- Welcome
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Getting started 2 min
- Main content
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Your future-ready CX plan 15 min
- Wrap up
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Course summary 4 min
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Share your feedback 5 min
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Congratulations 1 min
Your future-ready CX plan
Build a personalized 30-day action plan for your AI-first service rollout through six interactive exercises using your own data.
Most teams know AI is transforming service—but figuring out where to start, how to build the case, and what to do in the first 30 days is where things stall. This course bridges that gap with six interactive exercises that take you from self-assessment to a personalized action plan, using the framework from The Agentic Service Playbook. Every input you make carries forward, so the plan you walk away with reflects your actual organization—not a generic template.
Learning objectives
By the end of this course, you will be able to:
- Evaluate your organization's AI readiness across five key dimensions and identify where to focus first
- Prioritize and defend a use case for your first AI pilot using impact, feasibility, and stakeholder alignment
- Build a personalized 30-day action plan with phased milestones, owners, and success metrics
Audience
This experience was designed for CX leaders, administrators, and managers.
Prerequisites
None required. For the best experience, come with a general sense of your team's ticket volume and most common request types.