Self-service has become a must-have for businesses that compete on CX.
Considered by many consumers to be the most convenient way of completing tasks and resolving problems, self-service is now the go-to option for many clients.
Indeed, around 77 percent of customers say they have a more positive perception of brands that offer self-service solutions.
While many companies have viewed self-service solutions simply as a way to reduce costs and improve efficiency, this perception has begun to evolve. Today, many companies see self-service as a crucial strategic investment and a way of enhancing customer loyalty and revenue.
However, self-service solutions can only provide the right results when implemented strategically.
As such, companies must understand how to leverage the “good” of self-service while avoiding the bad and the ugly.
The Good of Self-Service Solutions
A great deal of “good” is associated with bringing self-service into a customer experience strategy. Around 95 percent of companies reported a dramatic increase in consumers requesting self-service options in the last few years. Plus, 81 percent of customers say they want businesses to implement more opportunities for self-service.
Today’s digitally native customers appreciate the opportunity to resolve problems themselves without waiting for a human agent or specialist to answer the phone or respond to an email. Self-service is inherently convenient and fast. It allows consumers to use their chosen channels to resolve problems and tailor their experience to their needs.
Self-service enhances customer experience by allowing clients to access an immediate response to their queries – making the service experience much more effortless.
Moreover, as Colin Mann, VP of Marketing at Enghouse Interactive, states:
"These solutions – whether a self-service portal, bot, or smart FAQ page - often lower operational costs by minimizing the number of active employees who need to be available to answer questions from customers.”
Contact centers may then tactfully drop occupancy rates, reduce the strain on the workforce, and allow employees to focus on the tasks that are make or break to the experience.
The Bad and the Ugly of Self-Service
Implementing an effective self-service strategy isn’t without its challenges. Such an unfortunate reality is evident in many statistics. For example, 60 percent of customers face frequent disappointment in their chatbot experiences.
Here are some of the challenges companies should be aware of to avoid encountering the “bad” and the “ugly” of self-service.
1. Designing Intuitive Experiences
According to a Forrester study, businesses waste almost $22 million on unnecessary CX costs annually because customers can’t access the solutions they need to serve themselves effectively.
To avoid an ugly self-service experience, companies must consider an accessibility strategy for their new solution, so customers can easily find it when and where they require it.
“Consider the points on the customer journey when the customer may choose to use the solution,” recommends SmithMann. “Then, use this knowledge to inform its placement on the website, in the IVR, and across other channels.”
Every tool created for self-service should be user-friendly for both consumers and the employees who might be interacting with the tools.
Also, consider proactive messaging as a means of pre-emptive service. AI-enhanced solutions capable of rapidly delivering personalized, automated, and streamlined experiences may help remove as many pain points as possible.
Although, the best option is to consider solving the problem upstream first. If that is not possible, then consider how to allow customers to solve their issues autonomously.

