Self-Service Success Checklist

Customers expect next-level self-service. Here’s how to make it happen.

Build a self-service site customers love

A great customer experience begins with keeping things simple. The last thing you want is to make anyone jump through unnecessary hoops. And what could be simpler than giving your customers the right tools to answer their own questions?

That’s why 59% of customers prefer self-service tools for low-complexity cases. And when self-service is done right, it’s a win-win: your customers can resolve problems faster, and your agents can focus their time and attention on more complex issues.

But how do you create an exceptional self-service experience? Use this free checklist to make sure you’re delivering all 30 elements of a great self-service experience.

Learn how to:

  • Create a help site that’s on-brand, simple, accessible, and mobile-friendly
  • Offer easy access to your most popular knowledge articles, organized by topic
  • Avoid frustrating your customers with ineffective chatbots
  • Personalize the customer experience with articles, messaging, and tailored content 

Ready to empower your customers and make your agents more productive? Dive in!


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