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Confidential & Proprietary
© SmartAction
How a Top 25 Most
Trusted Brand
Handed Their CX to AI
Director of Q&E, AAA National
Patty Kleinfeldt
CMO, SmartAction
Brian Morin
March 2020
Managing Editor, Aggregage
Shelley Trout
Confidential & Proprietary
©SmartAction | 2
About SmartAction
AI-Powered Virtual
Agents as a 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
Confidential & Proprietary
©SmartAction | 3
AAA
Patty Kleinfeldt
Director of Q&E, AAA
National
Top 25 Most Trusted Brand in America known for
decades of legendary 24-hour Roadside Assistance
60 Million Members
Millions of emergency roadside assistance calls
serviced annually
Confidential & Proprietary
©SmartAction | 4
Core
Capabilities of
Conversational
AI
Connected to
same data as
live agents
Predict why
customers
are calling
Recognition
+ Cognition
Navigate complex,
multi-turn
conversations
Route
exceptions to
live agents
Omnichannel
Confidential & Proprietary
©SmartAction | 5
AAA Tipping
Point
The challenge driving the need
for AI-powered virtual agents
Confidential & Proprietary
© SmartAction
Hesitations
Would it actually
deliver on its
promise?
Would we get
in the way of our own
revenue potential?
Do I want to
hand off my CX to a
machine?
How would this
impact our CSAT?
©SmartAction 7
Confidential & Proprietary
©SmartAction | 7
From Skeptic to Believer
Confidential & Proprietary
©SmartAction | 8
AAA’s Emergency Roadside Assistance
Member
Location
Intent Capture in
Natural Language
Authentication +
Business Rules for
Self-Service
Location of Nearest
Service or Tow
Call to Service
or Tow
Call to Member on
ETA
Provider ETA
Updates
Updated ETA to
Member
Alert to Provider to
Close Ticket
Validate Member
Service
Confidential & Proprietary
©SmartAction | 9
Key Results / Observations
CSAT Equivalent
to Live Agent
Cost vs. Live Agent Annual
Calls Self-serviced
= 5+
MILLION
1/3rd
Confidential & Proprietary
©SmartAction | 10
Hand Over CX to AI?
Confidential & Proprietary
©SmartAction | 11
It’s an iterative process that
requires care and feeding
Conversational
AI is not a
product
Conversational AI
Solution Design
Use Case
Mapping
Enhancements
& Upgrades
Reporting
& Analytics
Project
Management
Training
& Tuning
TechnologyTechnology
Services
©SmartAction
DIY? Partner?
Confidential & Proprietary
©SmartAction | 13
Best-of-Breed
CX Team
Automate without sacrificing
CX
Client
Advocacy
Marilyn
Customer Success
Analytics
& Tuning
Eli
Customer Insights
AI Automation
Assessment
Charles
CX Consultant
CX Design
& Strategy
Mark
CX Design
Quality
Assurance
Ryan
QA
CX TEAM
Solutioning
& ROI
Trent
Solutions
Expert
Project
Management
Kathy
Project Manager
Engineering
David
Engineer
Confidential & Proprietary
©SmartAction | 14
LIFE LESS HARD™
Why Customers Choose SmartAction
Proven Conversational AI
Top-Rated Solution by Analysts & Peers | 16 Case
Studies | >100 Use Cases in 12 Industries
Outsource Instead of DIY
Virtual Agents 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
Confidential & Proprietary
©SmartAction | 15
“Customer service
interactions handled by AI
will increase 400% from
2017-2021.”
- Gartner
Next Steps
info@smartaction.com
Free AI–Readiness
Assessment
 Discover the call/chat types perfect for automation
 Discover expected completion rates
 Discover expected call volume deflection
 Calculate projected ROI
 Roadmap for additional automation
What You’ll Get
Request Demo
OR

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How a Top 25 Most Trusted Brand Handed Their CX to AI

  • 1. Confidential & Proprietary © SmartAction How a Top 25 Most Trusted Brand Handed Their CX to AI Director of Q&E, AAA National Patty Kleinfeldt CMO, SmartAction Brian Morin March 2020 Managing Editor, Aggregage Shelley Trout
  • 2. Confidential & Proprietary ©SmartAction | 2 About SmartAction AI-Powered Virtual Agents as a 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
  • 3. Confidential & Proprietary ©SmartAction | 3 AAA Patty Kleinfeldt Director of Q&E, AAA National Top 25 Most Trusted Brand in America known for decades of legendary 24-hour Roadside Assistance 60 Million Members Millions of emergency roadside assistance calls serviced annually
  • 4. Confidential & Proprietary ©SmartAction | 4 Core Capabilities of Conversational AI Connected to same data as live agents Predict why customers are calling Recognition + Cognition Navigate complex, multi-turn conversations Route exceptions to live agents Omnichannel
  • 5. Confidential & Proprietary ©SmartAction | 5 AAA Tipping Point The challenge driving the need for AI-powered virtual agents
  • 6. Confidential & Proprietary © SmartAction Hesitations Would it actually deliver on its promise? Would we get in the way of our own revenue potential? Do I want to hand off my CX to a machine? How would this impact our CSAT?
  • 7. ©SmartAction 7 Confidential & Proprietary ©SmartAction | 7 From Skeptic to Believer
  • 8. Confidential & Proprietary ©SmartAction | 8 AAA’s Emergency Roadside Assistance Member Location Intent Capture in Natural Language Authentication + Business Rules for Self-Service Location of Nearest Service or Tow Call to Service or Tow Call to Member on ETA Provider ETA Updates Updated ETA to Member Alert to Provider to Close Ticket Validate Member Service
  • 9. Confidential & Proprietary ©SmartAction | 9 Key Results / Observations CSAT Equivalent to Live Agent Cost vs. Live Agent Annual Calls Self-serviced = 5+ MILLION 1/3rd
  • 10. Confidential & Proprietary ©SmartAction | 10 Hand Over CX to AI?
  • 11. Confidential & Proprietary ©SmartAction | 11 It’s an iterative process that requires care and feeding Conversational AI is not a product Conversational AI Solution Design Use Case Mapping Enhancements & Upgrades Reporting & Analytics Project Management Training & Tuning TechnologyTechnology Services
  • 13. Confidential & Proprietary ©SmartAction | 13 Best-of-Breed CX Team Automate without sacrificing CX Client Advocacy Marilyn Customer Success Analytics & Tuning Eli Customer Insights AI Automation Assessment Charles CX Consultant CX Design & Strategy Mark CX Design Quality Assurance Ryan QA CX TEAM Solutioning & ROI Trent Solutions Expert Project Management Kathy Project Manager Engineering David Engineer
  • 14. Confidential & Proprietary ©SmartAction | 14 LIFE LESS HARD™ Why Customers Choose SmartAction Proven Conversational AI Top-Rated Solution by Analysts & Peers | 16 Case Studies | >100 Use Cases in 12 Industries Outsource Instead of DIY Virtual Agents 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
  • 15. Confidential & Proprietary ©SmartAction | 15 “Customer service interactions handled by AI will increase 400% from 2017-2021.” - Gartner Next Steps info@smartaction.com Free AI–Readiness Assessment  Discover the call/chat types perfect for automation  Discover expected completion rates  Discover expected call volume deflection  Calculate projected ROI  Roadmap for additional automation What You’ll Get Request Demo OR

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