<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.aheadcrm.co.nz/blogs/tag/Zendesk/feed" rel="self" type="application/rss+xml"/><title>aheadCRM - Blog #Zendesk</title><description>aheadCRM - Blog #Zendesk</description><link>https://www.aheadcrm.co.nz/blogs/tag/Zendesk</link><lastBuildDate>Wed, 23 Sep 2026 07:55:37 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[Zendesk's Specialist Bet Is the Right One; and Here's What Would Make It a Moat]]></title><link>https://www.aheadcrm.co.nz/blogs/post/zendesks-specialist-bet-is-the-right-one-and-heres-what-would-make-it-a-moat</link><description><![CDATA[If you only read the press releases, Zendesk Relate 2026 told a strong, clean story. The era of the chatbot is over. Welcome the Autonomous Service Wo ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_-TH536_uTlitZWfP4Dy5gA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_fNCq0yivQZWazTh5wks7KA" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_RZsh1kV8SnqDYt9Zui45JA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_tg50zGlTTHyr81xtJ9zq_A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><p>If you only read the press releases, Zendesk Relate 2026 told a strong, clean story. The era of the chatbot is over. Welcome the Autonomous Service Workforce. Resolution replaces deflection. Outcome-based pricing is the new norm. Specialization beats generalist orchestration.</p><p>That’s strong. Really strong.</p><p>If you also watched the customer panel, listened to the day-two keynote, and had the chance of having analyst one-on-ones, you got a richer story. One in which the strategic bets are well-placed, the customers describe a more nuanced reality than the slogans, and three specific refinements over the next twelve months that would turn a strong position into a durable moat.</p><p>I came home quite positive. Here is why, and where I think the next twelve months are important.</p><h1 class="wp-block-heading">What Zendesk announced and why it lands</h1><p>The headline product story was the Autonomous Service Workforce: a network of specialized AI agents working alongside humans, orchestrated through what Zendesk now calls the Resolution Platform and improved continuously by the Resolution Learning Loop. Agent Builder gives customers a no-code interface to build bespoke agents. The Copilot suite expanded to four personas: Agent, Admin, Knowledge, Analyst. Voice AI handles 60+ languages mid-conversation. Employee Service AI agents from the Unleash acquisition live inside Slack and Teams. Knowledge Graph spans SharePoint, Google Drive, Notion, Guru, Contentful and Document360. Model Context Protocol support is bidirectional. Quality Score evaluates every interaction.</p><p>This is quite a handful.</p><p>Two of these messages are more powerful than the others. The first is resolution over deflection. Zendesk charges only when a resolution is verified by a second AI evaluation model; outcome-based pricing as the natural commercial expression of the philosophy, and a model Forrester has been telling vendors to move toward for the past year. The second is specialization over generalization. The argument is that 19 years of CX data, billions of &nbsp;service interactions, and an opinionated service stack beat horizontal platforms using commoditized LLMs.</p><p>It is a strong argument. It is also working. Zendesk reported 130% year-over-year AI ARR growth, 20,000 active AI customers out of an 80,000 base, and more than 1,500 competitor replacements in 2025. Salesforce's own May 2026 <a href="https://www.salesforce.com/news/stories/state-of-sales-report-announcement-2026/">State of Service</a> survey shows agentic AI adoption in service jumping from 39% to 66% in twelve months. This is independent confirmation that the market is genuinely re-platforming, not just re-branding, and that Zendesk's growth sits inside a rising tide.</p><h1 class="wp-block-heading">What customers told us and what it confirms</h1><p>The customer panel completed the story. <a href="https://www.linkedin.com/in/stacyniven/">Stacy Niven</a> of Direct Supply, <a href="https://www.linkedin.com/in/dena-fuentes/">Dena Fuentes</a> of Emburse, <a href="https://www.linkedin.com/in/samantha-bellach-46900042/">Sam Bellach</a> of Lyra Health, <a href="https://www.linkedin.com/in/jessicachsieh/">Jessica Hsieh</a> of Levi's, <a href="https://www.linkedin.com/in/elymaecedeno/">Elymae Cedeño</a> of Bumble, and <a href="https://www.linkedin.com/in/robgiglio/">Rob Giglio</a> of Canva each added a dimension the headlines could not.</p><p>First, data foundation is more important than vendors usually admit. Stacy described <a href="https://www.directsupply.com/">Direct Supply</a>'s multi-year rebuild. Half of orders have been manually touched, processes worked in spreadsheets, an internally developed chatbot they walked back on because the product data was bad. Sam Bellach put it plainly: AI is only as good as the data feeding it. <a href="http://www.salesforce.com/">Salesforce</a>'s research confirms this: 59 to 72% of service professionals name data readiness as the top AI blocker. The Zendesk message would land even more cleanly if it acknowledged this work upfront. The customer panel, by being candid about it, did the job the brand did not need to.</p><p>Second, customers want more human connection in the AI era, not less. Jessica Hsieh cited research that 61% of CX leaders see live volumes rising. Elymae Cedeño at Bumble was emphatic that in a trust-and-safety product, humans are foundational. Levi's deploys AI for &quot;where's my stuff&quot; so human agents can be reserved for judgement and empathy. This is a tailwind for Zendesk's design philosophy — human-as-architect, AI-as-tool — and it argues for sharpening the messaging around that strength, not against the strategy itself.</p><p>Third, the outcome-pricing model has earned its lead, and the field will likely catch up over the next year. Sam Bellach, who is on Zendesk's Customer Advisory Board, &nbsp;pushed back on the rigidity in what she describes as a candid debate. This debate is about the chicken-and-egg problem of spending ahead of proven RoI, the lack of mid-contract convertibility between agent-seat and resolution spend, and the ambiguity in what counts as resolved.</p><p>Forrester's Q2 2026 Conversational AI Wave found only one vendor scored above 3 of 5 on pricing flexibility. The fact that Sam is comfortable having that debate in public is a signal in itself. Zendesk leads the category and is co-designing the next version with its best customers.</p><p>Fourth, the most interesting moment of the week. Rob Giglio's part of the day-two keynote was structured around his recent frustration with someone else's deflection bot; he half-named &quot;<em>a name that sounds a lot like Zierra</em>”. His thesis is that deflection causes churn, while resolution drives loyalty. Salesforce's State of Service report approvingly features Smarsh's 68% call deflection as &quot;a phenomenal win&quot;. <a href="http://www.zendesk.com/">Zendesk</a> is apparently on the right side of a still-unsettled industry debate, and Giglio's anecdote made the case more vividly than any product slide could.</p><h1 class="wp-block-heading">The orchestration position is right. It just needs one more slide</h1><p>Zendesk's Chief Product Officer <a href="https://www.linkedin.com/in/supadhyay/">Shashi Upadhyay</a> was deliberately precise when I asked about orchestration. Zendesk wants to orchestrate every service interaction, they close the learning loop on every service interaction, and they do not pretend to orchestrate sales or marketing or the rest of the company. That is the honest answer. Salesforce, ServiceNow, SAP, Microsoft and Adobe are all pitching cross-system orchestration, with Google Cloud now positioning on top of them. Zendesk wisely declines that fight, interestingly using the same argument that SAP does against ServiceNow: You cannot govern what you cannot understand.