{"id":60559,"date":"2026-08-18T19:05:29","date_gmt":"2026-08-18T09:05:29","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=60559"},"modified":"2026-08-18T19:05:31","modified_gmt":"2026-08-18T09:05:31","slug":"contact-centre-ai","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/","title":{"rendered":"How to Modernise Omnichannel Customer Service at Scale"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">New and exciting artificial intelligence (AI) features are regularly introduced to the market, and the pressure for businesses to innovate is constant. Both explain why so many contact centres often bolt features onto their platforms to increase efficiency, lower costs, and provide a more personalised customer experience.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Over time, all those integrations become a burden. Processes get clunky. Reps lose time bridging one siloed feature to another. Performance metrics, such as average handling time (AHT) and first-contact resolution (FCR), stall. So do those efficiency dreams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The good news is, neither your AI nor your reps are letting you down. Fragmented systems are tangling them up. And with <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-report\/?d=pb\" data-type=\"link\" data-id=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-report\/?d=pb\" target=\"_blank\" rel=\" noopener\">88% of service leaders<\/a> prioritising tech integration to support AI initiatives, you\u2019re not the only one feeling the pinch. The first step towards optimising key metrics is to detangle those systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our guide provides a practical framework for modernising your contact centre infrastructure. We\u2019ll cover omnichannel scalability, legacy-to-cloud migration pathways, and agent desktop consolidation to make the process a little easier.<\/p>\n\n\n\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewbox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientunits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t<\/button>\n\n\t\t\t\t\t<div id=\"wp-block-salesforce-blog-key-takeaways-content\" class=\"wp-block-salesforce-blog-key-takeaways__content\" aria-hidden=\"true\">\n\t\t\t\t\n\n<ul class=\"wp-block-list\">\n<li>If your AHT and FCR metrics are stalling, it could be your fragmented infrastructure<\/li>\n\n\n\n<li>Before migration, scope omnichannel capabilities both at low volume and at scale<\/li>\n\n\n\n<li>AI works best when baked into existing infrastructure, not bolted on top<\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Read the latest in customer service research.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Top service teams are using AI and data to win every customer interaction. See how in our latest State of Service report.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/salesforce.com\/au\/resources\/research-reports\/state-of-service\/?d=pb\">Read the report<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp\" class=\"attachment-full size-full\" alt=\"Salesforce Einstein presenting the State of Service Report alongside customer support and AI graphics.\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp 1024w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp?w=500&amp;h=500 500w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp?w=768&amp;h=768 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp?w=150&amp;h=150 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-attachment-id=\"69745\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/sos-primary-offer-1x1-1\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp\" data-orig-size=\"1024,1024\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"SoS-primary-offer-1&amp;#215;1-1\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/SoS-primary-offer-1x1-1.webp?w=1024\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 id=\"h-the-infrastructure-gap-quietly-killing-your-metrics\" class=\"wp-block-heading\"><strong>The infrastructure gap quietly killing your metrics<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As call centres evolved, <a href=\"https:\/\/www.salesforce.com\/au\/service\/call-center-integration\/\" data-type=\"link\" data-id=\"https:\/\/www.salesforce.com\/au\/service\/call-center-integration\/\">technology stacks<\/a> evolved with them. At first, it was simple systems for phone support. Then came the digital transformation: self-service phone menus, email support, social media responses, live chat communication. Each siloed channel got thrown onto a legacy system not built to withstand it.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That creates lag. There are too many features to keep up, too many fields to use. Symptoms get worse, and everyone feels it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reps rekey system data: <\/strong>Every repeated keystroke adds time to calls, inflating AHT\u00a0<\/li>\n\n\n\n<li><strong>Customers repeat themselves:<\/strong> With no context, calls take longer, and reps struggle to solve problems, lowering FCR and growing AHT<\/li>\n\n\n\n<li><strong>Supervisors fly blind:<\/strong> Without real-time data, supervisors can\u2019t optimise operational efficiency and customer experience decays<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">And now, the AI era delivers even more additions, like agentic experiences, chatbot integration, and higher customer expectations. The problem is, bolting everything onto a lagging platform slows everything down. It\u2019s time to rethink the infrastructure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s not to say your stack needs a complete breakdown. There are ways to use AI features to complement what you already have, and they can be used across:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Communication channels<\/li>\n\n\n\n<li>Customer relationship management (CRM)<\/li>\n\n\n\n<li>Learning management system (LMS)<\/li>\n\n\n\n<li>Workforce management (WFM)<\/li>\n\n\n\n<li>Quality management (QM)<\/li>\n\n\n\n<li>Business analytics<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ultimately, contact centre AI should help staff solve problems quickly, make data-driven decisions, and streamline the customer service experience. But to bake it in requires change. This is where modernisation starts: moving from siloed multichannel systems to unified omnichannel.