Conversational service

Conversational service

Customer service isn't human enough

Technology Deep Dive

Conversational Robot

The last thing any customer wants is a service experience that feels impersonal—or robotic.

Customers want interactions to feel authentic and personal. They want past interactions to inform future conversations. And much like any other relationship, 
they hate repeating themselves or feeling like companies aren’t listening or learning from what they have to say.

Businesses must move beyond just thinking of customer interactions as one-off engagements when something goes wrong. Customers already connect over platforms that make it possible to pick back up on a conversation wherever and whenever is convenient—and they expect businesses to do the same.

But while many companies recognize 
the urgent need to adopt a more conversational approach, most are only scratching the surface with what’s possible and what’s needed to succeed.

Conversational customer service instead weaves 
each interaction into a larger, ongoing dialogue with customers—one that builds a deeper, more insightful relationship as time goes on. It’s about much more than just adding certain channels, but far too often internal barriers make it difficult for companies to fully embrace 
a conversational approach.

“So many rich conversations are happening with customers, yet this valuable context ends up being locked within a particular department and isn’t visible to others who could benefit from this information.”

MIKE GOZZO, Vice president OF PRODUCT 
AT ZENDESK

Without these contextual clues, it’s impossible to 
offer personalized service, engage in proactive communication, or flag valuable feedback for product and strategy teams.

Instead, customers are treated like strangers each time they reach out—with more than 60 percent now willing to walk away after just one bad experience. It’s time to break down those walls between you and your customers—and we’ll show you how with insights from customers, agents, business leaders, and our own internal teams.

Customers want to have conversations

71%
Expect agents to have access to all relevant information
61%
Want to seamlessly continue conversations across channels
63%
Want help when buying or returning an item
51%
Are open to product recommendations from agents
47%
Are willing to complete transactions across multiple channels
45%
Want to use channels that are familiar to them
68%
Expect agents to have access to all relevant information
58%
Want to seamlessly continue conversations across channels
60%
Want help when buying or returning an item
51%
Are open to product recommendations from agents
47%
Are willing to complete transactions across multiple channels
41%
Want to use channels that are familiar to them
85%
Expect agents to have access to all relevant information
82%
Want to seamlessly continue conversations across channels
81%
Want help when buying or returning an item
70%
Are open to product recommendations from agents
69%
Are willing to complete transactions across multiple channels
70%
Want to use channels that are familiar to them
75%
Expect agents to have access to all relevant information
82%
Want to seamlessly continue conversations across channels
79%
Want help when buying or returning an item
73%
Are open to product recommendations from agents
70%
Are willing to complete transactions across multiple channels
72%
Want to use channels that are familiar to them
72%
Expect agents to have access to all relevant information
62%
Want to seamlessly continue conversations across channels
64%
Want help when buying or returning an item
51%
Are open to product recommendations from agents
48%
Are willing to complete transactions across multiple channels
53%
Want to use channels that are familiar to them
74%
Expect agents to have access to all relevant information
69%
Want to seamlessly continue conversations across channels
74%
Want help when buying or returning an item
59%
Are open to product recommendations from agents
55%
Are willing to complete transactions across multiple channels
49%
Want to use channels that are familiar to them
67%
Expect agents to have access to all relevant information
49%
Want to seamlessly continue conversations across channels
50%
Want help when buying or returning an item
40%
Are open to product recommendations from agents
43%
Are willing to complete transactions across multiple channels
34%
Want to use channels that are familiar to them
69%
Expect agents to have access to all relevant information
55%
Want to seamlessly continue conversations across channels
54%
Want help when buying or returning an item
45%
Are open to product recommendations from agents
42%
Are willing to complete transactions across multiple channels
36%
Want to use channels that are familiar to them
68%
Expect agents to have access to all relevant information
60%
Want to seamlessly continue conversations across channels
58%
Want help when buying or returning an item
50%
Are open to product recommendations from agents
40%
Are willing to complete transactions across multiple channels
38%
Want to use channels that are familiar to them
86%
Expect agents to have access to all relevant information
83%
Want to seamlessly continue conversations across channels
83%
Want help when buying or returning an item
69%
Are open to product recommendations from agents
71%
Are willing to complete transactions across multiple channels
70%
Want to use channels that are familiar to them
64%
Expect agents to have access to all relevant information
66%
Want to seamlessly continue conversations across channels
65%
Want help when buying or returning an item
62%
Are open to product recommendations from agents
58%
Are willing to complete transactions across multiple channels
57%
Want to use channels that are familiar to them
81%
Expect agents to have access to all relevant information
81%
Want to seamlessly continue conversations across channels
81%
Want help when buying or returning an item
77%
Are open to product recommendations from agents
72%
Are willing to complete transactions across multiple channels
75%
Want to use channels that are familiar to them
71%
Expect agents to have access to all relevant information
70%
Want to seamlessly continue conversations across channels
70%
Want help when buying or returning an item
60%
Are open to product recommendations from agents
60%
Are willing to complete transactions across multiple channels
58%
Want to use channels that are familiar to them
71%
Expect agents to have access to all relevant information
62%
Want to seamlessly continue conversations across channels
61%
Want help when buying or returning an item
40%
Are open to product recommendations from agents
39%
Are willing to complete transactions across multiple channels
31%
Want to use channels that are familiar to them
Methodology How we ran the research

Data in this report comes from three sources: One global survey of 3,500 consumers, one global survey of 4,600 business respondents, and Zendesk Benchmark product usage data from more than 97,500 companies.

