CHAPTER 5The Process – A Step-by-Step Guide

What we'll share in this chapter:

  • How can your company migrate from a communications platform that was designed to power phone-first customer service, to a platform that powers a digital-first experience?
  • What are the essential elements you will need in order to engineer seamless shifts back-and-forth between virtual assistance and live assistance – across all communication modes?
  • How should you design the Digital Customer Service “journeys” you want to create for your customers to maximize their future loyalty?
  • What metrics will help you know if you're moving in the right direction – for the mutual benefit of your company, your customers and your employees?
Cartoon illustration of Digital customer service and DCS in two racks.

PUT IT ON THE SCREEN

The key to getting as far away from off-screen phone calls as you can get, is to discover how to fulfill almost all service interactions in the on-screen environment – including issues that are best served through a verbal discussion with an agent. Again, this hasn't been possible or practical until recently.

The transformation from a phone-first model to a digital-first model requires service and digital leaders to rethink the process of how customers complete tasks and resolve ...

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