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Moving from multichannel to omnichannel<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your customers expect consistent service, no matter the contact method. Multichannel systems make that difficult. With no cross-channel visibility or continuity, reps are left scrambling for context while customer frustration builds.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is why the omnichannel customer experience is so successful. It brings all those contact points together into one unified view. This shared context means reps keep the conversation flowing, whether that\u2019s from a phone call to live chat, email, and beyond.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s the ideal solution when volumes are low, but the real test comes at scale. Will your system handle peak capacity? When the pressure is on, your call routing, load, and service consistency need resilience.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Features that support omnichannel at scale<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When volumes rise, so too should your platform\u2019s capabilities. Flexing support up or down is how your reps and customers stay connected. When it comes to scalability, you\u2019ll need features that work in tandem, not in parallel, with your platform.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Unified conversation history<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">At low volumes, reps have the time to manually update contact records. At scale, it\u2019s impossible. The beauty of omnichannel is its reduced need for manual labour from one conversation to another. Everything is already there.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe2e744&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe2e744\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"929\" height=\"584\" data-attachment-id=\"69746\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/88-reps-say-ai-saves-time\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png\" data-orig-size=\"929,584\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"88% reps say AI saves time\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png?w=929\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png?strip=all&#038;quality=95\" alt=\"88% of service reps using AI say it reduces time switching between tools and systems.\" class=\"wp-image-69746\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png 929w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png?w=795&amp;h=500 795w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png?w=768&amp;h=483 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/88-reps-say-AI-saves-time.png?w=150&amp;h=94 150w\" sizes=\"auto, (max-width: 929px) 100vw, 929px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">The State of Service: AI Agents Edition<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Unified communication history is the crux of this, the \u2018load-bearing wall\u2019 of a customer engagement strategy. Every interaction, whether it\u2019s a call, chat, email, or social message, is housed within a central record. Even conversations in other languages can be logged and housed properly, thanks to AI live transcription and translation.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Intelligent routing and interactive voice response (IVR)<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The \u2018press-1-for-sales\u2019 routing method had its place. It ensured all calls were answered (even if by a robot) and placed in the right queue. It still solves a problem, but it needs to get smarter. Customers aren\u2019t willing to wait behind 12 other callers. So in times of high volume, routing decisions must pivot to keep up with ever-changing expectations.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Intelligent call routing and IVR flips the script, so to speak. It uses natural language processing and understanding, so it\u2019s smart enough to understand who the customer is, what they\u2019ve already tried, and how urgent their call is. It skips the \u2018please hold\u2019 stage and sends them straight through to the <em>right <\/em>rep, not just whoever is <em>available<\/em>.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Shared knowledge layer<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If a chatbot shares one policy rule, and a rep shares another, the inconsistency can create frustration for customers and leave a bitter taste in their mouth.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How does this happen? Fractured reference data. If a policy has been updated and rolled out to service reps, but it hasn\u2019t been updated everywhere, those AI systems are left in the dark, with only old material to reference.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A shared knowledge layer stores correct information in one place. When AI is the first contact, it will tap into that core resource to understand parameters and provide answers or guidance based on that knowledge.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Real-time analytics<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The need for real-time visibility is critical at any time, but especially at scale. A repeated conversation here or a routing issue there quickly snowballs into clogged queues and customer complaints. It\u2019s frustrating for teams and devastating for AHT and FCR metrics.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Real-time analytics shifts the game from reactive to proactive. Instead of reporting on problems the next day, managers see them as they happen. It allows for swift conflict resolution, reduced friction, and pattern recognition.