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Guided CX Insights

Track trends, get tips, and explore new ideas in Guided CX.

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Why omnichannel doesn’t feel seamless to customers

Omnichannel has been one of the most celebrated ideas in customer experience - seamless journeys … connected channels … customers moving effortlessly from chat to phone to email … it sounds great on stage and in slide decks. But customers tell a different story.

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Why customers don’t trust AI personalization

When AI personalization backfires in customer experience

Guided CX

Why Your CX Metrics Aren’t Telling the Truth

On the surface, everything looks great: NPS is up, CSAT scores are climbing, and first-contact resolution is trending in the right direction.

Guided CX

When every click counts: cobrowsing as the conversion secret for digital banking

In digital banking, customers are only a few clicks away from either completing an application or abandoning it entirely. Whether they are applying for a loan, opening a new account, or navigating documents full of compliance requirements, the stakes are high. Every step needs to feel simple, secure, and supported.

Guided CX

Faster isn’t friendlier

Why instant answers are making customer experience worse

Guided CX

The real AI bias is against customers

AI was supposed to make customer service easier. Faster answers. Less friction. Fewer headaches.

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Cobrowsing and AI: the hybrid customer experience of the future

Today’s customers expect more than quick answers - they expect meaningful, human experiences. While AI can deliver instant insights and automate routine interactions, it can’t replace the empathy and understanding that come from real human connection. That’s why the most forward-thinking companies aren’t choosing between AI and people - they’re combining them.

Guided CX

What Amazon and Delta taught us about guided digital journeys

If you’ve ever ordered something from Amazon or taken a flight with Delta, you’ve experienced what great guidance feels like … often without realizing it. Both brands have mastered the art of anticipating needs, smoothing out friction, and making every interaction feel personal.

Guided CX

Fixing the insurance experience: why Guided CX beats DIY portals

Filing a claim. Updating your policy. Adding a new driver.