally  accepted for this alarming phenomenon is that staff working in call centers experience  incredibly high burnout rates.  Implementing Conversational AI as a Customer Support/Success Leader
  • 32. 31‌   Training‌‌ conversational‌‌ AI‌‌ with‌‌ data‌‌ that‌‌ your‌‌ company‌‌ already‌‌ has‌‌ allows‌‌ it‌‌ to‌‌ handle‌‌ the‌‌   most‌‌ basic‌‌ and‌‌ repetitive‌‌ queries‌‌ and‌‌ tasks‌‌ that‌‌ are‌‌ known‌‌ contributors‌‌ of‌‌ support‌‌ staff‌‌   burnout.‌‌ Far‌‌ from‌‌ replacing‌‌ the‌‌ human‌‌ staff‌‌ in‌‌ a‌‌ call‌‌ center,‌‌ conversational‌‌ AI‌‌ is‌‌ designed‌‌ to‌‌   work‌‌ for‌‌ them.‌‌ By‌‌ managing‌‌ the‌‌ simple‌‌ queries‌‌ users‌‌ may‌‌ have,‌‌ the‌‌ AI‌‌ allows‌‌ support‌‌ staff‌‌ to‌   focus‌‌ their‌‌ energies‌‌ on‌‌ solving‌‌ more‌‌ complex‌‌ issues‌‌ users‌‌ face,‌‌ which‌‌ are‌‌ more‌‌ stimulating‌‌   and‌‌ therefore‌‌ far‌‌ less‌‌ likely‌‌ to‌‌ lead‌‌ to‌‌ boredom‌‌ and‌‌ eventual‌‌ burnout.‌‌ Additionally,‌‌ having‌‌ a‌‌   conversational‌‌ AI‌‌ virtual‌‌ assistant‌‌ available‌‌ to‌‌ interact‌‌ with‌‌ users‌‌ 24/7‌‌ allows‌‌ call‌‌ center‌‌ staff‌‌   to‌‌ enjoy‌‌ more‌‌ flexible‌‌ work‌‌ hours.‌‌ Once‌‌ users‌‌ have‌‌ access‌‌ to‌‌ answers‌‌ for‌‌ their‌‌ initial‌‌   questions,‌‌ they‌‌ will‌‌ be‌‌ far‌‌ more‌‌ willing‌‌ to‌‌ wait‌‌ patiently‌‌ for‌‌ human‌‌ assistance‌‌ in‌‌ answering‌‌   their‌‌ more‌‌ substantial‌‌ questions.‌ ‌   Allowing‌‌ your‌‌ call‌‌ center‌‌ staff‌‌ to‌‌ focus‌‌ on‌‌ areas‌‌ in‌‌ which‌‌ their‌‌ skills‌‌ are‌‌ utilized,‌   rather‌‌ than‌‌ wasting‌‌ their‌‌ time‌‌ by‌‌ having‌‌ them‌‌ constantly‌‌ look‌‌ up‌‌ mundane‌‌   information,‌‌ makes‌‌ them‌‌ feel‌‌ valued‌‌ and‌‌ develops‌‌ their‌‌ soft‌‌ skills.‌‌ ‌    The‌‌ Role‌‌ of‌‌ Human‌‌ Representatives‌ ‌   It‌‌ is‌‌ worth‌‌ reiterating‌‌ that‌‌ conversational‌‌ AI‌‌ is‌‌   designed‌‌ to‌‌ work‌‌ with‌‌ human‌‌ support‌‌ and‌‌ not‌‌ in‌‌   place‌‌ of‌‌ humans.‌‌ Although‌‌ conversational‌‌ AI‌‌ may‌   become‌‌ developed‌‌ enough‌‌ in‌‌ the‌‌ not-too-distant‌‌   future‌‌ to‌‌ replace‌‌ human‌‌ customer‌‌ support‌‌ roles‌‌   entirely,‌‌ today,‌‌ it‌‌ should‌‌ be‌‌ viewed‌‌ ‌    as‌‌ ‌ a‌‌ force-multiplier‌‌ for‌‌ human‌‌ agents‌ .‌‌ ‌    Studies‌‌ have‌‌ shown‌‌ that‌ ‌‌‌ ‌ 71%‌‌ of‌‌ customers‌‌ ‌    said‌‌ they‌‌ would‌‌ not‌‌ continue‌‌ to‌‌ use‌‌ a‌‌ brand‌‌ ‌    that‌‌ did‌‌ not‌‌ allow‌‌ them‌‌ access‌‌ to‌‌ human‌‌   customer‌‌ service‌‌ representatives‌‌ when‌‌   necessary.‌‌ Conversational‌‌ AI‌‌ at‌‌ its‌‌ best‌‌ serves‌ ‌   as‌‌ a‌‌ tool‌‌ utilized‌‌ for‌‌ the‌‌ convenience‌‌ of‌‌ both‌‌ ‌    your‌‌ customers‌‌ and‌‌ your‌‌ team‌‌ operating‌‌ ‌    the‌‌ call‌‌ center.‌ ‌ ‌     Implementing Conversational AI as a Customer Support/Success Leader
  • 33. 32  This two-pronged approach guarantees that the customer’s basic needs are met quickly,   and that human assistance is available for more nuanced questions which could require  intervention.  For many call centers that experience high turnover rates and high burnout levels, the constant  rotation of staff can mean that most new employees lack sufficient training. Implementing a  conversational AI platform can help speed up the training flow of new employees. New team  members unsure of how to answer specific queries can turn to conversational AI assistants,  which can absorb unlimited amounts of data. Even veteran employees often struggle to  memorize the hundreds of terms and procedures involved in answering customer questions,  and AI can fill in the gaps. This particularly applies to call center operators working in the  medical, financial, banking, and government fields.  Companies are turning in droves to conversational AI as an easy solution for their customer  care needs. However, while conversational AI is developing in leaps and bounds, can handle  most user queries, and even “recall” the context of user interactions, it still cannot entirely  replace human agents in a call center or other customer service operation.  A combined approach of conversational AI in cohesion with live human support is the preferred approach companies should consider. Implementing Conversational AI as a Customer Support/Success Leader
  • 34. 33  Once you have reassured your agents that this new technology is not there to replace them but  to enhance their capabilities and allow them to make use of their skill sets, and you have  illustrated the benefits conversational AI can bring to the customer service department as a  whole, they are far more likely to get on board with the implementation process.  Empower your team with the skills, knowledge, and resources they need to understand and  use conversational AI. This is particularly important at the beginning of the implementation  process, when your conversational AI platform may need some adjustment. At this stage of  implementation, staff can supervise the AI and inform IT of any changes that may be required.   Implementing Conversational AI as a Customer Support/Success Leader
  • 35. 34‌     Implementing‌‌ Conversational‌‌ AI‌‌ as‌‌ a‌   Customer‌‌ Engagement‌‌ Leader‌ ‌   For‌‌ a‌‌ customer‌‌ engagement‌‌ leader,‌‌ much‌‌ of‌‌ the‌‌ benefits‌‌ of‌‌ implementing‌‌   conversational‌‌ AI‌‌ seem‌‌ apparent.‌‌ In‌‌ your‌‌ role‌‌ of‌‌ driving‌‌ the‌‌ customers‌‌ to‌‌ continually‌   engage‌‌ with‌‌ your‌‌ company‌‌ and‌‌ have‌‌ your‌‌ product‌‌ or‌‌ service‌‌ top‌‌ of‌‌ mind,‌‌ providing‌‌   customers‌‌ with‌‌ access‌‌ to‌‌ information‌‌ on‌‌ your‌‌ service‌‌ or‌‌ product‌‌ 24/7‌‌ seems‌‌ like‌‌ an‌‌   ideal‌‌ situation.‌ ‌   The‌‌ obvious‌‌ benefits‌‌ of‌‌ reducing‌‌ wait‌‌ time‌‌ for‌‌ customer‌‌ service,‌‌ fast‌‌ interactions,‌‌ query‌‌   resolution,‌‌ and‌‌ information‌‌ availability‌‌ are‌‌ likely‌‌ to‌‌ increase‌‌ customer‌‌ ‌ satisfaction‌ ,‌‌ and‌‌   continuous‌‌ access‌‌ to‌‌ service‌‌ will‌‌ increase‌‌ customer‌‌ ‌ engagement‌ .‌‌ Additionally,‌‌ not‌‌ needing‌‌ to‌   hold‌‌ or‌‌ wait‌‌ for‌‌ long‌‌ periods‌‌ of‌‌ time‌‌ will‌‌ reduce‌‌ frustration.‌‌ Having‌‌ ‌ significant‌‌ time‌‌ lapses‌‌   between‌‌ a‌‌ customer's‌‌ first‌‌ engagement,‌‌ such‌‌ as‌‌ form‌‌ submission‌‌ and‌‌ first‌‌ contact‌‌ made‌‌ by‌‌   sales‌‌ representatives,‌‌ has‌‌ been‌‌ shown‌‌ to‌‌ have‌‌ a‌‌ strong‌‌ effect‌‌ on‌‌ whether‌‌ these‌ ‌‌ ‌ contacts‌‌   choose‌‌ to‌ ‌‌ use‌‌ your‌‌ company's‌‌ product‌‌ or‌‌ service.‌ ‌   Using conversational AI to reach out to these customers to provide information,  targeted offers or other personalized messages makes them more likely to choose  your company's service and continue to engage.  Implementing Conversational AI as a Customer Engagement Leader