<\/p>\n\n\n\n<h4 id=\"h-comparison-multichannel-vs-omnichannel\" class=\"wp-block-heading\"><strong>Comparison: Multichannel vs. omnichannel<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\"><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Multichannel<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Omnichannel<\/strong><\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Context<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Each channel keeps its own record, even when conversations are related<\/td><td class=\"has-text-align-left\" data-align=\"left\">One cross-channel record follows the customer, regardless of where the conversation started<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Routing<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Rules apply per channel in isolation<\/td><td class=\"has-text-align-left\" data-align=\"left\">It considers the interaction history and current load across all channels<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Representative experience<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Reps toggle between separate systems and tabs, often having to find context themselves<\/td><td class=\"has-text-align-left\" data-align=\"left\">Reps see one unified view, regardless of where the conversation was before<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Customer effort<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">A customer repeats themselves every time they switch channels<\/td><td class=\"has-text-align-left\" data-align=\"left\">A customer can switch channels without repeating anything<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When a platform integrates the right features, the focus shifts from volume to maintenance. It also alleviates the pressures to be omnipresent.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But these are all behind-the-scenes solutions. What about the reps who handle customer interactions? How can their contribution be modernised and made easier with AI?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Cleaning up the service rep\u2019s workspace<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When things fall down, those at the coalface feel it first. When chatbots defy logic or customer documentation disappears, reps rush to find a lifeline. They\u2019re both your customer guide and your coalmine canary.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, when reps report that they spend just <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-report\/?d=pb\" data-type=\"link\" data-id=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-report\/?d=pb\" target=\"_blank\" rel=\" noopener\">46% of their time<\/a> with customers, it\u2019s clear that repetitive manual and admin tasks require too much attention, especially when AI can alleviate those processes.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe2fc31&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe2fc31\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1830\" height=\"1085\" data-attachment-id=\"69747\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/how-reps-spend-their-time\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png\" data-orig-size=\"1830,1085\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"how reps spend their time\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?w=1830\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?strip=all&#038;quality=95\" alt=\"Pie chart showing service reps spend 46% of their time working with customers and 54% on other tasks.\" class=\"wp-image-69747\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png 1830w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?w=843&amp;h=500 843w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?w=768&amp;h=455 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?w=1536&amp;h=911 1536w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/how-reps-spend-their-time.png?w=150&amp;h=89 150w\" sizes=\"auto, (max-width: 1830px) 100vw, 1830px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Source: Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-report\/?d=pb\" target=\"_blank\" rel=\" noopener\">State of Service Report<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Cleaning up their workspace is a no-brainer. And no, this isn\u2019t about their desk. It\u2019s about their desktop: the methods, workflows, and processes they use to optimise customer experience and the day-to-day responsibilities that come with it. They need a more comprehensive solution to minimise repetitive workload and reduce point-to-point friction.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the unified workspace, your highest-leverage fix. It\u2019s a central point to cover all bases (customer history, case context, next steps) in one consolidated system. That means less searching and rekeying and more first-case resolutions.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Balancing AI within your rep\u2019s workspace<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer service is innately human, so it makes sense for AI to ride shotgun. Instead of steering the conversation, it reads the map and offers shortcuts, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Grounded reply suggestions:<\/strong> It helps your reps generate replies they can adjust and send<\/li>\n\n\n\n<li><strong>Auto-generated case summaries:<\/strong> It writes summary notes from the conversation for the rep to confirm<\/li>\n\n\n\n<li><strong>Surfaced answers: <\/strong>It finds exact answers from a knowledge base to answer the customer\u2019s question or for the rep to reference<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Of course, AI needs guardrails to ensure it knows and stays within its boundaries. It should only draw information from approved knowledge banks, respect existing permissions and customer data, and always escalate to a human when cases become complex.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe30ce9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe30ce9\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"619\" data-attachment-id=\"69748\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/89-of-service-agents-ai-would-benefit-company\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png\" data-orig-size=\"946,619\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"89% of service agents AI would benefit company\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png?w=946\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png?strip=all&#038;quality=95\" alt=\"89% of service professionals with AI agents say their company would benefit from expanding their use.