AI Marketing and Customer Experience Playbook

These playbooks focus on how agentic AI can deliver always-on personalised experiences that lift engagement and speed resolution. They show marketing and CX teams how to hand off the grind of content variation and data work, freeing people to focus on customer strategy.

Inside this bundle 

This bundle is for marketing and customer experience teams bringing AI into their workflows. It focuses on practical methods that raise the quality of AI-generated insight and content. 

Below is a summary of the five playbooks in this bundle.

1. A Practical RAG Playbook for Marketers: An easy to implement framework for implementing Retrieval-Augmented Generation (RAG) in marketing workflows to combat factual errors and hallucinations. 
2. Using AI to Reverse the Signal to Noise Ratio: This playbook presents a practical way to use AI to solve information overload. It details a four-step process to explicitly define the few critical signals that matter.
3. An AI-Powered Shortcut for Lead Magnet Creation: A six-step prompt chain designed to collapse the time required to develop and draft high-performing, sales-ready lead magnets. 
4. Stop Answering the Same Three Questions: This playbook details a simple, high-impact strategy for automating routine customer service by embedding a frontline agent with the job of answering the few, high-volume questions that dominate the queue.
5. Four Steps to Fix Your “Source of Truth” Before Launching Voice Agents: This playbook takes the customer service agent a step further by setting out the methods to establish robust and reliable routines to address customer queries.