  • 36. 35‌   Despite‌‌ These‌‌ Benefits,‌‌ Some‌‌ Hurdles‌‌ May‌   Deter‌‌ Customers‌‌ from‌‌ Engaging‌‌ with‌‌ Your‌‌   Company‌‌ Through‌‌ Conversational‌‌ AI.‌‌ ‌    As‌‌ a‌‌ customer‌‌ engagement‌‌ leader,‌‌ take‌‌ charge‌‌ and‌‌ prepare‌‌ your‌‌ customers‌‌ for‌‌ the‌‌ changes‌   they‌‌ may‌‌ experience‌‌ during‌‌ the‌‌ implementation‌‌ process.‌‌ When‌‌ working‌‌ with‌‌ customers,‌‌ it‌‌ is‌   essential‌‌ to‌‌ consider‌‌ cultural‌‌ background.‌‌ Some‌‌ sectors‌‌ of‌‌ society,‌‌ in‌‌ particular‌‌ older‌‌   generations,‌‌ may‌‌ feel‌‌ uncomfortable‌‌ communicating‌‌ with‌‌ a‌‌ computer‌‌ software.‌‌ While‌‌ it‌‌ may‌   take‌‌ some‌‌ users‌‌ time‌‌ to‌‌ get‌‌ used‌‌ to‌‌ the‌‌ idea‌‌ of‌‌ communicating‌‌ with‌‌ an‌‌ AI,‌‌ once‌‌ customers‌‌   have‌‌ experienced‌‌ firsthand‌‌ the‌‌ convenience‌‌ conversational‌‌ AI‌‌ provides‌‌ and‌‌ are‌‌ assured‌‌ that‌   they‌‌ still‌‌ have‌‌ access‌‌ to‌‌ a‌‌ human‌‌ customer‌‌ service‌‌ representative‌‌ if‌‌ needed,‌‌ they‌‌ will‌‌ grow‌‌   more‌‌ comfortable‌‌ with‌‌ the‌‌ idea‌‌ and‌‌ embrace‌‌ the‌‌ transition.‌ ‌   Some‌‌ of‌‌ the‌‌ ways‌‌ you‌‌ can‌‌ simplify‌‌ the‌‌ transition‌‌ process‌‌ for‌‌ your‌   customers‌‌ include:‌ ‌   Maintaining‌‌ a‌‌ clear‌‌ line‌‌ of‌‌ communication‌‌ with‌‌ your‌‌ users‌‌ throughout‌‌ the‌‌ implementation‌   process‌‌ and‌‌ ensuring‌‌ that‌‌ they‌‌ understand‌‌ the‌‌ changes‌‌ taking‌‌ place‌ ‌   Synchronizing‌‌ the‌‌ customer‌‌ information‌‌ that’s‌‌ collected‌‌ and‌‌ the‌‌ last‌‌ interactions‌‌ held‌‌ with‌   customers‌‌ across‌‌ all‌‌ channels‌‌ and‌‌ platforms‌ ‌   Ensuring‌‌ that‌‌ your‌‌ conversational‌‌ AI’s‌‌ interface‌‌ is‌‌ user-friendly‌‌ and‌‌ easy‌‌ to‌‌ navigate‌   Implementing‌‌ your‌‌ conversational‌‌ AI‌‌ on‌‌ platforms‌‌ users‌‌ expect‌‌ to‌‌ interact‌‌ with‌‌ AI‌‌ on,‌‌ such‌   as‌‌ your‌‌ company‌‌ website‌ ‌   Creating‌‌ a‌‌ conversational‌‌ interface‌‌ with‌‌ a‌‌ focus‌‌ on‌‌ keeping‌‌ a‌‌ consistent‌‌ brand‌‌ voice‌‌ and‌‌ ‌    meeting‌‌ customer’s‌‌ needs‌‌ -‌‌ this‌‌ includes‌‌ designing‌‌ natural‌‌ and‌‌ human-sounding‌‌ conversations‌   Implementing Conversational AI as a Customer Engagement Leader
  • 37. 36  The central function of a conversational AI platform is to hold conversations with customers.   In order to create an interface that users can comfortably interact with, the design process  must begin with a clear direction in mind. This platform will be the first point of contact for most  of your users; an unpleasant interaction will cause your users to avoid your company's  conversational AI interface altogether.  When a conversational AI platform is constructed without  a clear understanding of the interactions it will have with  users, it will incorrectly identify users’ needs or requests,  and most interactions will end up out of scope.  Another mistake often made when implementing  conversational AI is misidentifying the channels where a  conversational layer is most needed. Companies may choose  to implement their platform on the company website when  users would rather interact with it via WhatsApp. Paying  attention to the channels your users are mainly engaging with  will indicate where to implement your platform for the most effective interactions.  Remember: The Most Crucial Aspect of a  Conversational AI Platform Is the Conversation  Itself.  If your conversational AI platform feels uninviting and is awkward for users to interact with,  it will create an irksome experience which customers are likely to retain. In fact, according to  research by Ungapped, 59% of customers say it only takes one or two bad customer  service experiences to decide not to work with a company in the future. Customers who  are already uncomfortable with the idea of interacting with AI will feel even more discomfited.  The convenience of a shorter wait time and accessible information can't make up for the  disappointment and frustration caused by unnatural and unintuitive interactions.    Implementing Conversational AI as a Customer Engagement Leader
  • 38. 37‌   As‌‌ a‌‌ customer‌‌ engagement‌‌ leader,‌‌ ensure‌‌ that‌‌ the‌‌ voice‌‌ guidelines‌‌ for‌‌ your‌‌ conversational‌‌   interface‌‌ are‌‌ well‌‌ written‌‌ and‌‌ consider‌‌ your‌‌ company's‌‌ tone,‌‌ technical‌‌ jargon,‌‌ and‌‌ formality‌‌   level.‌‌ Additionally,‌‌ it‌‌ is‌‌ crucial‌‌ to‌‌ ensure‌‌ your‌‌ conversational‌‌ AI‌‌ platform‌‌ can‌‌ access‌‌ all‌‌ the‌‌   databases‌‌ and‌‌ information‌‌ it‌‌ may‌‌ need‌‌ to‌‌ provide‌‌ context‌‌ to‌‌ user‌‌ interactions.‌‌ Small‌‌ details‌‌   such‌‌ as‌‌ error‌‌ messages‌‌ or‌‌ live‌‌ hand-offs‌‌ to‌‌ a‌‌ human‌‌ representative‌‌ also‌‌ need‌‌ to‌‌ be‌‌ carefully‌‌   phrased‌‌ to‌‌ avoid‌‌ user‌‌ discomfort‌‌ and‌‌ ensure‌‌ that‌‌ users‌‌ will‌‌ want‌‌ to‌‌ engage‌‌ with‌‌ your‌‌   conversational‌‌ AI‌‌ again‌‌ in‌‌ the‌‌ future.‌‌ The‌‌ staff‌‌ in‌‌ your‌‌ company‌‌ who‌‌ are‌‌ ideally‌‌ positioned‌‌ to‌‌   contribute‌‌ to‌‌ this‌‌ process‌‌ are‌‌ those‌‌ most‌‌ experienced‌‌ in‌‌ directly‌‌ interacting‌‌ with‌‌ your‌‌   company's‌‌ client‌‌ base‌‌ -‌‌ your‌‌ customer‌‌ support‌‌ team.‌‌ This‌‌ staff‌‌ should‌‌ be‌‌ ready‌‌ to‌‌ step‌‌ in‌‌   should‌‌ your‌‌ conversational‌‌ AI‌‌ interfaces‌‌ encounter‌‌ an‌‌ out-of-scope‌‌ question.‌‌ Additionally,‌‌   throughout‌‌ the‌‌ implementation‌‌ process,‌‌ this‌‌ staff‌‌ can‌‌ supervise‌‌ the‌‌ platform's‌‌ interactions‌‌ and‌   advise‌‌ if‌‌ any‌‌ changes‌‌ or‌‌ adjustments‌‌ need‌‌ to‌‌ be‌‌ made.‌‌ Between‌‌ this‌‌ staff‌‌ and‌‌ an‌‌ algorithm,‌‌   and‌‌ by‌‌ analyzing‌‌ data‌‌ from‌‌ past‌‌ customer‌‌ interactions,‌‌ your‌‌ conversational‌‌ AI‌‌ should‌‌ develop‌‌   a‌‌ natural-seeming‌‌ speech‌‌ pattern‌‌ that‌‌ will‌‌ set‌‌ users‌‌ at‌‌ ease‌‌ and‌‌ make‌‌ them‌‌ more‌‌ eager‌‌ to‌‌   interact‌‌ with‌‌ your‌‌ AI.‌ ‌   Conversational‌‌ AI‌‌ can‌‌ also‌‌ be‌‌ used‌‌ for‌‌ other‌‌ forms‌‌ of‌‌ user‌‌ interaction,‌‌ such‌‌ as‌‌ outreach‌‌   through‌‌ personalized‌‌ content‌‌ on‌‌ social‌‌ media‌‌ or‌‌ email‌‌ campaigns‌‌ and‌‌ responding‌‌ to‌‌ customer‌   questions‌‌ and‌‌ comments‌‌ online.‌ ‌   Implementing Conversational AI as a Customer Engagement Leader
