A Complete Guide to Conversational Support

A Complete Guide to Conversational Support

Joydeep Sen Sarma
Joydeep Sen Sarma
July 14, 2023

A Complete Guide to Conversational Support

WRITTEN BY
Joydeep Sen Sarma
A Complete Guide to Conversational Support

The stats don't lie: according to Salesforce, 90% of customers care as much about their experience with a company as the products or services they provide. Another HubSpot research shows that nearly all customers (a whopping 90%) consider receiving a fast response essential when interacting with a business. These statistics highlight the power of prompt communication and how crucial excellent customer support is for going beyond simply fixing issues.

Customers today expect their needs and questions to be addressed quickly. Brands that fail to provide timely responses risk losing customer trust and loyalty. The takeaway is clear: being responsive must be a top priority for companies seeking to deliver exceptional service and build lasting relationships with their audience. And the secret sauce for crafting memorable experiences that keep customers returning is a conversational approach to support.

In this post, we'll explore what makes conversational support so powerful. You'll learn the key benefits of prioritizing real customer conversations and pick up tips for seamlessly integrating this approach into your business. Let's dive in!

What Is Conversational Support?

Conversational support places the customer, rather than the incident, at the center of its operations. It is a customer service strategy capitalizing on the growing popularity of messaging apps like Slack, MS Teams, AI, and chatbots. 

These tools create a seamless, holistic customer service journey across multiple channels and provide a personalized experience.

Unlike traditional customer service methods, which often involve phone calls or email exchanges, conversational support allows customers to communicate with businesses conveniently and in real time through such messaging platforms.

Benefits of Conversational Support

Looking to upgrade your customer support? Let's talk about the benefits of conversational support and why now is the perfect opportunity to make the switch.

  1. Faster Resolution Times: No more waiting endlessly on hold or getting bounced around departments. With conversational support platforms, help is always at the customer’s fingertips. They can just send a quick message, and the agents can reply promptly - during business hours or at night. Results? Better response rates and resolution rates. This leads to a more satisfied and loyal customer base.
  2. Valuable Data Collection: Conversational support tools gather crucial data that can significantly impact business performance and customer satisfaction. They monitor key metrics like an agent's response time and the time taken to resolve issues, providing insights into team efficiency and areas for improvement. These tools are also adept at tracking collaboration within the team, ultimately boosting overall issue-resolution efficiency.
  3. Cost Efficiency: AI-powered conversational support tools can handle repetitive queries, freeing human agents to tackle more complex issues and enhancing the team's overall productivity. The effective allocation of resources could also reduce the need for additional support staff, leading to cost savings. Furthermore, they are capable of operating 24/7 and handling multiple conversations simultaneously, ensuring continuous, efficient support, delivering prompt responses, and an elevated level of customer service.

Conversational Support vs. Traditional Support: What’s the Difference

Conversational support differs from traditional support channels like ticketing, email, and phone in several ways:

Traditional Support Channels Conversational Support
Mode of Communication Usually formal and one-off, like phone support or email ticketing systems. More informal and ongoing, using chatbots, messaging apps, or live chat.
Resolution Time Often longer due to back-and-forth exchanges separated by hours or days. Typically faster with real-time or near-real-time responses.
Customer Interaction Transactional and focused mainly on resolving a single issue. More personalized with a continuous, context-rich conversation thread.
Accessibility Customers need to switch platforms (e.g., website → email or phone). Accessible directly on the platform where the customer is already active.
Availability Usually tied to business hours. Often 24/7, especially with AI chatbot support.
Scalability Limited by human agent capacity. AI systems can manage large volumes simultaneously, making it highly scalable.

Four Conversational Customer Service Channels

Conversational support typically utilizes one or more of the following channels:

1. Live Chat: A quick, real-time customer support tool that drives higher satisfaction and loyalty. It enables personalized assistance for customers, guiding them through issues.

Related Read: Best Live Chat Tools for Customer Support Teams

Data Source: Statista

2. Text Messages: Communication platforms such as SMS and WhatsApp are vital for customer interactions. They offer direct brand-to-customer contact, enhancing marketing and support with high message reach.

3. Email Support: Despite not providing real-time responsiveness, email support plays a key role in methodical customer interactions. It lets customers submit queries easily, enabling support to provide thorough answers, now enhanced by emerging tools such as Slack.

Related Read: Why Businesses Are Switching to Slack from Email for Customer Support

4. Ticketing Systems and Team Communication Platforms: Ticketing systems efficiently manage and prioritize customer inquiries. Communication tools like Slack and Microsoft Teams act as unconventional, effective customer support channels, enabling improved collaboration and accessibility, integration with ticketing systems, and workflow automation.

