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

The role of Guided CX in financial services: reducing friction in customer journeys
Customers expect fast, easy, and personalized service — especially when it comes to their finances. Yet for many banks, insurance companies, and financial institutions, delivering that experience isn’t always simple. Complex products, confusing online processes, and high-stakes transactions can create friction that frustrates customers and drives them away. That’s where Guided Customer Experience (Guided CX) comes in.
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Customer Service

Customer Service
What is average handle time – and does it matter anymore?
Google “Average Handle Time” and you’ll be pointed in the direction of innumerable articles that describe what this metric is – and advise you to reduce it.
Customer Service

Customer Service
First Contact Resolution Explained
It’s an immutable fact: no matter how incredible your product or service is – you’re going to have customers reaching out with issues.
Customer Service

Customer Service
Customer service vs customer experience – what’s the difference?
The terms “customer service” and “customer experience” are sometimes used interchangeably. While they’re connected, they’re not the same, and it’s important to understand the differences and how each can help propel your business forward.
Customer Service

Customer Service
The pitfalls of superficial CX intentions (and why agent experience matters)
Most businesses talk a big game on CX. Wander the halls between the back office and the boardroom and you’ll likely hear variations on the same prevailing wisdom:
Customer Service

Customer Service
“Empathy” has become a CX buzzword, but customers aren’t feeling it
Being able to see things from the customer’s perspective is foundational to creating great customer experiences (CX).
Cobrowse

Cobrowse
Customer Service
The broken feedback loop that creates CX blindspots (and how to close it)
Here’s a tough question: what do your prospects and customers really think about your customer experience (CX)? What does it actually feel like to engage with your business?
Cobrowse

Cobrowse
Customer Service
Grow Customer Satisfaction by Practicing Respect in Customer Service
If you respect your customers, they are more likely to respond positively to you and you will increase customer satisfaction.
Cobrowse

Cobrowse
Customer Service
10 Ways to Use Customer Service to Say Thanks to Your Customers
There are many reasons for businesses to be thankful to their customers during Thanksgiving, over the holiday season, and throughout the year. Being grateful to your customers should be a central point in your customer service training.
Customer Service

Customer Service
Customer Experience Lessons from Buddy the Elf
Wouldn’t it be great if all customers were like Buddy, the naive character played by Will Ferrell in the popular holiday movie “Elf“? All customer experiences would be completely perfect, as demonstrated in this scene where Buddy stumbles on “The World’s Best Coffee.” Even though the coffee being offered in the clip is clearly sub-par, the sign next to it says it’s the “World’s Best”, so Buddy thinks it must be. It’s a customer service agent’s dream.