  • 39. 38    Implementing Conversational AI as an  Operations and Logistics Leader  Managing operations or logistics for a company of any size is no simple feat. In  addition to managing logistics on the customer’s end by ensuring clear  communication and timely product and service delivery, you must also address  complex logistical procedures within your company.  A fundamental factor in managing complex logistical operations is having clear and open  communication with the parties involved, whether that entails customers or employees. As  intricate as managing a vast web of contact points and managing a network of operations can  be, employing conversational AI can help simplify many aspects of the process.  In addition to the evident applications of conversational AI as a customer service vehicle, when  it comes to business operations and logistics, it is a versatile tool that can facilitate both  internal and external communications and streamline various logistical tasks.  Some of the logistical tasks that conversational AI can facilitate include:  Ticket/appointment booking  Tracking cargo or vehicles   Rate comparisons  Answer FAQs  Placing or making changes to an order  Follow up with customers  Notifying customers of any changes or delays    Implementing Conversational AI as an Operations and Logistics Leader
  • 40. 39  AI can increase productivity and motivation by   automating tasks that lead to burnout  Besides helping customers manage their logistical needs and keeping them informed,  conversational AI can also increase communication and productivity within your operations  department. Conversational AI can be used as a virtual assistant for employees to increase  their productivity and enhance their skills by providing information and context they may not be  aware of. Moreover, it can increase employee satisfaction and reduce risks of burnout or  boredom by automating repetitive and “boring” tasks such as appointment or delivery  scheduling for customers. By automating these tasks, conversational AI allows your employees  to turn their attention to more complex work which requires human intervention. By focusing on  more engaging work, your employees will feel more productive and stimulated and are less  likely to suffer from boredom or burnout.    Implementing Conversational AI as an Operations and Logistics Leader
  • 41. 40‌   Automating‌‌ Logistical‌‌ Tasks‌‌ with‌   Conversational‌‌ AI‌ ‌   Report‌‌ Generation‌‌ and‌‌ Invoice‌‌ Delivery‌ ‌   Conversational‌‌ AI‌‌ can‌‌ automate‌‌ complex‌‌ tasks,‌‌ like‌‌ generating‌‌ reports‌‌ automatically‌ ‌   and‌‌ sending‌‌ them‌‌ to‌‌ relevant‌‌ parties,‌‌ keeping‌‌ managers‌‌ and‌‌ other‌‌ superiors‌‌ informed,‌   invoice‌‌ processing,‌‌ and‌‌ maintaining‌‌ communication‌‌ between‌‌ customers,‌‌ suppliers,‌‌ ‌    and‌‌ service‌‌ providers.‌ ‌   Simplifying‌‌ Communication‌ ‌   Using‌‌ conversational‌‌ AI‌‌ can‌‌ also‌‌ improve‌‌ the‌‌ efficiency‌‌ of‌‌ communications‌‌ by‌‌ cutting‌‌ down‌‌ on‌   a‌‌ lot‌‌ of‌‌ the‌‌ unnecessary‌‌ interactions‌‌ typically‌‌ involved‌‌ in‌‌ coordinating‌‌ tasks‌‌ with‌‌ multiple‌‌   stakeholders.‌‌ ‌    For‌‌ logistics‌‌ managers‌‌ managing‌‌ product‌‌ shipments‌‌ and‌‌ deliveries,‌‌ or‌‌ supply‌‌ chain‌‌   operations,‌‌ conversational‌‌ AI‌‌ can‌‌ better‌‌ communicate‌‌ with‌‌ those‌‌ involved‌‌ in‌‌ the‌‌ manufacturing‌   and‌‌ delivery‌‌ process.‌‌ Delivery‌‌ drivers,‌‌ for‌‌ example,‌‌ are‌‌ familiar‌‌ with‌‌ providing‌‌ updates‌‌ via‌‌ text‌‌   message‌‌ or‌‌ similar‌‌ communication‌‌ platforms.‌‌ However,‌‌ by‌‌ implementing‌‌ conversational‌‌ AI‌‌ ‌    into‌‌ the‌‌ delivery‌‌ process,‌‌ drivers‌‌ not‌‌ only‌‌ have‌‌ a‌‌ more‌‌ efficient‌‌ and‌‌ constantly‌‌ available‌‌ source‌   to‌‌ communicate‌‌ with,‌‌ but‌‌ can‌‌ also‌‌ receive‌‌ assistance‌‌ and‌‌ information‌‌ on‌‌ the‌‌ go.‌‌ ‌    Fleet‌‌ Management‌ ‌   Conversational‌‌ AI‌‌ can‌‌ provide‌‌ companies‌‌ with‌‌ regular‌‌ updates‌‌ on‌‌ their‌‌ fleet,‌‌ such‌‌ as‌‌ the‌‌   vehicles‌‌ currently‌‌ in‌‌ service,‌‌ and‌‌ alert‌‌ if‌‌ they‌‌ require‌‌ maintenance‌‌ or‌‌ are‌‌ out‌‌ of‌‌ order‌‌ through‌   ongoing‌‌ contact‌‌ with‌‌ drivers‌‌ and‌‌ technicians.‌‌ ‌    mplementing Conversational AI as an Operations and Logistics Leader
  • 42. 41‌   Warehouse‌‌ Management‌‌ Automation‌ ‌   When‌‌ working‌‌ with‌‌ supply‌‌ chain‌‌ operations,‌‌ an‌‌ additional‌‌ use‌‌ for‌‌ conversational‌‌ AI‌‌ is‌‌ utilizing‌   it‌‌ to‌‌ automate‌‌ customer‌‌ orders‌‌ and‌‌ warehouses.‌‌ Firms‌‌ operating‌‌ large‌‌ warehouses‌‌ and‌‌   delivering‌‌ vast‌‌ quantities‌‌ of‌‌ products‌‌ must‌‌ constantly‌‌ be‌‌ attentive‌‌ and‌‌ communicative‌ ‌   about‌‌ customer‌‌ orders.‌‌ Conversational‌‌ AI‌‌ can‌‌ provide‌‌ and‌‌ obtain‌‌ from‌‌ customers‌‌ timely‌‌   updates‌‌ on‌‌ canceled‌‌ orders,‌‌ delayed‌‌ orders,‌‌ unclaimed‌‌ orders,‌‌ or‌‌ other‌‌ sudden‌‌ changes.‌‌ ‌    By‌‌ having‌‌ access‌‌ to‌‌ real-time‌‌ changes‌‌ and‌‌ orders‌‌ made‌‌ by‌‌ customers,‌‌ you‌‌ and‌‌ your‌‌ team‌ ‌   will‌‌ attain‌‌ a‌‌ more‌‌ realistic‌‌ picture‌‌ of‌‌ the‌‌ supply‌‌ needed‌‌ and‌‌ will‌‌ be‌‌ able‌‌ to‌‌ make‌‌ adjustments‌‌    on‌‌ the‌‌ go.‌‌ ‌    This‌‌ conversational‌‌ AI-led‌‌ approach‌‌ allows‌‌ warehouse‌‌ managers‌‌ to‌‌ plan‌‌ only‌‌ ‌    for‌‌ what‌‌ is‌‌ needed,‌‌ minimizing‌‌ waste,‌‌ and‌‌ saving‌‌ your‌‌ company‌‌ money‌‌ and‌‌ resources.‌   mplementing Conversational AI as an Operations and Logistics Leader