\" class=\"wp-image-69748\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png 946w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png?w=764&amp;h=500 764w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png?w=768&amp;h=503 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/89-of-service-agents-AI-would-benefit-company.png?w=150&amp;h=98 150w\" sizes=\"auto, (max-width: 946px) 100vw, 946px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">The State of Service: AI Agents Edition<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">So, a unified workspace makes things more efficient, and those efficiencies multiply with integrated AI.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s one big friction point covered. There\u2019s likely more to visit for your modernisation journey. So, let\u2019s map them out. It will form the basis of your platform migration roadmap.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Mapping current-state friction points<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Writing and acknowledging issues isn\u2019t fun, but it\u2019s necessary. You need a realistic picture of what\u2019s falling down to build it stronger. Audit your system. Start with the key metrics that matter most. These could be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Average handle time (AHT)<\/li>\n\n\n\n<li>First contact resolution (FCR)<\/li>\n\n\n\n<li>Transfer rate<\/li>\n\n\n\n<li>Case reopen rate<\/li>\n\n\n\n<li>Backlog<\/li>\n\n\n\n<li>Customer and rep effort<\/li>\n\n\n\n<li>Customer satisfaction (CSAT)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Choose your metric and identify key failure trigger points, whether they\u2019re customer-facing, workflow-specific, or related to failing architecture. Then rinse and repeat for each metric. This will help you find more friction points as you flow through each journey.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trigger points for friction can include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact channels<\/li>\n\n\n\n<li>Customer hand-offs<\/li>\n\n\n\n<li>Data sources<\/li>\n\n\n\n<li>Workspace tools<\/li>\n\n\n\n<li>Integrations<\/li>\n\n\n\n<li>Reasons for repeat contact\u00a0<\/li>\n\n\n\n<li>Peak volume pressure points<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">From here, gaps should become more obvious. This is your foundation for building the right architecture, your business case, and your migration sequence.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With those problems mapped, you\u2019re armed with required solutions. It\u2019s time to pit those problem-solution cases against platform promises. The next step towards your modern contact centre infrastructure is to compare suitable platforms.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Take the first step with Agentforce Service.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Deliver personalised customer service at scale. Bring all of your support needs onto one platform so you can decrease costs while increasing efficiency.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/au\/service\/cloud\/\">Find out more<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"512\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp\" class=\"attachment-full size-full\" alt=\"Salesforce Astro wearing a headset and holding a circular icon with a pink heart in a grassy field.\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp?w=750&amp;h=500 750w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp?w=150&amp;h=100 150w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" data-attachment-id=\"69749\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/allproducts-card\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp\" data-orig-size=\"768,512\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"allproducts-card\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/allproducts-card.webp?w=768\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What to ask when comparing platforms<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Modernising your contact centre is a big decision, and the ability to roll back is limited. Even if there\u2019s pressure to decide quickly, the choice demands time and consideration. The best way to start is by asking the right questions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Where do customer, case, and interaction data live?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This question should have a quick, clean answer. If the platform provider can\u2019t tell you, it\u2019s a no. Protecting and storing your business data is too important to gloss over.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For many contact centres, legacy system data storage is neither quick nor clean. It\u2019s spread across CRMs, phone systems, and old tools. Service teams have no choice but to tolerate it, as collating fragmented enterprise data is a resource-heavy exercise.&nbsp;<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe33f92&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe33f92\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1557\" height=\"1067\" data-attachment-id=\"69750\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/data-readiness\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png\" data-orig-size=\"1557,1067\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"data readiness\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?w=1557\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?strip=all&#038;quality=95\" alt=\"Chart showing 63% of service pros with AI agents say data readiness is a major block to agent adoption.