DOs and DON’Ts of Training Materials

AI Customer Service Masterclass

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1. Introduction to AI in Customer Support

  • Intro
  • From Sh*tty Chatbots to Conversational AI
  • The Basics of Generative AI
  • The Essentials of Conversational AI1
  • Why AI is Transforming Customer Support
  • Final Quiz

2. Building an AI-Powered Support System Without Code

  • Building Your First AI Support
  • Overview of Training Assets
  • Building a Knowledge Base for AI
  • Creating Canned Responses
  • DOs and DON’Ts of Training Materials
  • Managing Escalations
  • Setting Up Tones and Formality Levels
  • Building Your First Chatflow
  • Assistant mode vs. Intent
  • 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