Gen AI For Customer Success

How to perform customer-facing activities with Gen AI, taking proactive actions, forecasting health/churn, and more

What you’ll learn
You’ll learn about the basics of Gen AI, what it is, what it can and can’t do, hype versus capability, technical capabilities, and common pain points
You’ll learn about how to work with Gen AI, prompting, using Gen AI for various types of tasks, structuring work, and evaluating errors/hallucinations
You’ll learn about managing client relationships with Gen AI, tailoring communications, proactively tackling situations and forecasting customer health
You’ll learn about automating customer-facing workflows with Gen AI, sorting clients and tickets, retrieving from knowledge bases, and analyzing client risks

Requirements
A basic understanding of customer success/customer management is required
No prior knowledge of Generative AI is required, although it naturally enhances learning if you possess it

Description
GENERATING CUSTOMER VICTORIES WITH GENERATIVE AI Gen AI is disrupting many activities. Customer success, customer relationship management, and other customer-facing ones are no exceptions.Learning to quickly use Gen AI in our customer-facing activities, and integrate it into our workflows, is not just a suggestion anymore, but a demand in order to stay competitive.But we don’t want to be naive here. There are drawbacks, there are things that can go wrong, and we have to be realistic about what Gen AI can truly do for us here.So, what can Gen AI automate, in customer-facing activities?That’s what we’ll go through in this course.LET ME TELL YOU… EVERYTHING.Some people – including me – love to know what they’re getting in a package.And by this, I mean, EVERYTHING that is in the package.So, here is a list of everything that this course covers:You’ll learn about Gen AI literacy. How it’s impacting the world right now, the 3 tiers of Gen AI tasks, what is hype and what is true capability, how Gen AI changes work and workflows, basic technical aspects of models (parameters, context window, embeddings and vectorization, etc), common pain points, and more;You’ll learn about working with Gen AI. The right frame to adopt, the basic components of prompts and how to do prompt engineering, the major modes of working with Gen AI (interfaces, embedded in programs and/or agents), structuring reasoning (including common structures like chains, loops, validation loops), the major types of errors and how to vet them (hallucinations, insufficient outputs, untable outputs, biases), the uncanny and weird effects of using Gen AI (editor syndrome, the “Gendela Effect”, etc), key principles to adopt Gen AI at work, and “problems at the joints” (when individual outputs work, but they don’t fit together);You’ll learn about how to perform various activities, within customer relationship management, with Gen AI. How to tailor communications for customers, how to take actions proactively based on suggestions, and how to do advanced customer health forecasting with LLMs;You’ll learn about how to perform various activities, within customer workflows, with Gen AI. How to prioritize customers/tickets/cases, how to summarize and retrieve information from knowledge bases, and how to generate alerts for clients risks, including for churn possibility;MY INVITATION TO YOURemember that you always have a 30-day money-back guarantee, so there is no risk for you.Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don’t want you to waste your money.If you think this course is a fit, and can take your knowledge of dealing with change to the next level… it would be a pleasure to have you as a student.See on the other side!

Customer Success Managers (CSMs), relationship managers, and/or account managers that aim to integrate Gen AI,Any professional that wants to better manage client relationships with Gen AI

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