How to align AI and human expertise for exceptional CX

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Artificial intelligence is reshaping how businesses interact with customers — but let’s be honest, AI alone isn’t the magic bullet for customer experience. The best results happen when AI and human expertise work together. AI can automate repetitive tasks, provide insights, and boost efficiency, but it’s the human touch that builds trust and lasting relationships.

So how do you strike the right balance? That’s where the AI + Human Maturity Model™ for Customer Experience comes in.

This model is a practical guide for businesses looking to assess where they are today, where they can go next, and how to structure their teams to get the most out of AI and human collaboration.

Why balancing AI and human experience matters

While AI can automate tasks, analyze massive datasets, and provide real-time insights, it lacks the emotional intelligence and problem-solving skills that humans bring to the table.

Think about the last time you reached out for support. A chatbot might have answered your basic questions, but when the issue got complicated, you probably wanted to talk to a real person. That’s because great CX isn’t just about speed — it’s about empathy, trust, and resolution.

Balancing AI and human experience is key for a few reasons:

  • Efficiency without losing the human touch: AI can handle repetitive tasks, freeing up employees to focus on complex issues where their expertise and empathy matter most.
  • Personalization at scale: AI helps businesses understand customer behavior, but it’s the human element that makes personalization feel authentic. The best customer interactions happen when AI provides insights and human agents deliver tailored experiences.
  • Building long-term relationships: Customers don’t just want quick answers; they want to feel valued. AI-driven automation is great for efficiency, but human interactions create the emotional connections that drive loyalty and trust.
  • Adapting to evolving needs: AI learns from data, but humans bring creativity, critical thinking, and the ability to adapt to unique, unpredictable situations. Together, they create a CX strategy that is both smart and flexible.

The bottom line? AI should empower human teams, not replace them. When AI and human expertise work together, businesses can deliver efficient, intelligent, and deeply personal customer experiences.

Where does your organization stand?

AI is making its way into every corner of the enterprise, but many organizations are focusing on customer experience first — rightfully so! A well-implemented CX strategy that blends AI and human expertise can lead to more personalized interactions, faster resolutions, and higher customer satisfaction.

But here’s the thing: most businesses don’t fit neatly into one category. You might be advanced in one area and still figuring things out in another. That’s totally normal.

This model isn’t a rigid framework—it’s a flexible tool designed to help you assess your current stage of AI adoption and map out your next steps.

The five stages of AI + Human Maturity

  1. Foundational: At this stage, companies are in the early exploration phase. They’re gathering use cases, consulting experts, and laying down the initial groundwork for AI adoption. There may still be fragmented data and a disjointed tech stack, but establishing a strong foundation is key.
  2. Responsive: Now, organizations start actively integrating AI into customer interactions. They’re mapping customer journeys, identifying where AI can enhance efficiency, and making smarter use of first-party data to personalize CX.
  3. Intelligent: AI is no longer just a tool — it’s a strategic asset. Businesses at this stage have a robust omnichannel strategy, well-integrated AI systems, and a clearer understanding of how to blend automation with human guidance. Think chatbots that hand off conversations to live agents at the right moments and AI-powered recommendations that improve customer interactions.
  4. Predictive: This is where things get exciting. Organizations in this stage use AI-driven insights to anticipate customer needs before they even arise. With access to first-, second-, and third-party data, businesses can create a seamless, hyper-personalized experience that adapts to customer behavior in real time.
  5. Proactive: The holy grail of AI-powered CX. At this level, AI and human expertise work in perfect harmony. AI doesn’t just assist; it actively orchestrates dynamic customer journeys. Automated follow-ups, real-time guidance, and generative AI-powered contact centers enable businesses to scale CX while maintaining a deeply personal touch.

How to use the AI + Human Maturity Model™

  • Start small: Instead of evaluating your entire organization, focus on a specific department or issue first. Where do you see the most potential for AI-driven improvements?
  • Compare and contrast: You might be intelligent in one area (like automating simple customer inquiries) but still foundational in another (like integrating AI-driven analytics). That’s okay! Growth happens step by step.
  • Follow the data: AI is only as good as the data that fuels it. If your data is fragmented or incomplete, tackling this first will set you up for success as you progress through the maturity stages.
  • Keep humans at the center: AI should enhance human capabilities, not replace them. Think of AI as a co-pilot, helping employees make faster, smarter decisions while still delivering empathy and understanding in customer interactions.

Ready to see where you stand?

Most organizations today are still in the Foundational, Responsive, or Intelligent stages, and that’s completely normal. The Predictive and Proactive stages may get all the hype, but they require a strong foundation to be successful.

The key takeaway? AI alone isn’t enough. The real power lies in how you blend AI with human expertise.

Want to assess your organization’s AI + Human maturity? Download the AI + Human Maturity Model™ for Customer Experience and see where you stand!

Download now: AI + Human Maturity Model™ for Customer Experience

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