</p><p>This strategic position is correct. What the messaging needs is one additional slide saying *<em>we orchestrate service interactions; we hand off to your meta-orchestrator at these named integration points</em>*. This single piece of clarity would turn a defensible boundary into an attractive value proposition. CIO buyers who currently hear &quot;platform&quot; and wonder whether to default to the suite would have a clear reason to choose the specialist for service while keeping their meta-orchestrator for everything else. The position is built. The slide is the missing piece.</p><h1 class="wp-block-heading">The autonomy framing has room to grow into the brand</h1><p>Salesforce <a href="https://www.salesforce.com/service/resources/state-of-service-ai-agents-edition/">measures 40% autonomous resolution</a> today. Gartner <a href="https://www.mavenagi.com/resources/one-year-since-gartners-ai-resolution-prediction">optimistically projected 80%</a> by 2029. The trajectory points exactly where Zendesk has bet. Independent analysis suggests today's genuine autonomy figure across the industry is closer to 20-30%, because much of what is marketed as agentic is nothing more than rebranded chatbot functionality. Zendesk's actual product reality of supervised agentic, with humans correcting, retraining and approving, is materially better than that field average, and is also the design that operationally safe service AI requires today.</p><p>This is a real strength, and it deserves equally real framing. &quot;Supervised agentic resolution&quot; or &quot;agentic service workforce&quot; would probably describe the product more accurately and would shift the conversation away from the autonomy bar to the supervised-agentic bar, which is a bar Zendesk easily clears. It is one of those cases where I think that a slightly more conservative brand line might be both more credible and more competitive.</p><h1 class="wp-block-heading">The learning loop is the next big story</h1><p>In the analyst one-on-ones I asked how Zendesk ensures the Resolution Learning Loop is learning in the right direction. If the system optimizes for what counts as a verified resolution under the current rubric, what stops it drifting toward easy-to-verify outcomes at the expense of harder ones? What stops the rubric from being gamed?</p><p>The answer covered the basics: multi-LLM grading, customer dispute mechanism, &quot;<em>a little conservative</em>&quot; on what counts as resolved. That is a solid, customer friendly foundation. What would turn it into a competitive advantage is a public, documented governance posture covering drift detection methodology, rubric versioning, human review cadence, adversarial test cases, audit visibility. Once that exists, the Resolution Learning Loop stops being a feature and becomes a moat that nobody else in the field is anywhere near ready to match. This is the most under-told story in Zendesk's deck.</p><h1 class="wp-block-heading">My point of view</h1><p>Three bets are working, three twelve-month refinements are available. The refinements: one more orchestration-boundary slide, a slightly more accurate autonomy line, and a public learning-loop governance posture, are all communication and documentation projects, not architecture ones. The strengths are outcome pricing years ahead of the field, a real data moat, an integrated platform, and partner ecosystem leverage, are durable, defensible, and can get stronger.</p><p>For buyers, the practical lessons are important, regardless of which vendor wins your shortlist.</p><p>Fix your data foundation before going agentic! Every successful customer at Relate 2026 did this first.</p><p>Demand outcome-priced contracts and negotiate flexibility into them. Design for supervised agentic, not autonomous. Stress-test demos on the hard cases.</p><p>Treat change management as a primary project. The 5-10% edge cases determine real-world performance. And the customers who built for those cases are the ones now reporting the strongest results.</p><p>Zendesk has built something real. The next twelve months are about telling that story as clearly as the customers are already telling it.</p><p>Kudos to Zendesk!</p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Fri, 22 May 2026 08:40:05 -0400</pubDate></item><item><title><![CDATA[Does Zendesk enable a true human - AI partnership?]]></title><link>https://www.aheadcrm.co.nz/blogs/post/does-zendesk-enable-a-true-human-ai-partnership</link><description><![CDATA[The news On October 9, 2024, Zendesk held its AI Summit in New York’s Chelsea Industrial. The AI Summit is an event mainly for customers to inform them ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_xIX1IDQZRCuEQ-mMh4ouMA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_BqHvLkImQ8em0vr6DLJHrw" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_ivx7SF9mQMaEkke6hAUItA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_cRqyxPtjQ8WZcTToJc_xGw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><h1 class="wp-block-heading">The news</h1><p>On October 9, 2024, Zendesk held its <a href="https://event.zendeskai-summit.com/">AI Summit</a> in New York’s Chelsea Industrial. The AI Summit is an event mainly for customers to inform themselves about what is new at Zendesk but also to network with each other. The event featured an interesting lineup of customer and partner speakers, headlined by New York Times bestselling author and podcast host <a href="https://www.linkedin.com/in/kara-swisher-b7213/">Kara Swisher</a>.</p><p>My estimate is that there have been more than 250 customer representatives in attendance who not only could listen to the speakers but also get in-depth demos of Zendesk’s updated offerings, following real-life use cases.</p><p>True to its name, the event centered around the use of AI, in particular bots, to increase not only efficiency, but also customer- and employee satisfaction. CEO <a href="https://www.linkedin.com/in/tomeggemeier/">Tom Eggememeier</a> opened the event with an emphasis that Zendesk’s AI is built to support humans by stating that it “is designed for humans”, and Zendesk’s service solution is built to strengthen the human – AI partnership.</p><p>Kara Swisher talked about the promise and peril of AI, giving the audience some food for thought on the day after Geoffrey E. Hinton, the godfather of machine learning turned AI warner got co-awarded the 2024 <a href="https://www.nobelprize.org/prizes/physics/2024/hinton/facts/">Nobel Prize in Physics</a> for his “foundational discoveries and inventions that enable machine learning with artificial neural networks”. While Swisher sees the value that the use of AI can bring, she, too, warned about the hurdles that still need to be overcome, namely the concentration of power that the technology creates and its immense hunger for energy. The tie into the Zendesk story is that customer service is a prime candidate for the use of AI, which turns information to insight while customer service in general has quite some room for improvement – and this is smack in Zendesk’s territory.</p><p>Some of the <a href="https://www.zendesk.com/newsroom/articles/zais-ai/">news</a> revealed is that the functionalities that got announced at Zendesk Relate earlier this year are now in general availability. Zendesk announced them as a series of innovations, including AI-powered agents for omnichannel support, enhanced agent copilot, powerful voice, and an agent builder. The company reiterates its vision of having 80% of all service interactions automated. To achieve this, the company also delivers improved agent autonomy and an enhanced agent co-pilot. It adds that it wants to automate up to 50% of voice interactions by partnering with <a href="https://poly.ai/">poly.ai</a>.