What is Customer Experience Automation (CXA) and How to Use it?

Heena Soni

Senior Writer:

green tickReading Time: 8 Minutes
green tickPublished : March 18, 2023

Customer experience automation (CXA) is a term used to describe the use of technology to improve the customer experience. Businesses can create healthy customer relationships by automating specific business processes and improving the customer experience using technology.

This more positive customer experience can increase sales and greater loyalty, ultimately benefiting the business and its customers. CX automation is an important tool that businesses should consider using to improve their overall performance.

By automating certain processes and improving the entire customer journey and experience, businesses can create a deeper level of more positive relationships with their customers and achieve greater success.

This article explores the concept of customer experience automation in detail and illustrates why it is important, along with providing some tips on how to get started with CX automation.

What is Customer Experience Automation?

Customer experience automation (CXA) is a technology that uses artificial intelligence and machine learning to deliver real-time personalized recommendations based on customer data and analytics to improve customer satisfaction and increase conversion rates.

In other words, CXA automates the task of providing customers with an optimal experience – whether it’s through online or mobile interactions.

Some key benefits of using CXA include:

  • Increased brand loyalty
  • Improved customer engagement
  • An easy and better understanding of your customer’s demand

Customer experience automation is also a technology that helps businesses interact with customers in a more personalized way. This involves using artificial intelligence (AI) to create and deliver real-time, customer personalized experiences and recommendations based on customer data and analytics to improve automated customer experience and increase conversion rates.

Why is There a Need for Customer Experience Automation Now?

The rise of online and mobile interactions has made it easier for customers to connect with businesses. This means that more people are interacting with companies through various digital channels now – including email, social media, web chat, and apps. As a result, organizations need solutions that will bring them closer to their customers while boosting brand loyalty.

CXA can help achieve these goals by automating the task of providing customers with an optimal experience – whether it’s through online or mobile interactions. This helps slash customer wait times and improve overall satisfaction levels. In addition, CXA can give valuable insights that help you understand your customers better, which can lead to more effective marketing and sales strategies.

Customer experience automation helps slash customer wait times. This means that customers can get in touch with you faster – whether they need help with an order, have questions about your product or service, or just want to chat. Automated interactions also reduce the amount of time you spend on repetitive tasks such as responding to emails and phone calls. Thus, cx automation can free up resources for other activities within your business.

Customers are increasingly choosing to interact with businesses through various channels. This means that your customer experience needs to be strong no matter which channel they choose. CXA can help you ensure that all key elements of your interactions – whether they’re online or mobile – are satisfying and engaging for your customers. In addition, this helps create a stronger relationship with them, leading to increased brand loyalty and sales opportunities.

Customer experience automation can help organizations understand their customers better. By using data analytics, you can make personalized experiences, see customer expectations, identify patterns in a customer’s experience and behavior, and learn how best to serve them

What are the Benefits of Customer Experience Automation?

By deploying customer experience automation, you can significantly improve the customer experience of your business. There’s no need to explain what benefits your organization can get through better customer experience. 

Here are the lists of key benefits your business can gain through employing customer experience automation; take a look. 

 Benefits of Customer Experience Automation Source

1. Streamlines the customer experience

Automating customer interactions can save you time and money, both in terms of staff hours and call center costs. By automating certain processes, you can free up time to focus on more important tasks, which leads to improved and exceptional customer experience and service outcomes.

2. Drives customer satisfaction

By automating certain customer interactions, you can ensure that your customers are always satisfied with the customer experience strategy they receive. This leads to increased loyalty and sales opportunities in the long term.

3. Improves retention

Automating your product team’s entire customer lifecycle and purchase experience can also help improve Customer retention rates, as customers who are satisfied with the interaction tend to stay with you longer. This means that you don’t have to spend as much on marketing or recruitment efforts in the future.

4. Slashing customer wait times

CXA can help reduce the amount of time customers have to spend waiting for assistance or dealing with annoying interactions. This means that more people can get in touch with you quickly, improving satisfaction levels and reducing call center costs.

5. A better understanding of your customers

By using data and automating certain tasks within your business to grow various customer experience processes, you can ensure that all interactions are as satisfying as possible for your customers. This helps better understand their needs and preferences, which enables you to provide them with an even better experience in the future.

6. A stronger relationship with your customers

By automating certain customer interactions from the cx automation platform, you can build a stronger relationship with customers, interact with them, exceed customer expectations, and create a greater sense of trust. This leads to consistent brand experience, increased loyalty, and sales opportunities down the line.

6 Ways to Use Automation That Improves The Customer Experience

Achieving a fully automated CX is not an easy task. At the same time, it doesn’t mean that it is not impossible to do. Here are the lists of 6 effective ways to deploy full CX automation on your business. 

Automated CX Source

1. Collecting Customer Feedback in an Automated Way

By collecting and tracking customer data and feedback in an automated way, you can improve the quality of your products and services. This helps to identify any issues early on, which leads to quicker resolutions.


The pros of automating customer feedback processes include the following:


The cons of automating customer feedback processes include the following:

  • Can lead to decreased transparency in decision-making.
  • May not be representative of all customers’ opinions.

2. Notifying customers’ potential churn risk in an automated way

Notifying your loyal customers of potential churn risks can help to prevent them from leaving your company. Again you can reduce customer churning in many ways; here are the key methods you can try:

  • Sending automated notifications (e-mails, SMSes) when an account reaches a certain threshold (e.g., number of inactive days, balance below a certain amount).
  • Automated alerts when new accounts are added, or old ones are canceled.


The pros of automating churn notification include 

  • Improved customer retention rates as they are more likely to know about possible changes that might affect them.
  • Reduced customer service workload as notifications are handled automatically. – Fewer customer complaints as they are more likely to be aware of any changes that have taken place.