  • 43. 42    Covering All Corners with Omnichannel  Conversational AI  According to Harvard Business Review, around 73% of customers looking to purchase a  product go through multiple channels before committing to a purchase. Customers generally  prefer to do as much research as possible before making a decision.  Omnichannel refers to the focus on   multiple communication channels to provide  customers with a holistic   customer service experience.  Omnichannel conversational AI means  implementing conversational interfaces onto more  than one channel simultaneously, i.e., website,  mobile app, voice assistants, smart speakers, call  centers, and more.  While generally, companies will implement the  interface onto the channel on which their  customers are most engaged, for example, social  media or the company's website, taking an  omnichannel approach ensures that your users  are covered no matter the channel they prefer to  use. Adopting an omnichannel strategy to  conversational AI grants customers consistent  access to information or customer service  regardless of their favored medium. Besides  creating a more comfortable and seamless  experience for your customers, it can also help  bolster your marketing and bottom line. A study  conducted by Adobe found that companies that  support an omnichannel approach to customer  engagement achieve a 25% increase in close rates.    Covering all Corners with Omnichannel Conversational AI
  • 44. 43  Omnichannel conversational AI can also help your company build datasets by gathering  customer information from various channels. The data collected and the ability to resume  interactions on multiple platforms enables you to create uniquely personalized cross-channel  customer experiences. This feature is often missed by companies who prefer to only implement  conversational AI on the channel their users are most commonly found on; however,  maintaining a consistent presence across all channels significantly influences customer  satisfaction and brand loyalty.    Covering all Corners with Omnichannel Conversational AI
  • 45. 44‌     Implementing‌‌ Conversational‌‌ AI‌   on‌‌ Your‌‌ Website‌ ‌   To‌‌ gain‌‌ the‌‌ most‌‌ out‌‌ of‌‌ your‌‌ conversational‌‌ AI‌‌ platform,‌‌ perhaps‌‌ the‌‌ most‌‌ crucial‌‌ best‌   practice‌‌ to‌‌ consider‌‌ (other‌‌ than‌‌ adopting‌‌ an‌‌ omnichannel‌‌ approach)‌‌ is‌‌ implementing‌‌   the‌‌ interface‌‌ first‌‌ onto‌‌ the‌‌ channel‌‌ your‌‌ customers‌‌ are‌‌ most‌‌ comfortable‌‌ with‌‌ and‌‌ are‌   most‌‌ engaged‌‌ on.‌ ‌   For‌‌ most‌‌ companies,‌‌ that‌‌ channel‌‌ is‌‌   their‌‌ website,‌‌ serving‌‌ as‌‌ the‌‌ central‌‌   hub‌‌ of‌‌ their‌‌ online‌‌ presence‌‌ and‌‌ the‌‌   first‌‌ place‌‌ customers‌‌ turn‌‌ to‌‌ for‌‌ more‌   information.‌‌ Making‌‌ that‌‌ information‌‌   accessible‌‌ to‌‌ users‌‌ may‌‌ make‌‌ the‌‌   difference‌‌ between‌‌ a‌‌ frustrated‌‌ or‌‌   loyal‌‌ customer.‌ ‌   A‌ ‌‌ ‌ survey‌‌ conducted‌‌ by‌‌ eMarketer‌‌   showed‌‌ that‌‌ ‌ 63%‌ ‌‌ of‌‌ customers‌‌ were‌   more‌‌ likely‌‌ to‌‌ return‌‌ to‌‌ a‌‌ website‌‌ if‌‌    it‌‌ offered‌‌ live‌‌ chat.‌‌ Furthermore,‌‌ ‌    the‌‌ study‌‌ found‌‌ that‌‌ online‌‌ buyers‌‌   who‌‌ had‌‌ used‌‌ live‌‌ chat‌‌ were‌‌ more‌‌   likely‌‌ to‌‌ make‌‌ online‌‌ purchases‌‌ at‌‌   least‌‌ once‌‌ a‌‌ week‌‌ (‌ 40%‌ )‌‌ than‌‌ buyers‌   who‌‌ had‌‌ never‌‌ chatted‌‌ (‌ 22%‌ ).‌ ‌   Implementing Conversational AI on Your Website
  • 46. 45  Implementing conversational AI on your  company's website offers a slew of advantages:  Most customers are comfortable navigating the platform  Customers are able to browse your products’ catalogue and are likely   to want more information  Customers can quickly complete the process of making a purchase or   committing to using a service  Customers have 24/7 access to information  Your website is your most accessible channel, especially due to new website   accessibility tools   These Are Some of the Top Best Practices Hyro  Recommends Companies Adopt When  Deploying Conversational AI on Their Website:  Choose the Best Place to Implement Your  Conversational Interface  The location and accessibility of a conversational  interface (mainly in the form of a chatbot or virtual  assistant) deployed on your website can make a  world of difference. Some users may appreciate  having a window pop up and customer service  offered to them as soon as they access your site,  while others may find this intrusive or irritating.     Implementing Conversational AI on Your Website
  • 47. 46  As with selecting a channel, the key here is to know your audience and   understand where AI intervention will be most helpful.   Identify where your AI has the highest potential of positively impacting current and potential  customers; this may be your checkout page, homepage, or both. An AI virtual agent can serve  as your customer's introduction to your product or as a method of collecting customer  feedback. Having a clear understanding of the customer base you cater to will allow you  to deploy conversational AI effectively and efficiently to create a positive digital journey  and experience for every customer.  Create Personalized Content   Creating personalized content is a  cornerstone of conversational AI use and  implementation. Research conducted by  Epsilon has shown that 80% of customers  are more likely to complete a purchase  when companies create a personalized  experience for them. Arguably, there is  nowhere as essential to ensure your AI  reflects your brand voice as on your  company's website. Context is also a  crucial aspect of creating personalized  content. The 'voice' your AI will use needs  to reflect more than just your company's  brand voice, but also a clear  understanding of who your customer is  and what they want to accomplish.  The ability to accumulate and analyze conversational data is one of the prime advantages  of using conversational AI. Using the data gathered from previous interactions with users or  conversations conducted with live support agents, your AI can contextualize new customer  interactions. This allows it to target each interaction towards a specific customer, better  understand, and even predict what they will need.  Implementing Conversational AI on Your Website