</p><h1 class="wp-block-heading">The bigger picture</h1><p>There is a continuing need for enabling a good/great customer experience and to engage correspondingly. In customer service scenarios, this makes it crucial to get responses right, fast. At the same time, customer service is a profession that still suffers from high employee churn, with the corresponding cost of re-hiring, re-training and low employee morale. As Swisher said, there is scope for improvement and a good way to achieve this is to focus on creating a positive “human-AI relationship” that helps human agents do what they can do best by helping them with what an AI can do best, which is delivering knowledge and insights as opposed to have humans research it.</p><p>Looking at this from a customer angle, customers want faster and better service, i.e., higher quality of resolutions at a faster time to resolution. &nbsp;</p><p>Achieving this requires the right tools. These tools need to help agents focus on the right cases, give them help for their own improvement and, most of all, keep the mundane off their backs.</p><p>From businesses, this requires an outside-in mindset that is not solely focusing on efficiency and productivity as its outcomes, but on becoming “better” in a business sense by looking at employee- and customer outcomes.</p><h1 class="wp-block-heading">My analysis and point of view</h1><p>Zendesk tells a very compelling customer service story by combining autonomous agents, copilots and a sophisticated QA solution that helps steering a customer service organization into the right direction – namely outcomes for customers, which includes agent coaching as opposed to merely monitoring them. The latter does create a climate that a customer service organization’s most valuable assets – the agents – perceive as negative. Where the story is a bit difficult for me is where CX is used as a synonym for customer service, but this is a different topic.</p><p>The audience of the AI summit clearly shows that this story resonates. The demo-booths were well attended, and customers asked lots of questions about how to optimally leverage the capabilities. In fact, those customers, who I had the chance to briefly talk to, looked beyond the usual narrative of increasing efficiency. Instead, they looked at how to provide better internal or external service in an environment that needs to manage with limited resources and personnel. Having said this, not every customer is there yet. Many are still too focused on cost reduction by headcount reduction. This is still the current reality that also AWS General Manager of AI and ML <a href="https://www.linkedin.com/in/tia-white-tech-transformation/">Tia White</a> spoke out, while maintaining a more optimistic outlook about refocusing employees on higher value tasks.</p><p>On the other hand, as also a recent <a href="https://www.salesforce.com/resources/research-reports/state-of-service/">Salesforce study</a> shows (free download, requires registration), customer service professionals experience that customer expectations are continuously on the rise; customers ask for more: more service quality, more personal touch, and more speed of resolution. This combination puts customer service organizations between a rock and a hard place. And this is where helping customer service agents with automation and (generative) AI helps. As Zendesk CTO <a href="https://www.linkedin.com/in/adrianmcdermott/">Adrian McDermott</a> and SVP Product and Solution Marketing <a href="https://www.linkedin.com/in/lisakant/">Lisa Kant</a> emphasized, the adoption of AI is both, a marathon and a sprint. To support this, it needs both, fast time to value through short implementation cycles with well running “pre-trained” models, the continuous improvement of these models with clean data, as well as the careful selection and implementation of meaningful business scenarios plus the analytics to identify them.</p><p>The sprint part is the fast implementation and the continuous model improvement that come out of the box.</p><p>The marathon part is staying on focus by staying use case aligned and defining relevant KPIs that measure success.</p><p>The chosen vendor software must enable a feedback loop that helps establishing this.</p><p>In my eyes, Zendesk delivers this for customer service scenarios, although some aspects of it like the prediction of a response perception by the customer or the (semi-) automated improvement of knowledge bases, require complementing software. So, buyers who are in the market for a new omni channel customer service solution should have a good look at Zendesk.</p><p><sub>Disclosure: Zendesk has paid for most of the travel and accommodation cost associated with my attending the AI Summit. This came with no obligation whatsoever. All thoughts and opinions expressed are solely mine.</sub></p><p></p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Fri, 11 Oct 2024 21:16:16 -0400</pubDate></item><item><title><![CDATA[How Zendesk builds the future of AI-powered service]]></title><link>https://www.aheadcrm.co.nz/blogs/post/how-zendesk-builds-the-future-of-ai-powered-service</link><description><![CDATA[The News On April 15 to April 18, 2024, Zendesk held its annual Relate event, including a half day analyst track on April 15. The event was attended by ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_DHFxowmvRNqssALnQAObow" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_co8Tcl6ZRQemWE0j8czwkw" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_7cMHv9uBSheraprhGIeFjw" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_IwdkhJXTT4ib8LcHaeJSgQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><h1 class="wp-block-heading">The News<strong></strong></h1><p>On April 15 to April 18, 2024, Zendesk held its annual Relate event, including a half day analyst track on April 15. The event was attended by around 1,600 customers, partners and analysts.</p><p>It was about Zendesk’s strategy, which revolves around - no surprise here - AI to deliver better customer experiences. As part of this strategy, Zendesk also made clear how the past twelve month’s acquisitions of Klaus, Ultimate, and tymeshift get integrated into Zendesk’s customer service offerings, enriching and rounding them off. The company is betting big on AI, working on the assumption that interaction volumes between customers and companies are continuing to increase very fast. As a conclusion of this, service needs to become AI driven to accommodate this scale. Secondly, Zendesk sees AI as the technology underlying the necessary high degree of personalization. Together, this is estimated to increase the market size available to CX solutions that automate CX labor tremendously.</p><p>At the event, Zendesk had three key announcements. They were</p><ul><li>AI agents to improve self service solutions,</li><li>a copilot that helps agents solve incoming tickets faster and provides insight to further optimize the service and</li><li>a workforce engagement solution that helps improve the productivity of digital and human agents as well as the quality of conversations.</li></ul><p>Behind all this lies the recognition that customer service is very much conversational.</p><p>Customers and partners that I talked with had a keen interest in learning more about AI use cases. Many of them had started to use AI but estimated themselves still in early stages.&nbsp;</p><h1 class="wp-block-heading">The bigger picture<strong></strong></h1><p>The customer service software market has become very crowded with players ranging from service specialists to suite players, with classic call-center companies making inroads, too. Additionally, there is a raft of niche companies that are offering specialized add-ons to improve customer service solutions, from connecting them to workforce management or -engagement solutions, to QA solutions and many more. It is quite easy to see a kind of a consolidation going on here.