Product

In self-service, the Brain is the help center

In self-service, a customer acts on what they read. So the help center has to be the Brain itself: personalized to their own case, grounded in approved knowledge, and in step with every letter and notice they get.

ClearMash3 min read

A notice arrives: the customer’s meter will be replaced next month, and the visit needs someone at home. That evening, the customer opens the help center in the app to find out whether the date can move, and what moving it involves for an account like theirs.

What they read decides what happens next. A page that fits their account and matches the notice gives them the steps to choose a new date, and they close the app. Anything less becomes a call in the morning.

The help center has to know the case

In self-service, a customer meets the organization’s knowledge with no one in between. They read a position, decide that it applies to them and act on it, often before an employee knows they asked. For that customer, what the help center says is what the organization says.

That is why, in self-service, the Brain is the help center. The organization’s website stays its own; the help center inside it and inside the app is where the Brain answers, under the organization’s brand. Every page a customer reads there is a position the organization holds, approved by the employee who owns it.

The help center reads the customer’s account beside the knowledge. A customer whose visit can move is shown how, and a customer whose visit is fixed is told why, each in words written for customers, in their own language.

Personalized, grounded self-service is the result. The account decides what applies, and every answer rests on knowledge the organization approved.

The customer can ask the assistant in the app instead, and it replies from the same item: yes, the date can move, and this is how. A request that needs a service agent is handed over at the point the procedure sets for it.

The help center speaks for the organization, to each customer about their own case.

The letter agrees with the help center

In customer-facing environments, the Brain acts as the organization’s Customer Communications Management (CCM): behind every letter and notice a customer receives, there is a Brain that makes sure the right message reaches the right customer.

The notice and the help center have different jobs. The notice tells the customer what is going to happen; the help center tells them what they can do about it. Written from one Brain for one account, they agree on the date, the options that account allows and the steps to take them.

The written word lasts: a call is over in minutes, and a letter can be reread for the life of the contract. Customers bring their letters to the help center to learn what they mean, and the page they open speaks about the visit their own letter names.

The service agent works from the same Brain

Some cases belong with a service agent, and some customers prefer to call. The service agent who picks up works from the same Brain the help center reads, so the customer hears on the phone the position they read online.

A customer who needs a date outside the ones their account allows calls instead, and the call picks up where the page stopped. The service agent sees the same options, confirms what the customer already read, and handles what needs an employee: the exception to approve, or the visit to book by hand.

Self-Service Customer Support follows that conversation from the help center’s side.

That evening, the customer with the meter notice picked a new date in the help center, from a page that knew their account, matched their letter and set out each step in the order the organization approved.

Written by ClearMash. Filed under Product.

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