  • 48. 47  Take Time to Test Everything  Conversational AI plugged into your website will be most closely associated with your business  in your customer's eyes versus its use on any other channel. This means that while testing is a  critical part of implementing conversational AI in general, it is particularly crucial to do so on  your website, as it directly affects your brand image.  Furthermore, when implementing conversational AI in a call center or on a pre-existing  messaging platform, there will already be an established UI/UX for your user to interact with.  Whereas, when using your website as a channel, you will have to ensure that the design  remains consistent, easy to use, and accessible to all your users. Test your layouts on  multiple devices and in different languages and on all browsers to ensure that the quality  and style remain fluid and consistent. While numerous methods for performing automated  tests exist, it is highly advisable to perform manual tests at each stage of development.  Ensure Security and Transparency  One of the challenges of implementing conversational AI onto a company website is running  the risk of customers being reluctant to take advantage of it. This may be because they are  uncomfortable communicating with an AI, distrust the security of the information they divulge,  or in some cases, your chat window may appear to be just another form of spam to your  customers. In this case, your AI will achieve the opposite of its goal, with customers doing  whatever they can to avoid interacting with it.  Well executed UI and UX can help encourage customers, even reluctant ones, to interact with  your AI. A sleek and professional design endows your conversational interface with legitimacy  and assures users that it's not a spam-related tool. Well-designed conversational flows, which  feel more human to customers, can also help remedy these issues. An AI that interacts more  humanly and is culturally sensitive, and responsive to customer communications will help your  customers feel more comfortable interacting with artificial intelligence. One of the most  effective ways to put your customers at ease around interacting with an AI is by being  transparent with them.   Implementing Conversational AI on Your Website
  • 49. 48  Manage expectations and make it clear to your customers that they are interacting with                             an AI upfront, rather than mistakenly misleading them into believing that they are dealing                             with a customer service representative.   Establish trust by educating your users on the new interface and by assuaging any  privacy-related concerns they may have. Finally, ensure that your interface meets the highest  security standards, both to protect your users' data and to ensure that it does not divulge any  sensitive information to third parties.     Implementing Conversational AI on Your Website
  • 50. 49    Implementing Conversational AI in Call  Centers  In the past, using AI to automate call centers meant customers had to interact with a  robotic voice and rigid script. AI was extremely limited in the ways it could interact  with and assist customers. Today, conversational AI is fully capable of initiating and  maintaining meaningful interactions with customers.  Modern conversational AI can successfully conduct transactions and provide customers with  the information or care they require. The evolution of conversational AI and the many benefits  that come with its implementation has led consulting firms such as Gartner to predict in 2019  that by 2021, 15% of customer service interactions conducted worldwide will be managed by  AI alone. This represents a 400% increase in AI performed interactions from 2017.  While the coronavirus pandemic has stunted the growth of many industries, it likely  contributed to AI development. With human employees limited by efforts to contain the virus,  the phenomenon of using conversational AI to conduct customer service operations became  more widespread. A more recent study revealed that 71% of IT decision-makers believe in AI's  ability to improve customer service during the pandemic, and 64% of them revealed plans to  increase investments in AI and automation for the foreseeable future.  With conversational AI recognized as an asset to customer service and call centers, it has  become a must-have component for call centers looking to keep up with the competition and  provide customers with 24/7 availability and other benefits, which can be expensive or even    Implementing Conversational AI in Call Centers
  • 51. 50  impossible without the use of AI. While the decision to implement conversational AI into your  call center may seem like a no-brainer, the process is less straightforward. Here are a few best  practices you can put in place to smooth the process of implementing conversational AI into  your call center:  Identify Which Calls the AI Is Most Suited to Deal With  Although conversational AI has evolved and can manage most simple customer interactions, it  is still recommended to have a human representative available to take over more nuanced,  sensitive requests. AI can manage transactional interactions with greater efficiency, but human  agents are more suited for dealing with emotional interactions such as customer complaints.  For analytical tasks such as finalizing product registration or changing the delivery details, AI is  less likely to make mistakes and get things done more quickly, and human agents are better  equipped to manage complex and emotionally involved tasks which require empathy.  