</p><p>A good number of these solutions use advanced statistics or machine learning based technologies to increase the overall efficiency of customer service and/or to achieve a higher degree of automation. If not outright embedded into each other, solutions are regularly integrated using APIs, with customers often choosing to work with a small number of vendors in a kind of an ecosystem approach. With service centers being regularly trimmed to efficiency, companies usually follow one of two base strategies: they either look for efficiency, aka cutting cost, or for offering better service without adding cost. The latter is often combined with setting up the service center as a profit center, as opposed to a cost center.</p><p>The latter strategy was exemplified by a Zendesk Relate customer that built a continuous improvement strategy around its ticketing system. Three of the main KPIs that are measured and shall be maximized are customer satisfaction, employee satisfaction, and the ratio of automated responses. The company is achieving its goals using generative AI to solve issues, another AI to predict a customer satisfaction score. Human agents are involved if the AI cannot generate a response or if the predicted customer satisfaction for this response is not high enough. In this case, human agents are tasked with improving it. Quite the same happens with agent responses: The agents’ responses are evaluated for predicted customer satisfaction and sent back to the agents for improvement if the predicted customer satisfaction score is not high enough. This is combined with an automated coaching system that agents are encouraged to use to continuously improve their own productivity. The results of implementing this strategy - which admittedly is a bit more complex in terms of systems, metrics, and culture - are quite amazing.</p><h1 class="wp-block-heading">My point of view and analysis<strong></strong></h1><p>Let’s cover two topics here, the event itself and the content.</p><h2 class="wp-block-heading">Starting with the event.<strong></strong></h2><p>Looking at it through a customer lens, it was chock-full of information and, more importantly, the ability to talk to experts about the roadmap and to see working software in the exhibition hall. The customer presentations were very interesting.</p><p>Keynotes are always an interesting thing. Robert Richman very relevantly and excitingly talked about customer service requiring a service culture. Having Michelle Obama on the first day was certainly interesting. On the other hand, no one I talked to found much relation to Zendesk in her story. This is the eternal challenge that I have also seen at other events. While it is important to work with “luminaries”, it is sometimes difficult for the audience to relate their stories to the story that the vendor tells.</p><p>From an analyst perspective, I would have wished to have more access to company executives to dig deeper into information. Still, the ability to speak to customers and partners was valuable.&nbsp;</p><p>Big kudos to the organizing team that mastered the challenge of creating an event that was interesting for customers, partners, and analysts.</p><h2 class="wp-block-heading">Coming to the content.<strong></strong></h2><p>As said in the beginning, these days every CX strategy involves AI, if it doesn’t outright revolve around it. This includes Zendesk. From a capability as well as a vision capability, Zendesk seems to be positioned better than many of its competitors in the customer service arena. And there are certainly a good number of competitors. Zendesk’s position is a result of a good product mix, the early creation of “ready-to-use” AI models to improve service efficiency as well as of interesting acquisitions. Of course, it is important to deliver this vision fast. These days, most advantages tend to be of temporary nature.</p><p>The good number of competitors is not only because the customer service market is crowded. It is also partly attributable to the fact that Zendesk claims to offer a “complete CX solution for the AI era”. This broadens the competitive field significantly, also into areas that Zendesk does not cover or does not cover with a strong product. CX is not limited to customer service.</p><p>On the other hand, Zendesk’s mission is to “power exceptional service for every person on the planet”. This focus on service processes somewhat reduces the ambiguity of the terms “CX” and “CX department”. As one of the execs said “we are great when it comes to tickets” - which is true. In short, the company maintains a focus on customer (and employee) service. It is important for customers to keep this in mind.</p><p>Having said that, Zendesk also offers a sales solution, Zendesk for sales. It was notably absent throughout the event; yet is important for the complete CX story. The same is true for the Sunshine platform, although in this case there still was a lot of talk about the platform, without naming it. This makes a lot of sense, both in terms of the need and also a need to make the fresh acquisitions part of this platform.&nbsp;</p><p>Talking about these acquisitions, they are important add-ons to the core service functionality. This is especially true for the QA capabilities that come with Klaus and the AI engine that is delivered by Ultimate. Tymeshift as a WFM solution plays out its strengths increasingly with bigger growing service centers.</p><p>Service processes will be automated more and more to achieve and maintain high levels of customer and employee satisfaction. This needs a solution that has the necessary intelligence. Zendesk is on a good way to get this job done. It already now solves parts of this problem and has many of the remaining parts of this solution at hand - and is working on combining them to a whole.</p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Thu, 02 May 2024 18:01:24 -0400</pubDate></item><item><title><![CDATA[How Zendesk moves the needle in customer service]]></title><link>https://www.aheadcrm.co.nz/blogs/post/how-zendesk-moves-the-needle-in-customer-service</link><description><![CDATA[The news On January 8, 2024, Zendesk announced the acquisition of Klaus , “ the industry leading AI-powered quality management platform ”. With AI driving ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_oGuoqbrrS9qs03mcU0UHCQ" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_gjdO-YrASj2b-l3ogX-Nmw" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_aq_xVD5AS6KzN55yLnQ-2A" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_v6Tz0adrT0OrPPSb7pqF6g" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><h1 class="wp-block-heading">The news</h1><p>On January 8, 2024, Zendesk <a href="https://www.zendesk.com/newsroom/articles/klaus-acquisition24/">announced the acquisition of Klaus</a>, “<em>the industry leading AI-powered quality management platform</em>”.</p><p>With AI driving a rapid increase in customer service interactions it is necessary for customer service teams to become more efficient while maintaining their quality of service. This is accomplished by a combination of digital and human agents across an increasing number of channels. Ensuring good quality requires a QA solution that is capable of scoring 100 percent of customer interactions, which is what Klaus’s AI is capable of. In doing this, it “pinpoints conversations with positive or negative sentiment, identifies outliers, churn risk, escalations, and necessary follow-ups. According to Zendesk, most QA software does handle only one to two percent of all customer interactions.</p><p>With workforce enablement management capabilities, Klaus enables the identification of knowledge gaps and coaching opportunities with the goal of improving agent performance and productivity. The result is higher customer satisfaction.</p><p>According to Martin Kōiva, CEO and founder of Klaus, “<em>Zendesk and Klaus share a vision of Ai-led, personalized CX with businesses fully anticipating and acting on their customers’ needs. QA software plays a critical role in this, ensuring consistency, assessing both human and digital agent performance and providing actionable insights for strategic planning. As part of Zendesk, we will continue to build and deliver thes crucial capabilities, but now at an even greater scale</em>”.