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CAN HUMANS
BE AUTOMATED?
CAN HUMANS BE
AUTOMATED?
The report looks to help
organisations navigate the
landscape of automation,
chatbots in service, marketing
and customer experience.
Inside this report we’ve
outlined global trends and the
key approaches leading
organisations are taking to
deliver exceptional
experiences in this space.
We consulted with the
marketing and customer
experience leaders of 20 of
Australia’s top tier
organisations to identify the
challenges and opportunities
in the space.
Global trends Key capabilities
Industry
consultation
GLOBAL TREND
SUMMARY
The report highlights major
consumer and technology
trends that impact
organisations globally.
Highlights include:
> Impact of personalisation
> Study of perception of bots
> FB Messenger bot types
63%

willing to try
A study in the UK
found people are
willing to try
Chatbots, and open to
taking advice and
purchasing products.
1.2BMessaging has overtaken social. WhatsApp and Messenger
have 1.2B users each, closely followed by WeChat and QQ.
monthly

active users 2029Meaningful conversations with
human-like language abilities
are predicted for 2029.
100,000Messenger bots available
9 months after launch.
EXCEPTIONAL
CHATBOTS REQUIRE
In summary, the key
capabilities organisations
need to solve to deliver
exceptional Chatbot
experiences are:
1.Provide customer value
2.Build a good workflow
3.Integrate technology
4.Bot>human handover
VALUE WORKFLOW
INTEGRATIONS BOT>HUMAN
ENABLING
ORGANISATIONAL
PRIORITIES
We identified the top three
key challenges
organisations must
overcome to implement a
great experience right
now:
1.Enabling technology
2.Strategic direction
3.Iterate and scale up
STRATEGIC
DIRECTION
ITERATE AND
SCALE UP
ENABLING
TECHNOLOGY
v.17.betav.17.beta
TRENDS IN
AUTOMATION & BOTS
BOTS AND AUTOMATION TAKE MANY FORMS
CALL CENTRE REMARKETING TRIGGERLIVE CHAT CHATBOT VOICE
ASSISTANTS
AUTOMATED PERSONALISATION AND ITS IMPACT
25
50
75
100
Email Website Offline Social media Search SMS
% of companies doing % seeing uplift
Source: Econsultancy
MESSAGING TAKES OVER SOCIAL
Last 12 mths
50%people haven’t
installed an app
Source: Forbes
Source: On_ Msg.
(Australia)
Source: On_ Msg.
(Australia)
INTEREST IN
CHATBOTS SPIKED
Chatbots and Apps are not
new, with Chinese platforms
leading the way for years.
However, in April 2016
Facebook launched
Messenger bots, spiking
interest in chatbots in English
speaking countries.
Search interest in ‘chatbots’
VC BACKED BOT STARTUPS
EXPLOSION OF MESSENGER CHATBOTS
1.2M people
trialled the service
Best eCommerce
bot 2017
Order your
favourite pizza
Facebook Messenger
Bot Store
TYPES OF MESSENGER CHATBOTS AT LAUNCH (APRIL 2016)
8%
40%
29%
17%
6%
Search / input Booking / transact Alerts Support Other
Source: Chatbot magazine
Source: On_ Msg.
(Australia)
BOT POTENTIAL
Companies building bots
43%
32%
20%
5%
In use Piloting Planning Nothing yet
No. of messenger bots
2016 2017
100,000
33,000
Source: AdAge, Chatbot magazine
“If your chatbots aren’t capable of

top-tier customer service, they are
counter-productive. Don’t think of AI or
chatbots as your be all end all.”
Venture Beat
Spend
$55per purchase
Willing to try
Won’t again if fails
Millenials accept advice
Willing to purchase 37%
50%
47%
63%
Source: Venture Beat
CUSTOMERS ARE OPEN TO ENGAGING WITH BOTS AND SPENDING MONEY
TOP 10 THINGS PEOPLE SEND TO BOTS
“Hey”, “Hi”, “Hello”

“How are you?”, “How’s it going” 

Stickers

Photos/GIFs

Help

“Are you real?”, “Are you a human or a bot?”

“Tell me a joke,” “Can you tell a joke?”