While AI excels at tasks that require speed, consistency, and basic information retrieval,  knowing which calls the AI will not be able to handle is the first step in creating a successful  conversational AI platform for your call center. Starting your calls off with your AI allows it to  gather the customer's information, document whichever procedures it has already applied, and  pass that information on to a human agent.   Use Smart Call-Routing Techniques  Most of us are all too familiar with the frustration of waiting for hours on a customer service  hotline, only to be transferred to the wrong department. By using conversational AI's analytical  capabilities, callers can be routed to the most appropriate representative to troubleshoot their  issues, optimizing your live agents' time and your company's resources, in addition to  improving your customers' experience.  AI can also direct customers to the ideal agent to fulfill their requests by using analytical  capabilities to profile your agents. While AI's profiling capabilities are generally used to gather  data on customers, knowing the skills and specialties of your agents can make delegating  customers an easier task. Some agents may excel at managing complaints, while others are  better at assisting. By looking at the agent's sales numbers, experience, call handle time, and  other such metrics, the AI will assign customers to an agent best suited to serve them.    Implementing Conversational AI in Call Centers
  • 52. 51  Identify and Define Your Goals  While implementing conversational AI should reduce your company's costs and improve your  customer satisfaction in general, it is vital to set and define your goals for the AI during the  implementation process. Conversational AI works similarly to humans in that it learns and  should develop over time. AI should only need to be taught once before it can use a skill.  Setting defined goals gives you a benchmark to measure the success and evolution of your AI.  The goals you set for your AI may involve reducing customer effort or increasing customer  service speed.   Identify your company's pain points to help find the areas where your AI can contribute the  most and use them to guide you when setting goals for your AI. Specify your challenges and  set KPIs to showcase your conversational AI's interface value to other stakeholders in the  company. For example, if you know that your customers become frustrated and leave  when they are forced to hold for long periods of time waiting for an agent, your AI's goal  would be to cut down these wait times by an X number of minutes per call.   Work with Your IT Department  Simply inserting AI into your already running call center is a recipe for disaster. Before  deploying, make sure your conversational interface is fully integrated with your call center  apparatus. One of the first steps is ensuring your AI can recognize your callers through their  phone numbers, which will require giving it access to your CRM. Enabling the AI to access your  CRM will allow it to process all the data it necessitates to deal with customers and provide  them with a personalized experience, such as identifying details, activity history, and more.    Other datasets will need to be accessed and scraped, including information about your  company, to answer user queries and confirm transactions. To train your AI properly and ensure  it has access to all the necessary information, you will need to collaborate with your company's    Implementing Conversational AI in Call Centers
  • 53. 52  IT department from the earliest stages of the process. Ensure the IT team clearly understands  your business objectives and what components your AI will require to function efficiently in the  call center.  Ensure Your AI Has Context for Conversations  Context gathered by your conversational AI interface is essential in a call center scenario. In  addition to 'teaching' the AI how to interact with customers, human agents can also use the  data gathered to create complete customer profiles.  The historical data can reveal the customer's previous interactions with the company.  The AI will apply this data to personalize future interactions held with the customer.  Understanding the background and context of a customer's interaction allows your  conversational interface to engage more naturally, and in some cases, even anticipate requests  or questions. Context also simplifies the customer's journey by mitigating valuable time wasted  on explaining the background of a request and the reason for contacting the company. If the  query becomes too complex for the AI to manage, having the context to build a customer  profile allows the AI to redirect the customer to the right agent with all the knowledge the agent  needs to start the conversation on the right foot.    Implementing Conversational AI in Call Centers
  • 54. 53‌     Implementing‌‌ Conversational‌‌ AI‌‌ in‌   SMS/Apps‌ ‌   Using‌‌ SMS‌‌ or‌‌ messaging‌‌ applications‌‌ for‌‌ marketing‌‌ purposes‌‌ can‌‌ come‌‌ across‌‌ to‌‌   customers‌‌ as‌‌ a‌‌ tired‌‌ gimmick‌‌ or‌‌ even‌‌ annoying‌‌ spam,‌‌ but‌‌ implementing‌‌ a‌‌   conversational‌‌ AI‌‌ interface‌‌ into‌‌ your‌‌ SMS‌‌ campaigns‌‌ can‌‌ breathe‌‌ new‌‌ life‌‌ into‌‌ them.‌   Customers‌‌ can‌‌ receive‌‌ personalized‌‌ messages‌‌ and‌‌ suggestions‌‌ and‌‌ even‌‌ obtain‌‌ further‌‌   information‌‌ or‌‌ finalize‌‌ their‌‌ purchase‌‌ on‌‌ the‌‌ same‌‌ platform.‌ ‌   AI‌‌ also‌‌ empowers‌‌ you‌‌ to‌‌ review‌‌ your‌‌ campaigns'‌‌ effectiveness,‌‌ providing‌‌ you‌‌ with‌‌ valuable‌‌   analytics‌‌ such‌‌ as‌‌ the‌‌ number‌‌ of‌‌ replies,‌‌ actions,‌‌ conversions,‌‌ and‌‌ sales‌‌ completed.‌‌ Instead‌‌ of‌   taking‌‌ a‌‌ shot‌‌ in‌‌ the‌‌ dark,‌‌ you‌‌ can‌‌ develop‌‌ your‌‌ campaigns‌‌ and‌‌ A/B‌‌ test‌‌ them.‌ ‌   Other‌‌ benefits‌‌ of‌‌ implementing‌‌ conversational‌‌ AI‌‌ in‌‌ SMS‌‌ and‌‌ messaging‌‌ applications‌‌ include:‌   Customers can directly contact your company by simply replying to a received message  There is no need to redirect customers to another platform to finalize a transaction  Create customized messages based on user data to promote your product  One AI platform can communicate with multiple customers simultaneously, saving on  human labor and resources  Customers are likely to read the messages you send them and even respond. According to  areport by EZTexting, consumers are X4.5 more likely to respond to an SMS message  than to an email  Almost every customer will have access to SMS or a messaging app, which is not a  guarantee with social media platforms  Most customers are already familiar with how to use SMS and messaging apps  Implementing Conversational AI in Call Centers
