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Beyond RPA, Chatbots, and Assistants

Beyond RPA, Chatbots, and Assistants

Beyond RPA, Chatbots, and Assistants

Why agentic AI is superior: with the right data.

Automation in contact centers has come a long way. It began with basic macros and rule-based scripts designed to streamline repetitive tasks like data entry or case routing.

Then came robotic process automation (RPA), which mimicked human actions within digital systems: copying and pasting information, logging into applications, and executing structured workflows.

RPA was a major step forward, delivering tangible gains in efficiency, cost reduction, and consistency. Virtual assistants and chatbots followed, offering always-on support to internal and external stakeholders (like customers) through scripted conversations. These tools helped manage high-volume, low-complexity queries and reduced pressure on human agents.

But despite their utility, RPA, virtual assistants, and chatbots share core limitations; they’re rule-bound and they struggle in ambiguous or unstructured scenarios. They don’t learn or adapt and they operate in silos: lacking awareness of the full customer journey.

What Makes Agentic AI Different

Agentic AI refers to a new class of intelligent systems that can reason, plan, and act autonomously toward specific customer service goals.

Agentic AI combines the power of generative AI (GenAI), large language models (LLMs), real-time data, and autonomous decision-making to act with intent. It doesn’t just answer questions; it completes objectives.

Unlike traditional automation, which follows predefined instructions, agentic AI can interpret context, make data-driven decisions in real time, and coordinate across systems to drive outcomes: not just complete tasks.

In comparison to traditional rep virtual assistants and customer chatbots, which focus on supporting human users in specific interactions, agentic AI autonomously orchestrates multi-step, cross-system actions. This achieves business goals without constant human prompting.

Think of it as a shift from task execution to goal fulfillment. CHART 1 shows the evolution of self-service and the maturity of the GenAI model.

Agentic AI doesn’t just answer, say a billing question; it proactively adjusts the plan, updates back-end systems, and confirms resolution with the customer. It acts like a digital co-worker: autonomous yet collaborative, informed yet adaptive.

This evolution is not theoretical; it’s already underway. Leading enterprises are deploying agentic systems that detect churn risk, resolve issues before customers complain, and even recommend products based on behavioral signals.

As customers demand faster, more personalized service, agentic AI is emerging not just as a tool but as the engine of the modern contact center.

...RPA, virtual assistants, and chatbots share core limitations; they’re rule-bound and they struggle in ambiguous or unstructured scenarios.

Rather than waiting for customers to reach out, agentic AI can preempt issues, proactively intervene, and autonomously close the loop: often before the customer even knows there’s a problem. According to Gartner, by 2029, agentic AI will autonomously resolve 80% of common customer service issues without human intervention.

As contact centers mature from task automation to goal-driven AI orchestration, agentic systems become essential to scale quality service.

TABLE 1 provides a side-by-side comparison that clarifies how agentic AI goes far beyond traditional automation.

Real-Time Autonomy in Practice

Agentic AI is already proving its value across industries.

  • Telecoms are using predictive AI to alert customers of outages before they report them: shifting from reactive troubleshooting to proactive reassurance.
  • Banks are piloting autonomous agents that detect fraud risks or suggest personalized financial products, based on behavioral signals and transaction patterns.
  • Contact centers are deploying GenAI assistants that surface real-time insights to human agents, reducing average handle time (AHT) and improving first contact resolution (FCR).

These examples showcase a shift from AI as a support tool to AI as the primary driver of engagement, capable of navigating complexity, integrating data, and optimizing service delivery.

Why Real-Time Data Is Mission-Critical

Implementing agentic AI isn’t just a technology upgrade; it’s a fundamental operational shift. And at the heart of this transformation is data.

Agentic AI can’t function without visibility. Without access to real-time, contextualized customer data, even the most advanced AI agents are effectively blind; they are unable to understand what’s happening, what the customer needs, or what action(s) to take.

Ultimately, the promise of agentic AI rests on one foundational truth; no intelligence is possible without information.

To act with autonomy and intelligence, agentic AI systems must have immediate access to clean, unified, and live data across systems, channels, and touchpoints.

This level of responsiveness demands more than traditional data warehousing or periodic syncs. It requires an infrastructure built for data-in-motion: capable of delivering personalized insight in milliseconds and supporting thousands of concurrent decision processes.

Additional (and Human) Capabilities Needed

Beyond the data layer, successful adoption of agentic AI requires additional organizational and operational capabilities.

  • Human–AI Collaboration. As AI takes on high-volume tasks, human agents evolve into escalation experts, empathy specialists, and experience designers. New roles are emerging, like AI trainers and journey orchestrators; people who ensure agents and AI work in harmony to deliver seamless outcomes.
  • Governance and Control. Agentic systems must operate within carefully defined guardrails. Clear boundaries on autonomy—such as requiring human approval for refunds or account closures—ensure safety and compliance. Strong data governance is essential, including privacy, traceability, and auditability of AI decisions.

Ultimately, the promise of agentic AI rests on one foundational truth; no intelligence is possible without information. For organizations to unlock autonomous service at scale, investing in real-time, trusted, and actionable data isn’t optional: it’s essential.

Iris Zarecki

Iris Zarecki

Iris Zarecki is a Product Marketing Director at K2view. She focuses on the intersection of GenAI, customer experience, and data. With deep experience in enterprise technology and a passion for service innovation, Iris helps organizations unlock the potential of next-generation customer service.

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