Call Center Automation: Benefits, Types, Trends & Top Providers

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Supriya Bajaj

Senior Writer:

green tickDate: May 9, 2023

As technology advances at an unprecedented pace, businesses are continually looking for ways to enhance their operations and provide exceptional customer experiences. Call center automation has emerged as a significant area of progress in recent years, helping companies automate various call center functions like customer service, support, and sales. In fact, automation in contact centers has increased to 95%.

Whether you are a business owner or a call center manager, our automated call center guide offers valuable insights into the benefits, implementation, and challenges of call center automation. Today we will be taking a closer look at the numerous advantages of call center automation and the key steps of implementing the same.

What Is Call Center Automation?

Call center automation involves utilizing call center software and technology to automate various repetitive tasks associated with call center operations, such as sales, support, and customer service.

The plethora of automation tools includes chatbots, virtual assistants, and various other forms of artificial intelligence. All these technologies enable customers to quickly access information and complete necessary transactions on time.

The adoption of call center automation allows businesses to swiftly adjust to the evolving demands and expectations of their customers. In today’s fast-paced world, customers anticipate prompt and precise support, and automation provides a way to deliver it efficiently.

Automation tools like chatbots can provide immediate support to customers, even outside of regular business hours, resulting in more satisfied customers and a competitive advantage in the market.

Why is Call Center Automation Important?

Call center automation is crucial because it simplifies mundane tasks, freeing up call center agents and supervisors for more complex duties that necessitate a higher degree of personalization.

In the absence of call center automation software, the majority of a call center agent’s efforts are directed toward routine tasks. These activities may include updating customer profiles after a call, typing follow-up messages, etc. These responsibilities can be tedious and time-consuming, leaving call center agents with little time to address the actual needs of their customers.

Call center agents can provide a more personalized and efficient service to their consumers by utilizing automation. Businesses may improve the entire customer experience by lowering wait times and providing timely and accurate information to customers. This can help in the development of long-term client connections, which can lead to increased sales and revenue.

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Expert Advice

"Automating your call center processes can help you achieve better results and improve customer experience. Before selecting any software, perform thorough research on types of call center automation and select the one that fits your requirements."

What Are the Different Types of Call Center Automation?

Different Types of Call Center Automation

Call center automation involves the use of technology and software to automate various aspects of call center operations. The various types of call center automation are written below. Let’s dig deep!

1. Automated interactions

The rise of chatbots, virtual assistants, and other types of artificial intelligence has extensively transformed how businesses manage customer inquiries.

Automated interactions allow for the programming of these tools to not only respond to common queries and provide relevant information but also complete transactions on behalf of customers.

Over time, these tools can extensively learn from customer interactions and continuously improve their responses, making them increasingly efficient and effective. They can also be especially valuable for handling routine inquiries and providing around-the-clock support, even outside of regular business hours.

2. Workflow automation

This type of call center automation involves the use of software to automate the process of routing calls, creating tickets, and handling other administrative tasks.

Workflow automation software can be used to route calls to the most appropriate agent based on their skills and availability. Moreover, it can also be used to create multiple tickets for follow-up tasks, such as resolving customer complaints or scheduling appointments.

3. Forecasting automation

Forecasting automation involves using software to predict call volumes and staffing requirements. This can help call centers better manage their resources and ensure they have the right number of agents available to handle incoming calls.

This particular type of call center automation can use historical data, real-time data, and other inputs to predict call volumes and staffing needs. This can help call centers adjust their staffing levels in real-time to ensure they provide the best possible customer experience.

4. Automated agent guidance

Automated agent guidance includes prompts for the next steps, suggested responses to customer inquiries, and access to relevant information and resources.

It can help call center agents to provide more consistent and effective customer support. It can also help reduce the time agents spend searching for information, allowing them to focus on providing personalized assistance to customers.

5. Sales automation

By leveraging technology and software, sales automation optimizes the entire sales cycle from lead generation to closing. The arsenal of sales automation tools comprises automated email campaigns, lead-qualifying chatbots, and automated follow-up tasks.

Sales automation is a unique technique that can amplify sales efficiency, resulting in faster deal closure. It frees sales teams from mundane tasks, enabling them to focus on building meaningful connections with customers and boosting the likelihood of successful deal closures.

