“Enabling customers to resolve their issues in self-service is ideal, but if it fails, it’s far better to help customers switch to assisted service than to let them give up entirely,” Rendelman said. “Many younger customers won’t make that switch on their own, so service leaders should look for ways to promote the switch for key issue types.”
To start, it should be easy for your end-users to submit a ticket for their issue if they can’t resolve it on their own. You can do this by using easily accessible dynamic forms on your portal that can kick off automated workflows and get routed to the proper place automatically for resolution.
Secondly, you can invest in a conversational AI chatbot for your self-service portal to provide additional assistance to your customers, employees and any other end-users. Unlike traditional chatbots that rely on pre-set responses, conversational AI chatbots utilize natural language processing and understand intent. While they do need to be trained, with conversational AI you can facilitate more complex conversations and resolve issues through actions vs. the traditional chatbot’s question/answer limited dialog path. You can also set these conversational AI chatbots up to failover to live chat when necessary.
Conversational AI especially benefits service management teams when paired with enterprise integration and automation. This combination can elevate chat from a glorified knowledge base search engine into an automated, action-centered channel to field requests.
So, what does this look like?
Let’s say you have an employee who comes to your portal because they are having issues finding information about how much PTO they have. With conversational AI chat on the portal, they can start to resolve their problem by asking the chatbot how much paid time off (PTO) they have left for the year. A traditional chatbot may not be able to answer that, instead offering a link to the employee knowledge base article about how much PTO each employee gets annually. Not only is this not helpful, but it wastes the time of the employee trying to solve their problem through self-service.
But with a conversational AI chatbot tied to a well-connected integration and automation layer, the chatbot can personalize the response leveraging Single Sign-On, and then access the employee’s data from another application to deliver an accurate, fast response.
In this case, the response may say, “Currently, you have 12 days of PTO left this year.” It might even follow up with a question like, “Do you want to know how many of these days will roll over next year?” or, “Would you like to request time off?” If the end-user response is to request time off, the solution would present a form for the request to be entered and then that data gets passed back to the PTO tracking platform and submitted.
Adapting to the changing service preferences of Gen Z and millennials is not just an option, but a necessity for IT organizations. By embracing self-service and integrating it seamlessly with assisted service through conversational AI chat, businesses can enhance both customer and employee satisfaction and loyalty. Furthermore, empowering your IT service desk employees with insights from self-service channels can drastically improve their efficiency and effectiveness.
Looking for examples of stellar self-service portals? Check these out.