The cons of automating churn notifications include 

  • Risk of human error in sending automated notifications (e-mails, SMSes).
  • Customers may become annoyed with constantly getting automated messages and not being able to opt-out.
  • Automated notifications could harm customer relationships if they feel like they are being treated as numbers rather than people.

3. Improving the quality of customer service through automation

Automating customer service processes can help to improve the quality of your interactions with customers. This helps to ensure that all inquiries are addressed quickly and effectively, which leads to increased satisfaction among customers.

By automating customer service processes, you can improve the overall quality of your services. This includes everything from responding to customer inquiries to resolving customer issues.


The pros of automating customer service processes include the following:

  • Improved Quality of Services.
  • Reduced response time for customers.
  • Increased efficiency in handling cases/issues.


The cons of automating customer service processes include the following:

  • Some customers may not be happy with automated responses as they feel they are not personalized enough.
  • Automation may lead to decreased transparency in decision-making.

4. Automating the process of onboarding low-touch

Low-touch customer onboarding processes involve little or no interaction with customers. Automating these processes can help to improve the quality of your customer experience, as it removes the need for human input. This helps to automatically create a smoother transition for your new customers and reduces the chances of them experiencing any difficulties during their first encounter with your company.


The pros of automating low-touch onboarding processes include

  • Reduced time spent on customer service tasks.
  • Increased efficiency in handling new customers/users.
  • Helps to ensure that new users /customers are up and running quickly.


The cons of automating low-touch onboarding processes include

  • Risk of human error in the process (if automated incorrectly).
  • Potential for reduced customer engagement as users are not personally contacted.

5. Sending E-mails to customers in an automated way

Automating customer emails can help to increase the response rate to customer e-commerce and queries and improve the quality of your replies to customer queries. This helps to keep customers informed and provides a sense of urgency, which leads to improved customer satisfaction.


The pros of automating customer emails include the following:

  • Increased response rate.
  • Improved Quality of replies.
  • Keeps customers informed about company events or new products/services.


The cons of automating customer emails include the following:

  • This may decrease transparency in decision-making, as automated responses may seem more scripted than human-written responses.
  • May not be representative of all customer’s opinions.

6.Customer segmentation and setting priority in an automated way

Segmenting your customers into different groups and assigning them specific priorities can help to optimize customer service response times. The process of automating customer segmentation can be done by deploying various methods; here are a few key methods you can try:

  • Automated decision-making algorithms that analyze data and assign cases/issues to the appropriate group.
  • Predefined guidelines for how long it will take for each priority group to receive a response.


The pros of automating customer segmentation and priority include:

  • Improved quality of services as certain issues are prioritized over others.
  • Increased efficiency as cases are automatically assigned to the correct team/area.


The cons of automating customer segmentation and priority include

  • Risk of human error in assigning cases to the right group (if automated incorrectly).
  • Less human interaction and involvement in the customer service process, which could lead to a decreased level of customer satisfaction.
  • Automated customer segmentation and priority may not apply to all customer types.

Top 3 CX automation Tools You Should Try in 2023

There is no one-size-fits-all answer to this question, as the best customer experience automation tool will vary depending on your business and needs. 

However, here are three commonly used tools that we believe could be of great help to organizations in 2023.

1. Userpilot


Userpilot is a widely used customer experience automation platform for businesses of all sizes, and it’s perfect for automating customer interactions. With integrations into most major systems, including marketing platforms like Google AdWords and email management software like MailChimp, Userpilot makes it easy to manage customer communications across your entire organization.


  • Code-free
  • Cost-effective


  • Not good in analytics features


  • Starts at $249/Month

2. Synthesia


If you’re looking for an affordable and easy-to-use customer experience automation tool, Synthesia is a great option. With the ability to detect voice commands and respond accordingly, you can use Synthesia to automate common customer interactions like order tracking and account management. 


  • In-app video experiences
  • Direct integration


  • Lacks in customer support
  • Lacks in API access


  • Starts at $30/Month

3. Qualaroo


As one of the most popular video conferencing services in the world, Qualaroo makes it easy for many brands to connect with customers face-to-face. Combined with powerful features like live chat, video call setups, and transcription services, Qualaroo can be a powerful tool for automating customer interactions and providing a superior customer experience.


  • Advanced targeting
  • Dynamic insight reporting


  • No bulk action button
  • No custom charts to view survey metrics


  • Starts at $79/Month

Wrapping Up

Customer experience automation is an important trend in customer service that helps SaaS businesses create a better experience for their customers. By automating certain customer interactions and through our SaaS Subscription Management Software, businesses can reduce the time and effort required to serve customers, ultimately improving their satisfaction rates. 

Additionally, customer experience automation can help identify and address areas of customer dysfunction early on, which can lead to more successful customer engagements in the long term. 

Customer Experience Automation (CXA) FAQ's

Automation can improve customer experience by reducing the number of interactions an individual needs to have with a customer service agent. This robotic process automation can speed up the process and make it easier for customers to get their questions answered. Additionally, automation can help organizations manage their customer communications more effectively, thus providing a better overall user experience.

Automated customer self service can harm the customer experience if it is not done correctly. Incorrect automation of customer information can result in missed or delayed responses, unnecessary confusion, and long wait times for customers. Additionally, poorly executed automated self service systems can lead to accusations of fraud or abuse from customers.

To be successful with customer experience automation, organizations must determine what type of human agent interaction they want to automate and create a system that has human agents and can reliably execute that interaction. This might include things like order tracking, account management, or even just basic customer service tasks.

Updated : March 20, 2023

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