---
title: Self-Service and Automation Customer Care Best Practices
description: Everyone’s talking about self-service automation, it seems. Of course, no one likes to talk about the amount of work that goes into automation. The more sophisticated and complex the system(s) undergoing automation, the more care and effort needs to be put into it to make it all work right.
image: https://blog.brightpattern.com/hubfs/self-serv.jpg
---

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          - [Salesforce](http://www.brightpattern.com/call-center-software/crm-integrations/salesforce-integration/)
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          - [CRM INTEGRATIONS COMPARISON](http://www.brightpattern.com/call-center-software/crm-integrations/crm-integrations-comparison/)
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# Self-Service and Automation Customer Care Best Practices

![](https://blog.brightpattern.com/hubfs/BrightPattern_Jul2016/Images/cloud-bg2.jpg)

- [Resources](http://www.brightpattern.com/white-papers/)
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- [omnichannel (13)](https://blog.brightpattern.com/topic/omnichannel)
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see all

 By [Brian Hays](https://blog.brightpattern.com/author/brian-hays) [Feb 5, 2019 7:00:00 AM](https://blog.brightpattern.com/self-service-and-automation-customer-care-best-practices) [self-service](https://blog.brightpattern.com/topic/self-service)

![self-service automation](https://blog.brightpattern.com/hs-fs/hubfs/self-serv.jpg?width=1902&name=self-serv.jpg)

Everyone’s talking about self-service automation, it seems. Of course, no one likes to talk about the amount of work that goes into automation. The more sophisticated and complex the system(s) undergoing automation, the more care and effort needs to be put into it to make it all work right.

***Chatbots are fairly simple, right?***

There’s a classic job interview question used by some organizations to discover how candidates think: Would you please walk me through instructions on how to make a peanut butter sandwich?

The candidate will often respond with, “Get two pieces of bread…” at which point the interviewer asks, “Where is the bread? How do I get it?” The candidate responds, and the interviewer continues to ask for more details. Where is the peanut butter? Is there only one kind, or do we need to specify “chunky” or “creamy”? Do we need a plate to put the sandwich on? Do we need a butter knife to spread the peanut butter? And so on. L

et’s consider chatbots—automated responses to customer or end-user queries. We envision the capability to have a user-facing chatbot that can answer basic questions and serve up links to helpful information. That’s great, and can certainly free up analyst time for more value-added work. But where does the chatbot get the information? If the chatbot can’t find the answer based on the user’s question, it’s useless. If it serves up the wrong answer, it’s worse than useless.

We’ve all seen impressive chatbot demos that cover just about every kind of question and response, but almost all of those demos are based on publicly searchable information, like the results of an internet search or on canned responses. What about your knowledge? Is it behind your firewall? Is it searchable by anyone on the planet? Chances are your knowledge is not accessible from outside your organization. So again: Where does the chatbot get its information about your organization and your systems? It comes from your knowledge repository and will only be as good as your knowledge.

![Screen Shot 2019-02-04 at 4.01.41 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.01.41%20PM.png?width=600&name=Screen%20Shot%202019-02-04%20at%204.01.41%20PM.png)

Your knowledge, by the way, does not consist only of the articles in your knowledge base; it can contain configuration information, directory information, asset information, and so on. And yes, it can contain information from internet search, as long as that information is accurate for your organization. In fact, the more data (pertinent data, that is) you make available to your chatbot, the better off you will be— as long as it is (say it with me) accurate, complete, and up-to-date. The chatbot in our example is capable of providing answers much faster than a human can either type or copy and paste, but providing incorrect information faster is quite obviously not the goal. Hence, your knowledge must be accurate.

Likewise, if your chatbot provides an answer that leaves out important details, its response will be confusing and likely unusable by the customer or end user. Your knowledge must contain all the steps or all the information the customer needs; it must be complete. If the chatbot doesn’t have the information that a system or application was changed last week and has new instructions for use, the bot will serve up information that is out of date, leaving the user frustrated and obliged to contact you. This undercuts the purpose of the chatbot, which is to accelerate answers and keep the routine inquiries out of the support center. (Hint: Updating knowledge needs to be part of your release and deployment activities.) Your chatbot can’t do everything all by its bot self, so make sure your knowledge is ready to help it.

Beyond automation tools like chatbots, what are some other ways the contact center can effectively leverage self-service, and encourage customer adoption? Brad Cleveland shares these tips:

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Equip agents to educate customers on self-service options. Agents should be trained on the advantages and use of these alternatives so that they can encourage customers to use these options when appropriate.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Collect and analyze data about contacts currently handled in the contact center. Look for opportunities to provide self-service features or build communities that customers will want to use. Improved speed of access and around-the-clock availability are often at the top of the list.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Observe agents handling contacts, step-by-step. Your best agents really know how to serve customers; watching them work can present many opportunities for developing and improving self-service systems. In many ways, self-service systems can be modeled after effective agent practices.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Involve agents in system design. Your agents should actively serve on project teams responsible for building self-service systems. They can also help monitor and test systems and interpret customer behavior and feedback.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Integrate self-service and contact center systems and developments. Integrated systems can enable agents to use the information captured in self-service applications when assisting customers.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Capture customer feedback about self-service systems. The nature of input is that you’ll get a lot more of it when things go wrong than when they go right. Even so, customers who share their dissatisfaction represent the tip of the iceberg; in most cases, there will be many more who were dissatisfied but who did not bother to tell you. This information is essential to improving system design.

