The bottom line
A layered in-app support flow of FAQs, AI bots and agent handoff resolves most issues without an agent. Users only want their problem solved, so automation cuts wait times and raises satisfaction while agents handle the hard cases.
Key takeaways
- Users care about getting a fix, not about whether a bot or a person gives it. 2:29
- During COVID, automation rose and agent numbers fell, while response time and CSAT kept improving.
- Remote agent teams handled the growing ticket volume faster than agents in physical offices.
- A strong knowledge base of FAQs is the first thing to build. 3:57
- Customers who keep updating their FAQs reach up to 90% self-service, and some reach 99%.
- Reports show which FAQs get read and marked helpful, so top issues get new articles quickly.
- Bots handle each step of the journey and pass on what they learn. 5:45
- Smart intents use ticket history to offer the top problem types, then a quick search bot shows matching FAQs. It deflects about 9% of tickets on average and up to 30% for some customers.
- Custom bots collect name, email and game level, which would take an agent three to five messages.
- Complex cases and premium users still go to a human. 7:41
- Legal and policy questions, or VIP users, can be routed to an agent after the bot finishes.
- The agent sees what the bot already collected and tried, so the user does not repeat themselves.
- Automation shortens waits and gives agents more meaningful work. 14:19
- A case study shows a 17 hour drop in average customer wait time and a 20% improvement in resolution.
- Setup takes about 30 days, and the SDK runs on over three billion mobile devices.
As long as they're able to get their problem resolved they don't really care whether they're talking to a bot or an agent.
Samantha Pang, Helpshift
Chapter summaries
0:00 Why users accept bots
Support tickets grow with the user base, and bots handle that growth because users only care that the problem gets solved.
- Rapid growth brings a flood of support tickets that automation can absorb. 0:15
- Helpshift launched its chatbot offering a couple of years before this talk.
- Lockdowns brought more players to mobile games, including people who had never played.
- Customers deployed bots because agents could not get into physical offices.
- Ticket volume and the share of tickets automated both rose together.
- Bots do the verification so agents can start on the actual problem. 2:41
- The bot collects name, email and the last level played.
- The user just taps or types details they already have at hand.
- CSAT keeps rising every year as the automation percentage goes up.
- Complex problems still need a human, so the bot hands over after collecting data.
3:33 The layered in-app support journey
Support works as a chain of steps inside the app, each one trying to solve the issue before the next one starts.
- A published help center is the first layer, so users try to help themselves. 3:57
- Common questions need neither a bot nor a person.
- The whole journey stays inside the app and is personalized.
- FAQ read and helpful data is tracked across languages.
- This data guides constant work on the deflection rate.
- Smart intents and the quick search bot personalize the next step. 5:45
- Patented AI reads ticket history to find the top problem types.
- Intents appear when a user says they need more help after an FAQ.
- A new customer can bring ticket history over from another tool.
- Each FAQ a user picks for their intent makes the AI more accurate.
- Custom bots tied to the chosen intent decide whether a bot or an agent finishes the job. 7:05
- The decision depends on the intent category, the user type and other traits.
- A premium user may still get a human after the bot finishes.
- The goal is to confirm the problem is fully solved and the user is happy.
8:19 The feedback bot and a live demo
The user steers the whole flow, and a feedback bot closes it by sending happy users to the app store and unhappy ones to a reason form.
- The feedback bot starts when the user says the problem is solved. 8:39
- The conversation can end at any point, on the user's own timing.
- A five-star rating prompt comes up, and the company sets what each score triggers.
- Four or five stars can ask for an app store rating.
- One or two stars can ask why the score was low and how to improve.
- The user then returns to the app where they left off, in the customer's own branding.
- The demo shows the full flow in a fintech trading app. 10:02
- The in-app help center lists popular articles, ranked by user clicks and searches.
- Typing my wallet is missing brings up matching intents. The user picks lost bank card, and the quick search bot shows the top three FAQs.
- If the FAQs don't help, a custom bot blocks the card, and a new one ships the next day.
- The bot knows the authenticated user, Eric Ashby, and lets him pick which card was lost.
- The user can still ask for an agent, for example to check transactions made while the card was lost.
- A three-star rating brings up a list of reasons that the customer wrote themselves.
13:04 Setup speed and what teams report
Teams can start quickly on common frameworks, and the gains show up in agent routines and in users returning to the app.
- Setup is quick because support problems repeat across similar industries. 13:20
- Known common problem types for each vertical give new customers a head start.
- The demo flow took about two minutes, against a five-hour phone call during COVID.
- Supported frameworks include iOS, Android, Unreal, Unity, Cocoa, Xamarin and React Native.
- The case study customer deployed and integrated in only three weeks.
- Automation improves agent routines and brings users back. 14:30
- Agents spend less time on mundane questions that a chatbot can solve.
- Higher CSAT makes agent performance look better.
- The case study customer said prioritized queues helped optimize the team's routine and response time.
- Brands see users return to the app because the experience feels personalized.
In the growth library
Samantha Pang, VP of Customer Success and Growth at Helpshift. In-app support can be automated end to end with a help center, intent-based quick search, custom bots, human handoff and a feedback bot, so users self-serve and agents handle only the hard cases. Helpshift customers report up to 90 to 99 percent self-service, a 17 hour cut in average wait time and a 20 percent resolution improvement.
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