Customer Support Automation

Customer experience (CX) agents use tools and large language models to address customer requests and guide conversational interactions with an organization's products. Improving these agents, especially in regulated industries, is difficult: they must detect intent, follow complex operational policies and use tools reliably. Manual end-to-end testing offers limited coverage, while live experiments expose customers to failures that can erode trust. We present a hypothesis-driven simulation workflow for screening candidate CX agents before deployment. Synthetic customers react to agent responses and simulated tool outputs enable multi-step agentic workflows without invoking production backends. We use the Snowglobe simulator on Nubank's Card Delivery agent and its expanded successor, Card Management - Nubank's highest-volume chat-support agent in Brazil. Across 4 deployed versions, simulated and production version-level binary evaluator scores show high correlation. Simulation-guided iteration increased transactional net promoter score (tNPS) by 36.69 points in a live A/B test. We also screened open-weight configurations in over 16,000 simulated conversations. In a subsequent live A/B test, the selected model increased self-service rate (SSR) by 8.82 percentage points to the highest level observed at Nubank, with no statistically significant change in tNPS. Simulation made broad exploration of models, reasoning settings, and prompts feasible without customer exposure, enabling production improvements that would have been impractical to pursue through live experimentation alone.

Production customer-support systems often require LLMs to support multiple skills, such as intent classification, question answering, summarization, or tool-use decisions. A central deployment question is whether these skills should be handled by separate task-specialist models or by a single model trained through multi-task training, sequential updates, or model merging. We study this question using thirteen models spanning five families (Qwen3, Qwen3.5, Gemma-3, Llama-3.1, and Mistral) from 0.6B to 32B parameters across eight customer-support datasets, spanning four public and four proprietary datasets with approximately 74.5k training and 8.7k evaluation samples. Under a fixed training protocol, we train more than 200 checkpoints. Our experiments reveal that multi-task full fine-tuning is the strongest operational default at every model size we test. Specialist models are strong on their target tasks but often degrade sharply off-task, making reliable routing important. Sequential Low-Rank Adaptation (LoRA) preserves earlier skills better than sequential full fine-tuning, while merging a specialist with its base model improves off-task robustness with limited same-task loss for larger models. We conclude with practical guidelines for selecting fine-tuning strategies in real-world settings.

Conversational assistants can blend retrieval, action selection, escalation, and wording in a single model path, or separate those roles. We report a production migration of a customer-support assistant at a large accommodation marketplace (millions of conversations per month, 11 languages, 10-second P90). Dynamic Response (DR) replaces a single Qwen3-235B-A22B blended responder with a bounded ReAct orchestrator over typed tools plus a smaller generator that writes from a backend-validated context contract. Because the migration also changed prompts, alignment, and serving, we attribute each effect to its cause and claim as architecture effects only those measured on identical replayed turns: typed entity selection moves the reservation selector to a precision-first operating point (precision 8.3% to 89.1%, recall 75.2% to 67.3%), and typed action IDs with a membership check remove observed structured-action hallucination (2.14% to 0.0%). A low-ramp A/B test reproduces the replay escalation reductions: hard-escalation responses fall from 5.60% to 3.08% and soft-escalation responses from 9.56% to 2.49%, while production handoff volume holds roughly steady; self-solve is directional (+5.1 points, 95% CI [-2, +12]). Serving optimizations cut orchestrator P90 latency from 3.87s to 2.24s on a GPU footprint reduced by roughly one-third, and self-hosting reduces estimated annual model-serving cost by more than an order of magnitude.

