Agentic AI: Designing Intent-Driven Customer Journeys

Aisha Amaira stands at the forefront of MarTech innovation, expertly merging technology with marketing strategies to unlock powerful insights for businesses. Her expertise spans CRM technologies and customer data platforms, positioning her as a crucial advocate for integrating advanced AI into customer experience (CX) strategies. Today, she’ll share insights into how Agentic AI and behavioral journey mapping are transforming customer journeys into more dynamic, intent-driven experiences.

What is Agentic AI, and how does it differ from traditional AI systems?

Agentic AI distinguishes itself from traditional AI through its ability to act autonomously, understanding and responding to customer intentions rather than just analyzing observable behaviors. Traditional AIs are often rule-based, executing predefined tasks and recommendations. In contrast, Agentic AI comprehends customer goals and orchestrates actions across multiple channels, creating a fluid, adaptive experience that’s better aligned with customer intent.

How has customer experience strategy evolved in recent years, and what role does journey mapping play in this evolution?

Customer experience strategy has evolved from focusing on observable actions like page clicks or product views to understanding deeper customer intents. Journey mapping now serves as a foundation for observing customer behaviors within different contexts. By sequencing interactions and clustering behaviors, businesses can transition from reactive experiences to proactive journey orchestration, making experiences more personalized and effective.

Could you explain the concept of behavioral journey mapping and its significance in understanding customer behavior?

Behavioral journey mapping involves identifying and analyzing customer interactions over time, helping businesses to recognize patterns such as hesitation, detours, or early exits. By understanding these behaviors, companies can tailor experiences to meet specific needs and anticipate customer responses, ultimately fostering more satisfying interactions that align with customers’ goals and emotional states.

How does Agentic AI interpret customer intent, and what are some of its capabilities?

Agentic AI generates intent graphs to interpret and anticipate customer goals dynamically. It can adjust customer journeys in real-time based on new inputs, and trigger actions according to observed behavioral probabilities. This non-linear approach allows for a more responsive experience that can evolve as customer behaviors and contexts change, thereby aligning the experience more closely with customer intent.

What are intent graphs, and how do they contribute to re-planning journeys in real time?

Intent graphs are dynamic models that outline possible future paths for a customer’s journey. They enable Agentic AI to predict and reshape journeys in response to real-time inputs. As customers interact with a brand, these graphs help identify deviations from the anticipated path, prompting the AI to intervene and modify the experience in ways that support achieving the intended outcomes.

How do these systems trigger actions based on behavioral probability rather than fixed scripts?

Instead of adhering to rigid, pre-defined scripts, these systems leverage data-driven behavioral probabilities to determine likely future actions and adjust the journey accordingly. This enables a more nuanced response that considers the customer’s unique context and preferences, improving the relevance and effectiveness of each interaction.

Can you provide examples of how major companies like SAP or Ericsson have implemented Agentic AI to make their customer journeys more dynamic?

SAP has utilized Agentic AI in its enterprise onboarding processes to steer technically skilled users towards more advanced tools, enhancing their journey. Meanwhile, Ericsson’s telecom support portal employs AI to detect user friction and intervene effectively, offering solutions like contextual overlays or escalating issues to human support when needed. These implementations illustrate how dynamic and tailored journeys can significantly enhance customer experiences.

In what ways do adaptive journeys differ from traditional linear funnels?

Adaptive journeys are characterized by their fluidity and responsiveness. Unlike traditional linear funnels with a set path, adaptive journeys adjust based on context, emotions, and user feedback. They incorporate sentiment detection and are capable of intervening where necessary, which allows them to provide a more personalized and effective customer experience.

How does sentiment detection play a role in making journeys emotionally aware and capable of interventions?

Sentiment detection allows the AI to assess customer emotions through language and interaction patterns, enabling real-time adjustments to the journey. For instance, if frustration is detected, the system can streamline processes, offer guidance, or escalate the interaction to human support, thereby addressing potential issues before they escalate.

What are some challenges and opportunities when integrating Agentic AI with CRM, CDP, or voice-of-customer platforms?

Integrating Agentic AI with CRM and other platforms offers the opportunity for more cohesive and comprehensive data utilization, enhancing the accuracy of customer intent models. However, challenges include ensuring data privacy compliance and managing the complexity of merging disparate systems. Successfully overcoming these challenges can lead to more powerful, unified customer journey management.

How important are moments of friction, hesitation, or deviation in designing interventions in customer journeys?

These moments are critical for identifying areas where customers may stray from their goals, allowing businesses to intervene effectively. Recognizing such points enables the seamless introduction of interventions like modified interfaces, additional support, or tailored content, thereby enhancing the customer’s likelihood of achieving their desired outcomes and improving overall satisfaction.

Can you explain how Autodesk leveraged AI to reduce cart abandonment rates using Agentic AI?

Autodesk integrated its AI system with Segment CDP to personalize the checkout experience based on prior customer interactions. By tailoring the process with different checkout flows and tools, they managed to decrease cart abandonment rates by 22%. This example underscores how AI can enhance the buying experience by addressing specific customer needs and reducing friction at crucial moments.

How is the intent graph monitored and refined, and what are the key metrics involved in this process?

The intent graph is continuously monitored and refined using metrics such as intent match rates, path correction frequency, and the time to achieve goals. These metrics help ensure the AI stays aligned with customer intents, making necessary adjustments that refine and enhance the journey over time, as demonstrated by Liberty Mutual’s success in optimizing its digital claims process.

Could you elaborate on the concept of user control when dealing with AI suggestions in customer journeys?

Empowering users with control is vital for maintaining trust in AI-driven systems. By offering transparency and easy override options for AI suggestions, users retain autonomy over their journey. This approach enhances user trust and satisfaction, as insights from AXA Group’s digital portal have shown, leading to increased engagement and acceptance of AI interventions.

Do you have any suggestions for businesses aiming to adopt Agentic AI systems in their customer experience strategy?

For businesses considering Agentic AI, it’s essential to start by building a solid behavioral framework and ensuring data is seamlessly integrated across systems. Focus on aligning various departments—like product, marketing, and customer service—to create a coherent strategy. Prioritize transparency and ethical considerations to maintain user trust, and remain adaptable, continuously refining AI models to better meet evolving customer intents.

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