Rude words 

Words of love 

“Hey”, “Bye”, “Thanks”

Source: Chatbots Magazine
“Meaningful conversations with human-
like language are predicted for 2029.”
Ray Kurzweil, Google
v.17.beta
MICROSOFT’S TAY WENT COOL>NAZI IN 24 HRS
v.17.beta
“Consumers don’t care whether they are
talking to a chatbot or a person as long
as they are getting their needs met.”
Ido Iungelson

Director of Operations and Revenue
Viber
4 CRITICAL FACTORS FOR HUMAN/BOT EFFECTIVENESS
TIMELINESS
The human must take
over almost instantly to
meet customer needs.
CONTEXT
A single view of the
conversation history for
the human to continue
effectively.
NO DUPLICATION
Never have a human
and bot talking at the
same time -
surprisingly it happens.
INTEGRATED
Integrated workflow
saves humans time and
enables managers to
optimise everything.
In the development of Lexer’s Chatbot integration, we analysed all the factors that
drive an exceptional customer experience and determined success depends on 4
critical aspects:
v.17.beta
CUSTOMER REQUESTS
HANDOVER TO AN AGENT
CONVERSATION ASSIGNED
TO AGENT WITH CONTEXT
AGENT RESPONDS WITH
PERSONALISED SUPPORT
A CHATBOT IS A
FLOW CHART
Considering the immaturity of
AI and Human:Computer
conversations, the focus for
organisations should be on
building prompt based step-
by-step Chatbot experiences
that deliver a core customer
need within narrow scope and
expand it’s capability over
time.
This involves the bot asking
predetermined questions and
diverting to a customer
service agent as soon as the
conversation is outside of
their capability.
FURTHER READING
10 best chatbot AI apps
https://masterofcode.com/blog/10-best-chatbot-ai-apps
Why Marketers Are Betting on Bots - July
2017
http://adage.com/article/digital/marketers-betting-bots/309767/
The good, the bad, and the ugly of chatbots,
Venture Beat June 2017
https://venturebeat.com/2017/06/17/the-good-the-bad-and-the-ugly-of-
chatbots/
Trends Driving the Chatbot Growth, Mar,
2016 or 2017
https://chatbotsmagazine.com/trends-driving-the-chatbot-growth-77b78145bac
v.17.betav.17.beta
EXCEPTIONAL DELIVERY OF
AUTOMATION & BOTS
CONSIDERATIONS
VALUE
Focus on solving
customer needs,
provide value.
WORKFLOW
Great automated
experiences rely on an
effective logic engine.
INTEGRATIONS
The ‘bot’ is the easy
part, tech integration is
the real challenge.
HUMAN/BOT
Solve the 4 aspects of
bot to human handover
to complete the loop.
In summary, the key considerations for delivering exceptional
Chatbot experiences are simply: provide value, build a good
workflow, integrate with your technology and ensure the
bot>human handover is exceptional.
v.17.betav.17.beta
INDUSTRY CONSULTATION
AUTOMATION & BOTS
20 TOP TIER ORGANISATIONS
> With chatbot usage on the rise, we may
start to see a shift in customer’s
expectations of response time– but a quick-
fix option without the right scope could be
doubly as harmful for the customer
experience.
> We consulted with the marketing and
customer experience leaders of 20 of
Australia’s top-tier organisations to identify
the challenges and opportunities in the
space
> Importantly, we also asked how they’re
addressing and capitalising on each one
strategically, and summarised their
thoughts into 20 key actions
3 ORGANISATIONAL CHALLENGES TO OVERCOME
1. Single customer view
2. System integrations
1. Prioritisation
2. Varied stakeholder buy-in
3. Long term platforms
STRATEGIC DIRECTION INFORMED ITERATIONENABLING TECHNOLOGY
1. Channel specific solutions
2. Test and iterate approach
Almost every organisation was either assessing, planning,
delivering or had already launched a Chatbot and the key
challenges identified fell into three categories.
STRATEGIC DIRECTION
Prioritisation
One key to success was on focusing