Customer-service QA in an AI contact center (AICC) runs under deployment constraints that benchmark QA misses: tight voice-hotline latency and a high cost for unsupported or wrong automatic answers. We deploy a system that answers only from a closed set of verified QA units: it returns a retrieved unit verbatim, or routes to clarify, abstain, or handoff. The index is enriched offline by staged linguistic seeding (SLS): a human authors a per-unit world-grounded slot recipe, gpt-4.1-mini renders it into variants, and a light human gate filters them. One methodology is reused across both domains, so inference stays a single retrieval pass with no query-time generation. On held-out query variants from two industrial domains, SLS lifts hybrid R@1 to 0.881/0.930 (+0.27/+0.34), with gains across all five retrievers tested. At the same gpt-4.1-mini generation budget, SLS beats doc2query by +0.20/+0.32, while cross-provenance evaluation provides additional evidence of transfer across generated-query distributions. Verified-unit answering also removes free-form generation's unsupported-content surface (7-13% versus approximately 0%). We report this as an application study, including negative results.

Enterprise support agents operate in rapidly changing environments where policies, product capabilities, and knowledge bases evolve continuously, making static assistants brittle and costly to maintain. We present LinkedIn's self-evolving agentic support system, which integrates retrieval-augmented generation with evolutionary auto-prompting and a modular, production-aligned evaluation framework to enable safe, continuous improvement without retraining foundation models. The system treats prompts, retrieval, and evaluation as a closed-loop, versioned workflow with operational guardrails. Offline simulations and ablations show clear quality gains over vanilla RAG and baseline agents, including reduced hallucinations and improved response completeness. In a two-week user-randomized A/B test on LinkedIn's production support traffic, the integrated self-evolved workflow increased QA self-serve by 9.0 percentage points, cancellation self-serve by 4.8 points, and routing accuracy by 30.6 points. These results demonstrate a practical path to scalable, self-evolving AI agents in real-world enterprise settings.

Production voice agents span cascaded, speech-to-speech, and hybrid architectures. Voice-agent benchmarks typically measure component quality and conversational properties such as word error rate, latency, naturalness, and turn-taking. Fewer measure whether the agent handled a phone call correctly on its own. Contact centers refer to this as ``containment'': the share of phone calls the automated system resolves without handing off to a human. On some phone calls the right outcome is refusal or a redirect. To address this gap, we introduce VAmoS Bench, the Voice Agent Simulation Bench. It measures complete voice-agent systems end to end in a stateful customer-support task. The agent is Riley, a credit-card support representative for a fictional bank who can freeze, cancel, replace, or activate a card. Each of 100 scenarios supplies a simulated caller with a private goal and a seeded PostgreSQL backend. The platform uses each scenario to populate and activate an isolated simulation in which the caller reaches Riley over audio; roughly one-third apply adversarial pressure. The agent can use five tools that execute real SQL against the backend. Each scenario also defines binary assertions. A grader evaluates them against the complete trace of what the caller and agent said and what the agent did, including tool invocations, arguments, and returned rows. This catches an agent that claims to have changed a card without updating the database, as well as one that makes the right database change while disclosing protected information. This first benchmark version focuses on financial services. Its evaluation protocol supports an evolving leaderboard: additional voice agents can be evaluated on the same version, while later versions can expand the tasks and scenarios.

The evolution of customer support systems is rapidly advancing with agentic chatbots, yet these systems face significant limitations when accessing enterprise data without predefined API endpoints. This paper presents SAFAARI (Schema-Aware Framework for Accelerated Advertiser Response Intelligence), a multi-agent framework that addresses the critical bottleneck of schema linking in Natural Language to SQL (NL-to-SQL) systems through specialized content, metadata, and orchestration agents. We also introduce SEAL (Schema Evaluation and Accuracy in Language-to-SQL), a novel composite metric that holistically evaluates system performance while penalizing inconsistent results. Through systematic experimentation with five feature set configurations, SAFAARI achieves an 81.66% SEAL score (6.65% improvement over baseline), with notable gains in datapoint accuracy (5.51%) and schema-linking precision (4.69%). The framework's effectiveness is validated through human-in-the-loop evaluation with domain experts, which proves its adaptability across diverse support domains. By automating the labor-intensive process of schema linking and query generation, our framework demonstrates 8x reduction in development time while maintaining high accuracy. The solution streamlines API development and enhances self-service capabilities, particularly benefiting customer support enterprises with complex data ecosystems.