</p><h1 class="wp-block-heading">The bigger picture</h1><p>Customer service personnel works in a high-pressure environment with lots of turnover; even worse, as frontline workers, they are often the first ones to deal with customers who are already less than amused – equipped with tools that are not helpful, either. At the same time, partly due to the high attrition rates, agents often lack the training and experience to deal with difficult situations and do not have the contacts to find relevant information fast.</p><p>What they need is being able to concentrate on the “hard cases”, easy access to the relevant information, ideally without the need to use multiple browser tabs, good training and coaching, and empowerment.</p><p>In addition, the increasing need for automation, that is caused by a shortage of available personnel as well as increasing customer demands for availability, leads to an increased proliferation of chatbots. At the same time, customers do not trust into AI, as the last <a href="https://www.salesforce.com/resources/research-reports/state-of-the-connected-customer/">state of the connected customer</a> (registration required) report by Salesforce found out.</p><h1 class="wp-block-heading">My analysis and point of view</h1><p>After the <a href="https://www.zendesk.com/newsroom/articles/tymeshift-acquisition23/">acquisition of Tymeshift</a> last year and the provision of “ready-to-run” AI supported bots, Zendesk is continuing on its path to provide a very rounded customer service platform.</p><p>The emphasis on coaching customer service agents is great – and important – to see. Agents are already some of the most monitored and measured workers around, so they will be glad to see some help instead of just feeling surveilled. Especially, as there is so much attrition going on. Businesses that understand that a better trained and enabled team increases agent motivation and therefore in all likelihood the individual and team performance. This has a direct impact on customer satisfaction and with that on business outcomes. Zendesk now can support this better than before.</p><p>This is also something that was found in the recent <a href="https://www.genesys.com/resources/customer-experience-horizons">Customer Experience Horizons</a> report by Genesys. 70 percent of respondents will invest into AI-based coaching and training recommendations for their personnel with still almost 60 percent looking into implementing AI-based performance monitoring and evaluation solutions.</p><p>Being in times of AI, the ability to also analyze and especially improve the performance of digital agents becomes more and more important. With Klaus, Zendesk is now better able to identify customer service bots’ “knowledge deficiencies”. In my eyes, the next important step from here is to (semi-)automatically reduce these deficiencies, supported by generative AI. This, based on actionable analytics. Why is this important? Because the performance of both, human and digital agents, highly depends on a well-performing knowledge base. &nbsp;I am interested in seeing how this topic evolves. Embedding Klaus in the fold, certainly should help taking the first steps by helping to find out what the relevant customer and organizational data is, and to initiate steps in improving the state of this data.</p><p>But again, looking at the needs of customer service agents, businesses that pursue helping their agents are now in an even better position when using Zendesk.</p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Fri, 12 Jan 2024 14:32:56 -0500</pubDate></item><item><title><![CDATA[How Zendesk Intelligent Triage steps up the customer service game]]></title><link>https://www.aheadcrm.co.nz/blogs/post/how-zendesk-intelligent-triage-steps-up-the-customer-service-game</link><description><![CDATA[The News On September 14, 2022, Zendesk announced the release of its new customer sentiment and intent functionality: Intelligent Triage and Smart Assi ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_9rFHw8rrRgWPkOKCfP_YSw" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_YcymVo-eRL6VcEHdSvy1NA" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_ITyOqvV6Rb-ovoV-jE6Nzw" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_X9Wluv8IQOW2z4fSrFOG-w" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><p><strong>The News</strong></p><p>On September 14, 2022, <a href="https://www.zendesk.com/">Zendesk</a> announced the release of its new customer sentiment and intent functionality: <a href="https://www.zendesk.de/newsroom/press-releases/zendesk-new-ai-solutions/#georedirect">Intelligent Triage and Smart Assist</a>. These new AI based solutions shall “<em>enable businesses to triage customer support requests automatically and access valuable data at scale.</em></p><p><em>Intelligent Triage and Smart Assist are the next step in Zendesk’s vision to create accessible CX AI for companies of all sizes. The technology uses proprietary industry expertise and insights from trillions of customer data points and applies a vertical lens. This creates models custom to each business capable of identifying the intent, language and sentiment of each customer interaction.</em></p><p><em>This unique approach to applying machine learning creates more personalized and informed interactions to better serve customers. For example, specific inquiries, such as &quot;I'm having problems with payment&quot;, can be automatically sent to an agent who is equipped to handle billing for a quicker resolution, while inquiries that include language written in all capital letters or in a sarcastic way will indicate a highly negative sentiment and be routed to the top of the queue.</em></p><p><em>The new capabilities include:</em></p><ul><li>Instantly route and prioritize revenue drivers, ensuring agents are working on business-critical requests</li><li>Analyze distribution of requests so businesses can better plan operations, collaborate across departments and identify improvement opportunities supported by data for more efficient CX operations</li><li>Automatically guide agents on how to best resolve a customer’s issue in real-time, understand context, recommend solutions, and improve coaching and training with valuable insights</li><li>Continuously boost accuracy as the AI solutions receive feedback on predictions and recommendations</li><li><em>Detect sensitive information automatically to meet compliance and security needs or extract confidential data like names, addresses, phone numbers, usernames, and financial info for use in workflows</em>”</li></ul><p><strong>The bigger picture</strong></p><p>Customer support is a very difficult business. All too often agents are not trained too well and service departments suffer from high turnover. On the other hand, customers expect to solve issues faster and faster. This drives a demand for efficiency. This gets underpinned by the current economic climate in combination with a worker shortage (although this shortage might also be self-inflicted by businesses).&nbsp;</p><p>In general, AI has become an important ingredient in customer service and, more generally, CX solutions. The main use cases are ticket routing and assisting in solution search. While there are a number of chatbot solutions that base on an underlying AI, their performance often is not good enough to be really successful. Another challenge is that implementations regularly take considerable time. Therefore, the pressure on customer service departments through case deflection does not decrease enough.