AI in Customer Service: When to Use It and When to Use Humans

Shep Hyken
AI in Customer Service: When to Use It and When to Use Humans
AI in Customer Service: When to Use It and When to Use Humans

I’m frequently asked about the role of AI in customer service. People want to know what tasks AI should handle versus what should remain in the hands of human agents. This question has become increasingly common as AI capabilities expand, but the answer isn’t as simple as choosing one over the other.

The real question behind these inquiries is about which customer service tasks can be automated with AI, potentially eliminating the need for human agents. While AI offers tremendous opportunities to support businesses and enhance customer experiences, we must be thoughtful about its implementation.

AI’s Place in Customer Service

AI can handle many customer support issues efficiently. It excels at:

  • Answering common questions
  • Processing routine transactions
  • Providing 24/7 availability
  • Managing high volumes of interactions

These capabilities make AI an excellent tool for handling straightforward customer needs. When implemented correctly, AI can reduce wait times, provide instant responses, and free up human agents to focus on more complex issues.

The Human Element Remains Essential

Just because AI can do something doesn’t mean it should. There are situations where customers strongly prefer human interaction, particularly for sensitive or complicated issues. Human agents bring unique qualities that AI simply cannot replicate (at least not yet):

  • Genuine empathy and emotional intelligence
  • Ability to read subtle cues in a customer’s tone or language
  • Adaptability to unexpected situations
  • Creative problem-solving for unusual circumstances

When customers are upset, confused, or dealing with a complex problem, a skilled human agent can make all the difference. They can listen between the lines, adjust their approach based on the customer’s emotional state, and provide the human connection that many customers crave during difficult situations.

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Finding the Right Balance

The key isn’t choosing between AI and humans—it’s knowing when to use each. Smart companies are developing strategies that leverage the strengths of both:

AI can handle the high-volume, routine interactions that don’t require emotional intelligence or complex decision-making. This creates efficiency and consistency for straightforward customer needs.

Human agents can focus on situations that benefit from empathy, judgment, and the ability to go off-script to solve unusual problems. This ensures customers receive the personal touch when they need it most.

The best customer experiences often come from thoughtful collaboration between AI and human agents. For example, AI might handle initial triage and information gathering, then seamlessly transfer to a human agent when the situation calls for it. The human agent receives context from the AI interaction, allowing them to pick up where the technology left off.

Looking Forward

As AI technology continues to advance, the line between what AI can and should handle will evolve. But I believe there will always be a place for human connection in customer service. The companies that thrive will be those that find the optimal balance—using AI to enhance efficiency while preserving the human touch that builds lasting customer relationships.

The question shouldn’t be whether to use AI or humans in customer service. Instead, we should ask: How can we use both in complementary ways to create the best possible customer experience? When we frame the question this way, we open the door to solutions that leverage the unique strengths of both technology and human connection.

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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.