Public institutions hold large volumes of sensitive documents and support tickets that cannot leave the premises, ruling out cloud-hosted language models entirely. We report on RAGAL, a retrieval-augmented assistant for the technical-support team of AFIR, the Romanian Agency for Financing Rural Investments, built and operated under three hard constraints: zero data egress (no external API calls, even for synthetic data), a read-only mandate (the assistant drafts, humans execute), and a single 8 GB consumer laptop as the only development and training machine. Over a Romanian-language corpus of ~25,000 chunks -- 15,073 resolved support tickets and internal normative documents -- we show that the highest-leverage investments were retrieval engineering and retriever fine-tuning rather than a larger generator: hybrid dense-sparse retrieval with intent routing raised our internal evaluation from 62% to 81%, and fine-tuning the bge-m3 embedder on real ticket data improved recall@10 from 0.663 to 0.850 (MRR 0.489 to 0.684) after 72 minutes of training. We document a general pitfall: single-domain fine-tuning silently degraded retrieval on the untouched document domain below the stock baseline, detected only after building a per-domain evaluation set and repaired with locally generated queries (GenQ). We report two counter-intuitive findings -- PII masking improved generation quality, and a structural "anchor distillation" scheme made SQL hallucination impossible by construction -- along with a reproducible recipe for full embedder fine-tuning in 8 GB of VRAM. Finally, since zero egress also rules out a cloud judge, we describe a substitute: a 744B-parameter model run on CPU, too slow to serve interactively but affordable in overnight batch, used as a second opinion whose limits we quantify. We release the sanitized pipeline scripts for institutions facing similar data-locality constraints.

Evaluating retail conversational agents requires methods beyond lexical-overlap metrics to assess intent alignment, factuality, helpfulness, clarity, tone, and overall response quality. Although LLM-as-a-judge methods provide scalable alternatives to human evaluation, production deployment introduces challenges in governance, reproducibility, cost, schema consistency, traceability, and reliability. We present GenAI Evaluation, a governed, configuration-driven pipeline for large-scale evaluation of retail conversational systems. It processes production chatbot logs through normalization, sharding, asynchronous execution, and schema-constrained LLM scoring. The framework evaluates helpfulness, truthfulness, clarity, tone alignment, and translation-specific dimensions. Selective re-evaluation processes only incomplete, malformed, or schema-invalid records, while schema locking, versioned configurations, validation logs, and record-level provenance support auditability. The framework processes approximately 50,000 records daily and has evaluated more than two million interactions. Validation used 12,980 stratified-random human-labeled records from four trained annotators. Classification covered 14 intents, 156 sub-intents, 18 major domains, and 129 sub-domains. The pipeline achieved a macro F1 score of 0.93 and 89% human-acceptability accuracy for translation.

Autonomous customer-service agents are shifting from conversational interfaces toward operational execution roles: they retrieve firm records, apply service policies, and execute backend writes such as refunds, cancellations, exchanges, order modifications, and reservation changes. This shift creates a service-control problem: firms must keep routine service fast and low-friction while preventing operational errors on requests where customer instructions, policy constraints, firm records, and backend writes interact. We propose a difficulty-routed service-control architecture that asks when service agents should reconsider before acting. A lightweight router keeps routine sessions on a low-cost baseline path and routes operationally coupled sessions to an escalated workflow. The escalated path uses conflict-aware communication and write-triggered reconsideration to concentrate deliberation and safeguards before consequential backend writes, rather than applying additional control uniformly across all service sessions. We evaluate the architecture on human-verified retail and airline tasks from $τ^{2}$-bench. In retail, the method improves reliability consistently on service requests with operational conflict. Routing evidence shows that stronger control is directed toward conflicted requests rather than broadly applied to routine ones. Dialogue and tool-use profiles suggest that gains do not come from indiscriminate interaction expansion or broader tool chains; instead, added turns and tool calls support evidence gathering, write separation, and pre-write reconsideration. Case-level evidence shows that the escalated workflow preserves fallback plans, binds retrieved records to the correct action, sequences writes, and decomposes multi-entity requests. Airline results extend the same service-control logic to reservation operations.