</p><p><strong>My analysis and pov</strong></p><p>As <a href="https://www.linkedin.com/in/cristinanfonseca/">Cristina Fonseca</a>, VP Product of Zendesk and co-founder and CEO of Cleverly, the company that got acquired by Zendesk in 2021 and that is behind this feature set explained to me, Zendesk was behind the competition. What Zendesk now does is automating the mundane tasks, therefore effectively relieving agents from time consuming tasks. The second part is that the solution comes with pre-trained models that make it ready to run in very short times. Doing the hard work and analysing that 80 percent of inquiries have the same intent across industries has been the key for this. Still, the built-in feedback loop that allows for constant company specific readjustment of the model, is important as there normally is no one-size-fits-it-all solution and there is a high likelihood for service requests changing in nature over time. This is also true for the revenue drivers prioritization of requests, which is likely to be at least industry-, if not business model and therefore company specific. I am curious to see how this works across industries.</p><p>Making these features available as part of the suite and not as an add-on is a smart move as it doesn’t change the pricing for existing enterprise edition customers and potentially drives more customers to choose this edition.</p><p>With this solution Zendesk gains an edge, albeit probably of temporary nature. Clearly, the company should continue on this path to maintain it, maybe adding coaching capabilities that help agents and supervisors to train themselves and each other. Additionally, if the solution works as expected, why not also using it for case deflection. After all, from a system perspective, it does not really matter whether an agent is guided on how to best resolve an issue or whether the customer him-/herself is guided. From a company perspective, it does. Fonseca maintains that the market is not yet ready for it. This is probably right as many chatbot implementations are rather underwhelming. Still, coming from a working solution can change this. In addition, Zendesk should add an explainability capability, although Fonseca maintains that this is not a priority as there is too much turnover. Still, a good deal of productivity improvement and efficiency will come from achieving a stable workforce. With an explainability component Zendesk can achieve two goals: first it helps coaching the agents and second it will increase the acceptance of the system. Untrained agents will more easily accept the system recommendations, effectively treating them as prescriptions. In which case they better be accurate. The confidence score that is already provided is a first step into this direction.&nbsp;</p></div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Sun, 18 Sep 2022 08:26:11 -0400</pubDate></item><item><title><![CDATA[Zendesk - A Mobile CustServ Native?]]></title><link>https://www.aheadcrm.co.nz/blogs/post/zendesk-mobile-custserv-native</link><description><![CDATA[Mid of April I published an article about the mobile in-app support landscape that, amongst other players, touched on Zendesk. In this article I state ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_QYFNphlVTQWKaWM4LKZi2A" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_jEQilvCWQhiqS8s9ljRiGw" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_35mX4bCqSd-7151uWiNS_A" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_aYlEJhwGT4SSG8gW8oZs0A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div>Mid of April I published an <a href="https://aheadcrm.blogspot.de/2017/04/mobile-in-app-support-brief-overview.html">article</a> about the mobile in-app support landscape that, amongst other players, touched on Zendesk. In this article I stated: <em>“Zendesk is not a mobile native. Their chat widget integrates into web pages and the company does not offer in-app chat. Instead the company offers solutions that hook into existing messaging apps like Facebook Messenger or Whatsapp.”</em> This statement was based upon research that I did in the first half of the month with Zendesk publishing their <a href="https://www.zendesk.com/blog/zendesk-kit-on-fabric/">Fabric based in-app support kit</a> on April 19 of the same month. So, maybe I should have posted this article a little later, but good on Zendesk for getting on with mobile in app support. They had, as well as many other bigger vendors in the customer service and call center arena still have, a wide open flank here that gets covered by specialist vendors like Helpshift, Intercom, or LivePerson, or suite vendors like Freshworks. <h1>Zendesk, a Mobile Native or Not?</h1> I say that, although I maybe did them wrong by stating that they don’t do in-app FAQs – although I do not believe so, as the help center content seems to be delivered from the server and needs an online connection. Still I maintain that they are not a native player. I will explain my reasoning a little later, after summarizing what I got out of talks with <a href="https://twitter.com/douglashanna">Douglas Hanna</a> and, more recently,<a href="https://twitter.com/GR3GD"> Greg Dreyfus</a> from Zendesk. As per now Zendesk offers two different SDKs for mobile. The <a href="https://developer.zendesk.com/embeddables/docs/ios/welcome">support SDK</a> and the <a href="https://developer.zendesk.com/embeddables/docs/ios-chat-sdk/introduction">Chat SDK</a> (both links go to the iOS version, there are Android versions, too). The support SDK enables mainly three things: <ul><li>The searching and showing of help center content</li><li>The opening and management of requests (support tickets)</li><li>And the prompting for app reviews</li></ul> It is what I would call the essentials of customer service, extended to the mobile world. The chat SDK is what gives the (at least to me) interesting features: <ul><li>Chat</li><li>Messaging</li><li>Attachments to chats and messages</li><li>Chat ratings</li><li>Emailing of chat transcripts</li></ul> From a customer base, Greg tells me that between 4,000 and 7,000+ customers (4,000 using the Android SDK and 3,000 the iOs SDK) are using the support SDK and a tenth of that the chat SDK. This makes sense as, without further technology, the support SDK helps deflect calls via self-service and keeps requests asynchronous and therefore helps in keeping the service center small. This is in line with Gartner Group’s observation in their 2017 Magic Quadrant on Customer Engagement Centers that most Zendesk deployments are for 20 agents or less, although there are implementations with 100+ agents, too. On the other hand, the chat SDK is what enables a company to become more customer friendly. It enables the customer to initiate a chat and to leave a message (request, ticket) if no operator is available. I didn’t get any numbers of active devices that are equipped with either of the SDKs. <h1>What does Zendesk think about AI and Bots?