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HUMAN DIGITAL ASSISTANT V2.2
Lifelike Virtual Agents Deliver Personalized Customer Service
By Mitchell I. Kramer, October 25, 2007

NETTING IT OUT

Virtual assisted-service is the use of technology to simulate the activities of your customer service agents to help customers. From your customers’ perspective, it’s assisted service because an (virtual) agent helps them answer questions and solve problems. From your perspective, it’s self-service because the agents on your customer service staff are not involved.

Human Digital Assistant (HDA) is a virtual assisted-service offering from H-care, a software startup based in Treviso, Italy. HDA uses customer behavior on self-service systems to generate events that trigger personalized, rules-based responses in video, speech, and content in real time. HDA is quite lifelike. Its implementation is customized to your requirements, and its delivery of customer service is personalized to your customers. H-care introduced HDA in September 2005. To date, five customer accounts have acquired the product.

On the PSGroup Report Card for Customer Self-Service, which we’ve modified for virtual assisted-service, HDA exceeds requirements in its approach to virtual assisted-service and in content management. The product needs improvement in architecture, where packaged and higher-level integration facilities would help implementation. The small customer base and H-care’s start-up characteristics raise some viability concerns.

HDA is a technology breakthrough in virtual assisted-service. Your HDA implementation can deliver a personalized customer service experience that integrates seamlessly with your Web self-service systems. Its lifelike virtual agents will delight your customers and help them do their business with you.

VIRTUAL ASSISTED-SERVICE

Software Simulates Customer Service Agents

In our customer service research and consulting practice, we talk about cross-channel, cross-lifecycle customer service. By cross-lifecycle, we mean that customers want and need your help at every phase of their lifecycles, from their initial contact with you through their retirement. By cross-channel, we’ve meant that customers want your help on every channel through which they interact with you—the Web, kiosks, mobile telephones, and email for self-service, your contact center, stores, and your field service force for assisted service.

New technology, most commonly called virtual agent technology, is causing us to extend our definition of customer service. Virtual agent technology uses software to simulate the activities of your customer service representatives, your agents, helping customers. From your customers’ perspective, virtual agents deliver assisted-service. Through integration with your self-service systems, virtual agents help your customers answer questions and solve problems when customers have difficulty getting answers and solving problems using your self-service facilities. From your perspective, virtual agents deliver another level of customer self-service—self-service because virtual agents are your implementation of software, not your assignment of staff.

Given our customer focus, we’ll take the customers’ perspective and call the customer service delivered by virtual agents virtual assisted-service.

Virtual Assisted-Service Is 40 Years Old!

Virtual assisted-service is not new. In fact, virtual agents are more than 40 years old. “Eliza” was the first virtual agent that I saw. Well, ok, I didn’t see her. Forty years ago online meant teletyped text. I typed a question. Eliza typed back an answer. And, ok, Eliza wasn’t exactly a virtual agent. She was a virtual Rogerian therapist. More specifically, Joseph Weizenbaum, now a professor emeritus of computer science at MIT, designed and developed Eliza in 1966. Eliza parodied a real Rogerian therapist by rephrasing “patient’s” statements and presenting them back to the patient as questions. For example, the response to "My head hurts" might be "Why do you say your head hurts?" The response to "My mother hates me" might be "Who else in your family hates you?" Eliza was named after Eliza Doolittle, the character in George Bernard Shaw’s play, Pygmalion. You can still get virtual assisted-service from Eliza. Just follow this link: http://www-ai.ijs.si/eliza/eliza.html.

More recently, in the past two or three years, virtual agents have been introduced into the self-service context to help customers find information about products and services and help answer their questions. Of this most current generation of virtual assistants, “Anna” of Ikea is one of the most well known. Anna is a cartoon character of a contact center agent. Her image is displayed in a window that also has a search box. Type in a question and Anna will “answer” it using content from Ikea’s Web site. Illustration 1 shows Anna’s window.

ANNA OF IKEA

Anna of Ikea

© 2007 Ikea

Illustration 1. Anna is a virtual agent that answers customers’ questions by displaying content from Ikea’s Web site.

Anna and virtual agents like her deliver useful and valuable virtual assisted-service. She’s much “friendlier” and easier to use than a plain search box. She gives customers the feeling that they are getting real service, not from the Web site and its typical service mechanisms, but from an agent, a source with more knowledge about the site than they have. But Anna is simply an attractive UI, an avatar, on a natural language processing search engine.

