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cover of episode Your Pre-AI Processes are USELESS | AI Rules For 2025

Your Pre-AI Processes are USELESS | AI Rules For 2025

2025/5/7
logo of podcast Experts of Experience

Experts of Experience

AI Deep Dive Transcript
People
K
Katie Bianchi
L
Lacey Peace
R
Rose
Topics
Katie Bianchi: 我负责确保客户通过我们AI驱动的平台领先于威胁,该平台可以安全地扩展用户、网络和云。我们最初的流程是为AI出现之前的案例解决而设计的,这在AI时代已经过时。我们通过AI将案例解决时间缩短了40%以上。AI实施是一个分步过程,首先要修复基础设施,确保数据和流程的质量,然后重建流程,最后构建内部协同程序。我们专注于解决最复杂的问题,因为如果AI能够处理这些问题,就能实现真正的转型。我们还鼓励员工进行实验,并从他们的经验中学习。数据统一至关重要,AI转型需要与其他部门紧密合作。我们正在将AI嵌入到销售前和销售后的流程中,以提供更无缝的客户体验。我们正在使用AI来创建动态生成的策略手册,并根据客户的具体情况进行调整。我们正在收集数据以改进客户互动,并为AI协同程序提供信息。我们正在努力将AI作为工作方式的操作系统,指导团队实时行动,提高效率和质量。 Lacey Peace: Katie Bianchi分享了Palo Alto Networks AI实施的分步流程,以及他们如何通过AI来弥合部门之间的差距,并授权员工进行实验。她还强调了数据质量的重要性,以及与其他部门合作的重要性。她还讨论了如何衡量AI实施的效果,以及如何将AI应用于更广泛的业务流程中。 Rose: 我对AI革命中可能被忽视的客户体验基本原则以及Palo Alto Networks如何利用AI来提高客户体验和员工体验很感兴趣。

Deep Dive

Shownotes Transcript

What does it really take to build an AI-powered customer experience from the ground up?

Lacey Peace sits down with Katie Bianchi, Chief Customer Officer at Palo Alto Networks, to unpack how her team rebuilt support systems for the AI era — eliminating handoffs, reducing resolution time by over 40%, and transforming how their teams work.

Katie walks through their phased AI implementation strategy, from data unification and process re-architecture to training internal copilots capable of diagnosing the most complex cases. She shares why tight alignment between product, IT, and customer success is now a non-negotiable, and how empowering frontline employees to lead experimentation created real transformation.

Plus, Katie gets candid about what she would’ve done differently, why NPS might be obsolete, and how AI is becoming the operating system for work itself. Whether you're navigating digital transformation or trying to unite siloed teams, this episode offers a clear, tactical, and deeply human roadmap to scaling customer experience in the age of AI. 

Key Moments:

00:00 Meet AI-Expert Katie Bianchi, CCO at Palo Alto Networks

01:31 Why Dirty Data Is Killing Your AI Strategy

02:46 AI Adoption Starts with Empowered Employees

06:49 Joining a Cybersecurity Giant During Peak Disruption

08:41 Step-by-Step: How Palo Alto Networks Rolled Out AI

14:17 Building a Culture of Rapid Experimentation

21:50 What AI Agents Can Do in Tech Support Right Now

23:12 What We’d Do Differently: Lessons from the Frontlines of AI

25:47 End-to-End Automation: Connecting Pre- and Post-Sales

27:38 Smarter CX: Turning Data Into Actionable Insights

36:41 Rethinking Metrics: How to Measure AI’s Real Impact

39:17 From Reactive to Proactive: Real AI Customer Wins

41:26 AI as Your New Operating System: What’s Next

 

*Are your teams facing growing demands? Join CX leaders transforming their AI strategy with Agentforce. Start achieving your ambitious goals. Visit *salesforce.com/agentforce)

 

*Mission.org is a media studio producing content alongside world-class clients. **Learn more at *mission.org)