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How to Implement Augmented AI in Customer Support

AI is revolutionizing customer support, offering businesses an opportunity to scale, reduce costs, and improve response times. However, most AI implementations lack a seamless escalation process, leaving customer teams overwhelmed when AI can’t resolve an issue.

Typical AI solutions work like this:

  1. AI handles a limited number of simple inquiries.
  2. Anything AI can’t handle gets escalated to the customer’s team.

This results in a heavy operational burden for businesses, requiring them to maintain a large internal support team or invest in customer service outsourcing just to handle complex issues.

But Augmented AI changes the game by introducing a critical human support layer before escalation reaches your internal team. Because of that, implementation can look a bit different than you might expect from a traditional AI in customer support flow.

For a complete breakdown of what it looks like to implement traditional AI tooling, download the Customer Support AI Implementation Strategy Guide. For more information about Augmented AI implementation, read on!

How Augmented AI works: a smarter escalation pathway

Unlike standard AI customer service solutions, Augmented AI doesn't leave businesses scrambling to handle offshore customer support or escalations. Instead, it follows this structured approach:

  1. AI handles all simple, repetitive inquiries (FAQs, order tracking, password resets, etc.).
  2. If AI can’t resolve the issue, it escalates to our trained support agents.
  3. Only when our team can’t resolve the issue does it escalate to the customer’s internal team.

This means fewer tickets land on your support team’s plate, while AI continuously improves through human-in-the-loop learning (all handled by us).

Benefits of Augmented AI:

  • AI handles high-volume, repetitive requests with speed and accuracy.
  • Our support team acts as the first escalation layer, reducing the load on your internal team and ensuring robust escalation management.
  • Continuous AI training and optimization ensure that AI customer support improves over time—without you ever having to touch it.
  • A fully managed AI-human hybrid approach eliminates the need for businesses to maintain AI infrastructure or rely heavily on customer service outsourcing alone.

Step 1: define your AI use cases

Before implementing Augmented AI (or traditional AI), identify the customer service challenges you want to solve. This will help you prioritize which support triage workflows to automate and which ones need human oversight.

How we do it

  • Analyze your top contact drivers: we review your support tickets or conversation logs to see which questions come up most frequently.
  • Pinpoint pain points: we identify where your team spends the most time—these are usually good candidates for AI customer service automation.
  • Segment by complexity: we determine which issues can be handled by an AI chatbot vs. which need nuanced human attention (e.g., escalation to a manager).
  • Map customer journeys: we examine the typical customer path from inquiry to resolution and decide which segments can be automated versus where our human experts should step in.

What it looks like for you

  • Provide access to your data: share relevant customer support metrics, top contact drivers, and conversation logs.
  • Collaborate with your partner success manager: keep them updated on any new product releases, policy changes, or evolving support needs—this fosters customer-led growth.
  • Give feedback: let us know if certain issues are slipping through or if you have new goals for customer service strategies.

Areas where AI & human support work together:

  • AI-powered agents for live chat, voice, and email inquiries
  • Support triage to prioritize and route issues based on urgency and complexity
  • Escalation management that ensures seamless AI-to-human handoffs
  • Human-in-the-loop monitoring to improve AI responses over time

Use our AI Readiness Worksheet to assess where Augmented AI fits into your AI in customer service strategy.

Step 2: optimize support triage & escalation management

Most businesses struggle with inefficient escalation management when implementing AI in customer support. Augmented AI solves this by integrating human experts directly into the support triage process.

How we do it

  • Automate ticket categorization: we set up rules or use AI to classify tickets by topic, sentiment, or urgency.
  • Establish clear escalation triggers: we define which issues automatically escalate to our Augmented AI team (e.g., complex billing, technical bugs, VIP customers).
  • Document handoff protocols: we ensure your team understands exactly how to hand off issues to Augmented AI, including communication channels and ticket notes.
  • Review & adjust: our AI continuously learns from interactions, and we update triage rules and escalation triggers for maximum efficiency.

What it looks like for you

  • Provide basic guidance: let us know your escalation thresholds (e.g., high-value customers, complicated billing scenarios).
  • Share your tools: grant us access to your ticketing system or relevant software so we can set up integrations.
  • Trust the process: our team handles the majority of escalations behind the scenes—your internal team only steps in when absolutely necessary.

With the Augmented AI model, only one support triage interaction needs to be mapped: the one between our team and yours. This drastically simplifies your escalation process management.

