Autonomous virtual agents: Soaring with Talkdesk Autopilot

The future of customer experience is being defined by the trajectory of generative AI. It empowers brands to deliver personalized, data-driven experiences at scale, while dramatically improving contact center productivity. No matter what industry you are in, your customers expect fast and tailored AI-powered experiences; and, similarly, companies want to provide more self service experiences that can drive new revenue opportunities and increase productivity.

To help our customers meet these expectations and stay at the forefront of customer experience, we gave a major upgrade to our iconic AI-powered virtual agent. Talkdesk Autopilot™ builds upon and expands the AI-powered customer assistant capabilities of Talkdesk Virtual Agent. With the addition of new GenAI features, and prebuilt flows and conversations tailored specifically for retail, healthcare, and financial services markets, Talkdesk Autopilot can autonomously resolve complex use cases, understand a customer’s journey, and intelligently make timely decisions based on knowledge of that journey.

Designing successful AI conversations is a time-consuming and resource-intensive process that requires multiple iterations to resolve slight variations in customer queries. We lean on our extensive industry experience and large language models to build AI conversations that resolve the most common use cases in each industry—for example, stop payment or order fulfillment. Most bots simply deflect interactions, rather than resolve them autonomously. Talkdesk Autopilot, however, can intelligently search, review, and extract relevant information, based on the customer journey, and respond in a conversational way regardless of the complexity of the customer’s issue.

Companies that love their customers use Talkdesk, and we’re making it easy for our customers to get value on day one with the most common use cases already pre-configured in Talkdesk Autopilot. In addition to the preconfigured use cases, Talkdesk customers can also easily create conversational, customized AI flows to cover any other use case important to their business.

Talkdesk Autopilot virtual agent for banking.

Customers expect to engage with banks and credit unions using the channel of their choice or through self-service quickly and safely, regardless of the complexity of their inquiry. These expectations have pushed for a digital transformation in banking to adapt technology and embrace automated CX solutions to stay competitive while delivering superior customer experiences.

Talkdesk Autopilot for banking is a pre-built GenAI-powered virtual agent tailored for the industry. It seamlessly integrates with crucial banking systems, such as Fiserv, to automate complex transactional workflows that bring more context into the conversation and give members complete answers for their issue. Talkdesk Autopilot for banking can automatically help customers with several tasks, such as account balance, transaction history, transfer, and credit card inquiries. In addition to the preconfigured use cases, it gives CX departments the flexibility to quickly build and customize any conversation flow to improve personalization. For example, customers can use the bank’s digital platform to autonomously and effortlessly, through self-service, stop payments whether they’re paper checks, check sequences, or ACH transactions. Talkdesk Autopilot allows financial institutions to give customers full control of their account transactions in a completely safe environment.

Talkdesk Autopilot for banking: Customer use case.

Collins Community Credit Union was founded in 1940 with the philosophy of “people helping people.” That vision continues today by giving members in Iowa, Illinois, and Wisconsin a financial alternative to traditional banking and making a difference in the lives of its members, employees, and communities.

Talkdesk Financial Services Experience Cloud allowed Collins Community Credit Union to go digital to be able to provide a single, unified experience for members and employees. The level of detail and insight into their customer service operations was something they had never experienced before, and providing all member information to agents in a single pane of glass, rather than forcing them to switch between systems, revolutionized performance.

The results they’ve achieved after launching the Talkdesk Financial Services Experience Cloud are truly remarkable. For example, Talkdesk Autopilot handles their FAQs, significantly dropping call volume by over 50,000 calls—from 182,000 to 130,000—and abandonment rate by half—from 30% to 14.5%—in just one year.