Businesses risk getting left out of the conversation

What is conversational customer service?

While conversational service is new to most businesses, these types of effortless conversations have become the norm for consumers in virtually all aspects of their daily lives.

“The way we speak to our friends and family has shifted, and it’s changing the expectations of customers,” says Gozzo. “If a personal conversation can feel this rich and fluid, so too should conversations with a company. It’s where customer service is going in the future.”

For customers, conversational service 
is about having more natural, fluid conversations with a company that knows you and your history with them.

Stats
65% of companies want to add tools that allow agents to work across multiple channels

For companies, it’s about capturing the entire customer experience—from when a person first engages with 
a business, visits a website, or even walks into a store. Much like your text message history, each question, comment, or response is stored as part of a larger conversation. This enables businesses to personalize future interactions and proactively engage with their customers as they get to know them better.

With more than 70 percent of customers now saying that they expect conversational experiences, the future may already be here.

Consumers don’t want their interactions to feel transactional. And they expect personalized service based on conversations they’ve already had. More specifically:

+74%
of customers expect agents to have access to all information relevant to their account and query
+73%
want the ability to start a conversation on one channel and pick it back up on another
+60%
are willing to use multiple channels to start and then complete a transaction

Businesses are trailing behind expectations

Less than 40 percent report that they can deliver conversations that allow a customer to respond whenever and wherever is convenient. Despite rising interest—34 percent say they’re already adding much-needed capabilities for conversational service—many haven’t fully embraced the fundamentals needed for success.

For instance, only 42 percent of companies can currently integrate their customer service platform with other business channels like Apple Business Chat, Facebook Messenger, or WhatsApp.

Channelbuttons

Most businesses aren’t meeting the standard

35%
Integrate customer service with other business channels
36%
Can support a digital sale during customer service interactions
30%
Can pause conversations and pick them up seamlessly
30%
Can verify customers and their history without involving an agent
23%
Let agents seamlessly switch between channels to solve issues
25%
Give agents a unified workspace to access all conversations
46%
Integrate customer service with other business channels
44%
Can support a digital sale during customer service interactions
39%
Can pause conversations and pick them up seamlessly
35%
Can verify customers and their history without involving an agent
25%
Let agents seamlessly switch between channels to solve issues
12%
Give agents a unified workspace to access all conversations
45%
Integrate customer service with other business channels
45%
Can support a digital sale during customer service interactions
41%
Can pause conversations and pick them up seamlessly
44%
Can verify customers and their history without involving an agent
35%
Let agents seamlessly switch between channels to solve issues
19%
Give agents a unified workspace to access all conversations
46%
Integrate customer service with other business channels
42%
Can support a digital sale during customer service interactions
39%
Can pause conversations and pick them up seamlessly
38%
Can verify customers and their history without involving an agent
28%
Let agents seamlessly switch between channels to solve issues
19%
Give agents a unified workspace to access all conversations
40%
Integrate customer service with other business channels
36%
Can support a digital sale during customer service interactions
30%
Can pause conversations and pick them up seamlessly
34%
Can verify customers and their history without involving an agent
29%
Let agents seamlessly switch between channels to solve issues
11%
Give agents a unified workspace to access all conversations
38%
Integrate customer service with other business channels
44%
Can support a digital sale during customer service interactions
36%
Can pause conversations and pick them up seamlessly
41%
Can verify customers and their history without involving an agent
33%
Let agents seamlessly switch between channels to solve issues
13%
Give agents a unified workspace to access all conversations
49%
Integrate customer service with other business channels
36%
Can support a digital sale during customer service interactions
32%
Can pause conversations and pick them up seamlessly
32%
Can verify customers and their history without involving an agent
26%
Let agents seamlessly switch between channels to solve issues
19%
Give agents a unified workspace to access all conversations
44%
Integrate customer service with other business channels
46%
Can support a digital sale during customer service interactions
34%
Can pause conversations and pick them up seamlessly
38%
Can verify customers and their history without involving an agent
28%
Let agents seamlessly switch between channels to solve issues
25%
Give agents a unified workspace to access all conversations
55%
Integrate customer service with other business channels
53%
Can support a digital sale during customer service interactions
43%
Can pause conversations and pick them up seamlessly
44%
Can verify customers and their history without involving an agent
38%
Let agents seamlessly switch between channels to solve issues
16%
Give agents a unified workspace to access all conversations
45%
Integrate customer service with other business channels
37%
Can support a digital sale during customer service interactions
47%
Can pause conversations and pick them up seamlessly
46%
Can verify customers and their history without involving an agent
31%
Let agents seamlessly switch between channels to solve issues
13%
Give agents a unified workspace to access all conversations
43%
Integrate customer service with other business channels
51%
Can support a digital sale during customer service interactions
34%
Can pause conversations and pick them up seamlessly
35%
Can verify customers and their history without involving an agent
29%
Let agents seamlessly switch between channels to solve issues
15%
Give agents a unified workspace to access all conversations
44%
Integrate customer service with other business channels
41%
Can support a digital sale during customer service interactions
36%
Can pause conversations and pick them up seamlessly
41%
Can verify customers and their history without involving an agent
35%
Let agents seamlessly switch between channels to solve issues
23%
Give agents a unified workspace to access all conversations

