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Customer Experience & Strategy

Evaluating AI for CX: A Buyer’s Guide for B2B Support and Success Leaders

This guide offers a six-step framework to help CX leaders cut through noise, evaluate platforms systematically, and make confident buying decisions that balance short-term ROI with long-term strategy.

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Key takeaways

The AI buying landscape is evolving faster than most teams can keep up. Smart B2B CX leaders are making strategic AI investments every quarter, but they're doing it in a market where best practices are still being written. 

Even experienced technology buyers find themselves navigating new variables: rapidly evolving capabilities, shifting vendor landscapes, and use cases that didn't exist a year ago. 

We’re entering what we call the experience-led era—where the true differentiator for SaaS companies isn’t just product features or pricing, but the quality of the customer experience. In this new era, the best AI investments don’t just add more capabilities—they accelerate your team’s ability to deliver outcomes, earn trust, and keep customers loyal.

This guide offers a six-step framework to help CX leaders cut through noise, evaluate platforms systematically, and make confident buying decisions that balance short-term ROI with long-term strategy.

Inside, you’ll learn how to:

  • Run a true AI readiness diagnostic to assess where your team stands today
  • Pressure-test platforms with real scenarios to see beyond vendor demos
  • Build a strong business case that aligns stakeholders and secures buy-in

Download a copy of the guide below.

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Frequently Asked Questions

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How can generative Al improve customer support efficiency in B2B?

Generative AI improves support efficiency by giving reps instant access to answers, reducing reliance on subject matter experts, and deflecting common tickets at Tier 1. At Cynet, this led to a 14-point CSAT lift, 47% ticket deflection, and resolution times cut nearly in half.

How does Al impact CSAT and case escalation rates?

AI raises CSAT by speeding up resolutions and ensuring consistent, high-quality responses. In Cynet's case, customer satisfaction jumped from 79 to 93 points, while nearly half of tickets were resolved at Tier 1 without escalation, reducing pressure on senior engineers and improving overall customer experience.

What performance metrics can Al help improve in support teams?

AI boosts key support metrics including CSAT scores, time-to-resolution, ticket deflection rates, and SME interruptions avoided. By centralizing knowledge and automating routine tasks, teams resolve more issues independently, onboard new reps faster, and maintain higher productivity without expanding headcount.