6. Scheduling automation

Automating scheduling tasks involves deploying software to schedule call center agents and balance their workloads. The primary goal of scheduling automation is to enable call centers to have the appropriate number of agents to handle incoming calls efficiently.

The software extensively helps call centers to create optimized schedules that consider various factors such as agent availability, call volume, and skill sets. Additionally, scheduling automation software simplifies the management of agent breaks and time off requests to ensure a fully-staffed call center.

How Can Businesses Benefit From Implementing Call Center Automation?

Call centers are crucial in many businesses as they are the primary point of contact between a company and its customers.

Benefit From Implementing Call Center Automation

Despite the benefits of having a call center, running one can pose intricate and demanding challenges that require huge expertise. Some of the most common benefits businesses gain by implementing call center automation include the following:

1. Enhances data collection and analysis

Automated call center systems offer enhanced data collection and analysis capabilities. These systems mainly collect data on a wide range of metrics, such as call volumes, wait times, call duration, and customer satisfaction ratings.

This data can be used to identify client behavior trends and patterns. This enables businesses to easily enhance their offerings and modify their services to better meet the needs of their clients.

2. Reduces operational costs

Implementing call center automation can significantly reduce operational costs. Automated systems can handle multiple calls without adding extra staff, which reduces labor costs. Moreover, automating specific tasks enables call center agents to concentrate on meeting customers’ needs, resulting in substantial cost savings.

3. Increases employee satisfaction

Businesses can benefit significantly from call center automation in terms of employee satisfaction and performance. Automated systems can undertake mundane and repetitive activities, allowing employees to focus on other high-priority tasks.

Businesses can reduce staff fatigue and turnover, resulting in higher morale and retention rates. Furthermore, automated systems can provide real-time data and insights to employees.

4. Higher first-call resolution rate

First-call resolution refers to the percentage of customer inquiries that are resolved during the first call without the need for follow-up calls or escalation.

Automated call center systems can help businesses achieve a higher first-call resolution rate, which is a key metric for measuring call center performance.  This is done by providing customers with self-service options and directing them to the appropriate department or agent for their inquiry.

5. Eliminates errors

Call center errors can result in considerable costs and delays. Long periods of repetitive and tedious jobs can increase the likelihood of errors happening.

These systems ensure that customer information is entered correctly, reducing the risk of errors that can lead to customer frustration. Additionally, automated systems can provide real-time feedback to employees, alerting them to potential errors or issues as they arise.

6. Boosts efficiency and productivity

Automated call center systems can boost efficiency by streamlining various call center operations. These computers free up human staff to focus on more challenging and vital tasks by doing routine tasks such as call routing and data entry.

Additionally, automated systems can provide real-time data and insights, allowing management to identify areas for improvement and make data-driven decisions.

What Are the Key Steps to Successfully Implementing Call Center Automation?

Steps to Implement Call Center Automation

Successful implementation of call center automation can greatly enhance efficiency, reduce errors, and provide a superior customer experience. Below mentioned are the key steps to successfully implement call center automation. Let’s take a look at them!

Step -1 Identify which workflows need streamlining

Call center managers should easily scrutinize their existing processes to identify tasks that are repetitive, time-consuming, and prone to errors.

For example, data entry, call routing, and follow-up communications may be tasks that could greatly benefit from automation.

Once this step is clear, it is essential to determine which tasks can be automated without sacrificing the quality of service. In this regard, it is important to note that not all tasks can or should be automated, and some may require human intervention.

Step 2 – Set automation conditions

Automation conditions are rules that trigger an automated action. For instance, if a customer has been on hold for a certain amount of time, the automation condition can be triggered to send them a message offering a callback.

Automation conditions can also be set for a range of tasks. This mainly includes call routing, ticket management, and follow-up communications.

When setting automation conditions, it is critical to consider the customer experience. As such, the automation conditions should be relevant and helpful to the customer.

Step 3 – Sequence triggers

This step involves determining the order in which automated actions will occur. For instance, if a customer leaves a voicemail message, the sequencing trigger may be to send an automated email confirmation and create a ticket in the system.