Eliza and Anna give us a view of the potential for virtual assisted-service. With faster computers, huge gains in Internet speed and bandwidth, and advances in video and audio synthesis, we can envision more life-like, animated virtual agents who speak to us, listen to us, and, most significantly, help us get our work done. Human Digital Assistant from H-care fulfills much of that potential.

HUMAN DIGITAL ASSISTANT

Lifelike, Personalized Video and Speech

Human Digital Assistant (HDA) is the virtual agent product offering from H-care, a privately held software supplier based in Treviso, Italy. H-care designed HDA to be human-like in appearance, physical characteristics, and speech. Further, it is designed to deliver personalized customer service by reacting to customer behavior within self-service systems through events and business rules to help customers by speaking to them, gesturing to them, and presenting text and graphics to them.

Illustration 2 shows a real-world deployment of HDA at Telecom Italia. In Illustration 2, the “Assistente Digitale” is a virtual agent ready to help customers manage their accounts. The illustration is just a snapshot of this virtual agent. Go to the site, www.telecomitalia.it, and follow “Assistente Digitale” link under “Assistentza” at the bottom left to see and hear how she can help customers.

ASSISTENTE DIGITALE AT TELECOM ITALIA

Assistente Digitale at Telecom Italia

© 2007 Telecom Italia

Illustration 2. This illustration shows Telecom Italia’s deployment of HDA within the account management section of its self-service Web site.

By way of product background, HDA v1.0, the initial release, was introduced in September 2005. HDA v2.2, the current version, was introduced in May 2007. The next release, HDA v3.0, is planned for February 2008. To date, H-care claims that HDA has an installed base of five customer accounts.

EVALUATING VIRTUAL ASSISTED-SERVICE PRODUCTS AND SERVICES

You should consider adding virtual assisted-service to your customer-self-service applications to give your customers an alternative to picking up the telephone when they can’t find answers or solve problems. A well-implemented virtual assisted-service system lets customers continue to do their business with you within the self-service context and gives you a lower cost-to-serve alternative than contact center service.

So we’ve extended our framework for cross-channel, cross-lifecycle customer service to enable the evaluation and comparison of virtual assisted-service products and services. The top-level criteria of this evaluation framework are listed and described below. The top-level criteria and sub-criteria are shown graphically in Illustration 3.

Approach. Within approach, we describe and analyze virtual agent technology, the video and audio content consumed by the virtual agent content, the integration with Web self-service applications, customization, and personalization capabilities, customer service functionality supported and not supported, and your work to implement the product.

Content. Typically, you must create and manage the content that the virtual agent delivers via video, audio, and text and graphics. We evaluate virtual agent content against the same criteria that we have evaluated content for cross-channel, cross-lifecycle customer service—content approach, content model, content management services, metadata, globalization/localization, and samples and templates.

Analytic functionality. You need to be able to measure, analyze, and refine the customer service that your virtual agents deliver. Within analytic functionality, we examine and evaluate how a virtual assisted-service product collects behavior and performance information and helps you in the analysis of that information.

Architecture. In architecture, we examine the implementation of a virtual assisted-service product in order to evaluate how easily it can be integrated with your existing customer service environment.

Product viability. This evaluation criteria allows us to assess the business and risk in implementing a virtual assisted-service product.

Company viability. Where product viability examines product-oriented risk factors, company viability examines risk factors with the product’s supplier.

PSGroup Evaluation Framework for Virtual Assisted-Service

PSGroup Evaluation Framework for Virtual Assisted-Service

© 2007 Patricia Seybold Group

Illustration 3. This illustration shows the evaluation criteria and sub-criteria of the PSGroup evaluation framework for virtual assisted-service.


Now, let’s evaluate HDA v2.2 against the PSGroup Evaluation Framework for Virtual Assisted-Service.

APPROACH

To describe, analyze, and evaluate the approach to virtual assisted- service, we consider these criteria:

• Virtual agent technology

• Virtual agent content

• Integration with Web self-service

• Customization and personalization

• Customer service functionality supported and not supported

• Your implementation work

 

This report continues...

To read the full report: http://www.psgroup.com/detail.aspx?ID=852.