Back to Blog

RPA in Customer Service. How to Use Robotic Process Automation in Customer Support?

by Peter Szalontay, November 07, 2024

RPA in Customer Service. How to Use Robotic Process Automation in Customer Support?

Automate Your Business with AI

Enterprise-grade AI agents customized for your needs

Discover Lazy AI for Business

RPA in Customer Service: What Is It?

Understanding Robotic Process Automation

The term “Robotic Process Automation” (RPA) refers to programmable software robots or "bots". You can now program bots to carry out repetitive, rule-based tasks that are typically done by human workers. In customer service, RPA technology makes these routine processes automatic. The benefits include faster support, efficiency, lower operational costs, and fewer human errors.

How RPA Automation Helps in Customer Interactions

Using RPA, businesses can have more seamless customer interactions. The technology makes various touchpoints automatic throughout the customer journey. The bots can handle customers’ initial requests, send tickets to the right departments, and send instant answers to FAQs. RPA also covers repetitive tasks in customer service, like data entry, creating tickets, and processing payments. It can even track order statuses and update customers. It’s designed to be a consistent and efficient form of customer communication.

When Should You Use RPA in Customer Support?

It’s common to use RPA for daily customer support tasks, whether you need a way to auto-create tickets, keep accurate records, provide order updates, or quickly send inquiries to the correct department. RPA is also useful in both basic and complex data management. You may even use RPA to streamline your payment processing system. This kind of technology opens up doors to automatically verify, process, and confirm transactions for customers. Or, say you need a virtual schedule manager. RPA can step into this role, with the ability to carry out auto-email responses.

How Does RPA Improve Customer Experience?

Higher Customer Satisfaction

One great pro of RPA is that it leads to happier customers. RPA tech ensures that customers are always getting the help that they need with fast response times and 24/7 support that humans simply can’t provide. What’s more, the quality won’t dip. Customers can consistently get high-quality support, no matter when or how often they send in a request. Fast and error-free assistance means that customers don’t have to worry about improper data handling, and they can get their problems solved in no time.

Better Customer Service and Business Operations

One big RPA upside is accurate workflow automation. RPA helps businesses to comply with service-level agreements and optimally allocate resources. But perhaps most importantly, RPA is consistent, delivering this same level of execution across all customer support operations.

Customer Feedback Analysis

RPA also supports businesses in better understanding customer feedback. It does so by automatically processing feedback, monitoring social media, and looking at survey responses. From there, RPA finds the trends and gives detailed reports. This way, companies can get a fuller picture of their customers’ satisfaction. When businesses understand what will and won’t satisfy their customers, both the company and the customer can benefit.

What Are the Benefits of Implementing RPA in Customer Support?

Benefits of RPA for Customer Service Teams

When customer service teams start using RPA, they see a turnaround in how they operate and deliver value in a reliable way. Service teams have fewer errors, faster output, and no interruptions. Support agents are free of the burden of repetitive tasks, which means that they can focus on more meaningful interactions with customers. Furthermore, the technology is more precise than manual processing when it comes to handling data. Overall, teams become more productive and better equipped to consistently meet expectations. In turn, customer service professionals are more satisfied with their jobs.

How RPA Technology Impacts Customer Relationships

RPA goes beyond just efficiency. It can also refine the quality of customer relationships. One upside is that customer interactions are more personalized. This is now possible with RPA’s easy access to comprehensive customer histories. For example, the technology is able to build upon previous conversations with customers and even anticipate and address potential issues before they pop up. Customers also come to trust their representatives more when they are consistently getting high-quality support. First-contact resolution rates improve, and when necessary, the technology reroutes customers to the most qualified human agent. This proactive approach strengthens long-term relationships between the business and the customer.

Increased Efficiency and Accuracy in Service Requests

RPA completely changes how companies process their service requests. They mainly benefit from prioritized requests, fewer delays and human errors, and greater consistency. With this technology, you can have advanced ticket prioritization systems, which put urgent matters first. It’s able to distribute the workload based on factors like current capacity. Meanwhile, routine requests still get done efficiently. Instant access to necessary information also means that requests get processed faster. Errors are significantly reduced, too, owing to the automated systems that follow optimal processing paths and better handling procedures. What’s more, the RPA standardized responses make the service quality more consistent. As a result, businesses get more comprehensive and accurate insights that they can use for continued improvements to their service.

How to Implement RPA in Customer Service Operations

Steps for Successful RPA Adoption

Before adopting RPA technology, businesses need to assess what they’re currently doing. What are the areas of inefficiency? Which tasks might benefit from automation? These are important questions to ask along the way. In an ideal world, customer service managers, technical teams, and frontline staff will communicate and work well together. The next step is to make note of your processes and standardize them. What’s great is that this reveals more areas for improvement that you might have previously overlooked. Finally, there’s the development and testing phase. You need to pay careful attention to detail and do extensive validation. It’s important for automated functions to not just work correctly, but also work well with your existing systems. Success usually involves several versions of testing and refining, and you can improve upon each cycle. It’s important to focus on creating robust, scalable solutions that can adapt to changing business needs.

Choosing the Right RPA Software for Customer Support

It’s essential for businesses to choose the appropriate RPA software. You should be careful to consider possible solutions based on your business’s specific needs and situation. The ideal RPA platform is very scalable and should still be flexible, even amidst the business’s growing needs. Furthermore, beyond the initial purchase cost, you should think about the potential costs of maintenance, training, and customization. It’s important to consider integration. Whichever solution you choose needs to work in tandem with the customer service systems you’re currently using. Another important factor is security since RPA will be handling sensitive information. Seek out ample security features to protect customer data and meet relevant privacy regulations. You also want to seek out features like comprehensive analytics and reporting capabilities. These make it possible to monitor performance and identify areas for improvement. Finally, it’s essential to choose vendors with proven track records, financial stability, and a commitment to ongoing product development. Having good, reliable tech support and training resources can make a huge difference in how successful an RPA system is when you adopt it.