\" class=\"wp-image-69750\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png 1557w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?w=730&amp;h=500 730w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?w=768&amp;h=526 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?w=1536&amp;h=1053 1536w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/data-readiness.png?w=150&amp;h=103 150w\" sizes=\"auto, (max-width: 1557px) 100vw, 1557px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">The State of Service: AI Agents Editions<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s why engines like <a href=\"https:\/\/www.salesforce.com\/au\/data\/\">Data 360<\/a> offer a \u2018plug and play\u2019 solution, connecting each point to a <a href=\"https:\/\/www.salesforce.com\/products\/what-is-customer-360\/\">centralised profile<\/a> without all that heavy lifting. It\u2019s something worth considering for your final decision.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Are your workflows connected?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Multichannel systems fragment the customer journey. While the systems are there, they\u2019re just not talking to each other. If the platform doesn\u2019t have the capability, you\u2019re moving further away from your end goal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll need a platform that allows a dedicated layer built specifically for it. For example, <a href=\"https:\/\/www.salesforce.com\/au\/mulesoft\/agentforce\/\">Agentforce MuleSoft<\/a> is purpose-built to integrate seamlessly with third-party systems, allowing for integration and service automation at scale. It\u2019s how contact centres can alleviate hurdles without re-inventing the entire system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Will it make our service reps\u2019 experience easier?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s no point migrating to a customer experience platform that does nothing for your service reps. Some tools may seem like they\u2019ll provide a single source of truth, when in reality they just add another fragment to manage. Ask your reps to assess the platform\u2019s usability and limitations. This could include asking questions such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Is the platform usable?<\/li>\n\n\n\n<li>Do workflows properly support how reps work?<\/li>\n\n\n\n<li>Does it cut repetitive admin?<\/li>\n\n\n\n<li>Does it provide real-time visibility for supervisors?\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These questions identify gaps in vendor platforms, so you can rule those out early.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Does it allow for trusted AI?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Integrating trusted AI can be a blocker if not done correctly. In fact, <a href=\"https:\/\/www.salesforce.com\/au\/news\/stories\/state-of-service-ai-agents-edition-2026\/\">83% of Australian service professionals<\/a> say regulatory requirements hold back their AI deployment. AI needs to work within the proper guardrails for trusted support to happen. To scope this, ask questions like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Does it work within approved business data?<\/li>\n\n\n\n<li>Does it respect permission controls?<\/li>\n\n\n\n<li>Is manual quality control possible?<\/li>\n\n\n\n<li>Can it be audited?<\/li>\n\n\n\n<li>Does it follow set escalation paths?\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Is it scalable?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Scalability is fundamental for any business. It\u2019s no different for your infrastructure. Rising pressure can break brittle systems, so you need to identify whether a platform can handle peak-time volumes. To get a good idea of its capacity, ask:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Can it be updated or tweaked without the need for a specialist team?<\/li>\n\n\n\n<li>Can it expand into new channels seamlessly?<\/li>\n\n\n\n<li>Does it allow for growing teams?<\/li>\n\n\n\n<li>Can it handle peak load without downtime?<\/li>\n\n\n\n<li>What happens to performance (and cost) as data volume increases?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s a lot of information to take in. Here\u2019s a quick breakdown for each capability, mapped to its impacts on AHT, FCR, and customer effort.<\/p>\n\n\n\n<h4 id=\"h-platform-capability-impact-on-key-metrics\" class=\"wp-block-heading\"><strong>Platform capability impact on key metrics<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\"><strong>Capability<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>AHT impact<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>FCR impact<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Customer effort impact<\/strong><\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">Data storage and housing<\/td><td class=\"has-text-align-left\" data-align=\"left\">Reduced search time across systems<\/td><td class=\"has-text-align-left\" data-align=\"left\">Provides full contact to resolve on first contact<\/td><td class=\"has-text-align-left\" data-align=\"left\">Information is already on file, no need to repeat themselves<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Connected workflows<\/td><td class=\"has-text-align-left\" data-align=\"left\">Removes manual system handoffs, reduces delays<\/td><td class=\"has-text-align-left\" data-align=\"left\">Prevents cases from stalling or being closed due to missing context<\/td><td class=\"has-text-align-left\" data-align=\"left\">Smoother experience between channels<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Service rep experience<\/td><td class=\"has-text-align-left\" data-align=\"left\">Reduces time lost to manual admin<\/td><td class=\"has-text-align-left\" data-align=\"left\">Allows focus on resolution instead of navigation<\/td><td class=\"has-text-align-left\" data-align=\"left\">Faster, less strained interactions<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Trusted AI<\/td><td class=\"has-text-align-left\" data-align=\"left\">Less time verifying AI output<\/td><td class=\"has-text-align-left\" data-align=\"left\">Prevents AI from causing repeat contact<\/td><td class=\"has-text-align-left\" data-align=\"left\">More accurate and consistent answers<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Scalability<\/td><td