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How real-time agent guidance enhances customer experience


The Team at CallMiner

November 24, 2023

Real-time agent guidance CX
Real-time agent guidance CX

Real-time guidance has become a driving force behind superior customer experience. When customers interact with a company, whether that’s via chat or phone, they expect to have their questions and concerns addressed quickly and effectively. Real-time guidance allows customer service agents to optimize the time they spend with customers by offering immediate suggestions to improve a conversation, while it’s still in progress.

The Power of Real-time Conversation Analytics and Agent Guidance whitepaper
The Power of Real-Time Conversation Analytics and Agent Guidance
Learn how conversation analytics can deliver real-time guidance
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What is real-time agent guidance?

Real-time guidance uses artificial intelligence (AI) and machine learning (ML) to monitor conversations, most often between customers and customer service agents in the contact center. Based on pre-determined parameters, such as scripting compliance, customer statements or competitive mentions, real-time alerts can help agents more effectively navigate through customer interactions. The right tools also enable supervisors to monitor agent performance, empowering them support agents through conversations, such as escalations, as needed.

How real-time agent guidance works

Computer-based real-time guidance uses AI and conversation intelligence to detect the tone of a conversation and help steer it in the right direction. Customers are usually alerted that their call may be recorded, but the actual real-time guidance process happens behind the scenes.

As a conversation intelligence platform identifies emotions and sentiments from a customer, real-time guidance delivers immediate alerts to an agent with key insights into what they can do to improve the conversation and the outcome. Sometimes, that means finding the right part of the conversation to upsell. Other times, it might be escalating the call to a supervisor to help correct a problem.

Supervisors can also play an active role in real-time guidance to monitor agent performance for training and onboarding purposes.

Using real-time guidance tools, a supervisor can listen in on conversations to determine whether an agent remains professional, adheres to a script, and genuinely tries to help a customer. The supervisor can deliver real-time guidance via pop-up messages or a chat screen to the agent as needed.

Key features of real-time agent guidance

Real-time agent guidance customer experience CallMiner RealTime

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Conversation intelligence platforms like CallMiner include the following in real-time guidance software to enhance customer experiences and agent performance.

  • Live insights: Real-time guidance provides immediate suggestions to agents to navigate customer conversations. Whether the platform detects an opportunity to suggest a product or identifies that an agent has veered too far from their script, the real-time guidance platform sends notifications directly to the agent, helping them take advantage of key points in a conversation.
  • Agent performance optimization: Real-time guidance sends consistent and instantaneous alerts and insights to supervisors about their agents’ performance. Supervisors can look at collected data whenever they’d like, or they can watch alerts in real time to gather insight to assist with training and onboarding.
  • Live listening: In addition to reading data gathered during a conversation in real-time, supervisors can listen in on conversations to oversee agent performance and customer satisfaction. If necessary, a supervisor can provide their own guidance to an agent or take over the conversation themselves.
  • Call for assistance: With sophisticated calling systems, agents can request the help of a supervisor when they need to based on the real-time guidance they receive. Usually, this happens with the press of a button, allowing a supervisor to take over and assist the customer quickly.
  • Categorical alerts: Real-time guidance systems typically categorize their alerts to help contact centers pinpoint key areas of improvement. For example, alerts might be sorted into upselling opportunities, agent performance, or customer tone so that supervisors can find the information they need for training.
  • Automatic redaction: Although alerts happen in real time, they still need to be compliant. Top real-time guidance software automatically redacts sensitive customer information, preventing it from being shown in an alert or conversation transcripts.

Improving customer experience with CallMiner’s real-time guidance

CallMiner’s real-time agent guidance product, RealTime, is part of the larger conversation intelligence platform. With must-have features like Live Listen, Live Insights, and Agent Call for Help, agents can get the immediate assistance they need to meet their customers’ needs.

Request a demo today to learn how CallMiner’s real-time agent guidance can work for your company.

Frequently asked questions

What is an example of real-time guidance?

Imagine a potential customer calling a credit card company about a promotion she received in her email for a new credit card. She wants to know how she can find out more details about the card, like any annual fees or late fees it has.

Real-time guidance can pick up specific words and phrases the customer might say, like credit card email or email promotion, to pull up information about that particular promotion for the agent. Now, the agent has the information the customer needs, allowing him to address her questions quickly.

Real-time guidance continues to work through the conversation, pulling additional details as needed, like the website address the customer can visit to apply for the card.

How can real-time guidance improve agent performance?

Supervisors can listen in on conversations and provide real-time guidance to agents as they help customers. Real-time guidance also sends alerts to both agents and supervisors when the system identifies areas of improvement, allowing agents to learn as they go and supervisors to learn what skills to focus on in training and onboarding.

What are some benefits of real-time guidance?

Real-time guidance can turn conversations from negative to positive on the spot. Because alerts happen quickly, agents can immediately address customer concerns and questions while delivering necessary information.

Supervisors can also use information gathered by real-time guidance technology to improve agent performance through training, onboarding, and active live guidance.

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