PROGRAMS · AI Transformation
AI Customer Experience Workshop
CX, customer service and operations teams lift response times and satisfaction with AI. Which tickets AI resolves, which to escalate to humans, how to split work — all practical.
Duration
1 full day
Format
Workshop + live AI agent setup demo + scenario simulation
Starting at
$250/person
Customer service teams can double capacity with AI but you don't want 'customers slamming into a robot wall'. This workshop teaches CX/CS teams how to set up AI agents correctly, where AI versus human should sit in the customer journey, how to tune escalation thresholds, and how to measure performance. By end of day your team has a working agent prototype and an operating workflow.
Who this is for
- 01Customer service and CX teams
- 02Operations managers and VPs
- 03E-commerce, SaaS, telco, healthcare — high-ticket-volume sectors
- 04Call center managers
Modules
AI Customer Experience Workshop
Customer journey and AI mapping
Where AI creates value at each touchpoint; customer expectations; human-AI work split.
Preparing the knowledge base for AI
Structuring your FAQs; product docs; policy documents; the data layer AI needs to answer correctly.
Agent setup (live demo)
We build an AI agent from scratch in the workshop; with your knowledge base; multi-channel responses; live testing.
Escalation and human handoff
When AI should escalate; context transfer; sensitive-topic handling; threshold tuning by risk profile.
Operations workflow
New role distribution in the team; who owns the AI; quality control; daily reporting.
Performance measurement
Which metrics matter; deflection rate, satisfaction, response time; improvement loop.
CX AI tool stack and agent architecture
Voiceflow and custom Claude/GPT agents for multi-channel (email + chat + WhatsApp); ElevenLabs and Twilio integration for voice support; n8n for ticket routing and workflow automation (incoming ticket → category → AI response or human); MCP-based agents directly connected to Zendesk / Intercom / Freshdesk (with real customer data); RAG (Retrieval Augmented Generation) over company documents — vector store, embeddings, citation tracking; sentiment analysis and escalation-threshold tuning; custom Claude artifacts for agent quality scoring; we build a working prototype with your knowledge base live in the workshop.
Outcomes
AI Customer Experience Workshop
CX, customer service and operations teams lift response times and satisfaction with AI. Which tickets AI resolves, which to escalate to humans, how to split work — all practical.
- 01Custom AI agent prototype (built during workshop)
- 02AI-human work split map across customer journey
- 03Operations workflow guide
- 04Performance dashboard template
- 05Completion certificate
- 0630-day post-training Q&A access
Frequently asked
AI Customer Experience Workshop
Which tools do we work on?
+
Examples on Zendesk, Intercom, Freshdesk. Whatever your helpdesk system is, the workshop runs on that.
Do we actually build a working AI agent in the workshop?
+
Yes. A working prototype on your knowledge base is delivered during the workshop. Production deployment is a separate scope.
Suitable for my call center team?
+
Yes — voice AI agent (phone channel) module added in the workshop.
Do you handle full implementation after?
+
Yes — the AI Customer Operations program runs 12 weeks; the workshop is also sold as the training module of that program.
Which program is right?
On a 30-minute diagnostic call we assess your situation and recommend the right program — or tell you honestly if none of them fit.
Book the call→