Conversational AI agents in Customer Experience (CX) typically suffer from a Closed-World Constraint, ignoring high-velocity external shifts like viral trends or outages. Ad-hoc web search attempts to bridge this gap but often introduce prohibitive latency and context poisoning. We introduce PulseCX, a framework that decouples knowledge acquisition from consumption. Adopting a structure-first paradigm, PulseCX employs an asynchronous agent to linearize signals into a Decay-Aware Temporal Knowledge Graph (DA-TKG) governed by reinforcement--decay dynamics to actively manage information lifecycles. By coupling this self-evolving memory with hierarchical intent gating, PulseCX removes synchronous search bottlenecks (<10ms overhead) and drives significant gains in Intent Resolution (IRR) and Customer Satisfaction (s-CSAT) in dynamic environments.

Policy-adherent tool-calling agents in customer-service domains must maintain task states across turns while calling tools and obeying domain policies. Task states consist of relevant facts, identifiers, constraints, and conditions observed through user interaction and tool calls. In standard agents, task states are not represented separately. Observations, tool returns, and policy instructions are placed in the prompt, leaving agents to reconstruct the relevant states from the prompt each time they decide what to do next. This design makes state management implicit, creating two common failure modes. An agent may retrieve the right facts but later ground its decision in stale, missing, or incorrect information; and a syntactically valid tool call may still violate a domain policy that depends on the current task state. We introduce \textsc{LedgerAgent}, an inference-time method for tool-calling agents that maintains observed task states in a separate ledger and renders the states into the prompt. The ledger is also used to check state-dependent policy constraints before environment-changing tool calls are executed, blocking policy violations. Across four customer-service domains and a mixed panel of open- and closed-weight models, \textsc{LedgerAgent} improves average pass\textasciicircum{}k over a standard prompt-based tool-calling approach, with the largest gains under stricter multi-trial consistency metrics.

Recent advances in reasoning and tool-calling capabilities of large language models (LLMs) have enabled increasingly capable agentic systems. However, existing benchmarks remain limited in task complexity, realism, and domain diversity, and often fail to capture interactions that span multiple domains, limiting their ability to evaluate agents in realistic multi-step settings that require sustained reasoning and coordination. To address these limitations, we introduce T1-Bench, a high-fidelity, comprehensive benchmark for evaluating agentic systems in realistic customer-facing, multi-domain environments, featuring interleaved scenarios that require structured reasoning across multi-turn user-assistant interactions and substantially increasing both compositional complexity and evaluative rigor across 25 domains of varying difficulty. We evaluate T1-Bench using 12 proprietary and open-weight models, providing a reproducible and standardized framework for assessing agent behavior, tool utilization, and conversational quality in complex, multi-step environments. We further complement automatic evaluation with human judgments to strengthen the assessment of qualitative performance. Overall, T1-Bench substantially advances prior benchmarks by increasing task complexity, interaction depth, and domain coverage in simulated multi-domain environments. To facilitate future research on agentic systems, we will publicly release data and evaluation code as open source.

