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whitepaper

How an Energy Retailer Used Agents to Automate 40% of Customer Ops.

An ops automation playbook for VPs of Customer Operations rebuilding the cost-to-serve curve.

In depth

Customer ops costs are climbing while satisfaction is flat.

01

Energy customer operations is a high-volume, regulated, low-margin function.

02

The opportunity with agentic AI is not to remove humans from customer operations.

03

Done well, agentic ops is not a layoff strategy.

The detail

The 10-week program that gets you there.

Zone · 01

Weeks 1–3 - Inbound triage

The triage agent classifies every inbound interaction (chat, email, voice transcript) into intent, urgency, and required skill. It routes to the right queue and pre-populates context for the human agent who picks up.

Zone · 02

Weeks 4–7 - Billing inquiries

Billing inquiries are the highest volume single category in most retailers. About 60 percent of billing inquiries have one right answer that does not require judgment.

Zone · 03

Weeks 8–10 - Outage and service status

Outage events drive massive call volumes that cannot be staffed for. The outage agent answers status queries, sets expectations, and pushes proactive updates.

By the numbers

The figures that make it a board-level conversation.

40 ppt
Customer ops volume handled by agents - +
33%
Cost-to-serve
14%
Average handle time (routed calls)
Inside the report

What you'll take away.

01

Inbound triage

The triage agent classifies every inbound interaction (chat, email, voice transcript) into intent, urgency, and required skill.

02

Billing inquiries

Billing inquiries are the highest volume single category in most retailers.

03

Outage and service status

Outage events drive massive call volumes that cannot be staffed for.

Questions

Frequently asked.

Will customers know they are talking to an agent?
How do we handle medical-need accounts?
What about regulatory complaints?
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Next step

Cost-to-serve drops by a third inside one budget cycle.

Talk through how this applies to your roadmap with our engineering leads - a working session, not a sales pitch.

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