Getting Started With Conversational Support

Implementing conversational support requires careful planning and preparation. Here are some key steps to get started:

Step #1: Assess Business Needs and Goals

  • What are the main goals you want to achieve? Consider metrics such as reducing call volume, improving customer satisfaction, lowering costs, and increasing revenue.
  • Identify common customer inquiries and pain points. Review call transcripts, chat logs, and support tickets to identify recurring questions and issues.
  • Determine what capabilities are needed. Chatbots can handle common FAQs, simple transactions, lead generation, appointment booking, and more.
  • Define the target audience. Will it serve all customers or specific segments? Should it have different personas?
  • Set realistic expectations on what conversational support can automate. Complex issues still require human agents.

Step #2: Choose the Right Platform

  • Look for a scalable, secure platform with robust AI and NLP capabilities.
  • Ensure the platform provides tools to optimize, monitor, and analyze the conversational experience.
  • Pick a platform that simplifies bot building with an intuitive GUI, templates, conversation management, and training capabilities.
  • Evaluate integration options with your existing CRM, engineering software, and IT help desks.

Step #3: Design Conversational Flows

  • Map out conversation flows based on probable customer paths and responses.
  • Include quick replies, carousels, images, and other elements to improve engagement.
  • Confirm information summaries and follow-up items to close the loop.

Step #4: Integrate with Existing Systems

  • Connect to existing collaboration tools and APIs to access customer data, history, and related information.
  • Implement a CRM integration to automatically log interaction history.
  • Enable human handoff to a live agent when needed.
  • Set up analytics and dashboards to track KPIs and measure ROI.

Related Read: Learn how ClearFeed helps businesses understand support metrics and improve customer experience

Step #5: Set up Escalation Process

  • Create clear procedures for when to hand off a conversation to an agent, engineer, or other stakeholders. This may include when the customer asks for an agent or when sensitive information needs to be exchanged.
  • Configure automatic escalation triggers based on things like:
    • Number of tickets in a row
    • Multiple requests for an agent
    • Escalation commands like "agent" or "representative".
  • Set a transfer threshold to prevent customer frustration when conversations exceed a certain length.
  • Analyze analytics to identify topics that consistently trigger escalations and route them directly to agents.
  • Allow agents to transfer conversations back to stakeholders if they can resolve the issue faster. This creates a hybrid experience.

Related Read: Learn how to set up an effective escalation process to improve customer experience

Step #6: Analyze Performance

Conversational support solutions generate a wealth of data that can be used to analyze and optimize performance. Here are some key ways to measure and improve your conversational support:

  • Identify metrics to track: Look at response rate, resolution rate, escalation rate, CSAT, and total tickets handled. Set goals for each metric and monitor trends over time.
  • Track CSAT scores: Measure customer satisfaction scores from conversational support conversations—segment scores by conversation type and length. Set a target CSAT goal and aim for continuous improvement.
  • Continuously improve: Have a process to translate insights from your analytics into ongoing improvements to support processes, escalation strategies, intents, and the knowledge base.

Related Read: Find out how ClearFeed enables businesses to conduct CSAT surveys within Slack

Analyzing the data and insights from your conversational support solution is key to maximizing value. By regularly monitoring metrics and logs, you can identify areas needing improvement and make data-driven optimizations. With continuous analysis and enhancement, your conversational support will become smarter and more effective at resolving customer needs.

Getting the Best Out of Conversational Support with ClearFeed

ClearFeed is a conversational support platform that utilizes advanced AI to help businesses provide effective and personalized customer care. Here are tips to get the best out of conversational support with ClearFeed:

1. Integrate with Existing Systems: ClearFeed offers seamless integration with existing ticketing systems, CRMs, and engineering tools, enabling a unified and efficient support process. This compatibility means you can merge data and workflows from platforms your team is comfortable with, reducing the learning curve and potential disruption.

Integrated ticketing systems ensure that all customer inquiries are tracked, managed, and resolved without switching between apps. CRM integration provides a holistic view of the customer's history, allowing personalized, relevant responses. The blend with engineering tools fosters cross-departmental collaboration, which is particularly useful for technical issues.

2. Leverage Conversation Analytics: It provides service analytics to understand customer sentiment, agent performance, Slack channel performance, and other insights to optimize the customer service experience.

3. Use Automated Responses: Create predefined responses for frequently asked questions. This reduces response time and enables your support team to focus on more complex queries.

4. Manage Team Workflow: Features include ticket assignments, categorization, priority settings, and real-time updates to help your support team operate efficiently.

