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Tactful AI
Industry Report2 min readJune 2024

13 Takeaways on Forrester Report: Generative AI is The Catalyst for Change in The Contact Center

Key takeaways from Forrester's report on how generative AI is transforming contact centers, covering knowledge management, agent workspaces, metrics revision, tech provider selection, pricing models, and AI-first strategy development.

13 Takeaways on Forrester Report: Generative AI is The Catalyst for Change in The Contact Center
Industry Report
1
Fix foundations
Knowledge management, agent workspaces, training, metrics, workflows.
2
Adapt to tech evolution
Right providers, build vs buy, flexible integrations, new pricing.
3
Prepare for AI-first
Structured summaries, comprehensive AI strategy, data infrastructure.

Introduction

Forrester's report titled "Generative AI is the catalyst for change in the contact center" examines how generative AI (Gen AI) is reshaping contact center operations. The report presents this technology not as a fleeting trend but as a transformative force that will fundamentally alter customer interactions and business operations. Contact center leaders must understand these shifts to maintain competitive advantage.

Section 1: Fixing Old Problems with New Technology

The emergence of Gen AI has revealed that many contact centers have fallen behind technologically and operationally. This presents an opportunity to address longstanding issues:

Improving Knowledge Management

Knowledge management has been historically neglected in many contact centers. Gen AI can enhance this by making information more accessible and actionable, rapidly converting extensive datasets into useful insights. This capability directly supports improved customer service delivery.

Upgrading Agent Workspaces

Outdated workspaces continue to impede agent productivity in numerous contact centers. Next-generation workspaces powered by Gen AI will deliver more relevant information and automate routine tasks, enabling agents to work more efficiently.

Training Agents in New Skills

As AI assumes routine tasks, agents must develop strong emotional intelligence and learn to collaborate effectively with AI systems. Training programs should balance technical skill development with soft skills preparation.

Revising Metrics

Traditional metrics such as Average Handling Time (AHT) are becoming obsolete. Modern analytics should comprehensively assess both human agent and AI performance, providing a more accurate operational picture.

Understanding Agent Workflows

While Gen AI can summarize interactions, it often overlooks the nuances of agent activities. Workflow tracking tools help identify improvement opportunities and optimize automation implementation.

Section 2: Adapting to Changing Technology

Contact center technology is evolving rapidly due to Gen AI and related advancements. Leaders should adapt by:

Choosing the Right Tech Providers

The technology environment has become increasingly complex with overlapping software categories. Decision-makers should prioritize organizational objectives when selecting vendors and ensure compatibility with existing systems.

Deciding to Build or Buy Technology

The build-versus-buy decision is shifting fundamentally. Organizations should concentrate on incorporating proprietary innovations into established platforms while engaging external specialists where appropriate.

Embracing Technology Openness

Legacy systems often discourage technology adoption. Solution providers should design flexible offerings that integrate seamlessly with existing infrastructure, reducing risk and expanding options.

Updating Pricing Models

Traditional pricing structures must evolve alongside technology. Modern models should align pricing with actual value delivery—such as performance-based or consumption-based approaches.

Section 3: Preparing for the AI-First Future

Contact centers implementing Gen AI should develop comprehensive strategies:

Using Structured Summaries

Gen AI can convert conversations into actionable data supporting informed decision-making. This information enhances analytics and generates more valuable insights.

Creating a Comprehensive AI Strategy

Beyond automating interactions, contact centers should apply AI to advanced functions including customer need prediction and fraud detection, enabling stronger business outcomes.

Redefining Interaction Strategies

Gen AI transcends simple task automation—it elevates customer experiences. For example, healthcare providers like Memorial Hermann employ AI for patient follow-ups, enhancing overall satisfaction.

Investing in Data Management

Effective data management is foundational to AI success. Contact centers must focus on data governance and utilization, including managing new datasets generated by AI systems.

Conclusion

Generative AI is reshaping contact centers with both opportunities and challenges. By resolving legacy issues, adapting to evolving technology, and building AI-focused strategies, contact center leaders can elevate customer experiences and enable business growth. Embracing these changes transforms contact centers into strategic business assets.

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