Common Challenges in Implementing RPA and How to Overcome Them

It’s perfectly normal for companies to face challenges when they first use RPA, like when employees worry about how automation will affect their roles. But with the right planning, you can easily overcome these issues. One way for businesses to face this challenge is to speak with customer service workers and point out the different benefits of RPA. RPA can enhance human skills (not replace them as some people worry), and automation can actually improve working conditions and job satisfaction. Some companies struggle to combine RPA with their current systems. Again, this is where planning ahead does wonders. You might choose to introduce the RPA in phases. This strategy gives customer support agents time to gradually test and integrate the software, starting simple then moving into more complicated efforts. You can also get ahead of the curve by doing a technical assessment to see where the new tech might not mesh well with your current tech. Standardization is another kink you might need to work out. For example, your business might currently use a customer service system that complicates the newer automation efforts. Because of this, your business might have to work closely with stakeholders to agree on what you’ll do when it comes time to standardize your processes. The key thing is to anticipate issues before they happen to avoid timeline and budget problems. As a result, this builds confidence in customer support teams.

What Role Do Customer Support Agents Play in RPA Adoption?

RPA and Its Impact on Customer Service Representatives

One exciting thing about RPA is that it makes routine tasks a thing of the past for customer support agents. Now, these workers are elevated to strategic problem solvers, giving them a much more creative role. Employees can save time and focus on the meaningful stuff, which leads to employees being more satisfied with their jobs and opens doors for professional growth. For example, many agents have the chance to gain expertise in skills like process optimization and bot management. These are great skills to have when it comes to the newer hybrid roles that combine customer service knowledge with technical skills.

Training Customer Support Agents to Use RPA

The customer support team needs support, too, and it needs to be comprehensive. When a business begins using RPA, the workers need to learn the basic principles, like monitoring and managing automated processes. For example, workers need to know how to tell the difference between times when automation processes are and aren’t needed. They should also be able to spot patterns in customer interactions that could benefit from automation. The training should also highlight the importance of maintaining a human touch, even with new RPA tech in the mix. Once these basics are covered, agents can move on to training in process optimization and exception handling. Training should teach workers to understand where RPA helps and where it falls short. Doing so means that automated systems can continue to improve as they’re used.

How RPA Allows Customer Support Agents to Focus on Complex Tasks

As mentioned before, RPA lets agents focus on sophisticated customer issues that need human judgment and emotional intelligence. For example, customers sometimes have sensitive complaints or intricate technical problems. In these instances, RPA puts human skills to better use and keeps customers happy in the long run. What’s great is that agents are more organized and have time to reflect. Agents can see where there are patterns in customer interactions, suggest improvements, and speak up in strategic planning discussions. It’s a win-win – helping both the company and the employee in customer service efforts.

What Are the Future Trends of RPA in Customer Service?

Emerging RPA Technologies in Customer Support

RPA’s in customer service just keeps evolving, and fast. AI plays an increasingly central role in advancing automation capabilities. The next generation of RPA tech solutions is beginning to incorporate sophisticated AI algorithms that allow more nuanced decision-making and advanced problem-solving abilities. These systems can understand context, learn from past interactions, and adapt their responses accordingly. They represent a big leap forward from traditional automation that’s based on rules. Natural Language Processing technology is completely changing how RPA systems interact with customers and support agents alike. Their advanced language understanding capabilities make it possible for them to understand complex customer requests. What’s more, they’re able to respond accurately without sounding unnatural. People should also keep an eye out for cognitive automation. This technology can process unstructured data, see patterns, and make informed decisions based on complex criteria. With the help of machine learning capabilities, automated processes will just keep getting better and better. Furthermore, Internet of Things (IoT) technology is expanding the reach of RPA. This makes customer support more proactive. You get real-time monitoring and automated responses to device-generated signals.

Predictions for RPA Adoption in the Coming Years

It’s likely that RPA in customer service will become more sophisticated and comprehensive over time. Businesses are starting to look for end-to-end process automation. This is a way to combine multiple systems and departments for holistic support. These advancements make way for predictive and preventative support models. They help businesses to predict customer needs and potential issues before they arise so that service is personalized. In the coming years, RPA and AI will continue to integrate and make it possible for more things to be automated in a quality way. This fundamentally changes the nature of customer support from reactive to proactive.

How RPA Will Continue to Shape Customer Experience

Customers will also have better experiences in the coming years. Personalized, natural service will improve as automated systems get better at understanding and anticipating individual customer needs. We’ll see faster resolution times for customer inquiries when organizations start using advanced analytics and machine learning. The future of customer service will also likely include seamless omnichannel experiences. These will be made possible by RPA systems that can maintain consistent context and information across all customer touchpoints. Service delivery will continue to evolve, too, relying on RPA tech to improve predictive maintenance and automated personalized service. Importantly, the relationship between human agents and RPA systems will keep improving, as there will be newer and better models for delivering customer service. RPA will assist, rather than replace, agents, which will support teams to provide optimal service that combines automated efficiency and human insight. Customer support teams will benefit long-term and across a high volume of requests.

Automate Your Business with AI

Enterprise-grade AI agents customized for your needs

Discover Lazy AI for Business

Recent blog posts