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Contact Center Automation: Enhancing CX Without Losing the Human Touch

by Andrew Clark

The contact center industry is undergoing a major shift. With the rise of generative AI, teams can now respond instantly to inquiries, manage overflow calls without increasing headcount, and gain deeper insights from every customer conversation. These capabilities are helping businesses overcome common challenges, such as high call volumes, complex customer needs, and staffing constraints.

But with this opportunity comes challenges.

How do we ensure that automation enhances rather than erodes the customer experience? 

Can AI be used responsibly in industries such as healthcare or finance, where empathy and privacy are of paramount importance? 

How can we blend automation and human touch to build trust, not just efficiency?

At CallTrackingMetrics, we believe AI should support the people at the heart of every conversation. Our tools—VoiceAI, ChatAI, and AskAI—are designed to give contact center teams the time, clarity, and confidence they need to focus on what they do best: building relationships, solving complex problems, and growing your business.

What Generative AI Means in a Contact Center Context

Generative AI refers to systems that produce human-like responses based on input, whether spoken or typed. In a contact center, generative AI can mean:

  • Voice assistants capable of understanding context
  • Chatbots that deliver natural, branded responses
  • Tools that turn raw call data into useful insights

Beyond speed and automation, the real value lies in enabling better conversations at scale. That’s where CallTrackingMetrics comes in.

Our suite of AI tools helps contact centers:

  • Automate time-consuming admin tasks like capturing caller information, transcribing calls, and scoring lead quality
  • Tailor responses across voice, chat, and SMS channels to match tone, urgency, and context
  • Uncover trends and opportunities from customer interactions to improve team workflows and campaign results

For example, one of our healthcare customers uses CTM’s conversation intelligence features to spot gaps in after-hours coverage. They then implemented VoiceAI to handle appointment requests and escalate urgent calls—reducing missed opportunities and freeing staff to focus on complex patient needs.

📌 10xfive Case Study Callout: One of our agency customers, 10xfive, helps clients reduce cost per acquisition by routing high-intent calls directly to sales agents.

image showing business team using AI in different ways

Voice-Powered AI Agents: Your 24/7 AI-Powered Call Assistant

If your contact center has ever struggled to manage high call volume, off-hours inquiries, or routine questions that take up agent time, you’re not alone. That’s exactly where VoiceAI can help.

Here’s how it works in simple terms: When someone calls your business, a VoiceAI agent can pick up, understand what they need using natural language processing (so no “press 1 for billing”), and take action, whether that’s answering a question, booking an appointment, or passing the call to the right person.

Depending on your use case, you can set up a VoiceAI agent to do things like:

  • Answer FAQs based on documents or web content you provide, perfect for support teams, clinics, or internal helpdesks
  • Schedule appointments by syncing with your Google Calendar, ideal for healthcare, legal, and sales teams
  • Route calls using intent-based logic so a caller who says, “I have a question about my bill” gets directed to your billing team, not your front desk

These agents are also highly customizable. You can choose a voice, tone (formal, friendly, empathetic), and even let the agent pull info from your website or uploaded docs. If you prefer to build your prompts, you can use a custom template or use one of our prebuilt Q&A, scheduling, or routing templates to get started faster.

Chatbots: Streamlining Conversations Across Every Digital Channel

According to G2, 88% of users had at least one conversation with a chatbot in 2022, and 60% preferred getting quick answers from a bot rather than waiting for a human. As customers grow more comfortable with chat automation, their expectations for immediacy and accuracy are rising, too.

That’s where the ChatAI widget comes in.

ChatAI, similar to VoiceAI, is a customizable chat assistant built upon your source information, including site FAQs, policy documents, and more. Implementing this feature frees up contact center staff’s time in the following ways:

  • Automatic and time-saving responses to FAQs or intake processes tailored to your brand voice and business rules
  • Routing of inquiries to the right agent or department based on topic or urgency
  • 24/7 support on your website, ensuring customers receive answers, even when your team is offline

Whether you’re managing appointment requests, quote inquiries, or troubleshooting questions, ChatAI helps ensure no conversation is missed and every message is met with a fast, helpful response.

Call Recordings, Transcriptions, and AI-Powered Summaries: Automating Insights and Coaching at Scale

While real-time response matters, so does what happens after the call. Call recordings and transcriptions are the backbone of contact center quality assurance and provide valuable information about customers’ reasons for reaching out. Manually reviewing them at scale, however, is nearly impossible.

That’s why we built AskAI Summaries, a conversation intelligence tool that helps teams analyze calls and uncover coaching opportunities, without the time burden of listening to every interaction. 

These summaries, once set up, allow you to:

  • Auto-summarize calls, detect sentiment, and score lead quality
  • Surface training insights from sales and service teams’ call transcripts to identify ways to de-escalate angry customers or recurring pain points
  • Trigger follow-up actions, such as CRM updates or outreach prompts

AskAI Summaries don’t just transcribe what was said; they highlight what matters. Whether it’s a new agent who needs coaching, an underperforming campaign, or a high-intent lead that requires immediate attention, this tool makes it easy to take action quickly.

AskAI pipeline illustration

AI and Data Security

For industries like healthcare, legal, and financial services, using AI responsibly means more than just good intentions—it requires infrastructure built for compliance.

CallTrackingMetrics helps you scale securely with:

  • SOC 2 certification, ensuring high standards in data privacy and system controls
  • HIPAA-compliant architecture for relevant tools and use cases
  • Role-based access controls and customizable data retention
  • Human override options and escalation protocols for sensitive conversations

Whether you’re reviewing PHI, handling billing data, or qualifying leads for financial services, our tools are designed with privacy and trust in mind.

Recovery Unplugged example workflow from within CTM

Meet the CTM AI Suite

ToolBest ForKey Features
VoiceAIAutomating repetitive tasks so human agents can handle more complex inquiriesContext-aware voice bot, routing, scheduling, call handling, brand voice control
ChatAISame as above, but tailored to chatContext-aware chatbot, AI-powered replies and routing to live agents, brand consistency, 24/7 availability
AskAI SummariesCoaching, prioritization, and call insightsInsightful call summaries, scoring, sentiment detection, and follow-up prompts

Conclusion: Smarter Conversations Start Here

AI can’t replace the empathy, creativity, and problem-solving skills of your contact center team, but it can remove the repetitive tasks that get in their way. Tools like VoiceAI, ChatAI, and AskAI empower your agents with more time, better context, and smarter insights.

Whether you’re trying to reduce wait times, improve call quality, or scale services in a high-compliance industry, CallTrackingMetrics’ AI suite helps you do it efficiently and responsibly, without losing the human touch that sets you apart.

Want to see these tools in action? Book a demo today.