class=\"has-text-align-left\" data-align=\"left\">Prevents AHT creep as things scale<\/td><td class=\"has-text-align-left\" data-align=\"left\">Maintains consistent resolution quality under growth<\/td><td class=\"has-text-align-left\" data-align=\"left\">Consistent experience regardless of scale<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">With your vendors tested, checked, and demonstrated, you\u2019re ready to make a final decision. Next comes the biggest part: migrating that old legacy system to the new cloud infrastructure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>A realistic migration plan from legacy to cloud<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Stakeholders will want the migration done yesterday. But service modernisation touches every point of the system architecture, and it can\u2019t be rushed. Set the right expectations with a migration plan, so everyone is across it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ve already done some of the work. Now you just need to put actionable steps around it. Since every contact centre platform looks different, take what you need from the steps below to create your own migration plan.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Audit and map the current environment&nbsp;<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, you\u2019ve done this at a smaller scale, but this time you\u2019re going to cover all facets of the system architecture. Revisit your friction point map and scope the remaining requirements by covering:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inventory channels<\/li>\n\n\n\n<li>Data sources<\/li>\n\n\n\n<li>Integrations<\/li>\n\n\n\n<li>Workflows<\/li>\n\n\n\n<li>Case types<\/li>\n\n\n\n<li>Knowledge content<\/li>\n\n\n\n<li>Legacy dependencies<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This allows you to identify issues early, such as quality control gaps, duplicate records, and inconsistent case categories.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Define the target service architecture<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You know what\u2019s not working, so it\u2019s time to define what will. Build out your best use case for each aspect of your ideal infrastructure, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Future customer journey<\/li>\n\n\n\n<li>Service models<\/li>\n\n\n\n<li>Data requirements<\/li>\n\n\n\n<li>Governance needs<\/li>\n\n\n\n<li>Success metrics<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Each facet should be sorted into one of four piles: remain, integrate, retire, or replace. Now you have a clear list of what to keep vs. what gets archived.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Choose a problem to test your migration<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Start the migration where the win is quick and easy to measure. Target one high-volume, high-friction journey that will alleviate pressure quickly. You can move on to more complex problems once the test case is proven.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Migrate, integrate, and pilot<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Take a considered approach for your migration rollout. Avoid launching everything at once: this will get messy if integrations go wrong. Stagger your rollout so you have time to test, refine, and solve.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Prepare the foundation<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Doing the groundwork ensures your launchpad is rock-solid. Map what data exists and where, cleanse it, test integrations, set role-based permissions, and carefully migrate your knowledge base.&nbsp;&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Run new and legacy systems in parallel<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This gives you a safety net for any unexpected breakages. Operations keep moving unaffected. It also gives you a direct comparison of how both systems perform in the same situations.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Pilot before scaling<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose a focus group to test the system before a full rollout. Gather their feedback, compare outcomes, and measure against existing AHT and FCR benchmarks to determine the next steps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Scale and optimise<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once your pilot proves its place, it\u2019s time to expand. You\u2019ve covered your main friction points. Now it\u2019s time to manage those areas outside of platform control.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Change management<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">People are <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/change-management-for-ai-implementation\">adverse to change<\/a>. It\u2019s in our nature. There will be questions, concerns, and pushback. The solution is clear communication, so be transparent about the process. Tell them in advance and explain what they can expect.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Rep training<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Once they\u2019re across what\u2019s changing, they\u2019ll need to know how it impacts their workflow and how to use it to their advantage.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Supervisor coaching<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Real-time data can come with a steep learning curve. Support supervisors by coaching them on how to <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/enhance-data-in-customer-data-platform\">access the right data<\/a> and how they can use it to make the right call as things happen.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Knowledge ownership<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A centralised knowledge base is only as helpful as its last update. Add in AI governance, system design, and integrations, all protected by clear product ownership.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ve run the pilot, seen some success, and scaled it across the rest of your support infrastructure. The next question is: Has it moved the needle?