</h1> To Zendesk, AI is an important tool in the shed. However, as per Greg, for the time being it needs to be confined to the back end and predictive analytics, as the intelligence is not reliable enough (yet) to handle customer requests unsupervised. So there are no bots on the immediate horizon, as they would need to be limited to overly narrow areas of knowledge. Having said this, Zendesk is looking into this topic and observing the progress, as also evidenced by their release of their <a href="https://www.zendesk.com/company/press/zendesk-launches-guide-next-generation-knowledge-solution-provide-smarter-customer-service/">Guide</a> product. <h1>My Take</h1> Zendesk is admittedly one of the big kids on the block of customer service centers. Their software is covering all major channels and it offers rich functionality. There are good reasons for it appearing prominently in the <a href="https://www.g2crowd.com/categories/help-desk">G2 Quadrant for Helpdesk Software</a> and in the Leader’s quadrant of Gartner Group’s Magic Quadrant for Customer Engagement Centers. Zendesk has a broad and satisfied customer base mainly in the SMB market. The thriving Zendesk apps marketplace is helping to get even more coverage, or to improve the solution where marketplace partners see opportunities. So, they are clearly doing a lot of things right and are probably even a good alternative for Salesforce, especially as they have a mobile offering, which is a distinct weakness of Salesforce, which on the other hand has a strong position for customers that do not only look into customer service functionality. I, however, do think that both, the mobile support SDK as well as the chat SDK can benefit of some improvement. I have the impression that the support SDK pulls help center content from a server. If that impression is true this should be changed to offering the content directly on the device. If I am right here, this is only a minor one, though. After all, cell coverage can be assumed to improve. Still, the search experience is far better in case of the FAQ being delivered directly into the app. Still, Zendesk is working on adding offline search capabilities in order to offer a better experience. Where I think Zendesk got it wrong is their approach of in-app chat. The way Greg presented the functionality to me it appears that a chat request waits until getting picked up by an agent – which could be any agent, if the customer does not choose to pick one of the offered categories. In case no agent picks up, the customer can convert it into a ticket herself, turning the chat into a message. This seems to come from a strict definition of chat being synchronous and is in my eyes rather service center oriented than customer oriented. It also seems that there is no use of meta information available through the SDK or the text of the request itself to attribute and then route a request into the appropriate queue. This concept appears to me as the extension of web chat into the app and is probably due to the way the back end is designed to work. Here also comes the advantage of a working bot framework. A bot, basing on a good knowledge base and a machine-learning framework will be able to automate a lot of requests in its domain. It can also support the agents by already providing relevant articles ordered by confidence in an assisting role. There are vendors that are capable of both. I think that it would be beneficial for Zendesk to become a leader on this way, as these functionalities will become key requirements in the upcoming world of customer service in an ambient computing environment.</div></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Tue, 04 Jul 2017 09:56:30 -0400</pubDate></item><item><title><![CDATA[Mobile In-App Support - A brief Overview]]></title><link>https://www.aheadcrm.co.nz/blogs/post/mobile-app-support-brief-overview</link><description><![CDATA[In a mobile world, where the smartphone has become the command center of our lives support needs to be offered from directly inside the app, using in- ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_JHwPHUjAQjSMeHTpR9kfkA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_fTpDP6K3QpaVgaMsLuHbqQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_iv0g3tRjTJS_Gdepceww_Q" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_UGpRCJgjRmCxP8SW8dLzEg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div>In a mobile world, where the smartphone has become the command center of our lives support needs to be offered from directly inside the app, using in-app messaging. This way the advantages of being able to send relevant contextual information about the state of the app to the service agent and the ability to engage in a service conversation via a conversational UI can get brought to full advantage. The user is identified, relevant information has been gathered, which the service agent can use right away. This leads to capabilities that a genuine mobile in-app support system needs to have on top of generic help center functionality: <ol><li>In-App FAQ that gets pushed out to the phone and is available in an offline scenario</li><li>Collation of meta data about the phone, user and the incident that created the support call, along with the ability to send that to the customer service center</li><li>In-App messaging/conversational UI in combination with push notifications</li><li>Automation to properly route incoming issues and to increase the issue resolution efficiency</li><li>An ability to integrate into CRM- or other systems</li><li>An ability to selectively and proactively engage with users, to e.g. support onboarding or push notifications about special situations to relevant parts of the user community.</li></ol> It is possible to find vendors that deliver parts or all of this in order to deliver a mobile service experience. Platforms like <a href="https://www.g2crowd.com">G2Crowd</a>, but also traditional analyst companies like Forrester and Gartner give some leads. Gartner lists Salesforce, Pegasystems, Oracle, Microsoft, Zendesk as leaders in customer engagement centers, with SAP being the only Challenger and Lithium the only Visionary. None of these companies gets high marks for in-app support, though. So, we are apparently looking for specialist vendors. Concentrating on the bigger medium and enterprise end of the market I’ll briefly look over the following companies, which offer parts or all of the desired solution. <ul><li><a href="https://www.apptentive.com">Apptentive</a></li><li><a href="https://hotline.io/">Freshdesk/Hotline</a></li><li><a href="https://www.helpshift.com">Helpshift</a></li><li><a href="https://www.intercom.com/">Intercom</a></li><li><a href="https://www.liveperson.com/liveengage">LivePerson</a></li><li><a href="https://www.salesforce.com/products/service-cloud/overview/">Salesforce Service Cloud</a> and <a href="https://www.desk.com/">com</a></li><li><a href="https://www.zendesk.com/">Zendesk</a></li></ul> Salesforce and Zendesk are part of this list as in-app service specialists see them in sales opportunities as competitors. <h1>Vendors</h1><h2>Apptentive</h2> Apptentive focuses on mobile customer engagement to foster a better way to communicate. The solution offers in-app messaging, rating prompts, notifications and surveys. There are no FAQ’s, though. The company got founded in 2011. The solution integrates into Zendesk, Uservoice, and Desk.com, which can be used to build a more complete in-app customer service solution in combination with Apptentive. Further integrations should be possible using the company’s API. Apptentive gathers meta-data from the mobile apps and presents it via its reporting solution. This data then can be exported as CSV and imported into a CRM system to enrich it and to provide for segmentation. However, there does not seem to be a campaigning functionality inside Apptentive itself. <h2>Freshdesk/Hotline</h2> Hotline.io, the former Konotor, is the mobile in-app support platform of Freshdesk. Konotor got founded in 2012 and was acquired by Freshdesk in November 2015. It is a native in-app support platform that fully caters for the criteria mentioned above. Hotline positions itself more like an engagement platform than a customer service platform. Being a part of the Freshdesk group their focus is more on the upper end of the SMB arena. Their clients mainly consist of startups and bigger corporations (as the smaller ones often do not have mobile apps, according to <a href="https://twitter.com/srikrishnang">Srikrishnan Ganesan</a> who heads up Hotline). Freshdesk itself seems to be sales-driven (which is not a bad thing). The company recently won the 2017 CRM Watchlist award, which is an impact award given by Paul Greenberg, which gives high visibility. Hotline has built-in integrations e.g. with Zendesk, and Slack and, of course, with Freshdesk itself. Using APIs it is possible to integrate with other CRM- and customer service systems. With the help of the Freshdesk platform it turns into a multi channel support system. The campaign module that is built into the back end