The rapid rise in LLM capabilities has made AI agents increasingly viable across a broad range of tasks. Among the most promising applications is building production-ready customer-facing agents, a challenge that demands coordinated excellence in evaluation methodology, context engineering, training, and online measurement. Yet these critical pillars are typically developed in isolation, creating blind spots that only surface after deployment. In this paper, we present a unified framework that bridges offline development with online impact for customer support AI agents at Nubank, a company with 100M+ users. Our approach integrates several key components: (1) structured context engineering tailored to customer support agents, (2) systematic human-in-the-loop prompt iteration, (3) rigorous LLM judge evaluation with measured inter-rater agreement and GEPA optimization for consistency, and (4) ideation-to-production validation. A central insight is that evaluation-pipeline quality directly determines iteration velocity. We present results from five production deployments spanning distinct domains: card delivery, debt management, credit-limit support, card management, and product explanation. These deployments deliver consistent customer-satisfaction gains while substantially accelerating iteration. In our card-delivery deployment, large-scale A/B testing yields a 37 percentage-point improvement in AI transactional Net Promoter Score and a 29 percentage-point gain in self-service rate over prior agent variants, alongside a strong correlation between offline simulation metrics and online outcomes, demonstrating that eval-driven development reliably predicts production impact. On most use cases, AI satisfaction reaches within a few percentage points of expert human agents.

Issues faced when using software are reported in the form of bug reports. However, many bug reports are invalid, meaning they do not require code changes, and are resolved with a no-code fix. Manually determining the root cause of the invalid bug reports and providing actionable resolutions by the customer support causes a serious waste of resources. Our goal is to introduce a standardized taxonomy for root-cause oriented invalid bug report subclassification, and perform experiments to test the accuracy of various approaches on invalid subclassification and no-code fix generation. We study how different configurations perform on a gold-standard benchmark we have created. Using a manually curated benchmark for higher quality analysis, we experimented with vanilla LLMs, Retrieval Augmented Generation, and agentic web search to identify invalid subclasses and generate no-code fixes. We evaluated the results against manually labeled ground truth data that includes the invalid subclass and no-code fixes from the original bug reports. We measured subclass detection performance with weighted F1-Score, and assessed no-code fix suggestions using BERTScore and Judge LLM success rates. For subclassification, retrieval augmented generation achieves the highest overall performance with 0.66 weighted F1, slightly outperforming vanilla LLMs at 0.65 and agentic web search at 0.64. At the subclass level, performance peaks at 0.85 F1 for Non-reproducibility and 0.79 for Feature Request and Question, while Wrong Version remains the most challenging with scores between 0.00 and 0.29. For no-code fix generation, agentic web search achieves the highest overall Judge LLM success rate at 68.9%, compared to 64.4% for RAG applications and 64.9% for vanilla LLMs, with subclass-level peaks of 87.4% for Working as Designed and 72.2% for Question.

Big data platforms are widely used in modern enterprises, and an in-production intelligent assistant is increasingly important to help users quickly find actionable guidance and reduce operational burden. While recent LLM+RAG assistants provide a natural interface, they face practical challenges in real deployments: limited scenario coverage across both general consultation and domain-specific troubleshooting workflows, inefficient knowledge access due to inadequate multi-hop retrieval and flat knowledge organization, and high maintenance cost because escalated tickets are unstructured and hard to convert into assistant improvements and reusable SOPs. In this paper, we present SiriusHelper, a deployed intelligent assistant for big data platforms. SiriusHelper serves as a unified online assistant that automatically identifies user intent and routes queries to the right handling path, including dedicated expert workflows for specialized scenarios (e.g., SQL execution diagnosis). To support complex troubleshooting, SiriusHelper combines a DeepSearch-driven mechanism with a priority-based hierarchical knowledge base to enable multi-hop retrieval without context overload, thus improving answer reliability and latency. To reduce expert overhead, SiriusHelper further introduces automated ticket understanding and SOP distillation: it diagnoses the assistant failure reason (e.g., missing knowledge or wrong routing) and extracts domain-specific SOPs to continuously enrich the knowledge base. Experiments and online deployment on Tencent Big Data platform show that SiriusHelper outperforms representative alternatives and reduces online ticket volume by 20.8%.