A condensed comparison: Traditional Support vs. Traditional AI vs. Augmented AI

Now that you’ve seen how Augmented AI simplifies escalation and streamlines support triage, let’s put these approaches side by side. Below is a streamlined comparison of how Traditional Support Teams, Traditional AI, and Augmented AI each handle core support workflows, so you can see exactly where Augmented AI stands out.

  • Traditional Support Teams rely heavily on human agents. While they can handle complex issues, they’re slower to respond, more prone to errors or inconsistencies in triaging, and require larger staffing budgets.
  • Traditional AI excels at handling simple FAQs and repetitive inquiries quickly, but tends to escalate anything beyond its scope directly to your team—leading to potential overload on your end.
  • Augmented AI combines automation and a trained human layer on the provider’s side. Routine issues get instant AI responses, complex cases are passed to internal experts, and only the truly complicated or account-specific matters reach your internal team. This balance eases your staffing burden, reduces costs, and consistently improves AI performance over time.

Examples of this difference in action:

  • Managing Simple Inquiries: Traditional AI might successfully reset a password but could escalate a minor billing question; Augmented AI will handle both without pinging your team.
  • Escalation Management: Traditional support staff manually filter everything, whereas Traditional AI tends to escalate too quickly. Augmented AI automatically triages and solves what it can, handing off only complex issues to your team.
  • 24/7 Coverage: Traditional support requires costly round-the-clock staffing or outsourced teams; Traditional AI is always “on” but still relies on your team for anything it can’t solve; Augmented AI offers around-the-clock coverage plus human backups—without increasing your overhead.

Now that you understand the differences, let’s move on to the next typical step in implementing traditional AI and how it differs when working with an Augmented AI solution.

Step 3: maintain a balance between AI and human support

One major drawback of AI-driven customer support outsourcing is over-reliance on automation, leading to impersonal service. Augmented AI ensures a balanced approach by blending AI efficiency with human expertise—the best of both worlds for AI for customer service.

How we do it

  • Set clear boundaries for AI: we define which issues AI customer service will own completely and which ones escalate to a human.
  • Human-in-the-loop reviews: our team periodically reviews AI responses to ensure accuracy and tone.
  • Continuous agent training: we teach our support agents how to collaborate with AI outputs—e.g., validating AI-generated responses before sending.
  • Robust feedback loops: when our human agents override AI decisions, we feed those insights back to the AI model so it can learn.

What it looks like for you

  • Minimal oversight: you won’t need to constantly monitor AI responses—our team handles quality checks.
  • Peace of mind: know that complex or sensitive tickets are escalated to real humans who understand your brand.
  • Regular updates: we’ll provide periodic reports on AI performance, escalations, and customer satisfaction.

This model allows businesses to scale their AI customer support capabilities without sacrificing quality or requiring in-house AI management.

Step 4: monitor AI performance & optimize over time

A major advantage of Augmented AI is that it gets better over time. Unlike static customer service AI solutions, our AI is continuously trained and improved based on real customer interactions.

How we do it

  • Track key metrics: we keep a close watch on resolution times, escalation rates, AI accuracy improvements, and CSAT/NPS.
  • Analyze escalation reasons: we identify common triggers that lead to human escalation—these are opportunities to refine AI.
  • Schedule regular check-ins: we hold quarterly or monthly reviews with you to discuss performance trends and customer-led growth.
  • Implement incremental updates: as your products, policies, or FAQs change, we update our AI in customer service models accordingly.

What it looks like for you

  • Stay in the loop: you’ll meet with a partner success manager who shares insights from data analysis.
  • Communicate key changes: let us know when you update policies, add new products, or change your brand voice.
  • Review performance reports: you’ll have access to metrics on how AI (and our human team) is performing on your behalf.

Download our Support AI Metrics Tracker to measure AI effectiveness and drive customer service strategies.

The future of Augmented AI in customer support

Traditional AI solutions leave businesses overwhelmed with escalations—often forcing an escalation to a manager or overtaxing offshore customer support teams. Augmented AI solves this problem by integrating human support into the escalation process, ensuring that customers receive high-quality service while reducing operational strain.

Why Augmented AI is the future

In case you missed it, here is a recap of why using Augmented AI will lead your team to victory: 

  • AI efficiency + expert human support = best of both worlds.
  • Your team is only involved in the most complex cases—we handle the rest.
  • AI continuously learns and improves without burdening your internal staff.
  • Outsourced support and AI work together seamlessly, reducing costs and improving customer satisfaction.

If you’re ready to explore how Augmented AI can transform your AI in customer service approach, reach out and chat with us.

If you’re still just trying to figure out your AI journey, download our full AI Implementation Strategy Guide for expert insights and actionable templates.

Mercer Smith