on the specific services that would be
built. Rather than building the
ultimate bot that serves every
customer need, focus on services
that could confidently be delivered,
were relevant in the channel and
solve a customer need.
> Focus initial efforts to deliver
discrete solutions faster
> Prioritise where bots can provide
value
> Don’t do free-text conversations
first
Stakeholder buy-in
Most organisations were considering
the space, some more broad and
unclear and others much more active
and piloting solutions. The
organisational understanding varied
wildly, which presents a range of
challenges from heightened
expectations to barriers around the
risk and compliance the space
provides.
> Educate all levels of the business
on feasibility and opportunity
> Create alignment on priorities
> Regularly share results and
insights
Long term platforms
Companies are finding that building
bots for specific campaigns isn’t the
best way to utilise time and budget.
Instead of being perceived as a tactic,
companies need to recognise bots as
a new platform which can be used
and invested in long term.
> Invest in a solution which can be
iterated for multiple purposes
> Find a developer to partner with
long term
> Integrate bots with other service
tools so they become part of
business pace
ENABLING TECHNOLOGY
Single customer view
A single view of a customer that has
all systems connecting data across
channels and products into one
system enables a Chatbot and
personalised experience to be
delivered. No business had solved
this data/tech challenge and was one
of their number 1 priorities.
> Unify disparate data sources
> Cross-channel customer touch
points
> Available for applications and
chatbots to interrogate
System integrations
Building a Chatbot that serves
customer needs requires a range of
data sources to answer customer
questions - the key aspect to solve is
how quickly and easily your internal
systems will respond to the requests
coming from a real-time chat bot
experience.
> Assess internal system /API
limitations early to refine scope
> Explore external data sources to
supplement
> Push vendors to extend their
capabilities
INFORMED ITERATION
Channel specific solutions
A challenge lies in ensuring you’re
using bots for the right channel as
there may be some interactions that
are best had with a human being.
For instance, customers may not feel
comfortable updating their account
details with a bot on social.
> Understand where the best use
case is for your business and your
customers
> Consider implementing Social
NPS as a method for customers to
have their say about the bot
experience
Test and refine
Companies are finding their
customers aren’t always interacting
with bots in the way they expect.
This means there’s a huge
opportunity to iterate based on what
people are actually using the service
for.
> Use data to understand
conversations once queries are
resolved
> Develop new ideas based on these
conversations
> Ensure your bot integration can be
updated and iterated easily
HOW LEXER CAN HELP
Lexer provides the tools to integrate Chatbots
into our product suite with clients already
running bot services with customers.
All chat conversations with a bot are recorded
within Lexer like any customer engagement,
creating consistency, accountability and
efficient hand over to humans and enabling
powerful human/bot analytics.
Lexer does not build bots themselves, we
have taken an agnostic stance on working
with the thousands of bot specialists in
market and enable clients to integrate a
variety of bots built on a range of platforms.
We are helping clients by:
1. Using social data to inform bot strategy
2. Educating stakeholders
3. Connecting client leaders to learn
4. Integrating seamlessly within Lexer