Investing in change for better business

90 percent of business leaders and managers acknowledge that their organizations will have to make changes to support conversational customer service.

Each business’ needs are different, but the three changes that most respondents acknowledged they need to make are:

+28%
of companies say they will need to implement new work processes
+27%
say they still need to train agents on new ways to converse with customers
+26%
say they’ll need to invest in better automation capabilities

Win big with small talk

Now is not the time to simply add a few channels or continue 
with business-as-usual.

With companies now competing on the quality of their customer service, no one can afford to sit back and fall behind. To start delivering the kinds of customer experiences that drive growth and build lasting, long-term relationships with customers, leaders must rethink their mindset and their approach.

Getting conversational with customers starts with having the right tools and technologies in place

Lightbulb

Evaluate your existing channels turn on new ones if needed, and ensure that customers have a consistent experience - regardless of how they choose to connect.

Adopt a unified platform across channels that can support conversations.

As conversations increase, leverage AI or automation to manage the additional influx, answer questions outside of normal business hours, and triage requests. Even if a chatbot can't answer the question, it's a nice way to offer a greeting and let the customer know help is on the way.

+65%
of companies want to revamp metrics around quality of the customer service experience
+68%
of companies want to allow digital verification of customers and commerce history without having to speak to live agents
+65%
of companies want to add tools that allow agents to work across multiple channels

Organizations admit they have work to do

22% 30% 33% 29% 22% 26% 27% 27% 29% 33% 30% 30%
need to implement new work processes
22% 27% 33% 24% 22% 32% 31% 31% 34% 29% 24% 35%
need to define new metrics to measure service quality
19% 30% 30% 27% 22% 26% 30% 28% 24% 34% 26% 29%
need to train agents in new conversational strategies
21% 27% 29% 27% 21% 33% 28% 26% 28% 22% 28% 22%
need to support cross-channel interactions
23% 24% 31% 28% 20% 22% 26% 31% 34% 25% 28% 27%
need to design new workflows
20% 24% 28% 24% 29% 18% 27% 29% 31% 24% 25% 28%
need to add new channels
13% 21% 23% 20% 13% 15% 18% 21% 34% 21% 21% 24%
need to identify new ways to enable cross-department collaboration
17% 19% 21% 20% 15% 18% 20% 17% 31% 28% 19% 21%
need to change the way channels are staffed
14% 19% 22% 17% 18% 19% 22% 22% 24% 28% 23% 15%
need to invest in better automation capabilities

Beyond the changes to tools and technologies, companies must be prepared to take a hard look at their current approach.

Customer Story Delivering personal touches to digital spaces

How Four Seasons mixed high-touch and high-tech to make digital experiences more personal.

Here are three strategic questions every company should be asking to help them build stronger relationships with their customers:

Where are the communication barriers (both internal and external) that are preventing a more organic, conversational experience?

Think about your existing customer service operation. How can you make customers feel warm and welcomed rather than just another person in the queue? Are there barriers preventing agents from accessing the data they need to provide more natural, personalized service? If so, you’re not alone. Only 29 percent of agents report being very effective at collaborating with the right teams to build stronger customer relationships.

How can you get to know your customers on a more personal level?

Getting to know your customers better means finding opportunities to connect beyond one-off instances when things go wrong. Once you’re on a first name basis, you can begin to look for other opportunities to optimize their experience.

How can you use these deeper connections with customers to empower the rest of your business?


Better relationships with customers can have benefits for your entire business by highlighting common problems or opportunities to improve products or services—but only if it reaches the right people. Make sure that this information is shared widely and isn’t siloed within the support team.

Next Chapter
Make customer interactions feel intelligent, not artificial
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