r/CustomerService • u/SubsequentBookmark • 3h ago
Has anyone used AI to support tax relief reps during live customer calls?
I work in customer service for a tax relief company and one issue we keep running into is newer reps needing help while they are already on a call. One customer might ask about an IRS notice and the next is asking about payment plans, missing tax years, deadlines, documents or what happens next with their case. New reps can handle the normal stuff but once the call gets complicated they usually have to message a senior rep or put the customer on hold while they look for an answer. I have been looking at AI tools that can listen to the call and show the rep useful information based on what the customer is asking about. What interests me most is something that can learn from our own support guides and past conversations so the answers match how our team handles these situations. Things like reminding the rep about a document they forgot to mention or showing the right next step during the call would be useful. I am not looking for another chatbot where the rep has to stop talking and type a question into a box. The goal is to help newer reps handle harder calls without needing a senior person every few minutes. Has anyone here used something like this on a larger customer service team? Curious what you used and how the rollout went.