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

The loyalty formula: personalization + Guided CX
When it comes to customer experience, there’s no one-size-fits-all. Today’s customers want more than fast service - they want personalized service. They want to feel seen, heard, and supported like a VIP. So how do you deliver that kind of experience, especially in a digital world? The answer lies in Guided Customer Experience (Guided CX) and smart personalization. When you combine the power of human connection with tailored, in-the-moment support, you turn everyday interactions into loyalty-building moments. Let’s break it down.
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Guided CX
Screen sharing best practices: dos and don'ts for effective use
Screen sharing has become an essential tool for enhancing customer experiences. Whether you’re troubleshooting a problem, giving a demo, or collaborating on a project, screen sharing allows you to connect with customers in a more interactive and efficient way. However, choosing the right tool is crucial. Evaluating the top screen sharing software based on key criteria such as ease of access, collaboration options, mobile user experience, and affordability can make a significant difference. Like any tool, using it effectively requires some know-how. Here are some dos and don’ts to ensure your screen-sharing sessions are smooth, productive, and leave your customers feeling valued. Don’t forget to use this helpful chart to keep these best practices top-of-mind.
Guided CX
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Guided CX
Building long-term customer relationships through engagement
Building long-term customer relationships is like growing a beautiful garden. It takes time, effort, and the right approach. Engaging with your customer waters your garden and keeps them rooted to your brand. Let's explore how we can make our customers feel valued and keep them coming back.
Guided CX

Guided CX
Engage and convert: the power of screen sharing in sales
Have you ever been on a call with a salesperson and wished you could see exactly what they were talking about? Screen sharing is a powerful tool that helps salespeople show their products, services, and presentations in real-time. It makes the conversation more engaging and easier to understand. Here’s how screen sharing and customer engagement work together to improve sales processes.
Guided CX
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Guided CX
Integrating contact center solutions to improve engagement
In customer service, staying ahead means not just meeting but exceeding customer expectations. One powerful way to achieve this is by integrating advanced contact center solutions — technology and software designed to manage and improve customer interactions. These solutions aim to enhance the efficiency and effectiveness of customer service operations within a contact center, ensuring a seamless and satisfying experience for both customers and agents. Here’s how you can integrate these solutions to improve customer engagement.
Guided CX

Guided CX
Best practices for designing an effective customer journey map
Designing a customer journey map gives businesses a visual representation of the customer’s interactions, emotions, and touchpoints throughout their entire experience with a product or service. It should reflect the customer’s perspective and help teams identify friction points, enhance service, and deepen engagement across touchpoints.
Insurance

Insurance
Build trust - and sell more coverage - with human CX in digital insurance
It’s never been easier to compare and switch insurance providers. In just a few clicks, they can see side-by-side comparisons and change providers. This makes the role of customer experience (CX) in insurance even more crucial. Let’s explore how prioritizing human-centered CX in insurance can not only foster trust and loyalty but also drive sales and revenue growth in a highly competitive industry.
Guided CX
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Guided CX
Please your stakeholders with Guided CX
Ever feel like you’re juggling the expectations of your product, marketing, sales, and customer success teams while trying to keep your customers happy? It might seem like a daunting task, but Guided CX makes it possible. Let’s explore how you can satisfy all your stakeholders and exceed customer expectations with this approach.
Guided CX

Guided CX
AI is transforming insurance CX - here’s how you can stand out
The buzzword on everyone’s lips is AI. It’s no longer just a hot topic; it’s an adopted technology making waves in the industry. Two-thirds of insurance companies plan to invest $10 million or more in AI and automation technologies over the next three years. From streamlining back-end processes to enhancing customer interactions, AI is reshaping the insurance customer experience (CX). Modern enterprises in insurance are launching digital transformation projects and adopting digital-first strategies to stay competitive in a rapidly evolving marketplace. But how can you make sure your organization stands out in this AI-driven world? Let’s dive in!
Guided CX
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Guided CX
Human touch unites digital and call center support
Customer expectations are higher than ever. People want quick, efficient, and personalized support, regardless of whether they're interacting with a digital platform or calling a traditional contact center. Unfortunately, many contact centers still face significant challenges that hinder their ability to meet these demands. The stakes are high and the competition is fierce: two-thirds of companies are now competing on customer experience. The combination of digital tools and a strong human connection can set a company apart. Let's explore the current state of contact centers, the potential of digital customer experience (CX) solutions, and how human connection remains the vital link between the two.