Curso · 7 capítulos
Customer Experience at AI Speed
The AI playbook for customer experience teams — ticket triage, reply drafting, knowledge base generation, voice of customer analysis, and the ethical anchor on deflection
Lo que sabrás hacer
- A 12-minute orientation across the six-course AI-for-CX chapter — the four-layer operational ladder (triage → reply → knowledge base → voice of customer), the ethical anchor that decides when to stop deflecting, and the coding-lite branch for teams ready to build their own small tools. Pick your starting point by the pain you're feeling this Tuesday morning.
- Build the AI triage layer that sits at the front of every CX queue — define a 5-8 category taxonomy, let AI classify with a confidence score, auto-route the easy 70% on high confidence, hold the borderline cases in a review queue, and stack priority by sentiment + SLA + customer tier so a frustrated VIP never sits behind a how-to question.
- Draft AI-assisted CX replies that sound like your brand and hold up in the moments that matter — a 4-preset tone library (professional, friendly, concise, empathetic), the 5-step de-escalation sequence (acknowledge, empathize, own, action, check-in), the translation discipline that protects apologies in languages no one on the team speaks, and the three-tier human-review matrix that draws the line between what AI ships alone, what humans edit, and what humans write from scratch.
- Build a knowledge base from your real tickets, write articles customers can find and use, route every AI-drafted article through a human SME before publish, and run the maintenance cadence that stops the KB rotting once a quarter — with the metric that replaces deflection so you can tell self-service success from a customer trapped in a loop.
- Turn five thousand conversations into a dozen themes — the AI pipeline that extracts aggregate signal from tickets, reviews, surveys, and social mentions, the granular sentiment taxonomy that triggers different operational responses, the churn-phrase watchlist that flags accounts before the cancellation request lands, the four-stakeholder distribution that gets the signal out of CX and into Product, Marketing, and Sales — and the min-five-examples-cited verification habit that stops AI from inventing plausible-sounding themes from noise.
- The ethical anchor of the AI-for-CX stack — name the three-stakeholder trap (company / customer / CX team) that high-deflection-rate KPIs hide, separate the deflection that earns its place (FAQs, password resets, intent-matches-bot) from the deflection that quietly burns the customer relationship (complex, frustrated, edge-case, high-stakes), monitor the six escalation signals that mean stop deflecting right now (repeated question, sentiment drop, explicit 'talk to a human' request — always escalate, no friction), replace the cold blame-shifting give-up reply with a warm context-transfer that names the next step, and give CX leaders the leadership-facing language that pushes back when the dashboard says 'higher deflection is good' but the customer relationship is eroding underneath — including the paired metric (deflection rate AND 7-day return rate) that the bot platforms don't ship by default.
Qué incluye
- 1AI for CX: Start Here
A 12-minute orientation across the six-course AI-for-CX chapter — the four-layer operational ladder (triage → reply → knowledge base → voice of customer), the ethical anchor that decides when to stop deflecting, and the coding-lite branch for teams ready to build their own small tools. Pick your starting point by the pain you're feeling this Tuesday morning.
- 2Ticket Triage & Smart Routing
Build the AI triage layer that sits at the front of every CX queue — define a 5-8 category taxonomy, let AI classify with a confidence score, auto-route the easy 70% on high confidence, hold the borderline cases in a review queue, and stack priority by sentiment + SLA + customer tier so a frustrated VIP never sits behind a how-to question.
- 3Reply Drafting with the Right Tone
Draft AI-assisted CX replies that sound like your brand and hold up in the moments that matter — a 4-preset tone library (professional, friendly, concise, empathetic), the 5-step de-escalation sequence (acknowledge, empathize, own, action, check-in), the translation discipline that protects apologies in languages no one on the team speaks, and the three-tier human-review matrix that draws the line between what AI ships alone, what humans edit, and what humans write from scratch.
- 4Self-Service & Knowledge Base Generation
Build a knowledge base from your real tickets, write articles customers can find and use, route every AI-drafted article through a human SME before publish, and run the maintenance cadence that stops the KB rotting once a quarter — with the metric that replaces deflection so you can tell self-service success from a customer trapped in a loop.
- 5Voice of Customer & Trend Analysis
Turn five thousand conversations into a dozen themes — the AI pipeline that extracts aggregate signal from tickets, reviews, surveys, and social mentions, the granular sentiment taxonomy that triggers different operational responses, the churn-phrase watchlist that flags accounts before the cancellation request lands, the four-stakeholder distribution that gets the signal out of CX and into Product, Marketing, and Sales — and the min-five-examples-cited verification habit that stops AI from inventing plausible-sounding themes from noise.
- 6When to Stop Deflecting
The ethical anchor of the AI-for-CX stack — name the three-stakeholder trap (company / customer / CX team) that high-deflection-rate KPIs hide, separate the deflection that earns its place (FAQs, password resets, intent-matches-bot) from the deflection that quietly burns the customer relationship (complex, frustrated, edge-case, high-stakes), monitor the six escalation signals that mean stop deflecting right now (repeated question, sentiment drop, explicit 'talk to a human' request — always escalate, no friction), replace the cold blame-shifting give-up reply with a warm context-transfer that names the next step, and give CX leaders the leadership-facing language that pushes back when the dashboard says 'higher deflection is good' but the customer relationship is eroding underneath — including the paired metric (deflection rate AND 7-day return rate) that the bot platforms don't ship by default.
- 7Coding-Lite for CX (Recursive Tools)
Build three small CX tools that get smarter from their own usage data — a self-updating FAQ system, a self-learning template factory, and a continuous sentiment monitor. The doctrine across all three: every tool ingests real data, processes it, runs a feedback loop on its own output quality, surfaces drafts for human approval (never auto-acts), and runs on a digest cadence. Closes with how the same five-component lens applies to the AI platforms you'll buy, not build.
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