In short, ClearFeed offers a comprehensive set of features to improve your conversational support efficiency, customer experience, and team productivity. Want to know how we can help you get started? Book a demo with our team here.

The stats don't lie: according to Salesforce, 90% of customers care as much about their experience with a company as the products or services they provide. Another HubSpot research shows that nearly all customers (a whopping 90%) consider receiving a fast response essential when interacting with a business. These statistics highlight the power of prompt communication and how crucial excellent customer support is for going beyond simply fixing issues.

Customers today expect their needs and questions to be addressed quickly. Brands that fail to provide timely responses risk losing customer trust and loyalty. The takeaway is clear: being responsive must be a top priority for companies seeking to deliver exceptional service and build lasting relationships with their audience. And the secret sauce for crafting memorable experiences that keep customers returning is a conversational approach to support.

In this post, we'll explore what makes conversational support so powerful. You'll learn the key benefits of prioritizing real customer conversations and pick up tips for seamlessly integrating this approach into your business. Let's dive in!

What Is Conversational Support?

Conversational support places the customer, rather than the incident, at the center of its operations. It is a customer service strategy capitalizing on the growing popularity of messaging apps like Slack, MS Teams, AI, and chatbots. 

These tools create a seamless, holistic customer service journey across multiple channels and provide a personalized experience.

Unlike traditional customer service methods, which often involve phone calls or email exchanges, conversational support allows customers to communicate with businesses conveniently and in real time through such messaging platforms.

Benefits of Conversational Support

Looking to upgrade your customer support? Let's talk about the benefits of conversational support and why now is the perfect opportunity to make the switch.

  1. Faster Resolution Times: No more waiting endlessly on hold or getting bounced around departments. With conversational support platforms, help is always at the customer’s fingertips. They can just send a quick message, and the agents can reply promptly - during business hours or at night. Results? Better response rates and resolution rates. This leads to a more satisfied and loyal customer base.
  2. Valuable Data Collection: Conversational support tools gather crucial data that can significantly impact business performance and customer satisfaction. They monitor key metrics like an agent's response time and the time taken to resolve issues, providing insights into team efficiency and areas for improvement. These tools are also adept at tracking collaboration within the team, ultimately boosting overall issue-resolution efficiency.
  3. Cost Efficiency: AI-powered conversational support tools can handle repetitive queries, freeing human agents to tackle more complex issues and enhancing the team's overall productivity. The effective allocation of resources could also reduce the need for additional support staff, leading to cost savings. Furthermore, they are capable of operating 24/7 and handling multiple conversations simultaneously, ensuring continuous, efficient support, delivering prompt responses, and an elevated level of customer service.

Conversational Support vs. Traditional Support: What’s the Difference

Conversational support differs from traditional support channels like ticketing, email, and phone in several ways:

Traditional Support Channels Conversational Support
Mode of Communication Usually formal and one-off, like phone support or email ticketing systems. More informal and ongoing, using chatbots, messaging apps, or live chat.
Resolution Time Often longer due to back-and-forth exchanges separated by hours or days. Typically faster with real-time or near-real-time responses.
Customer Interaction Transactional and focused mainly on resolving a single issue. More personalized with a continuous, context-rich conversation thread.
Accessibility Customers need to switch platforms (e.g., website → email or phone). Accessible directly on the platform where the customer is already active.
Availability Usually tied to business hours. Often 24/7, especially with AI chatbot support.
Scalability Limited by human agent capacity. AI systems can manage large volumes simultaneously, making it highly scalable.

Four Conversational Customer Service Channels

Conversational support typically utilizes one or more of the following channels:

1. Live Chat: A quick, real-time customer support tool that drives higher satisfaction and loyalty. It enables personalized assistance for customers, guiding them through issues.

Related Read: Best Live Chat Tools for Customer Support Teams

Data Source: Statista

2. Text Messages: Communication platforms such as SMS and WhatsApp are vital for customer interactions. They offer direct brand-to-customer contact, enhancing marketing and support with high message reach.

3. Email Support: Despite not providing real-time responsiveness, email support plays a key role in methodical customer interactions. It lets customers submit queries easily, enabling support to provide thorough answers, now enhanced by emerging tools such as Slack.

Related Read: Why Businesses Are Switching to Slack from Email for Customer Support

4. Ticketing Systems and Team Communication Platforms: Ticketing systems efficiently manage and prioritize customer inquiries. Communication tools like Slack and Microsoft Teams act as unconventional, effective customer support channels, enabling improved collaboration and accessibility, integration with ticketing systems, and workflow automation.