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Measuring modernisation success<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The whole point of modernisation is to connect the contact cycle and improve KPIs. Once you\u2019re using AI to reach those goals, you need to be across the business impact. That\u2019s why <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">66% of service organisations<\/a> measure AI accuracy and resolution rates to gauge their AI\u2019s true success.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe37c44&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe37c44\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1060\" height=\"665\" data-attachment-id=\"69751\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/service-orgs-track-ai-accuracy-resolution-rate\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png\" data-orig-size=\"1060,665\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"service orgs track ai accuracy + resolution rate\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png?w=1060\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-69751\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png 1060w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png?w=797&amp;h=500 797w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png?w=768&amp;h=482 768w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/service-orgs-track-ai-accuracy-resolution-rate.png?w=150&amp;h=94 150w\" sizes=\"auto, (max-width: 1060px) 100vw, 1060px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Source: Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">The State of Service: AI Agents Edition<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When migration is complete and things are ticking, it\u2019s time to let the data do the talking. Compare your data to pre-migration numbers to get results that turn assumptions into proof.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Reading metric movement: What to expect<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Overall, service professionals with AI agents report noticeable improvements across key KPIs, including customer satisfaction, AHT, and FCR.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a91cffe391c8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a91cffe391c8\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"691\" height=\"612\" data-attachment-id=\"69752\" data-permalink=\"https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/kpis-most-improved-by-ai-agents\/\" data-orig-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png\" data-orig-size=\"691,612\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"KPIs most improved by AI Agents\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png?w=691\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png?strip=all&#038;quality=95\" alt=\"List of top KPIs improved by AI agents: customer satisfaction, rep productivity, handle time, retention, response time.\" class=\"wp-image-69752\" srcset=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png 691w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png?w=565&amp;h=500 565w, https:\/\/www.salesforce.com\/au\/blog\/wp-content\/uploads\/sites\/4\/2023\/11\/KPIs-most-improved-by-AI-Agents.png?w=150&amp;h=133 150w\" sizes=\"auto, (max-width: 691px) 100vw, 691px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Source: Salesforce, <a href=\"https:\/\/www.salesforce.com\/au\/service\/resources\/state-of-service-ai-agents\/?d=pb\" target=\"_blank\" rel=\" noopener\">The State of Service: AI Agents Edition<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Movement post-migration is to be expected. But increases, declines, and stalls all mean different things, depending on the metric.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Metric <em>increases <\/em>can signify things are working, but it\u2019s important not to celebrate off the bat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, AHT dropping right after launch is a good early signal and should be monitored with cautious optimism.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a metric <em>declines<\/em>, it\u2019s not necessarily a bad thing. For example, FCR dipping is common as reps adjust to their new workflows. Once the learning curve passes, it may bounce back.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Stalled <\/em>metrics are just as important to note as those in flux, as they signify lingering points of friction. For example, if AHT improves but customer satisfaction stalls, it means the reps are handling cases faster, but customers aren\u2019t feeling it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">All these points work for project scoping and building a plan.<\/p>\n\n\n\n<div class=\"layout-fourteen wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Join the Serviceblazer Community.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Learn, connect, and grow with fellow service and field service professionals. Network and get answers in real time.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/join.serviceblazer.com\">Join on Slack<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-fourteen.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration-left\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-left-layout-fourteen.png\" alt=\"\">\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Real-world omnichannel customer service infrastructure<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This all sounds good in theory, but what does it mean in practice? What sort of results can an enterprise business achieve with a connected, AI-assisted omnichannel system?&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.salesforce.com\/au\/customer-stories\/one-nz\/\">One NZ<\/a> is a good example of omnichannel customer service at scale. It doesn\u2019t get much bigger than scoping for over a million customers. Each needed simplified plans, so it became impossible to keep up with customer demands. So, the company decided to create a self-service agent that customers could trust to guide their decisions.