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cover of episode How to Setup AI Agents That Your Customers Will Love

How to Setup AI Agents That Your Customers Will Love

2025/4/16
logo of podcast Experts of Experience

Experts of Experience

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Laura Meschi
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Laura Meschi:作为欧洲首批使用Salesforce AgentForce的客户,我们亲身体验了AI座席实施的复杂性。它并非简单的开关切换,而是一个需要长期投入和持续学习改进的过程。最初,我们选择了一些过于复杂的应用场景,导致实施时间超出预期,并且ROI的衡量也比预想的复杂。但与此同时,我们也看到了AI座席的巨大潜力,它能够实现与客户的无缝沟通,客户甚至意识不到自己正在与AI对话。 在实施过程中,我们面临的主要挑战包括:应用场景选择过于复杂,导致实施时间过长;ROI的衡量比预期复杂;以及质量检查和测试需要大量时间。我们最初的预期可能过于乐观,因为AI的实施是一个学习的过程,需要不断调整和改进。 然而,我们也收获了一些意外的惊喜。例如,客户对我们服务的满意度显著提高,负面评价大幅减少。AI座席能够有效地处理简单问题,从而让人工座席有更多时间专注于与客户建立更深层次的关系。 未来,我们将继续探索AI座席的更多应用场景,改进知识库,并利用Salesforce的新功能来优化工作流程,例如工作负载管理和座席协同。我们的目标是让人工座席从重复性任务中解放出来,专注于那些更能体现人类价值的工作,例如与客户建立更深层次的关系。 总而言之,AI座席的实施是一个长期投资,需要持续学习和改进。我们应该从简单入手,注重数据质量,寻求专家帮助,并始终以建立长期客户关系为目标。它并非追求短期效益,而是要投资于与客户的长期关系。

Deep Dive

Shownotes Transcript

Another Agentforce Guinea Pig has joined the show… She’s here to tell you if you think rolling out AI is as easy as flipping a switch, think again.

From early mistakes to surprising wins, Laura Meschi, Customer Experience Manager at Secret Escapes, walks us through what it actually takes to train an AI agent that can truly support customers.

We dive into why ROI isn't the best measure of AI success, how customer effort scores skyrocketed after launching Agent Force, and why CX leaders need to start simple and think long-term. Laura also pulls back the curtain on what it really takes to train an AI agent — and why you absolutely shouldn’t DIY your rollout.

If you’re a B2B leader wondering how AI agents fit into the future of customer success, this conversation will hit home. 

Key Moments: 

00:00: Laura Meschi’s AI Agent Rollout at Secret Escapes

02:45: Secret Escapes’ Agentforce: Lessons from a First-Mover

11:14: Surprise Wins and the Underrated Power of Human QA

16:41: How Agentforce Reshaped the CX Team (Without Cutting Headcount)

22:26: Guardrails, Limits, and Finding the Sweet Spot for AI Use Cases

26:30: Why Clean, Centralized Data Is the Real AI Superpower

27:18: Don’t DIY Your AI: The Case for Bringing in Experts

29:58: How AI Improved CES and Transformed Customer Perception

34:50: What’s Next: Future AI Strategies and Upcoming Salesforce Tools

37:21: Reimagining CX: Using AI to Build Relationships, Not Just Efficiency

40:37: Start Simple, Prioritize Data, and Train for the Long Game

 

*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)