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The AI-Human Balancing Act

The AI-Human Balancing Act

The AI-Human Balancing Act

Reimagining the CX with best practices.

We live in an era where the customer experience (CX) is being fundamentally reshaped by rapid advances in technology. Across industries, companies are investing heavily in AI, automation, chatbots, and data analytics.

The goals are clear: reduce friction, accelerate service, and deliver highly personalized experiences at scale. And it’s working; AI is already transforming how we engage with customers in meaningful ways. The data speaks for itself:

  • In 2025, AI-powered chatbots now resolve 65% of customer inquiries without human intervention, a jump from 52% in 2023 (Source: LiveChatAI).
  • 91% of businesses with AI in contact center support units are satisfied with the effects (Source: 8x8 by way of Master of Code Global). Moreover, 56% of teams feel more optimistic about the technology enhancing their success compared to last year (Source: Intercom by way of Master of Code Global).
  • 75% of agents say AI tools are improving their workload and making their workdays more positive (Source: Freshworks).
  • Sentiment analysis can now identify at-risk customers with up to 85% accuracy, enabling proactive support (Source: “Sentiment Analysis to Detect Churn Signals” by Umair Ejaz and Matthew Gimah, by way of ResearchGate).

These are exciting benchmarks. They prove that AI is not just a passing trend but is instead a powerful force driving smarter, more responsive customer service.

But amid all this progress, one truth remains. Technology may elevate the experience, but it’s human connection that defines it.

I was reminded of this during a recent personal experience. I was booking airline tickets for a family vacation with a popular airline: a fairly routine task. A representative helped me begin the process of securing four tickets. Things were progressing slowly, but as expected.

Then, mid-call, two tickets were successfully booked. But for the remaining two, the price suddenly surged by several hundred dollars: while we were still speaking.

Naturally, I asked about the change. The representative, seemingly indifferent, told me there was nothing he could do and offered to transfer me to a supervisor. Then, the call dropped. No resolution. No follow-up. No accountability.

What followed wasn’t a failure of technology. It was a failure of connection.

The process was functional and likely followed protocol, but it lacked something essential, namely humanity. There was no empathy, ownership, or care. No AI system, no matter how intelligent, could have fixed the feeling I was left with when that line went silent.

But then something else happened.

I called back and was connected with a supervisor named Carol. From the outset, her approach was different. She listened with intention. She acknowledged not just the issue, but the frustration I felt. She didn’t defer to scripts or policy. She took responsibility, and more importantly, she treated me like a person, a human: not a booking ID.

Carol didn’t just solve the problem. She restored trust.

And in that moment, I was reminded that the best service doesn’t always come from flawless systems, but it comes from people who care.

I later learned that this particular airline’s core values emphasize “Delivering exceptional care—with empathy, compassion, and respect—tailored to each individual.” Carol lived that mission. She embodied the kind of service we all aspire to provide.

Results-Driving Best Practices

Organizations that lead in CX don’t treat AI and human service as separate lanes. Instead, they design integrated systems where both complement each other. Here are five proven best practices that drive results.

1. Train Agents to Use AI as a Copilot, Not a Crutch

These companies empower agents to leverage AI for real-time insights—such as predictive suggestions, customer sentiment, or account history—while staying focused on human dialog. Companies like American Express train their reps to use AI-assisted dashboards only as tools to deepen conversations, not to rush them.

2. Embed Empathy into Your KPIs

Traditional metrics like average handle time (AHT) can undermine quality if they encourage speed over connection. Progressive contact centers now include empathy scores, customer sentiment, and post-call emotional analytics in their performance dashboards. Measuring what matters changes what gets delivered.

3. Use AI to Surface Coaching Moments

AI can automatically flag conversations that lack empathy or contain tension. These become rich coaching opportunities. Turn these insights into micro-learning modules so that agents continuously improve how they handle complex, emotional situations.

AI is already transforming how we engage with customers...[AI] is...a powerful force driving smarter, more responsive customer service.

4. Develop “Human Handoff” Protocols

When customers are escalated from a chatbot to a live agent, the transition must feel seamless. Best-in-class organizations ensure the agent has full context—previous interactions, pain points, and emotional tone—so that customers don’t need to repeat themselves. This reduces friction and builds rapport instantly.

