Customerly Academy/AI Customer Service Masterclass

WARNING: Don’t Deploy AI in Customer Service Until You Learn These 7 Critical Secrets

  • 31 Lessons

Discover how to harness AI to slash wait times, boost CSAT, and lead a future‑ready support team — without falling into the traps that cost others millions.

Contents

1. Introduction to AI in Customer Support

Intro
Preview
From Sh*tty Chatbots to Conversational AI
The Basics of Generative AI
Preview
The Essentials of Conversational AI
Preview
Why AI is Transforming Customer Support
Preview
Final Quiz

2. Building an AI-Powered Support System Without Code

Building Your First AI Support
Overview of Training Assets
Preview
Building a Knowledge Base for AI
Preview
Creating Canned Responses
DOs and DON’Ts of Training Materials
Preview
Managing Escalations
Setting Up Tones and Formality Levels
Building Your First Chatflow
Assistant mode vs. Intent
Preview
AI-First vs Chatbot + AI: Why One of These Will Actually Work for You!
Automate a Sales Meeting Request with AI Missions
Using AI for Multi-Channel Support: Chat, Email, and Beyond
Multilanguage Support
Improve team performance with Inboxes AI
Exercise: Deploy Your Efficient AI Support Chatbot

3. Advanced AI-Driven Workflows for Complex Support Needs

Introduction to AI for Complex Support
Building a Prioritization System
Advanced Workflow Automation with AI
Gather extra info
How to automate Trial Extensions with AI Intent and Mission and REST API
Excercise: Automate a Complex Workflow Using AI

4. Case Studies of AI Success in Customer Support

How TeamSystem Reduced Workload by 60% and Boosted CSAT by 20%
$100M SaaS CEO Shares feedback about AI for Customer Service

5. Continuous Improvement and Scaling with AI

Monitoring AI Performance Over Time
Continuous AI Retraining and Improvement