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AI customer experience: what a boardroom of leaders learned

Downloads | AI ROI, Boardroom findings, Customer and CX leaders

About a dozen senior leaders met behind closed doors at aiblLIVE London 2026 to ask how AI agents can go beyond support to improve customer experience and drive revenue. Their answer: tie every project to one business metric, fix the data underneath first and bring the front line with you.

The hard part is not the first pilot. It is scaling past it, and that stalls on structure, incentives and fear more than on the technology.

The session in numbers

  • 1 hour closed-door discussion
  • About 12 senior leaders in the room
  • 5 actions to take back

Session format as run at aiblLIVE London 2026, under the Chatham House rule

How should you measure AI customer experience projects?

Tie each project to one business goal, such as deal speed, calls per week or proposal throughput. Record the baseline before you start, review after two weeks or a month, and stop what does not move the number. Being strict about stopping was the change that mattered.

What needs fixing before you add AI agents?

The data and the systems. Leaders described fragmented estates, decades-old data and rules that differ across borders. Putting a bot on top of that gives poor answers, so the first step is consolidating systems and getting full value from tools already owned.

Why do AI pilots stall in large organisations?

Rarely because of the technology. The room pointed to federated structures, dependence on other teams for budget and data, managers who lose status if headcount falls, cautious risk appetite and worry about what a regulator will say if an agent gets something wrong.

Key takeaways

  • Pick one metric per project. Agree it and record the baseline before you start.
  • Review early and stop what fails. Check after two weeks or a month.
  • Fix the data first. Poor data in still means poor answers out.
  • Plan for scale from day one. Budget, data access and incentives decide whether a pilot spreads.

What’s in the full findings report

The full findings report covers what the room said, without attribution:

  • Where start-ups and long-established organisations stand on AI today
  • How one leader ties every AI project to a goal
  • Why data and systems come before agents
  • The reasons pilots stall in large organisations
  • Five actions to take back

From a boardroom roundtable at aiblLIVE London 2026, held under the Chatham House rule and hosted by Gareth Worsnup and Rebecca Okin of Sierra. See all the workshops and boardroom roundtables from the day.

Get the boardroom's findings

AI customer experience: what a boardroom of leaders learned
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