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Customer Experience AI

Give Every Agent Expert Guidance in the Moment

Real-time agent assist AI listens to customer interactions and surfaces relevant knowledge, suggested responses, compliance reminders, and next best actions in real time — giving every agent the support of a seasoned expert without requiring them to search for help manually.

Overview

What RLM Delivers

The best agents are effective because they know where to look, what to say, and when to escalate. Real-time agent assist brings that expertise to every agent, on every call, from day one — dramatically compressing the time-to-proficiency curve and improving consistency across the contact center.

How We Work

Our Advisory Approach

Every engagement follows a structured process — from discovery and vendor evaluation to pilot design and scale — adapted to the specific constraints and maturity of your organization.

1

Assist Use Case Scoping

We identify the specific assist moments that have the highest value in your interaction types — knowledge retrieval, objection handling, compliance reminders, next best action, escalation guidance — and prioritize the development of each.

Use Case PrioritizationWorkflow MappingROI Quantification
2

Platform Evaluation

We evaluate real-time assist platforms — Cresta, Level AI, Cogito, Genesys Agent Assist, Google CCAI Agent Assist — against your contact center platform, interaction types, and assist objectives.

Platform EvaluationLatency TestingIntegration Assessment
3

Knowledge Integration & RAG Design

Real-time assist is only as good as the knowledge it can surface. We design the knowledge base integration and retrieval architecture that gives the assist system access to accurate, current product and policy information.

Knowledge ArchitectureRAG DesignContent Governance
4

Agent Adoption & UX Design

Assist tools that add cognitive load or interrupt natural conversation flow don't get used. We design the agent desktop integration and UX that makes assist feel like a natural extension of the agent's workflow.

Desktop IntegrationUX DesignAdoption Planning
What to Evaluate

Critical Selection Criteria

These are the evaluation dimensions that consistently separate successful deployments from expensive pilots that never reach production scale.

01

Suggestion Accuracy

Irrelevant or incorrect suggestions are worse than no suggestions — they interrupt agent focus and erode trust. Validate suggestion accuracy on your specific interaction types before deployment.

02

Latency of Real-Time Suggestions

Real-time suggestions must appear within the natural conversation flow — typically within 1-2 seconds of the triggering utterance. Evaluate processing latency under realistic concurrent load.

03

Integration with Agent Desktop

Assist suggestions must surface in the agent's existing workspace — not require them to switch to a separate application. Evaluate integration with your specific agent desktop platform.

04

Knowledge Base Integration

The quality of suggestions depends on the quality and currency of the underlying knowledge. Evaluate how the platform integrates with your knowledge management system and handles knowledge updates.

05

Compliance Trigger Accuracy

Compliance reminders must fire reliably when required disclosures or prohibited topics are detected — not trigger false positives that create alert fatigue. Validate compliance trigger accuracy on representative interactions.

06

Manager Analytics

Real-time assist generates rich data about interaction patterns, knowledge gaps, and agent performance. Evaluate manager-facing analytics capabilities that leverage this data for coaching and process improvement.

"RLM brought structure to a process we didn't know how to start. They asked the right questions, surfaced the right vendors, and kept us from making decisions we would have regretted."

CTO — Mid-Market Financial Services Firm

"What set RLM apart was that they didn't have a preferred answer. They evaluated our options honestly and told us what they actually thought."

VP of IT — Regional Healthcare System

Ready to Explore Your AI Options?

Start with a no-cost conversation with an RLM AI advisor — vendor neutral, no agenda, just clarity.

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