Create unforgettable customer experiences with AI

Customers come first, but their needs don't always file neatly into a queue. Sometimes, customer expectations are rising faster than support teams can scale. Make connects your Customer Experience (CX) infrastructure and AI into workflows that onboard customers, route tickets with suggested resolutions and resolve customer inquiries from your knowledge base. Every step runs on a visual canvas your CX team can trust.

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How does AI & automation in customer experience work? 

Make connects your customer experience apps across support platforms, CRMs, communication tools, knowledge bases, and monitoring systems. Automated workflows handle onboarding sequences, ticket queues, and education resource delivery.

AI adds a layer on top: categorizing tickets by intent, attaching relevant resolution articles, or deploying an AI agent that queries your systems, pulls customer context, and resolves inquiries directly, escalating to a human only when needed. Every step runs on a visual canvas your CX team can see, audit, and trust.

Benefits of AI-powered automation in CX 

Make handles CX workflows across the full spectrum on one platform: from automated onboarding and post-purchase follow-up to AI-powered feedback analysis to agents that resolve customer inquiries across your connected systems.

How to automate your customer experience processes 

Here's what you need to start automating your customer experience workflows.

Pinpoint customer touchpoints

Identify the CX processes that cost your team the most time or impact your customers in the biggest way. It can be copying and pasting customer details between your billing platform and helpdesk, or digging through outdated wikis while a customer waits on hold. Identify the pain: that's your first workflow.

Choose the right automation platform

Select a robust platform, like Make, that integrates with your CRM and support systems, and supports the full spectrum of your needs — from simple ticket routing to knowledge agents.

Browse templates

Find Make's ready-to-use customer experience templates to deploy quick solutions for common CX tasks.

Build a tailored workflow

Develop automation workflows that handle customer interactions across every touchpoint. Add AI modules where you need ticket categorization. Manage everything from Make Grid.

Success stories

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FAQs 

Everything you need to know about the AI Customer Experience Automation. Can’t find the answer you’re looking for? Please chat to our team.

What is AI customer experience automation?

AI customer experience (CX) automation connects your support tools to manage how customers are onboarded, supported, and retained. Make lets you build automated workflows that handle onboarding sequences, post-purchase follow-ups, and education delivery. Automating support ticket triaging or lead scoring can also help CX teams level up their efficiency.

You can add AI-enhanced steps that analyze customer feedback or categorize incoming inquiries. And you can deploy AI agents that query your systems, pull customer context, and resolve questions directly, escalating to a human only when needed. All three levels run on the same visual canvas.

What is an AI agent in Make, and how does it help CX?

An AI agent in Make is a workflow where the AI determines what steps to take based on the goal you define. For customer experience, the Knowledge Support Agent is a practical example: it receives a customer inquiry, queries your connected systems, decides whether additional research is needed, and delivers an answer with full context. Every interaction is logged on the visual canvas.

Which parts of the customer journey are most effective to automate?

The highest-impact areas are onboarding (where consistency at scale matters most), routine inquiry resolution (where an AI agent can handle volume without pulling your team away from complex cases), and post-purchase follow-ups (where timing tied to real events outperforms batch schedules). AI-enhanced feedback analysis also helps CX and product teams spot patterns early enough to act on them.

What features should I look for in a customer experience automation platform?

Integration with your existing CRM, support platform, and communication tools is essential. Beyond that, look for AI capabilities that go past simple triggers: knowledge base querying, feedback analysis, inquiry resolution. And look for visibility: a platform where every workflow step, every AI decision, and every agent interaction is logged and auditable. Make provides all of these on a visual canvas.

What role does AI play in shaping the future of CX automation?

AI is the game-changer driving the future of CX automation since it has the power to transform customer interactions into personalized, intuitive experiences at scale. With AI, CX automation can go beyond simple tasks to predict customer needs, offer tailored recommendations, and even engage with customers in meaningful conversations.

As AI tools continue to evolve, they’ll keep empowering businesses to deliver experiences that increasingly feel like genuine, human-like connections, ultimately raising the bar for customer service.

How can I measure the success and ROI of customer experience automation?

Track response times, resolution rates, onboarding completion rates, and customer satisfaction scores before and after automation. For AI workflows, measure how accurately inquiries are categorized and how often exceptions need human correction. For agents, track the percentage of inquiries resolved without human input. Make's visual canvas logs every execution so you can tie each workflow to cost reduction and customer satisfaction outcomes.

How do I get started?

Choose a workflow, get started for free and use Make's visual builder to create your AI automation or agent.

Start with Make's ready-to-use AI agents for most popular tasks, or browse pre-built CX templates to get running in minutes. You can get inspired with those to get started and find your own game-changing use case, and contact our team for more information and help in tailoring these use cases for your business.

What is a scenario?

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

What is mapping?

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

Is Make secure enough for customer data?

Make is built with enterprise-grade security. The platform is SOC 2 Type II certified and GDPR compliant, with encryption, SSO, and role-based access control. Every workflow step is logged and visible on Make's canvas, giving your team full transparency into how customer data moves through your systems.