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Enable customers to easily reach agents. If callers can’t reach an agent when necessary, they will often resent the need to use self-service systems. Support may take many forms, such as:

![Screen Shot 2019-02-04 at 4.06.37 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png?width=56&name=Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png)A clearly identified way to exit an IVR application

![Screen Shot 2019-02-04 at 4.06.37 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png?width=56&name=Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png)Prominently displayed telephone numbers on your website

![Screen Shot 2019-02-04 at 4.06.37 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png?width=56&name=Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png)Text-chat, click-to-talk, cobrowsing capabilities

![Screen Shot 2019-02-04 at 4.06.37 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png?width=56&name=Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png)Email addresses and web templates for questions, comments, and other input

![Screen Shot 2019-02-04 at 4.06.37 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png?width=56&name=Screen%20Shot%202019-02-04%20at%204.06.37%20PM.png)Posting access numbers and alternatives in relevant social communities

![Screen Shot 2019-02-04 at 4.04.42 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png?width=60&name=Screen%20Shot%202019-02-04%20at%204.04.42%20PM.png)Track data from all support modes and analyze it for improvement opportunities; specifically, why do customer contacts happen? Which do you want to encourage, and which do you want to prevent (as possible)?

**Final Advice**

Self-service systems must be an integrated part of your customer access strategy. If they’re perceived primarily as replacements for agents rather than complementary access channels that free agents to do more high-value work, then employees will be less enthusiastic about helping to improve them and encourage their use. But by keeping the focus on cultivating better ways to serve customers, selfservice systems become an essential part of building valuable, cost-effective, and more personalized services. Your IVR or knowledge base doesn’t have to stand as a silo. As you’re on the journey toward becoming an omnichannel contact center, consider the ways self-service can enable more seamless, integrated service.

**Self-Service Self-Check**

![Screen Shot 2019-02-04 at 4.19.18 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.19.18%20PM.png?width=1890&name=Screen%20Shot%202019-02-04%20at%204.19.18%20PM.png)

![Screen Shot 2019-02-04 at 4.19.22 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.19.22%20PM.png?width=1890&name=Screen%20Shot%202019-02-04%20at%204.19.22%20PM.png)

![Screen Shot 2019-02-04 at 4.19.28 PM](https://blog.brightpattern.com/hs-fs/hubfs/Screen%20Shot%202019-02-04%20at%204.19.28%20PM.png?width=1894&name=Screen%20Shot%202019-02-04%20at%204.19.28%20PM.png)

**For other integrated contact center best practices on social, chat, email, mobile, and omnichannel cloud download our full whitepaper with ICMI "[Essential Best Practices for Seamless, Integrated Service in the Contact Center.](https://info.brightpattern.com/best-practices-for-seamless-integrated-service)"**

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#### About [Brian Hays](https://blog.brightpattern.com/author/brian-hays)

Brian is a highly successful sales executive with extensive B2B experience in the software sales and service industry. Over 30 years experience in enterprise sales, sales management and developing strategic alliances.

[Common Chatbot Mistakes and How to Overcome Them: Part 5](https://blog.brightpattern.com/common-chatbot-mistakes-and-how-to-overcome-them-part-5) [Customer Journey Mapping: Insights from Customer Contact Week Nashville](https://blog.brightpattern.com/customer-journey-mapping-insights-from-customer-contact-week-nashville)

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- [service level agreement (1)](https://blog.brightpattern.com/topic/service-level-agreement)
- [smartphone capabilities (1)](https://blog.brightpattern.com/topic/smartphone-capabilities)
- [social media (1)](https://blog.brightpattern.com/topic/social-media-2)
- [social media aware contact center (1)](https://blog.brightpattern.com/topic/social-media-aware-contact-center)
- [social media customer service (1)](https://blog.brightpattern.com/topic/social-media-customer-service)
- [surveys (1)](https://blog.brightpattern.com/topic/surveys)
- [sustomer service (1)](https://blog.brightpattern.com/topic/sustomer-service)
- [switching economy (1)](https://blog.brightpattern.com/topic/switching-economy)
- [teleprospecting (1)](https://blog.brightpattern.com/topic/teleprospecting)
- [travel (1)](https://blog.brightpattern.com/topic/travel)
- [utilties (1)](https://blog.brightpattern.com/topic/utilties)
- [virtual desktop (1)](https://blog.brightpattern.com/topic/virtual-desktop)
- [virtual queue (1)](https://blog.brightpattern.com/topic/virtual-queue)
- [website usability report (1)](https://blog.brightpattern.com/topic/website-usability-report)
- [who are connected customers (1)](https://blog.brightpattern.com/topic/who-are-connected-customers)

see all

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