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Grounded in real-time <a href=\"https:\/\/www.salesforce.com\/au\/data\/\">Data 360<\/a>, One NZ created these purpose-built agents with Agentforce in just five weeks. The result? Customers can now check, compare, and switch plans anytime at their leisure, without needing manual support.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Imagine that you can have that full understanding of your entire suite of services with One NZ, no matter what channel you\u2019re dealing with. You\u2019re using data across platforms to better serve our customers. That\u2019s really the goal for me.<\/p>\n<\/blockquote>\n<span class=\"citation-role\">Summer Collins, Chief AI &amp; Data Director, One NZ<\/span>\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on LinkedIn (Opens in a new tab)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fau%2Fblog%2Fcontact-centre-ai%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=How%20to%20Modernise%20Omnichannel%20Customer%20Service%20at%20Scale\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on Twitter (Opens in a new tab)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=How%20to%20Modernise%20Omnichannel%20Customer%20Service%20at%20Scale&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fau%2Fblog%2Fcontact-centre-ai%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Share on Facebook (Opens in a new tab)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fau%2Fblog%2Fcontact-centre-ai%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"How to Modernise Omnichannel Customer Service at Scale\" https:\/\/www.salesforce.com\/au\/blog\/contact-centre-ai\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How Agentforce and Data Cloud Are Helping One NZ Scale | Salesforce\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/paOeU7CJaXI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/www.youtube.com\/watch?v=paOeU7CJaXI\" target=\"_blank\" rel=\" noopener\">How Agentforce and Data Cloud Are Helping One NZ Scale | Salesforce<\/a><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It just goes to show how much AI integrations, using the right data within protective guardrails, can assist service reps and their customers.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Advanced support for service teams and customers<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your contact centre is only as efficient as the platform that runs it. Centralised databases, omnichannel service, smart AI integrations, and real-time analysis are all important pieces of the puzzle. To modernise legacy architecture is to clear the path for customers, service reps, and wider teams.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With your migration plan outlined, setting it up is the logical next step. If you\u2019re looking to modernise your contact centre, <a href=\"https:\/\/www.salesforce.com\/au\/agentforce\/contact\/contact-us\/?d=pb\" data-type=\"link\" data-id=\"https:\/\/www.salesforce.com\/au\/agentforce\/contact\/contact-us\/?d=pb\" target=\"_blank\" rel=\" noopener\">contact our team today<\/a> to discover how <a href=\"https:\/\/www.salesforce.com\/au\/service\/contact-center\/\">Agentforce Service<\/a> can help you build and iterate safely, connect apps to your workflows, and provide that critical centralised viewpoint.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.salesforce.com\/au\/agentforce\/\">See what\u2019s possible with Agentforce today.<\/a><\/p>\n\n\n\n<h2 id=\"h-faq\" class=\"wp-block-heading\"><strong>FAQ<\/strong><\/h2>\n\n\n<div class=\"accordion-v2 \">\n\t\n\n<button class=\"accordion-header accordion-v2__header\" role=\"button\">\n\t<strong>What is the difference between multichannel and omnichannel customer service?<\/strong><\/button>\n<div class=\"accordion-content accordion-v2__content\">\n\t\n\n<p class=\"wp-block-paragraph\">The difference between multichannel and omnichannel is how contact channels integrate. Multichannel has a siloed view for each channel, making it difficult to track customer journeys and support them properly at every point. Omnichannel offers a fully connected view for all channels, so service reps can track the customer journey no how they contact the business.<\/p>\n\n<\/div>\n\n\n\n<button class=\"accordion-header accordion-v2__header\" role=\"button\">\n\t<strong>What features should a modern customer service platform include?<\/strong><\/button>\n<div class=\"accordion-content accordion-v2__content\">\n\t\n\n<p class=\"wp-block-paragraph\">A modern cloud contact centre needs to do one thing well: help customers at all stages of their journey. To do this, there are five main features a customer service platform should include:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Unified conversation history, to keep all customer interactions housed in one place<\/li>\n\n\n\n<li>Intelligent routing, to send customers to the right agent based on context<\/li>\n\n\n\n<li>Shared knowledge centre, to keep answers consistent across every channel<\/li>\n\n\n\n<li>Real-time analytics, to provide proactive visibility and deal with problems as they arise<\/li>\n\n\n\n<li>Embedded AI assistance, to quietly work alongside service reps while improving efficiency and flow<\/li>\n<\/ol>\n\n<\/div>\n\n\n\n<button class=\"accordion-header accordion-v2__header\" role=\"button\">\n\t<strong>What is contact centre AI?<\/strong><\/button>\n<div class=\"accordion-content accordion-v2__content\">\n\t\n\n<p class=\"wp-block-paragraph\">Contact centre AI is the set of capabilities embedded into your service platform. This can include reply suggestions, process automation, live transcription, case summaries, intelligent routing, and real-time data analytics. When implemented properly, AI works alongside your reps to resolve cases faster, more accurately, and with less effort.<\/p>\n\n<\/div>\n\n<\/div> <!-- \/.accordion-v2 -->\n","protected":false},"excerpt":{"rendered":"<p>Learn how to modernise omnichannel customer service at scale, from unified infrastructure to embedded AI, and what to look for in a platform. 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