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Lexer report: Can humans be automated?

  • 2. CAN HUMANS BE AUTOMATED? The report looks to help organisations navigate the landscape of automation, chatbots in service, marketing and customer experience. Inside this report we’ve outlined global trends and the key approaches leading organisations are taking to deliver exceptional experiences in this space. We consulted with the marketing and customer experience leaders of 20 of Australia’s top tier organisations to identify the challenges and opportunities in the space. Global trends Key capabilities Industry consultation
  • 3. GLOBAL TREND SUMMARY The report highlights major consumer and technology trends that impact organisations globally. Highlights include: > Impact of personalisation > Study of perception of bots > FB Messenger bot types 63%
 willing to try A study in the UK found people are willing to try Chatbots, and open to taking advice and purchasing products. 1.2BMessaging has overtaken social. WhatsApp and Messenger have 1.2B users each, closely followed by WeChat and QQ. monthly
 active users 2029Meaningful conversations with human-like language abilities are predicted for 2029. 100,000Messenger bots available 9 months after launch.
  • 4. EXCEPTIONAL CHATBOTS REQUIRE In summary, the key capabilities organisations need to solve to deliver exceptional Chatbot experiences are: 1.Provide customer value 2.Build a good workflow 3.Integrate technology 4.Bot>human handover VALUE WORKFLOW INTEGRATIONS BOT>HUMAN
  • 5. ENABLING ORGANISATIONAL PRIORITIES We identified the top three key challenges organisations must overcome to implement a great experience right now: 1.Enabling technology 2.Strategic direction 3.Iterate and scale up STRATEGIC DIRECTION ITERATE AND SCALE UP ENABLING TECHNOLOGY
  • 7. BOTS AND AUTOMATION TAKE MANY FORMS CALL CENTRE REMARKETING TRIGGERLIVE CHAT CHATBOT VOICE ASSISTANTS
  • 8. AUTOMATED PERSONALISATION AND ITS IMPACT 25 50 75 100 Email Website Offline Social media Search SMS % of companies doing % seeing uplift Source: Econsultancy
  • 9. MESSAGING TAKES OVER SOCIAL Last 12 mths 50%people haven’t installed an app Source: Forbes
  • 12. INTEREST IN CHATBOTS SPIKED Chatbots and Apps are not new, with Chinese platforms leading the way for years. However, in April 2016 Facebook launched Messenger bots, spiking interest in chatbots in English speaking countries. Search interest in ‘chatbots’
  • 13. VC BACKED BOT STARTUPS
  • 14. EXPLOSION OF MESSENGER CHATBOTS 1.2M people trialled the service Best eCommerce bot 2017 Order your favourite pizza Facebook Messenger Bot Store
  • 15. TYPES OF MESSENGER CHATBOTS AT LAUNCH (APRIL 2016) 8% 40% 29% 17% 6% Search / input Booking / transact Alerts Support Other Source: Chatbot magazine
  • 17. BOT POTENTIAL Companies building bots 43% 32% 20% 5% In use Piloting Planning Nothing yet No. of messenger bots 2016 2017 100,000 33,000 Source: AdAge, Chatbot magazine
  • 18. “If your chatbots aren’t capable of
 top-tier customer service, they are counter-productive. Don’t think of AI or chatbots as your be all end all.” Venture Beat
  • 19. Spend $55per purchase Willing to try Won’t again if fails Millenials accept advice Willing to purchase 37% 50% 47% 63% Source: Venture Beat CUSTOMERS ARE OPEN TO ENGAGING WITH BOTS AND SPENDING MONEY
  • 20. TOP 10 THINGS PEOPLE SEND TO BOTS “Hey”, “Hi”, “Hello”
 “How are you?”, “How’s it going” 
 Stickers
 Photos/GIFs
 Help
 “Are you real?”, “Are you a human or a bot?”
 “Tell me a joke,” “Can you tell a joke?”
 Rude words 
 Words of love 
 “Hey”, “Bye”, “Thanks”
 Source: Chatbots Magazine
  • 21. “Meaningful conversations with human- like language are predicted for 2029.” Ray Kurzweil, Google
  • 23. MICROSOFT’S TAY WENT COOL>NAZI IN 24 HRS
  • 25. “Consumers don’t care whether they are talking to a chatbot or a person as long as they are getting their needs met.” Ido Iungelson
 Director of Operations and Revenue Viber
  • 26. 4 CRITICAL FACTORS FOR HUMAN/BOT EFFECTIVENESS TIMELINESS The human must take over almost instantly to meet customer needs. CONTEXT A single view of the conversation history for the human to continue effectively. NO DUPLICATION Never have a human and bot talking at the same time - surprisingly it happens. INTEGRATED Integrated workflow saves humans time and enables managers to optimise everything. In the development of Lexer’s Chatbot integration, we analysed all the factors that drive an exceptional customer experience and determined success depends on 4 critical aspects:
  • 27. v.17.beta CUSTOMER REQUESTS HANDOVER TO AN AGENT CONVERSATION ASSIGNED TO AGENT WITH CONTEXT AGENT RESPONDS WITH PERSONALISED SUPPORT
  • 28. A CHATBOT IS A FLOW CHART Considering the immaturity of AI and Human:Computer conversations, the focus for organisations should be on building prompt based step- by-step Chatbot experiences that deliver a core customer need within narrow scope and expand it’s capability over time. This involves the bot asking predetermined questions and diverting to a customer service agent as soon as the conversation is outside of their capability.
  • 29. FURTHER READING 10 best chatbot AI apps https://masterofcode.com/blog/10-best-chatbot-ai-apps Why Marketers Are Betting on Bots - July 2017 http://adage.com/article/digital/marketers-betting-bots/309767/ The good, the bad, and the ugly of chatbots, Venture Beat June 2017 https://venturebeat.com/2017/06/17/the-good-the-bad-and-the-ugly-of- chatbots/ Trends Driving the Chatbot Growth, Mar, 2016 or 2017 https://chatbotsmagazine.com/trends-driving-the-chatbot-growth-77b78145bac