allows segmenting customers based upon meta-data, app usage, and other criteria and allows for simple campaign automation. <h2>Helpshift</h2> Helpshift seems to be the leading mobile in-app support platform with a base of about 1.3 billion installations. The company got founded in 2011 and pioneered the idea of in-app support, providing a native platform that fully caters for the criteria above. The company positions itself as revolutionizing the customer support experience on mobile – with a strong focus on customer service. The target of Helpshift is enterprises and bigger call centers, and their number of installations proves that they are up to it. In 2014 Helpshift won the CRM Idol competition and the company is probably a bit of a hidden gem, which may partly be attributed to their enterprise focus. Helpshift has a deep integration into the Salesforce Service Cloud and I personally expect integration into MS Dynamics looming, as Microsoft Outlook Mobile is a key customer and Microsoft itself a leading investor into the company. Being API-driven integrations into other CRM systems are easily possible. The backend itself is multi-channel capable. The Helpshift campaign module is geared for service rather than marketing and leverages meta-data for segmentation, easily allowing for the facilitation of onboarding or recovering abandoned baskets, and getting over the early retention barrier. <h2>Intercom</h2> Intercom positions itself as a platform with support for live chat, marketing and support, with all part solutions being seamlessly integrated via their platform. The company has a strong mobile focus. A lot of their customer base seems to deploy the solution as a customer service solution. As Helpshift, the company was founded in 2011. Their solutions cover the criteria above, with the exception seeming to be the in-app FAQ. FAQ’s seem to be published through the web, instead. Their analytics offer the nice feature of identifying candidates for improved or new knowledge base articles, based upon searches. The solution offers multi-channel support and integrates into a good number of communications channels, and into Salesforce, to have a strong support system. They have deliberate support for onboarding processes, helping customers to get over the early retention barrier. Using data collected from the devices a segmentation and hence a targeted communication with users is possible, for example the onboarding support. <h2>LivePerson</h2> LivePerson offers a mobile in-app support solution through its LiveEngage platform. The company sets out to drive conversations and loyalty through the platform, and does not position it as a support- but an engagement system. LiveEngage is an ‘upgrade’ from the company’s earlier LivePerson solution, which seems to have caused some grief for customers. This ‘upgrade’ seems to resemble a pivot into the mobile in-app business. They are targeting enterprises although they also have startup customers. LivePerson is in the chat business for around 20 years. Focusing on messaging they do offer a chat platform that can be integrated into apps and web sites. They do not offer knowledge base support of customers but rely on custom integrations into CRM systems. Their key asset is their long standing history along with a platform that can turn chat into action, albeit more with a focus on cross-selling. Their current challenge is their need to manage their pivot and some customers that lost functionality that was important for them. <h2>Salesforce</h2> Salesforce offers two customer service solutions, the Salesforce Service Cloud and Desk.com, addressing different customer sizes. Desk.com is geared towards smaller organizations where the Service Cloud is enterprise scale. Both solutions offer multi channel support capabilities. Gartner Group, in their 2016 Magic Quadrant for Customer Engagement Centers states that “mobile chat” (their term for in-app messaging) is best handled by partner solutions that are available via the AppExchange market place. <h3>Desk.com</h3> Desk.com is Salesforces “Out-of-the-Box helpdesk for small businesses”. Being a member of the Salesforce family the solution has considerable grunt and exposure behind it. Desk.com is not a native mobile in-app support platform but a general support platform that allows for embedding support functionality inside mobile apps via an SDK. The SDK allows for the creation of tickets from within the mobile app and for knowledge base search with the knowledge base not being inside the app itself. In contrast to other providers Desk.com does not cater for conversational in-app support. The main support experience is provided outside the app. Being a member of the Salesforce family integration into other family members is a given, since they share the same platform. This includes a connection to the Sales Cloud that facilitates the conversion of support cases to sales opportunities. But at its root Desk.com is a helpdesk solution that got extended to cover mobile apps. <h3>Service Cloud</h3> The Service Cloud is the Salesforce customer service offering for enterprises. As such it offers a full fledged service solution that also extends into mobile devices via e.g. ticketing live chat, knowledge bases and support of communities. All this takes advantage of the powerful Salesforce platform. There, however, is no direct in-app support, which makes a good case for the integration of Helpshift. <h2>Zendesk</h2> Zendesk is a leading cloud based customer service platform, offering multi channel support. Zendesk features as a leader in the Gartner 2016 Magic Quadrant for Customer Engagement Centers. Zendesk is not a mobile native. Their chat widget integrates into web pages and the company does not offer in-app chat. Instead the company offers solutions that hook into existing messaging apps like Facebook Messenger or Whatsapp. They offer knowledge bases, support of communities, and portals. Zendesk has integrations into many other systems, including MS Dynamics and Salesforce. The support for messaging apps, besides Zendesk being competitively met by mobile in-app vendors, is the main reason for them appearing here. <h1>What It Means</h1> The in-app service market is a specialist market. If a strong support for mobile apps using a conversational interface and an in-app experience are required, not many players with the strength to support larger enterprises are left. This can be seen in the table below, which covers above solutions and is enriched by some generic help center functionality. <img class="size-full wp-image-1309" src="http://www.epikonic.com/wp-content/uploads/table.png" alt="Mobile In-App Support Provider Overview" width="865" height="351"/> Mobile In-App Support Provider Overview Zendesk and Salesforce both offer partner solutions to fulfill in-app service requirements. By themselves they are not in-app support players. Apptentive focuses on rating systems and surveys and is not a full-fledged player as well.. Intercom positions itself more as an engagement platform although customers seem to deploy it as a support platform, too. Without an own knowledge base capability it, however, misses an important capability. This leaves us with three vendors: Freshdesk, Helpshift, and LivePerson, with LviePerson currently pivoting from being a web based chat provider to an in-app service solution provider, which seems to cause existing customers some grief. The solution is also missing an in-app FAQ. Helpshift and Freshdesk as the front-runners are running very different strategies. For Freshdesk in-app support is one of their capabilities that they acquired over time and made part of their solution set. Helpshift totally focuses on in-app support, believing that mobile will be, if not already is, the dominant channel, which needs specialized support functionality to offer maximum service and experience.</div></div>
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