AI and Human Agents: Knowing When to Use Each

Shep Hyken
AI and Human Agents: Knowing When to Use Each
AI and Human Agents: Knowing When to Use Each

People frequently ask me what AI is best suited for in customer service. It’s a question I hear almost daily as businesses rush to implement artificial intelligence solutions. While AI offers tremendous capabilities to support business operations, we need to carefully consider its role in the customer experience.

The real question behind these inquiries is about which customer service tasks AI can handle without human intervention. But I believe we’re looking at this all wrong. The issue isn’t about replacing humans with AI—it’s about knowing when each option makes the most sense.

The Limitations of AI in Customer Service

AI can efficiently handle many customer support issues. It excels at providing quick answers to common questions, processing routine transactions, and guiding customers through basic troubleshooting. These capabilities make AI an excellent tool for first-line support and simple interactions.

However, there are clear boundaries to what AI should handle. When situations become sensitive or complicated, customers typically prefer speaking with a human agent. This preference isn’t just about comfort—it’s about effectiveness.

Human agents bring critical capabilities that AI currently lacks:

  • The ability to read emotional cues and adjust their approach accordingly
  • Genuine empathy that connects with customers on a human level
  • Judgment to handle unusual or complex situations
  • Creative problem-solving when standard solutions don’t apply

These human skills remain essential for delivering exceptional customer experiences, especially during difficult interactions where emotions run high or problems are unique.

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Finding the Right Balance

The smartest approach isn’t choosing between AI and humans—it’s determining when to use each one. Just because AI can do something doesn’t mean it should. This principle must guide our implementation decisions.

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My recommendation is to map your customer journey and identify the touchpoints where AI can add value without sacrificing the human connection. Look for:

  1. Repetitive tasks that don’t require emotional intelligence
  2. Information-based inquiries with straightforward answers
  3. High-volume, low-complexity interactions

These areas are prime candidates for AI implementation. The technology can handle these efficiently, freeing your human agents to focus on situations where their unique skills make the biggest difference.

For more complex scenarios—like handling complaints, managing account issues, or addressing unique customer needs—human agents should remain the primary resource. Their ability to connect, empathize, and think creatively remains unmatched.

The Future of Customer Service

I believe the future of customer service isn’t about AI replacing humans but about creating a seamless partnership between the two. The companies that will excel are those that leverage AI for what it does best while investing in their human agents’ skills for high-value interactions.

This hybrid approach allows businesses to scale their support operations while maintaining—and even enhancing—the quality of customer experiences. It’s not about choosing one over the other; it’s about orchestrating both to create something better than either could achieve alone.

As AI technology continues to advance, we’ll need to reassess where the boundaries lie regularly. What requires human intervention today might be handled by AI tomorrow. But I’m convinced that the need for human connection in customer service will never disappear completely.

The winning strategy is clear: Use AI to handle the routine so your people can focus on the exceptional. That’s how we’ll deliver customer experiences that are both efficient and emotionally satisfying.

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Shep Hyken has been at the forefront of the CS/CX Revolution for decades. His experience runs the gamut from helping notable companies like Disney and FedEx to improve their already outstanding customer service, to helping small and mid-sized organizations transform poor customer experience into a highlight of the organization.