When sequencing triggers, it is essential to consider the impact on the customer experience. Automation should be used to make the customer experience more seamless and efficient, not to overload the customer with unnecessary communications.

Step 4 – Implement and track

This step indicates putting the automation rules and processes into practice and monitoring their impact on performance. This step plays a crucial role in ensuring that the automation is functioning as intended and providing the anticipated benefits.

It’s crucial to give call center employees and managers training during the implementation phase. This will help them familiarize themselves with the automation rules and processes and be able to offer assistance to customers whenever required.

Monitoring the impact of automation is also critical to its success. Metrics such as call volume, call resolution time, and customer satisfaction should be tracked by call center management. This data provides detailed insights into the effectiveness of the automation and allows for necessary adjustments.

What Are the Most Common Call Center Automation Trends?

Call Center Automation Trends

Contact centers have been increasingly adopting automation in recent years to improve their efficiency, streamline workflows, and enhance customer experiences. Here are the most common contact center automation trends:

1. Chatbots and active listening

The creation of conversational UI tools like chatbots and voice assistants during customer interactions has been hastened by the integration of natural language processing (NLP) and natural language understanding (NLU).

Chatbots and active listening systems are becoming increasingly popular in contact centers as they provide efficient, real-time support to customers and reduce the workload for human agents.

2. Robotic process automation

Tier 0 and other simple task-oriented and programmed interactions are being replaced by robotic process automation (RPA). A digital worker factory concept teaches a single intelligent virtual agent (IVA) to handle numerous use cases, then integrates it into multiple channels to provide a consistent omnichannel experience.

This specific model offers a more streamlined and efficient approach to contact center automation, as a single IVA can handle multiple tasks and use cases.

3. Statistical Machine Learning

The utilization of statistical machine learning technology allows call centers to improve their systems by extracting data from customer interactions to identify patterns in associate activity, resolutions, and customer feedback.

As these algorithms are utilized over time, they become more efficient and accurate in completing tasks, leading to an increase in the overall efficiency of the contact center.

4. Deep learning neural networks

Contact centers are now leveraging deep-learning neural networks to categorize, learn from, and optimize interactions between agents, customers, and systems.

This advanced technology has immense potential to enhance the effectiveness of contact center interactions, leading to more personalized and impactful experiences for customers.

Adopting these above-mentioned technologies can help contact centers efficiently streamline their workflows, reduce manual labor, and ultimately enhance customer experiences.

Top 5 Providers for Call Center Automation Software

Here are five of the many top-notch providers of contact center automation software that offer distinctive features and advantages to businesses aiming to elevate their customer service operations. Let’s dig deep!

1. CallHippo

Callhippo automated call center

CallHippo is an advanced call-monitoring software that empowers businesses with robust tools to improve agent productivity, automate workflows, and monitor team performance.

This software serves consumers with real-time data on team performance and customer interactions. This results in various optimized customer support operations.

Key Features

  • Call tracking
  • Power dialer
  • Call recording
  • Reliable dashboard
  • Interactive voice response


  • It can be quickly set up and super easy to navigate.
  • Offers a 10-day free trial.
  • Easily integrates with other features.
  • Highly customizable


  • Allows for only metered calling.
  • Doesn’t log the call recordings into the CRM.


  • Bronze: $16 per user/month
  • Silver: $24 per user/month
  • Platinum: $40 per user/month
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2. RingCentral Contact Center

Ringcentral for call center automation

RingCentral Contact Center is a renowned call center automation software designed to improve customer service and expedite issue resolution. Equipped with advanced features, this software empowers service teams to provide exceptional customer support.

Key Features

  • Audio conferencing
  • Advanced APIs
  • Call park
  • Call monitoring


  • Offers advanced application programming interfaces (APIs) and integrations for developers.
  • The software’s integration with third-party applications provides a seamless experience for users.
  • This software supports more than 30 digital channels.


  • Doesn’t provide a free trial.
  • Integrations with popular CRMs are offered only as add-ons.