5. Simulate Real Scenarios in Training

High-performing service organizations don’t just teach policy; they teach presence. Role-playing emotional scenarios, like handling irate customers or empathizing with someone in distress, builds the emotional intelligence that AI cannot replicate. Simulated AI/human interactions are now a growing part of contact center training.

In today’s CX landscape, AI offers speed, scale, and intelligence. It can anticipate needs, automate responses, and surface insights with incredible precision. But what it can’t do—what it may never fully replicate—is human empathy. It cannot hear the hesitation in a customer’s voice or offer genuine reassurance when something goes wrong.

Organizations that lead in CX don’t treat AI and human service as separate lanes. Instead, they design integrated systems where both complement each other.

That’s why the most effective service models are not about choosing between AI and people. It’s about blending the best of both and when it’s done right, the result isn’t just efficiency but instead it is loyalty.

This is the future: AI-enhanced service delivered with human heart. Organizations need to strike that balance — to ensure that every conversation, whether powered by data or driven by empathy — leaves the customer feeling seen, heard, and valued.

The CX Balancing Acts

I invite you to reflect on how your organization is balancing technology with empathy, and to invest in both to enable excellent and rewarding CXs to move them forward.

Balancing Act #1: Shift from “AI vs. Agent” to “AI for Agent”

Forward-thinking companies don’t see AI as a replacement for frontline teams. Instead, they treat it as an enabler. Leading brands equip their agents with AI-powered dashboards that surface real-time insights—such as customer mood, historical pain points, and next-best actions—so that each conversation becomes smarter and more tailored.

Case Insight: One global telecom provider saw a 30% improvement in first call resolution by pairing live reps with AI tools that monitor call sentiment and suggest responses in real time.

Balancing Act #2: Design Human-First Escalation Paths

Even the most sophisticated AI will eventually hit a wall: a moment when the customer needs something more nuanced than automation can deliver.

What happens next is critical. Leading organizations create frictionless handoffs to human agents, ensuring that their customers do not need to repeat themselves or start over. Also, learning from my airline story above, be sure not to disconnect your customer during that handoff!

Pro Insight: Salesforce research shows that customers who experience a seamless AI-to-human transition are 3x more likely to rate the service experience as “excellent.”

Balancing Act #3: Coach for Emotional Intelligence, Not Just Policy

The most impactful service professionals are those who demonstrate empathy, active listening, and ownership: especially during moments of tension.

While AI can help manage information and workflow, only humans can build emotional bridges. Industry leaders are expanding their training to include soft skills, scenario-based learning, and resilience strategies. Again, it’s an expansion, not a replacement.

Training Trend: High-growth companies now simulate emotionally charged customer scenarios using virtual reality (VR) or AI role-play tools, helping agents build muscle memory for high-stakes conversations.

Balancing Act #4: Turn Technology into Trust

The ultimate goal of combining AI with human service is about building deeper trust. Customers remember how they were treated more than what was said or done. Organizations that empower their people with the right tools and the right mindset are the ones that create memorable experiences.

Pro Tip: Think of a customer support center where AI instantly surfaces a caller’s history and preferences, while the human agent listens empathetically and tailors the conversation. The speed comes from technology, but the trust is built in the human connection.

Final Thoughts

Customer service is no longer just about solving problems; it’s about building relationships in a digital world. AI gives us the power to deliver smarter, more predictive service. But it’s the people behind the platform who pause to listen, act with care, and turn systems into something meaningful.

Forward-thinking companies don't see AI as a replacement for frontline teams. Instead, they treat it as an enabler.

As you think about the future of your service organization, ask yourself:

  • Are we using AI to remove friction or also to enhance connection?
  • Are our teams trained not just to resolve issues, but to relate to customers?
  • Are we investing in both technology and humanity?

The future belongs to those who strike this balance well. The organizations that thrive won’t be those with the most automation but those with the most human-centered automation.

Because no matter how advanced our tools become, trust is still earned one conversation at a time. Long after I forget the price of those tickets, I’ll remember how Carol made me feel and that is what customer loyalty is all about.

Dina Vance

Dina Vance

Dina is responsible for the operations of Ulysses Learning and serves as the chief client executive, working with Fortune 100 clients and other progressive organizations to redefine the way customers are cared for. Before joining Ulysses Dina was responsible for starting up two contact centers and later was a call center consultant.

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