  • 55. 54  These advantages can be further amplified when implemented with best practices. To achieve  the best results with conversational AI, here are the top five best practices we recommend:  Communicate Clearly with Users  SMS and most messaging apps do not include buttons, meaning that your customer will need  to reply with letters and numbers. The AI will need to communicate clearly with customers to  receive the replies it needs. To simplify this further, try to make requests which only require a  single character reply. This is easier for the AI to analyze and minimize the risks of misspellings  and grammatical errors, which may damage the interaction flow. You’ll notice this is often used  in SMS campaigns which include a call to action like “send 1 to join”, “type YES to get the  latest deal”, etc.  Collect Customer Data  This practice is particularly important when using SMS. Having the customer's phone number  gives the AI access to a goldmine of information available online, allowing you to personalize  messages and simplify interactions. Instead of asking for details in vague terms, the AI will  gather the information and only need the customer to confirm its accuracy. Beginning an  interaction in a more personal way also makes the interaction feel more natural and engaging.  Write Engaging Copy and Use Emojis (if relevant to your audience!)   When using SMS, there is no guarantee that your customer is using a smartphone. This means  it is preferable to avoid sending media such as images or videos, which may be sent out  corrupted, out of order, or not at all. The ideal way to engage your customers is by ensuring  your AI uses creative and dynamic copy. If your company generally uses a less formal tone  when engaging with customers, feel free to use emojis when appropriate, mainly when the  customer is near or has reached their goal on their digital journey. However, when using  emojis, keep in mind that some look drastically different on iOS than Android or other  operating systems, so test your campaigns out on different devices.    Implementing Conversational AI in SMS/Apps
  • 56. 55  Maintain Engagement  There is a well-known rule for driving re-engagement on Facebook: always send a user a  second message after 24 hours.  There's no "24-hour rule" for SMS, but you should still be careful to avoid spamming your  customers. Follow-up messages should be designed strategically to appeal to each specific  customer. Using conversational AI allows you to tailor these messages to suit your customer's  needs or ensure that your advertising applies to them and isn't just spam. For example,  suppose your company is running a promotion only in a specific city. In that case, AI allows you  to send the information only to customers who live in that city or who are currently staying  there based on recent location data freely available on social media.  Provide Your Customers with Added Benefits  Using conversational AI to promote your company to potential customers provides a unique  opportunity to make customers feel that they are getting more than just an advertisement. You  have the opportunity to provide customers with something that will make their interaction with  your AI feel like a positive, memorable experience. Giving customers something that adds value  for them, such as a free quote or personalized plan of action, makes them feel like they have  gained something from interacting with your company.    Implementing Conversational AI in SMS/Apps
  • 57. 56    How to Scale Conversational AI  Congratulations! With the help of this guide, you have successfully implemented  conversational AI into your company.   Expect to experience:  Higher productivity  Lower customer care costs  Personalized brand messaging  Direct contact with customers  Statistics and metrics illustrating customer engagement  Increased employee satisfaction  Better customer care  Revenue-driving conversational insights  And overall upticks in customer engagement, conversions, and satisfaction  But, don't rest on your laurels just yet. As your company grows, the scale of the conversational  AI platform you invested time, money, and effort into will need to develop and grow to match  your company's needs. Otherwise, you run the risk of having an interface that seems sloppy  and provides inconsistent customer service. Your AI should be able to "learn" and develop to  meet increasing customer demands. As it evolves, you will create more engaging experiences  and natural interactions for your customers and continue to meet their demands as your  business grows. While we have discussed various use cases for conversational AI, it is most  commonly used to improve customer service, lead to a more positive customer experience, or  improve internal communications and lead to greater efficiency of internal operations.  Supervising such a vast project and maintaining the AI to ensure it keeps pace with company  growth can present several challenges.    How to Scale Conversational AI
