What is the Customer Agent and who benefits from it?
The Customer Agent is an AI-powered tool designed to resolve content-related questions quickly and accurately. It operates 24/7, using approved knowledge to capture context, perform permitted actions, and hand off complex issues to human agents when necessary.
This feature is perfect for businesses that manage large volumes of customer inquiries and have extensive knowledge bases, product documentation, or policy articles. It helps content and customer service teams by reducing overall ticket volume and increasing customer satisfaction through instant, precise, and on-brand answers.
How does the agent ensure knowledge remains accurate and trustworthy?
The Customer Agent maintains accuracy by strictly adhering to your verified, approved content sources. Hoop ensures responses are grounded and cited to trusted sources, preventing misinformation.
The system keeps your answers up-to-date through a few key mechanisms:
- Trusted sources: It uses your knowledge base, docs, and FAQs as the single source of truth for all answers.
- Automatic sync: New or edited content is quickly picked up, ensuring answers reflect the latest guidance, pricing, and policies.
- Context awareness: It tailors guidance by using stored details from your CRM, such as customer plan, region, and lifecycle stage.
The agent also offers multilingual readiness, answering in the customer's language when localized articles are available.
What actions can the Customer Agent perform for customers?
Beyond providing instant answers, the Customer Agent can transition conversations into structured actions and workflows, greatly enhancing self-service capabilities. This allows customers to move directly from finding information to resolving issues.
Key actions the agent can perform include:
- Workflow triggers: Initiate approved automated flows like returns, password resets, refunds, or appointment requests.
- Structured intake: Collect necessary information such as account ID, device, or error codes, writing them directly to ticket properties.
- Form fills and updates: Validate customer inputs and update CRM records, minimizing manual back-and-forth before a human agent steps in.
How does the Customer Agent manage the transfer to a human team?
The feature provides a seamless human handoff, ensuring that when an issue requires human expertise, the transition is efficient and informed. The agent can escalate based on factors like intent, sentiment, or policy rules.
Hoop routes the request to the correct queue based on specific criteria:
- Agent skills or specialization
- Customer language preference
- Ticket priority
The system transfers the full chat history, all captured fields, and a concise conversation summary. This ensures human agents start with complete context, leading to faster resolution times and better service quality.
Which channels and pricing plans support the Customer Agent?
The Customer Agent feature is available on multiple pricing plans: core, pro, and enterprise, demonstrating Hoop’s commitment to providing advanced capabilities across various business sizes. Access to the feature scales with the complexity and needs of your operation.
By default, the agent supports web and in-app chat channels for immediate customer interactions. Furthermore, the platform offers options for expanding channel support through integrations, including email autoresponders and various popular messaging channels, providing flexible customer service deployment.
How is success and performance of the Customer Agent measured?
Hoop provides comprehensive dashboards and analytics to help you quantify the impact of the Customer Agent and identify areas for content improvement. Measuring success moves beyond simple ticket counts to focus on efficiency and content health.
Key metrics you can track include:
- Deflection and containment rates by topic, showing what the agent resolved autonomously.
- Time-to-first-response and resolution time, helping quantify efficiency gains.
- CSAT (Customer Satisfaction) scores to gauge customer acceptance.
- Answer quality feedback loops, which flag content gaps and refine accuracy.
These insights allow teams to focus on continuous improvement of the knowledge base and agent performance.