Getting Started With Conversational Support

Implementing conversational support requires careful planning and preparation. Here are some key steps to get started:

Step #1: Assess Business Needs and Goals

  • What are the main goals you want to achieve? Consider metrics such as reducing call volume, improving customer satisfaction, lowering costs, and increasing revenue.
  • Identify common customer inquiries and pain points. Review call transcripts, chat logs, and support tickets to identify recurring questions and issues.
  • Determine what capabilities are needed. Chatbots can handle common FAQs, simple transactions, lead generation, appointment booking, and more.
  • Define the target audience. Will it serve all customers or specific segments? Should it have different personas?
  • Set realistic expectations on what conversational support can automate. Complex issues still require human agents.

Step #2: Choose the Right Platform

  • Look for a scalable, secure platform with robust AI and NLP capabilities.
  • Ensure the platform provides tools to optimize, monitor, and analyze the conversational experience.
  • Pick a platform that simplifies bot building with an intuitive GUI, templates, conversation management, and training capabilities.
  • Evaluate integration options with your existing CRM, engineering software, and IT help desks.

Step #3: Design Conversational Flows

  • Map out conversation flows based on probable customer paths and responses.
  • Include quick replies, carousels, images, and other elements to improve engagement.
  • Confirm information summaries and follow-up items to close the loop.

Step #4: Integrate with Existing Systems

  • Connect to existing collaboration tools and APIs to access customer data, history, and related information.
  • Implement a CRM integration to automatically log interaction history.
  • Enable human handoff to a live agent when needed.
  • Set up analytics and dashboards to track KPIs and measure ROI.

Related Read: Learn how ClearFeed helps businesses understand support metrics and improve customer experience

Step #5: Set up Escalation Process

  • Create clear procedures for when to hand off a conversation to an agent, engineer, or other stakeholders. This may include when the customer asks for an agent or when sensitive information needs to be exchanged.
  • Configure automatic escalation triggers based on things like:
    • Number of tickets in a row
    • Multiple requests for an agent
    • Escalation commands like "agent" or "representative".
  • Set a transfer threshold to prevent customer frustration when conversations exceed a certain length.
  • Analyze analytics to identify topics that consistently trigger escalations and route them directly to agents.
  • Allow agents to transfer conversations back to stakeholders if they can resolve the issue faster. This creates a hybrid experience.

Related Read: Learn how to set up an effective escalation process to improve customer experience

Step #6: Analyze Performance

Conversational support solutions generate a wealth of data that can be used to analyze and optimize performance. Here are some key ways to measure and improve your conversational support:

  • Identify metrics to track: Look at response rate, resolution rate, escalation rate, CSAT, and total tickets handled. Set goals for each metric and monitor trends over time.
  • Track CSAT scores: Measure customer satisfaction scores from conversational support conversations—segment scores by conversation type and length. Set a target CSAT goal and aim for continuous improvement.
  • Continuously improve: Have a process to translate insights from your analytics into ongoing improvements to support processes, escalation strategies, intents, and the knowledge base.

Related Read: Find out how ClearFeed enables businesses to conduct CSAT surveys within Slack

Analyzing the data and insights from your conversational support solution is key to maximizing value. By regularly monitoring metrics and logs, you can identify areas needing improvement and make data-driven optimizations. With continuous analysis and enhancement, your conversational support will become smarter and more effective at resolving customer needs.

Getting the Best Out of Conversational Support with ClearFeed

ClearFeed is a conversational support platform that utilizes advanced AI to help businesses provide effective and personalized customer care. Here are tips to get the best out of conversational support with ClearFeed:

1. Integrate with Existing Systems: ClearFeed offers seamless integration with existing ticketing systems, CRMs, and engineering tools, enabling a unified and efficient support process. This compatibility means you can merge data and workflows from platforms your team is comfortable with, reducing the learning curve and potential disruption.

Integrated ticketing systems ensure that all customer inquiries are tracked, managed, and resolved without switching between apps. CRM integration provides a holistic view of the customer's history, allowing personalized, relevant responses. The blend with engineering tools fosters cross-departmental collaboration, which is particularly useful for technical issues.

2. Leverage Conversation Analytics: It provides service analytics to understand customer sentiment, agent performance, Slack channel performance, and other insights to optimize the customer service experience.

3. Use Automated Responses: Create predefined responses for frequently asked questions. This reduces response time and enables your support team to focus on more complex queries.

4. Manage Team Workflow: Features include ticket assignments, categorization, priority settings, and real-time updates to help your support team operate efficiently.

In short, ClearFeed offers a comprehensive set of features to improve your conversational support efficiency, customer experience, and team productivity. Want to know how we can help you get started? Book a demo with our team here.

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