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AI-Driven CX Playbook
Discover the essentials needed to shape your CX strategy with AI
Match customers with the best service hero to help based on their unique history, situation, or needs to ensure the person on your team best-equipped is assigned to the job.
Route the customer by their status and current sentiment, like a VIP or upset customer who might require special attention.
Route the customer by the context of their situation and the overall urgency of the request, like a flight cancelation or an abandoned cart.
Route the customer to the agent with the best set of skills and knowledge to help, like a billing expert or a Spanish speaking hero.
Connect customers to the right hero at the right time.
Set the number of customers a service hero can assist at any given time across all real-time messaging channels to ensure customers get the attention they deserve.
Create a one-to-one relationship between a customer and a service hero. A customer automatically gets routed to their dedicated hero first, no matter what channel they use - from phone to email to text and chat.
Service heroes will automatically get pushed the most important message or call until they reach standard messaging capacity.
Set your own thresholds on when to transfer customers to a new service hero or inbox to prevent customers from falling through the cracks.
Every conversation— regardless of channel— is in a single view under a customer profile, creating a complete timeline of activity with your brand regardless of where a customer is routed.
When a situation changes, a customer’s issue might best be resolved using a different channel. Customers can switch channels mid conversation without getting routed to a new service hero or losing the thread.
With Gladly Payments, you can accept customer payments through messaging channels, keeping customers where they are to make sales.
Eliminate the constraints of omnichannel communication. Gladly looks, feels, and works as one continuous conversation stream with every channel built-in, improving productivity, reducing tech stack costs, and increasing customer satisfaction.
Gladly optimizes generative AI and customer service agents to ensure you deliver exceptional support experiences.