  • Essentials: $19.99 per month
  • Standard: $27.99 per month
  • Premium: $34.99 per month
  • Ultimate: $49.99 per month

3. NICE inContact

nice incontact for call center automation

Nice inContact is a cloud-based contact center software that revolutionizes one-on-one customer experiences. Utilizing workforce optimization and an omnichannel routing system, the software provides excellent contact center solutions with the flexibility and scalability of the cloud.

Nice inContact helps you achieve your customer experience goals with cost-effective, reliable solutions. Its advanced suite of customer interaction tools provides an outstanding platform to turn customer experience into a competitive advantage.

Key Features

  • Proactive outbound communication
  • Omnichannel analytics
  • Interactive voice response
  • Multi-channel interaction


  • Reliable and easy to use
  • The software allows holding time and tracking dead air
  • Nice inContact allows prompt responses to chats, emails, and calls


  • The SMS side of the Omnichannel has no sentiment analysis
  • At times, customers cannot communicate with agents due to hearing issues


  • Ranges between $90-$100 per user/month.

4. Nextiva Contact Center

nextiva for call center automation

Nextiva’s cloud-based suite of call center tools delivers a complete solution for optimizing internal and client communications. This powerful software enables businesses to track calls from multiple sources, route them to designated agents, and receive real-time reports on agent dispositions.

Nextiva Contact Center’s blended capabilities empower agents to manage both types of calls seamlessly, leading to improved resource utilization, higher customer satisfaction, and better business outcomes.

Key Features

  • Call forwarding
  • Unlimited call queues
  • Advanced reporting capabilities
  • Interactive voice response


  • 24/7 customer support
  • All the pricing plans offer the call recording feature.
  • User-friendly interface


  • Screen recordings & scorecards are offered only in the Premium plan.
  • CRM integrations are only available as add-ons.


  • Essential: $18.95 per user/month
  • Professional: $22.95 per user/month
  • Enterprise: $32.95 per user/month

5. Talkdesk

talkdesk automated call center

Talkdesk’s advanced agent intelligence and routing features enable organizations to establish personalized connections with clients, streamline call center processes, and meet customer demands more efficiently.

With Talkdesk, businesses can engage with customers across multiple channels, such as voice, email, chat, and social media, ensuring that customers receive consistent and personalized experiences across all touchpoints. This, in turn, leads to increased satisfaction and loyalty, ultimately driving better business outcomes.

Key Features

  • Call transfer
  • Predictive dialer
  • AI-powered trainers
  • Click-to-call (CTC)


  • This software can easily be installed.
  • Its intelligent routing system boosts call center efficiency.
  • It offers AI assistance for live agents.


  • It doesn’t offer a free trial.
  • Mobile apps are not available on the base plan.


  • CX Cloud Essentials: $75 USD per user/month
  • CX Cloud Elevate: $95 USD per user/month
  • CX Cloud Elite: $125 USD per user/month
  • Experience Clouds: On request

Wrapping Up

Call center automation has become a vital aspect for businesses looking to improve their customer service operations. The use of automation technologies, such as IVR systems, chatbots, and workforce engagement tools, can enhance call center efficiency, boost customer satisfaction and drive better business outcomes.

Connect with our expert teams to learn more about call center automation and the nuances that one faces while implementing it.


1. What’s an Example of an Automated Call Center?

An automated call center utilizes software to perform call center tasks without the need for human intervention. One of the most common examples of an automated call center is the Interactive Voice Response (IVR) system.

Callers are guided through a menu of alternatives by pre-recorded audio prompts in IVR systems, which enable them to select the right service they need. Without a human agent, they can also give simple details like account balances or payment due dates.

2. Which Call Center Tasks Can Be Automated?

There are various call center tasks that can be automated. Some of the most common ones include:

  • Customer data collection
  • Call queuing
  • Call routing
  • Basic customer support

3. What Factors Should Businesses Consider When Choosing a Call Center Automation Provider?

Businesses should consider a wide range of factors when selecting a call center automation provider.

These include the relevant features that the provider offers, such as advanced call routing and queuing capabilities, integration with existing CRM systems and other software, reliable support including training, technical assistance, ongoing maintenance, and cost considerations.

By carefully evaluating these factors, businesses can select a call center automation provider that can help them optimize their customer service operations and enhance customer satisfaction.


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