What Not To Automate: A retailer’s guide to smarter service experiences

Technology as part of the customer experience is everywhere. That isn’t always a good thing. Although there are many ways in which automation and digital experiences have enhanced, expanded, and sped up service, not every touch point is ideally served through tech. In this blog we’ll explore key aspects of the customer experience where a human touch is needed.

A Big Caveat: Context is Key

There’s no “one size fits all” for every retail category or brand. Self-checkouts serve one customer demographic well but fail with another. Loyalty apps may drive growth with some segments but exclude others. We think there are some key moments in which humans are almost universally preferable, but most will depend on several variables.

When Something Goes Wrong

It should go without saying that when a customer is frustrated and needs complicated help, they need human interaction as soon as possible. That human can (and should) be supported by technology, but when a customer is frustrated, they need to be heard. Train chatbots and automated call systems to quickly triage frustrated customers to a human. This is especially important in sensitive categories, such as retail banking or health and wellness.

The Great Debate- Self-Checkouts

Some customers absolutely love self-checkouts while others refuse to use them. Retailers run the gamut from removing all human cashiers, while others swear they’ll never install a single self-pay kiosk. There are a few things to consider.

The takeaway is that self-checkouts are not going to work the same way for every retailer. Testing cycles should be conducted over longer periods of time using randomized control trials to get the most valid input before rolling out to an entire network.

Woman standing at a cash register, holding a credit card.

Image Source: Shutterstock

Personalized Choices

There are plenty of memes on the internet about ordering something on Amazon and then being inundated by ads for the item you just bought and no longer need. Here’s the thing about personalization: customers want it, but only when it works really well. Otherwise, it’s effectively useless and a wasted investment.

Here are a few things to consider:

The takeaway is that to deliver personalized offerings, brands need to invest more in the tools or they’ll end up with something that doesn’t deliver on expectations. A hybrid of human and tech personalization is a winning combo when done well.

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Image Source: Neal and Wolf Official Website

Pre-baked Responses

Social media and email are great touchpoints to engage consumers. If they’ve taken the time to respond to a post or send you an email, responding with an automated or templated answer is rude. Here’s a few things to consider:

The takeaway is that most companies are wasting important opportunities when it comes to social media and email communications with their consumers. When consumers try to engage and receive automated responses, they’re less likely to engage again in the future. When they get a human response, they feel seen, heard, and valued.

An image of a social media post featuring a collection of six square cards, each depicting a different person in various poses, against a pink…

Image Source: Shutterstock

But…Won’t AI Solve All These Problems?

Companies are rushing to figure out how AI and NLP platforms can respond in more human-like ways. The technology will eventually get there – however, there’s a big gap in how companies and customers view AI. In fact, when brands use AI consumers experience a level of moral disgust, especially when the content isn’t flagged as being AI-created. More research needs to be done, but what’s been done to date suggests that consumers place a high value on authentic interactions with brands and AI doesn’t deliver. As governments begin requiring disclosure about AI-generated content, brands will have to be thoughtful about what they delegate to AI and how it’s communicated to consumers.

The Final Word

Customers place high value on human interactions with brands. The reasons include poorly designed and tested automated experiences, lack of sufficient investment, the customers’ need to be heard and seen, the rise of indie brands that engage consumers in an intimate and authentic way, and over-automation creating more friction than ease. Remember, context is crucial. Customers want an omni-channel experience that includes human service and technology at different points in the journey.