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Automated customer service

What is automated customer service?

Automated customer service is a process that allows you to assist without the participation of an agent. What does that mean? Well, specific actions within customer support are automated. For instance, you can easily save agents’ and customers’ time by creating automated emails for registration or forgotten password. Call centers also often use features like an ACD system to assign incoming calls to agents based on pre-set rules automatically. In addition, by automating such repetitive tasks, your customer support team can prioritize other customer inquiries.

However, it is necessary to mention that not all automation is beneficial. Too much automation can have the opposite effect. There needs to be an element of human interaction to make the customers happy. Thus, make sure you only optimize/automate the repetitive processes. We have created a list of 4 bulletproof ways to improve customer service interactions and customer service experiences through an automation tool. 

What are the benefits of automated customer service?

The benefits of customer service automation include;

  • Faster response time
  • Customer satisfaction
  • Organized workflow
  • Customer retention
  • Increased sales/revenue

How can you automate your customer service processes? 

To automate some tedious customer service processes, you need to have the tools to do that. Help desk software is a feature-rich automation tool that enables you to deal with customer inquiries from one interface. What does it mean? The customer service software gathers all customer inquiries from multiple communication channels so that your agents can effectively deal with customer service issues from one place. Moreover, the features enable you to automate some repetitive processes. Check out some ways automated support can streamline your team’s operations. 

 5 ways to automate your support processes

Canned messages 

The first way to automate your customer reps’ processes is through creating canned messages, or in other words, canned responses. The canned message is a feature inside help desk software, which allows you to have already prepared answers.

For instance, if you are an eCommerce shop, you probably receive many customer requests about orders, refunds, etc. Therefore, you can create a canned message for refunds. As a result, you can quickly and professionally provide the necessary details.

However, it is not optimal to send the canned messages all the time. Customers do not want to speak to a robot. Our advice is to use canned messages but to add a final touch to personalize the customer experience. For instance, you will add their name, or order details, etc. 

Canned messages
Example of canned messages

Email templates 

Customer service software offers its client preconfigured email templates. What does that mean? Your customer service rep can create emails that the help desk software will send automatically after specific actions. For instance, you can create a thank you email after the customer reaches out to your support outside business hours. In addition, you can automate support processes such as a forgotten password email or/and a registration email, so your customer service representatives do not have to deal with these reoccurring mechanical inquiries.  Overall, email templates improve communication with a customer because the client does not need to contact agents for confirmation.


Customer queue organization

The organization of your customer support queue is key to effective assistance. If you lack a structure, your lines will be long, resulting in frustrated customers and agents. 

Let’s take a look at an example;

The customer is waiting in line for a good 20 minutes. Then, when the customer connects with a company employee, he finds out that he needs to wait for an agent longer or be transferred. The situation can be frustrating and can escalate quickly. 

To prevent this from happening, you can automate support queue processes in your contact center. For example, a help desk solution offers contact forms or IVR to avoid these situations. These features enable the customer to choose the department beforehand. Therefore, eliminating unnecessary waiting time.

Knowledge base articles

A customer portal is a self-service option where the website visitor can find the needed information without waiting for the customer service agent. For example, the client can engage in a customer forum to get the help needed from fellow users, or on the other hand, they can explore the company’s knowledge base articles section. A knowledge base article can be in the form of a guide, video, or just plain product/service information.

Workflow automation

A proper help desk software enables you to automate necessary customer service workflow processes to achieve the best possible team productivity. Features such as the Rules and Mass actions help you automate tasks that your agents would otherwise have to perform manually. Whenever setting a rule, you set triggers, conditions, and finally, the actions. Mass actions are actually a part of the Rules. Thus, once you set your rule, the system automatically executes the actions when the conditions are fulfilled.


The rules you set entirely depend on your business/customer service goals and needs. However, some popular rules are; transferring tickets to different departments, adding tags – such as URGENT, or marking tickets as SPAM after a certain time.


  • Agent left ticket
  • Incoming call started
  • Message added
  • Message group added
  • Ticket tags changed
  • Ticket created from an email
  • Message added


  • Action initiator
  • Context variable
  • Current date
  • Custom field
  • Customer group
  • Ticket source


  • Add tag
  • Add note
  • Change ticket priority
  • Delete ticket
  • HTTP Request
  • Mark as answered

If you would like to learn about all triggers, conditions & actions, check out our in-depth knowledge base article that explains all possible automation options.

Don’t know LiveAgent?

Are you ready to automate some of your internal processes? LiveAgent is a customer service platform that allows you to implement all of these automation ways and more. 

Do not wait around for your competitors to improve. Instead, be the one that creates a change and become the #1 in your industry. 

Youtube video: LiveAgent Product Tour

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If you would like to learn more, check out our extensive automation articles below.

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Frequently asked questions

What are the benefits of automated customer service?

The benefits of automated customer service include faster response time, customer satisfaction, organized workflow, customer retention, and increased sales/revenue.

What is a canned message?

The canned message is a feature inside help desk software, which allows you to have already prepared answers.

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