Let’s meet Anthony, a call center agent.

What does a day look like for Anthony?
Anthony works at the call center for a community bank. He picks up his 
next call.
He types in a few keywords related to Kenzie’s question, and 12 articles come back. He pages through the first couple links, but can’t find anything.
He’s starting to feel anxious about finding an answer quickly. He messages Jess, his boss, but she doesn’t answer.
He pops his head over the cubicle wall to ask Paul, but Paul’s on the phone. Paul gets distracted, but answers Anthony anyway.
By the time Anthony picks back up, Kenzie has hung up. Anthony’s day cycles between answering common, frequently asked questions, and answering questions he can’t easily answer.
Kenzie wants to know how long a double endorsed check is held. Anthony doesn’t know, so he tells Kenzie to hold, and pulls up the database.
Kenzie is still waiting on hold...
Kenzie has hung up.                 
Anthony works at the call center for a community bank. He picks up his 
next call.
Kenzie wants to know how long a double endorsed check is held. Anthony doesn’t know, so he tells Kenzie to hold, and pulls up the database.
He types in a few keywords related to Kenzie’s question, and 12 articles come back. He pages through the first couple links, but can’t find anything.
He’s starting to feel anxious about finding an answer quickly. He messages Jess, his boss, but she doesn’t answer.
Kenzie is still waiting on hold...                             
He pops his head over the cubicle wall to ask Paul, but Paul’s on the phone. Paul gets distracted, but answers Anthony anyway.
Kenzie has hung up.                                             
By the time Anthony picks back up, Kenzie has hung up. Anthony’s day cycles between answering common, frequently asked questions, and answering questions he can’t easily answer.

By the time Anthony gets home, he feels dejected and anxious. His job is stressful and boring. He thinks about quitting, even though he’s only had this job a couple months.

AI + Frontline = the perfect pair

AI isn’t replacing humans anytime soon. But, folks who use AI will outperform those who don’t. And it’ll make them happier and more engaged at work.

STUDY 1
“Customer service agents with two months of experience who used AI support performed as well or better than agents with over six months of experience working without AI.”
Stanford / MIT
STUDY 2
“Generative AI enables financial services organizations to become more emotionally available to customers, employees and shareholders alike.”
Bain Capital Ventures Insight
STUDY 3
“AI boosted worker productivity by 14%”
Stanford / MIT
QUOTE
“Our agents now enjoy more engaging conversations with members that go deeper. They’re using their skills and are more engaged, so our agents are more satisfied with the work they’re doing.”
Steve Goodwine / HVCU, VP, Dir. of Contact Center

New Workflow With AI

What does a day look like for Anthony now?
Anthony picks up the next call.
The solution tells him the exact answer he needs—in less than 7 seconds. He tells Kenzie the answer
As other callers ask repetitive questions, his search log shows him trending and previously asked questions so he can answer them faster, and be ready for similar questions in the future.
Kenzie wants to know how long a double endorsed check is held. Anthony doesn’t know, so he tells Kenzie to hold, and searches the generative AI assistant.
She thanks him and hangs up, hitting the first call resolution target.
Anthony picks up the next call.                                     
Kenzie wants to know how long a double endorsed check is held. Anthony doesn’t know, so he tells Kenzie to hold, and searches the generative AI assistant.
The solution tells him the exact answer he needs—in less than 7 seconds. He tells Kenzie the answer
She thanks him and hangs up, hitting the first call resolution target.
As other callers ask repetitive questions, his search log shows him trending and previously asked questions so he can answer them faster, and be ready for similar questions in the future.

By the time Anthony gets home, he feels empowered and fulfilled. He answered a lot of interesting questions and was able to help customers with engaging interactions. He’s starting to really like this job.

Generative AI Powered Search Benefits

201%

Return on
investment

93%

Search time reduction

Not just any AI search solution can give you an experience like this.

By connecting to your knowledge base, Posh’s Knowledge Assistant can provide immediate answers to questions in our simple interface.

Knowledge Assistant securely connects to the database and ingests anything from PDFs and excel sheets to Sharepoint, getting FIs up and running within a week.

Agents instantly type in questions using the same terms the caller uses. The AI searches for the answer based on the question’s meaning, not just keywords.

Knowledge Assistant answers the question, complete with citations to the source, within seconds. And, the assistant also serves up other questions that are asked in relation to the first question, showcasing both the answer and other relevant documents, to better arm frontline workers.

Administrators can get insights and analytics from Knowledge Assistant to understand how to best improve the knowledge base, such as trending topics and gaps in the knowledge base.

What’s next for Anthony?

Internal AI with Knowledge Assistant is only the first step in improving Anthony’s experience. Combining internal AI with external AI means that Anthony doesn’t have to answer repetitive questions at all, because an online or voice assistant answers those questions for you. Or, Anthony only gets questions most relevant to his expertise because calls are routed to the best agent for the question. A comprehensive, holistic AI experience makes Anthony happier and more efficient, and satisfies your customers.

Request a demo