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ASK THE EXPERTS: CONVERSATIONAL
AI AUTOMATION STEP BY STEP
C U S T O M E R S P O T L I G H T
Purchasing Power’s Journey to Virtual Agents
CMO
SmartAction
Brian Morin
Director, CX Process/Initiatives
Purchasing Power
Tiffany Anderson
AI-Powered Virtual
Agents for Omnichannel
Self-Service
What We Do Our Mission
To make life less hard®
for enterprises and their
customers
#1 Rated
Solution on Gartner Peer
Insights
Achievements
Founded as AI research
firm & headquartered in
Los Angeles, CA
Company
100+ customers
across 12 industries
About SmartAction
©SmartAction© SmartAction
Tiffany Anderson
Director, CX Process/Initiatives
Email
tanderson@purchasingpower.com
LinkedIn
Tiffany Anderson
SERVICING CUSTOMERS:
DELIVER A GREAT CX WHILE
LOWERING COST
o Financial benefit, e-commerce platform
o Enable financially distressed employees to
responsibly purchase
o 1 Offshore BPOs, 1 Domestic Contact Center
o Customer Level of Effort
©SmartAction© SmartAction
o Conversational Front Door
o Identification & Authentication
o Order Management
o Account Management
o Billing/Payment Management
WHAT CONVERSATIONAL AI AUTOMATES
TODAY AT PURCHASING POWER
Mandate
Improve
CX
Lower Costs1
2
Hesitations
Would it actually
deliver on its
promise?
Will we see the
expected ROI?
Do I want to
hand off my CX to a
machine?
How would this
impact our CSAT?
©SmartAction
STEP #1:
Identify the Perfect
Fit for Virtual Agents
©SmartAction© SmartAction
HOW DOES THE SELF-SERVICE
SOLUTION WORK?
©SmartAction
STEP #2:
DIY or Partner?
©SmartAction
DIY? Partner?
Decrease in
costs
Call volume
deflection
Increase in NPS
Key Results / Observations
20% 17%25%
From Skeptic
to Believer
Conversational AI
is not a product
It’s an iterative process
that requires care and
feeding
Conversational AI
Solution Design
Use Case
Mapping
Enhancements
& Upgrades
Reporting
& Analytics
Project
Management
Training
& Tuning
TechnologyTechnology
Services
Best-of-Breed
CX Team
Automate more without
sacrifice one once of CX
AI Automation
Assessment
Solutioning
& ROI
Project
Management
Client
Advocacy
CX Design
& Strategy
Analytics
& Tuning
Liam
Solutions
Expert
Charles
CX Consultant
Marilyn
Customer Success
Mark
CX Design
Arnold
Project Manager
Eli
Customer Insights
Quality
Assurance
Ryan
QA
CX
TEAM
Key
Takeaways
Start
Small
Somewhere
Start1
2
Roadmap
for Further
Automation
What Is The Best
Part About Working
With Smartaction?
Life Less Hard™
Proven Conversational AI
Top-Rated Solution by Analysts & Peers | 16 Case
Studies | >100 Use Cases in 12 Industries
Outsource Instead of DIY
Automation as a Service | Human-centric Design
from a Team of CX Experts
Low Risk Implementation
Nominal Setup Fee | Simple Usage Pricing
| No Hidden Fees | Fast ROI
Why Customers Choose SmartAction
Next Steps
info@smartaction.com
o Discover the call/chat types perfect
for automation
o Discover expected completion rates
o Discover expected call volume
deflection
o Calculate projected RPO
o Roadmap for additional information
Free AI–Readiness
Assessment
Request Demo
or
What You’ll Get
By 2020, 85% of the customer experience will be managed without humans.
Ask the Experts: Conversational AI Automation Step-by-Step

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Ask the Experts: Conversational AI Automation Step-by-Step