Contact Center Automation: Tools and Trends for the Decade Ahead

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As we look at 2023 and beyond, the implementation of contact center automation is accelerating, so it is essential for companies to implement best practices, or risk falling behind the competition.

Technological advances in robotic process automation (RPA), AI, and machine learning (ML) are literally changing the face of customer care. However, just because you can automate something in the contact center doesn’t mean you should. To know which tasks to turn over to artificial intelligence and a machine is a challenge.

In this article, we explain the most important approach to successful contact center automation, outline some of the main types of contact center automation tools being implemented in contact centers, and discuss the benefits of an optimized balance between humans and AI in your CX automation approach. At the end of the article, we also include a series of downloadable cheat sheets, which take a lighthearted look at the pros and cons of different contact center automation tools.

Intelligent automation in the contact center and call center

In our experience, the most important contact center automation best practice is to balance core service goals and KPIs with automation to continually improve customer experiences and operational efficiency. To optimize omnichannel services for your customers and employees, you must know when to utilize interaction from human agents and when to deploy AI powered virtual assistants and automation processes. Finding this perfect balance in your contact center automation approach is what we call “Thoughtful Automation.”

Intelligent automation in the contact center serves several purposes beyond just cost containment. For example, the most commonly discussed application is to automate simple, time consuming. repetitive tasks. This helps reduce overall handle time and allows contact center agents to be available for more complex customer centric interactions. But that is just the start of where automation can improve your contact center operations. Automation can be used behind the scenes to assist associates, helping them make better, quicker decisions. It can also be used to scale up digital service knowledge capture, codification, and application, and to enhance customer service quality over the long term.

Overall, these are the most common contact center automation trends:

1. Chatbots and active listening such as natural language processing (NLP) and natural language understanding (NLU) fuel natural language generation (NLG) and conversational UI tool via chatbots or voice assistants during customer interactions.

2. Robotic process automation (RPA) replaces tier 0 and other simple interactions that are task-oriented and programmable. Rather than deploying individual bots for each task, a digital worker factory model trains a single intelligent virtual agent (IVA) to handle multiple use cases, and integrate that IVA into multiple channels for a single, consistent, omnichannel experience.

3. Statistical machine learning continuously improves systems by using algorithms to mine interaction data to identify patterns in associate activity, resolutions, and customer feedback from each interaction. Operations can become faster, more efficient, and more effective the longer ML is in place doing tasks.

4. Deep learning neural networks take machine learning to the next level by continually learning and drawing conclusions in ways that mimic the human brain. They are starting to be employed in the contact center to classify, learn from, and improve conversations with consumers, but also with associates and the systems they work with.

Examples of effective contact center automation implementations

All of the above contact center automation tools provide strengths and weaknesses to enhance customer experience, employee experience, and contact center operations. By embracing what automation does well, while also recognizing its limitations, the perfect balance of human and AI can be established in the contact center. It is a closed loop system in which humans help AI to help humans, as automation tools bridge the manual, human-intensive gap with AI-enhanced systems of intelligence.

By thinking of how contact centers operate, numerous opportunities for thoughtful contact center and call center automation emerge. Customer engagement occurs over many channels—voice, web, mobile, chat, social, and in-person. They are looking for resolution of issues, and provide customer information to the company in the form of speech, text, video, or social data. Associates interact with customers in these channels, using internal systems of record to get information to resolve issues, such as CRM, ERP, knowledgebase, billing, etc. The human associate must work manually within the systems to find what they need, then communicate back to customers.

Below are three specific examples of effective contact center and CX automation that balance the best of what humans and AI have to offer.

Customer assist: Automatically connects customers to the systems of record via chatbots and voice assistants in whatever engagement channel customers use. It removes communication channel barriers, speeds up resolution, and eliminates the manual associate responsibility to resolve issues. It uses automated intelligence so customers can act autonomously, self-serve, and interact directly with the internal systems without human intervention.

For your contact center operations, this can be beneficial by deflecting lower value Tier 0 and Tier 1 interactions, while also delivering 24/7 customer support at scale. At the same time, the faster resolution times chatbots can accomplish for less complex issues can help improve overall contact center KPIs such as average handle and customer satisfaction ratings.

Machine learning automation models: Expert associates train the AI about what interactions are best to automate and what to keep under human control. This leverages the institutional knowledge of the contact center staff to augment services in new, innovative ways, whilst maintaining the quality and tone of traditional interactions. Employees are needed to help the AI learn, reason, and optimize different types of customer interactions.

In the competitive contact center space, employees are a company’s differentiator. They are brand ambassadors and often have the “secret sauce” of what makes a customer interaction successful. It could be a certain inflection, phrasing, or cadence, or knowing when to push and when to pull back. These are all insights that human associates can help teach the AI systems to be more thoughtful.