  • 31. CONSIDERATIONS VALUE Focus on solving customer needs, provide value. WORKFLOW Great automated experiences rely on an effective logic engine. INTEGRATIONS The ‘bot’ is the easy part, tech integration is the real challenge. HUMAN/BOT Solve the 4 aspects of bot to human handover to complete the loop. In summary, the key considerations for delivering exceptional Chatbot experiences are simply: provide value, build a good workflow, integrate with your technology and ensure the bot>human handover is exceptional.
  • 33. 20 TOP TIER ORGANISATIONS > With chatbot usage on the rise, we may start to see a shift in customer’s expectations of response time– but a quick- fix option without the right scope could be doubly as harmful for the customer experience. > We consulted with the marketing and customer experience leaders of 20 of Australia’s top-tier organisations to identify the challenges and opportunities in the space > Importantly, we also asked how they’re addressing and capitalising on each one strategically, and summarised their thoughts into 20 key actions
  • 34. 3 ORGANISATIONAL CHALLENGES TO OVERCOME 1. Single customer view 2. System integrations 1. Prioritisation 2. Varied stakeholder buy-in 3. Long term platforms STRATEGIC DIRECTION INFORMED ITERATIONENABLING TECHNOLOGY 1. Channel specific solutions 2. Test and iterate approach Almost every organisation was either assessing, planning, delivering or had already launched a Chatbot and the key challenges identified fell into three categories.
  • 35. STRATEGIC DIRECTION Prioritisation One key to success was on focusing on the specific services that would be built. Rather than building the ultimate bot that serves every customer need, focus on services that could confidently be delivered, were relevant in the channel and solve a customer need. > Focus initial efforts to deliver discrete solutions faster > Prioritise where bots can provide value > Don’t do free-text conversations first Stakeholder buy-in Most organisations were considering the space, some more broad and unclear and others much more active and piloting solutions. The organisational understanding varied wildly, which presents a range of challenges from heightened expectations to barriers around the risk and compliance the space provides. > Educate all levels of the business on feasibility and opportunity > Create alignment on priorities > Regularly share results and insights Long term platforms Companies are finding that building bots for specific campaigns isn’t the best way to utilise time and budget. Instead of being perceived as a tactic, companies need to recognise bots as a new platform which can be used and invested in long term. > Invest in a solution which can be iterated for multiple purposes > Find a developer to partner with long term > Integrate bots with other service tools so they become part of business pace
  • 36. ENABLING TECHNOLOGY Single customer view A single view of a customer that has all systems connecting data across channels and products into one system enables a Chatbot and personalised experience to be delivered. No business had solved this data/tech challenge and was one of their number 1 priorities. > Unify disparate data sources > Cross-channel customer touch points > Available for applications and chatbots to interrogate System integrations Building a Chatbot that serves customer needs requires a range of data sources to answer customer questions - the key aspect to solve is how quickly and easily your internal systems will respond to the requests coming from a real-time chat bot experience. > Assess internal system /API limitations early to refine scope > Explore external data sources to supplement > Push vendors to extend their capabilities
  • 37. INFORMED ITERATION Channel specific solutions A challenge lies in ensuring you’re using bots for the right channel as there may be some interactions that are best had with a human being. For instance, customers may not feel comfortable updating their account details with a bot on social. > Understand where the best use case is for your business and your customers > Consider implementing Social NPS as a method for customers to have their say about the bot experience Test and refine Companies are finding their customers aren’t always interacting with bots in the way they expect. This means there’s a huge opportunity to iterate based on what people are actually using the service for. > Use data to understand conversations once queries are resolved > Develop new ideas based on these conversations > Ensure your bot integration can be updated and iterated easily
  • 38. HOW LEXER CAN HELP Lexer provides the tools to integrate Chatbots into our product suite with clients already running bot services with customers. All chat conversations with a bot are recorded within Lexer like any customer engagement, creating consistency, accountability and efficient hand over to humans and enabling powerful human/bot analytics. Lexer does not build bots themselves, we have taken an agnostic stance on working with the thousands of bot specialists in market and enable clients to integrate a variety of bots built on a range of platforms. We are helping clients by: 1. Using social data to inform bot strategy 2. Educating stakeholders 3. Connecting client leaders to learn 4. Integrating seamlessly within Lexer