We present a deployed system that automates end-to-end customer support workflows inside an enterprise Business Process Management (BPM) platform. The approach is scalable in production and reaches selective automation within two weeks for a new process, leveraging supervision already generated at scale: structured per-case UI interaction traces and low-overhead copilot feedback, where operators either accept a suggestion or provide a correction. A staged deployment pipeline trains a next UI action policy, learns a critic from copilot feedback to calibrate abstention, and executes only high-confidence steps in the background while deferring uncertain decisions to operators and resuming from the updated UI state. This setup lets one operator supervise multiple concurrent sessions and be interrupted only when the system is uncertain. The system operates on a schema-driven view of the BPM interface and includes monitoring and safe fallbacks for production. In production, it automated 45% of sessions and reduced average handling time by 39% without degrading support quality level.

While large language models (LLMs) show strong performance in natural language understanding and generation, their evaluation and adaptation to domain-specific constraints in telecommunications customer support remain limited. In addition, data sovereignty, regulatory constraints, and the handling of sensitive customer and network information complicate the use of externally hosted foundation models in this domain. We present a systematic study of parameter-efficient fine-tuning (PEFT) using Low-Rank Adaptation (LoRA) applied to Qwen2.5-3B to build a domain-specific conversational assistant. We introduce a combinatorial synthetic data generation approach based on a glossary of 52 industry-specific terms, producing approximately 30,000 training examples across 1,560 distinct problem scenarios via a generative pipeline powered by Gemini 2.0 Flash. We evaluate 16 LoRA configurations by varying hyperparameters and target modules. Our evaluation extends beyond standard metrics by incorporating energy consumption analysis and qualitative assessment using an LLM-as-a-judge framework with GPT-5.2 and Claude 4.5 Sonnet. Results show a clear divergence between quantitative and qualitative performance: models achieving the lowest validation loss do not necessarily obtain the best human-aligned rankings. The best validation loss (0.5024) ranks only 6th-7th in qualitative evaluation, while the worst loss (0.6807) ranks first according to both judges. This work contributes (1) a combinatorial method for synthetic dataset construction, (2) insights into the impact of target module selection for LoRA injection, (3) evidence that validation loss alone is insufficient for selecting fine-tuning configurations in conversational AI, and (4) an energy-performance trade-off analysis for sustainable LLM deployment.

Banks receive millions of reports of fraud, scams, and disputed transactions every year, making it challenging to accurately direct customers to the appropriate specialist teams for assistance. The existing manual process driven by humans is slow and stressful for both customers and staff. To address this, we develop a customer-facing AI powered triaging agent that leverages large language models (LLMs) to conduct multi-turn conversations, ask relevant questions, and classify cases for accurate, policy-guided routing, making it embedded in the customer journey. To evaluate and continuously improve the agent, synthetic digital twins of real customers were simulated, generating realistic, labelled dialogues based on historical data to test a wide range of real-world scenarios. This work details the triage agent's modelling approach, integration with policy, safety guardrails and reasoning frameworks, the use of the synthetic agent for scalable evaluation, and findings on the AI system's accuracy, robustness, and compliance. Results show that the agent successfully improves triaging of historical cases, achieving a 30.6% increase in classification accuracy, with high satisfaction levels reported by our subject-matter experts, highlighting how targeted probing can lead to more effective triage in banking operations at scale.

In customer contact centers, human agents often struggle with long average handling times (AHT) due to the need to manually interpret queries and retrieve relevant knowledge base (KB) articles. While retrieval augmented generation (RAG) systems using large language models (LLMs) have been widely adopted in industry to assist with such tasks, RAG faces challenges in real-time conversations, such as inaccurate query formulation and redundant retrieval of frequently asked questions (FAQs). To address these limitations, we propose a decision support system that can look beyond RAG by first identifying customer questions in real time. If the query matches an FAQ, the system retrieves the answer directly from the FAQ database; otherwise, it generates answers via RAG. Our approach reduces reliance on manual queries, providing responses to agents within 2 seconds. Deployed in AI-powered human-agent assist solution at Minerva CQ, this system improves efficiency, reduces AHT, and lowers operational costs. We also introduce an automated LLM-agentic workflow to identify FAQs from historical transcripts when no predefined FAQs exist.