Associate assist: Use automation and AI behind the scenes to help associates. Connect them with the information in the systems of record more quickly and effectively. They can interpret information and data accessed in real time and scale to help customers resolve issues. The intelligence can serve associates the right customer data and information at the right time. Fast, flexible, and scalable robotic process automation (RPA) and robotic desktop automation (RDA) solutions can also help optimize contact center processes by streamlining manual and time consuming tasks, and reduce costs caused by human error when entering data.

This thoughtful automation approach in the contact center marries human intuition, creativity, and empathy with a computer’s brute-force ability to remember and calculate a staggering number of options and outcomes. As a result, contact center agents can focus on helping customers with more complex problems and those that will have the most impact on increasing customer satisfaction.

Benefits of contact center automation

Adding automated interactions to the contact center provides a number of benefits. It redefines the nature of service value creation at speed and scale. Automation can be turned on when it’s needed, and turned off when it’s not. Surge events or unexpected issues can be more easily managed with a layer of automation and AI available within your call center software.

AI also reshapes the transformation of customer experiences and establishes new service models. The stress on employees is reduced, and they can focus their attention on more customer centric issues. With the infrastructure in place, new channels can be added and new ways to increase customer relationships can be considered. The knowledgebase is continuously updated, keeping employees up to date on common customer queries and how best to resolve issues.

Machine learning and AI can help firms identify patterns in interactions or analytics more easily than humans, for example, giving companies the ability to predict and develop proactive outreach based on service issues customers may not even be aware of. And advanced root cause analysis can lead to new products and services, or uncover opportunities to pursue new markets with enhanced service features, functions, and performance. The automation transformation in the contact center also increases the demand to recruit, transition, and retool the service workforce with a focus of augmenting human work with smart machines that eliminate repetitive tasks through automation.

And perhaps one of the most transformational benefits of call center automation software is that it can change what success looks like in call centers and contact centers. Instead of focusing only on operational KPIs such as average handle time and calls per hours, your team can focus more on the complete customer journey and outcome-based metrics like customer satisfaction, first contact resolution, and NPS. For example, in an automated call center that is optimized to have bots handle some of the operations, there is no need to measure success on how “hard” the bot worked or how many interactions it facilitated. Instead, the focus can be put on how well the customer issues were resolved.

The contact center is swiftly moving from a cost center to a channel of strategic customer engagement. Brand ambassadors are replacing “agents” to resolve issues and represent the brand promise in meaningful service interactions.

Intelligent automation applies the best of both humans and technology to develop and improve interactions for enterprises at scale. It combines the emotion and empathy that people possess with the speed and accuracy of digital tools. The result is a contact center designed to operate quickly, accurately, and to enable the fantastic customer experiences and employee satisfaction that had previously been out of reach.

Learn more about our contact center automation best practices

We hope you enjoyed this article outlining some of the best practices for contact center automation. So how can you implement intelligent automation and call center automation solutions? As one of the leading call center automation companies, our experts have created numerous resources to help you accelerate your digital transformation with automation:

Read more best practices in our contact center automation trends report, Top Customer Service AI and Automation Trends, and learn about three specific types of automation in our blog post BPA vs. RPA vs. RDA, Oh My!.

To explore the pros and cons of specific contact center automation tools in more detail, we've also created a series of cheat sheets, which take a lighthearted look a different aspects of contact center automation.

3 Strategies for Avoiding Bot Failures in Your Contact Center: learn best practices for training AI and implementing chatbots before letting them interact with customers as well as the single most important aspect of successful chatbot implementations.

How to deliver epic customer experience with today’s behind the scenes bots: learn best practices on how virtual associates and conversational AI can augment call center agents in the contact center to help reduce costs and improve handling times.

6 Tips to Prevent Customers From Saying “Agent” on Repeat: learn how to leverage next-gen Interactive Voice Response (IVR) technology to make your call automation software more effective in handling customer phone calls. And in our IVR Best Practices blog post, we look at how a well designed interactive voice response system can help lower wait times, improve call routing, and enhance customer experiences.

5 Reasons Why Fancy Automation Tools Don’t Automatically Improve CX: learn why entering the ‘Race to CX Automation’ by making big investments in call center automation technology — with big dreams of winning over customers easier and faster, is not enough. It takes more than fancy call center automation tools to reach a contact center’s final CX automation destination.

How to Convert a Crazy Knowledge Base into an Ordered Information Hub: our 3-step guide will help you improve automated services and human processes to empower agents with the right knowledge quickly and efficiently.

How the AI-powered “customer” is completely changing learning and development: see how the traditional call center training environment is dull, disengaged, and relies on text-heavy practices that don’t match preferred learning methods, and how automation can take your contact center training program to the next level with ai-simulated learning.



The contact center of the future is closer than you think. Learn more in this fun video, as well as our article on omnichannel orchestration and digital transformation best practices. And be sure to explore how contact center outsourcing can help your brand accelerate digital transformation, improve customer experience, and reduce costs.