The CX Leader’s AI & Automation Toolkit
This comprehensive collection of templates and practical guides will help CX leaders make the most of customer service automation with AI. If you’re starting from scratch with no automation in place at all, use this toolkit as a foundation. If you already have an automation platform and want to start introducing generative AI, use it as a guide to optimize your strategy and roadmap.
Included in the toolkit are job descriptions for bot builder, bot manager and customer service automation lead, organizational chart suggestions, and a checklist for preparing your customer service organization for generative AI.
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