  • 58. 57  These are the top three most common challenges that companies attempting to scale their  conversational AI encounter:    Taking the Variety of Demands Into Account  Customers and employees will use your AI, each encountering it through different  channels and in varying formats, and both will make demands of it. Your AI will need  to adapt and produce a positive experience by meeting the demands of both. For  example, a customer may interact with the AI through SMS or chat, while your  employees will interact with it directly through the business interface. Customers are  also likely to go through various channels, make the first contact on your company's  site or via messaging app, and then dial a call center to follow up. To achieve this  kind of synergy, all moving parts must be in complete sync and updated  regularly to create a smooth customer journey.  Having your AI sync across multiple channels makes it easier for customers to feel  like their needs are understood and will be met. When a user has to explain their  issue several times on multiple platforms, it looks like the company lacks cohesion  and will make the client reluctant to trust you. The drawback of this approach is that it  demands much more scalability. The variety of demands from different sources  creates a real challenge when scaling AI, particularly for contact centers. Automating Complex Systems  The entire basis for AI is automation, both when used for customer service and  internally. Companies need to be prepared to manage a broad range of processes,  applications, and rules to automate AI across the entire company successfully. While  it may sound simple, the intricate nature of these systems can complicate this. Some  infrastructures may use a UI, while others will be more back-end-based and the same  with APIs. The diversity of these programs makes it more challenging to scale  conversational AI throughout the company. Automating each section system by  system will also cost a considerable amount of time, effort, and money. Hence, it is  critical to find a solution that can be implemented seamlessly across all  channels, covering all bases without unnecessary complications.  How to Scale Conversational AI
  • 59. 58‌   Assess‌‌ What‌‌ Needs‌‌ to‌‌ Improve‌   Organizations‌‌ often‌‌ feel‌‌ that‌‌ once‌‌ they‌‌ have‌‌ set‌‌ up‌‌ and‌‌ implemented‌‌ their‌‌ conversational‌‌ AI‌‌   interface,‌‌ it‌‌ can‌‌ be‌‌ left‌‌ to‌‌ its‌‌ own‌‌ devices‌‌ and‌‌ independently‌‌ resolve‌‌ any‌‌ issue‌‌ that‌‌ comes‌‌ its‌‌   way.‌‌ This‌‌ is‌‌ a‌‌ common‌‌ misconception,‌‌ and‌‌ AI‌‌ has‌‌ not‌‌ yet‌‌ reached‌‌ this‌‌ point‌‌ technologically.‌‌ ‌ AI‌   operating‌‌ in‌‌ contact‌‌ centers‌‌ should‌‌ still‌‌ be‌‌ monitored‌‌ for‌‌ improvement‌‌ opportunities‌‌ and‌   to‌‌ ensure‌‌ that‌‌ it's‌‌ making‌‌ a‌‌ difference‌‌ in‌‌ customer‌‌ engagement‌‌ and‌‌ conversions.‌ ‌‌ If‌‌ the‌‌   platform‌‌ isn't‌‌ improving‌‌ your‌‌ call‌‌ center,‌‌ serious‌‌ overhauls‌‌ need‌‌ to‌‌ be‌‌ made.‌‌ After‌‌ all,‌‌ why‌‌   keep‌‌ investing‌‌ precious‌‌ money‌‌ and‌‌ time‌‌ into‌‌ something‌‌ that's‌‌ not‌‌ proving‌‌ ROI?‌ ‌   Every‌‌ step‌‌ of‌‌ the‌‌ customer's‌‌ journey‌‌ should‌‌ be‌‌ carefully‌‌ scrutinized‌‌ to‌‌ determine‌‌ areas‌‌ for‌‌   improvement‌‌ and‌‌ growth.‌‌ Enterprises‌‌ should‌‌ take‌‌ full‌‌ advantage‌‌ of‌‌ conversational‌‌ AI's‌‌   analytics‌‌ and‌‌ conversational‌‌ insights‌‌ to‌‌ classify‌‌ and‌‌ alleviate‌‌ detrimental‌‌ pain‌‌ points‌‌ to‌ ‌   their‌‌ customers'‌‌ digital‌‌ journeys.‌ ‌   Lack‌‌ of‌‌ Data‌ ‌   Most‌‌ companies‌‌ struggle‌‌ to‌‌ grasp‌‌ the‌‌ sheer‌‌ volume‌‌ of‌‌ ‌ data‌‌ required‌‌ to‌‌ maintain‌‌   intent-based‌‌ or‌‌ machine‌‌ learning-based‌‌ conversational‌‌ AI‌ ‌‌ and‌‌ downplay‌‌ the‌‌ time‌‌ and‌   effort‌‌ needed‌‌ to‌‌ gather‌‌ this‌‌ data.‌‌ When‌‌ beginning‌‌ to‌‌ scale‌‌ your‌‌ AI,‌‌ data‌‌ becomes‌‌ an‌‌   even‌‌ more‌‌ crucial‌‌ component.‌‌ Companies‌‌ must‌‌ ensure‌‌ that‌‌ the‌‌ information‌‌ they‌‌ have‌   collected‌‌ is‌‌ appropriately‌‌ stored‌‌ in‌‌ datasets‌‌ which‌‌ the‌‌ AI‌‌ can‌‌ access‌‌ and‌‌ that‌‌ data‌‌   definitions‌‌ and‌‌ management‌‌ are‌‌ standardized.‌‌ Manually‌‌ curating‌‌ such‌‌ vast‌‌ quantities‌‌   of‌‌ data‌‌ is‌‌ practically‌‌ impossible.‌‌ ‌ To‌‌ scale‌‌ these‌‌ platforms,‌‌ the‌‌ amount‌‌ of‌‌ data‌‌   must‌‌ increase‌‌ both‌‌ in‌‌ quantity‌‌ and‌‌ complexity.‌ ‌   How to Scale Conversational AI
  • 60. 59  Scaling Conversational AI with the  World’s First Adaptive Communications  Platform  These challenges may seem impossible if no obvious solution presents itself. There is,  however, an easier way to scale conversational AI. Hyro's Adaptive Communications Platform,  powered by a uniquely hybrid computational linguistics and knowledge graphs approach to  Natural Language Understanding (NLU), is the only conversational interface on the market that  does not demand complex, expensive, and tasking implementation and deployment, and can  be fully operational in a matter of hours, not days across any and all of your digital channels.  As Hyro's Adaptive Communications Platform automatically scrapes and ingests continuously  updated information from sources such as websites, databases, APIS, and CSVs, its capacity  to scale and adapt to your company's growth is limitless.     How to Scale Conversational AI
  • 61. 60  To learn more about implementing conversational AI within your organization painlessly and  effortlessly, book a free consultation with one of our experts, schedule a demo, and see Hyro's  Adaptive Communications Platform in action.   About Hyro  Hyro is the world’s first Adaptive Communications Platform. Featuring plug & play  conversational AI and natural language automation, Hyro empowers enterprises to flex their  processes and messaging across their most valuable platforms, services, and  channels—including contact centers, chat solutions, SMS, and more. Say goodbye to rigid  chatbots and voice assistants running on intent-based flows that constantly break. With the  adaptive advantage for enterprise, Hyro is ushering in a new age of conversational  technologies that are quick to deploy, easy to maintain and simple to scale—conserving vital  resources while generating better conversations, more conversions, and revenue-driving  insights.    How to Scale Conversational AI