Using automation is crucial for delivering exceptional customer experiences. In this article, we will explore the various automated business products that can significantly impact your customer experience. Whether you’re a customer ops expert or a customer service leader, this guide will provide you with the information you need to build a compelling business case for AI and automation. Get ready to discover where to invest and save and how these products can revolutionize your customer experience.
What automated business products actually help your customer experience
When improving your customer experience, choosing the right automated business products is critical. Investing in the right tools can streamline your operations, personalize interactions, and enhance customer satisfaction. Let’s take a closer look at some essential automated business products that can significantly impact your customer experience.
Your CRM system

Your Customer Relationship Management (CRM) system is vital in managing customer data and interactions. Telus International found that 65% of customers expect at least a part of their customer journey to be automated. The same study found that every generation is behind AI. Gen Z (46%), Gen X (53%), and even Baby Boomers (60%) say real-time help, powered by AI, has the most positive impact on how they view a brand and is most likely to grow their loyalty. What’s more, 72% of Millennials are likely to make repeat purchases, and 71% are likely to recommend a brand if it uses AI to improve their CX. With an automated CRM system, you can unlock numerous benefits directly impacting your customer experience. These benefits include:
- Automated Customer Data Management: An automated CRM system enables you to collect, organize, and analyze customer data efficiently. With centralized and up-to-date customer information, you can deliver personalized experiences and tailor your interactions to meet individual needs.
- Personalized Interactions: By using the power of automation, your CRM system can segment customers based on their preferences, purchase history, and behavior. This allows you to deliver targeted marketing campaigns, personalized recommendations, and timely customer communications, fostering deeper engagement and loyalty.
Examples of CRM platforms that excel in improving customer experience include Salesforce, HubSpot, and Zoho CRM. These platforms offer a range of features and integrations that enhance customer relationship management and elevate the overall customer experience.
Building out your helpdesk and ticketing system
Efficient issue resolution is crucial for providing exceptional customer support. Investing in an automated helpdesk and ticketing system can significantly enhance your response times and customer satisfaction. Here’s how:
- Automation Features: Helpdesk and ticketing systems have automation features such as ticket routing and escalation. These features ensure customer inquiries are directed to the right teams or agents, reducing response times and improving resolution.
- Enhanced Response Times: Automated systems enable you to streamline your support processes, ensuring that customer queries are handled promptly and efficiently. You can exceed customer expectations and deliver a seamless support experience with quicker response times.
Exploring helpdesk and ticketing solutions such as Zendesk, Freshdesk, or Jira Service Management can empower your customer support team to provide fast and practical assistance, ultimately enhancing the overall customer experience.
Using live chat and AI chatbots
Real-time customer support has become increasingly important with the rapid development of new software tools. You can deliver instant approval and improve customer satisfaction by incorporating live chat and AI chatbots into your customer service strategy. Here’s how these automated solutions can benefit your customer experience.

- Automated Chat Interactions: Live chat and AI chatbots enable you to offer real-time assistance to your customers 24/7. These solutions can handle common inquiries, provide instant responses, and escalate complex issues to human agents when necessary. Automated chat interactions ensure customers receive timely support, leading to higher satisfaction levels.
- Instant Responses to Customer Inquiries: With AI-powered chatbots, you can respond instantly to frequently asked questions, allowing customers to find answers quickly and efficiently. This reduces customer wait times and creates a positive experience.
Examples of successful implementation of live chat and chatbot solutions include Intercom, Drift, and Chatfuel. These platforms offer intuitive interfaces, advanced automation capabilities, and seamless integration options, enabling you to deliver exceptional customer support and drive customer satisfaction.
Adding a self-service knowledge base

Empowering customers to find answers and solutions independently can significantly enhance their experience. An automated self-service knowledge base provides a centralized repository of information, allowing customers to access relevant resources at their convenience. Here’s why a self-service knowledge base can make a difference in your customer experience:
- Searchable Knowledge Articles: A self-service knowledge base offers a vast library of searchable articles, FAQs, and troubleshooting guides. Customers can quickly find the information they need, empowering them to resolve issues independently and saving time for customers and support agents.
- Interactive Guides for Self-Resolution: Some knowledge base platforms provide interactive guides or tutorials to walk customers through specific processes or tasks. These interactive resources simplify complex procedures, making it easier for customers to achieve their desired outcomes.
Knowledge-based platforms such as Helpjuice, Document360, and Confluence are renowned for their user-friendly interfaces, robust search functionalities, and intuitive content creation capabilities. Implementing a self-service knowledge base can elevate your customer experience by enabling self-resolution and fostering customer empowerment.
Collecting feedback and survey automation
To continuously improve your customer experience, gathering customer feedback is essential. Automated feedback and survey systems streamline data collection, analysis, and response management. Here’s why they are vital for your customer experience strategy:
- Importance of Automated Feedback and Survey Systems: Automated feedback and survey systems allow you to gather valuable insights about customers’ experiences, preferences, and pain points. Collecting feedback systematically will enable you to identify improvement areas and proactively enhance your offerings.
- Features for Streamlined Data Collection and Analysis: These systems offer automated survey distribution, data aggregation, and real-time analytics. By automating these processes, you can save time and effort while gaining valuable insights to drive data-informed decision-making.
Implementing feedback and survey automation tools like SurveyMonkey, Typeform, or Qualtrics can help you gather actionable feedback, measure customer satisfaction, and drive continuous improvements in your customer experience.

Investing in the right automated business products can profoundly impact your customer experience. You can create a seamless and personalized customer journey by using CRM systems, building out your helpdesk and ticketing system, using live chat and AI chatbots, implementing self-service knowledge bases, and automating feedback and survey processes.
These products enhance efficiency, enable real-time support, empower customers, and provide valuable insights for continuous improvement. As a customer ops expert or a customer service leader, you now have the knowledge and resources to build a compelling business case for AI and automation. So, choose the right automated business products, transform your customer experience, and drive sustainable business success.
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