Stacy Sherman
Stacy Sherman
Customer experience Keynote Speaker & Award-Winning Podcast Host

Designing Intelligent CX: Trust, ROI, and Human Connection in the Age of Agentic AI

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“The real value of Agentic AI lies in freeing humans from routine so they can focus on trust, empathy, and meaningful connections.”

What if your most reliable team member never forgot a detail, never burned out, and always knew when to step aside for a human touch? That’s the promise of Agentic AI. But as Stacy Sherman emphasizes, promise without responsibility is dangerous. In this Expert Hub conversation, she explores the critical balance of autonomy and trust, ROI that goes beyond cost savings, and how AI copilots can transform employee confidence. Together, these insights reveal a future where AI agents don’t just resolve tickets – they elevate the entire customer experience.

Q & A

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Many organizations are exploring Agentic AI to enhance support experiences. From your perspective, what role should AI agents play alongside human teams in CX?

AI agents should be designed to enhance human strengths, not replace them. The real value of Agentic AI lies in taking over repetitive, low-value tasks that often drain employees – like handling simple inquiries, retrieving knowledge articles, or routing cases; so that customer-facing teams can focus on building trust and empathy. When AI and humans work side by side, customers feel heard and supported while employees feel empowered to spend time on work that matters most. That is where real transformation happens.

SearchUnify Lens:

This human-centered view aligns seamlessly with SearchUnify’s perspective on Agentic AI, as outlined in our blog How Agentic AI is Revolutionizing Human-Machine Communication. Agentic AI isn’t about automating tasks in isolation, it’s about enabling AI systems like SearchUnify Agentic Suite to dynamically adapt to queries, learn from multiple sources, and increasingly handle complexity on behalf of both customers and support teams.

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Agentic AI agents can work autonomously to resolve issues. How can companies ensure this autonomy doesn’t compromise customer trust?

Autonomy without transparency is a recipe for eroded trust. Customers need to know how their information is being used and when they’re interacting with AI versus a human. Equally important, AI agents must be designed with a seamless handoff to human agents when empathy, creativity, or complex decision-making are required. I often say that “bad AI damages trust faster than no AI at all.” The companies that succeed will be the ones who strike the right balance between automation and human connection, using AI responsibly while always keeping customers informed and in control.

SearchUnify Lens:

We see this trust challenge as a pivotal moment for Agentic AI adoption. As highlighted in our article SearchUnify Governance Layer: Building Trust Through Security and Compliance, governance isn’t an afterthought – it’s the foundation for deploying AI responsibly. Strong policies around access, auditability, and compliance assure both customers and employees that AI agents are secure and trustworthy.

Equally, our post The Risks of Blind Trust in AI Chatbots underscores the danger of deploying unchecked systems. Without safeguards, AI can provide harmful, biased, or “dark” responses that undermine customer trust and brand credibility.

That’s why SearchUnify has developed a dedicated Governance Layer that ensures AI-powered support interactions remain explainable, secure, and compliant, so autonomy doesn’t come at the expense of transparency or reliability. You can explore how it works in practice in our Governance Layer brief.

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What is the true ROI of deploying AI agents in customer support—beyond cost savings?

When we only look at ROI through the lens of cost savings, we miss the bigger picture. AI agents improve customer experiences by reducing wait times, minimizing friction, and creating more personalized journeys. At the same time, they improve employee experiences by boosting confidence and reducing stress—because employees aren’t buried in routine tasks and can focus on solving meaningful problems. This dual impact builds loyalty, retention, and brand advocacy. That’s the real return on investment—measurable gains in both customer and employee engagement.

SearchUnify Lens:

At SearchUnify, we’ve studied this impact deeply, and the business value of Agentic AI consistently shows up in four dimensions:

1. Quantifiable ROI
Our blog Revolutionizing Customer Support: The ROI of Agentic AI Solutions lays out how support organizations see both cost savings and experience lift, proving AI investments pay back faster when focused on Agentic frameworks.

2. Critical Use Cases Driving Impact
We’ve detailed 5 AI Agent Use Cases Businesses Can’t Afford to Ignore, showing how real-world deployments — from self-service optimization to guided agent assistance — directly translate into higher containment and faster resolutions.

3. Proof Through Case Studies
Beyond theory, the evidence is global. Our blog AI Agents: Useful Case Studies from Around the World shares industry examples where Agentic AI reshaped support operations, delivering outcomes like 40% faster handling times and significant agent productivity boosts.

4. Elevating Support & Self-Service
The transformation isn’t just agent-facing. In Top AI Agents for Customer Service: 5 Proven to Elevate Support & Self-Service, we’ve outlined specific AI agents that enhance both assisted and unassisted service journeys — closing the loop between deflection and escalation.

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You’ve written about AI-driven simulations for training. How can Agentic AI copilots and simulators transform employee readiness and confidence?

Confidence comes from preparation. AI-driven simulations allow service teams to practice real-life scenarios in a safe environment. They can experiment, make mistakes, and learn without the pressure of a live customer. Agentic AI copilots extend this further by being present during live interactions, suggesting next-best actions, or even summarizing context instantly. Together, simulations and copilots equip employees with knowledge, reduce anxiety, and ensure consistency across interactions. When employees feel supported, it shows in every customer touchpoint.

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Change resistance is often the biggest barrier to adopting Agentic AI. What advice do you give leaders to bring employees on board?

People don’t resist technology itself; they resist uncertainty. Leaders must clearly communicate what’s in it for employees – whether it’s reduced workload, better support tools, or more meaningful interactions with customers. Transparency is critical. Involving employees early, showing quick wins, and making them part of the journey creates ownership and buy-in. When employees understand that Agentic AI is here to help them, not replace them, adoption accelerates.

SearchUnify Lens:

We’ve seen firsthand how Agentic AI transforms self-service from a reactive, FAQ-driven model into a proactive, intelligent support experience. Instead of forcing customers to “hunt” for answers, AI agents can anticipate intent, guide users through contextual workflows, and escalate seamlessly if needed. In our view, this isn’t just about automation, it’s about elevating customer empowerment while reducing support friction. As we explore in Self-Service Reinvented: A Journey to AI Agents, self-service is evolving into a living system of intelligent agents. Pair that with connected workflows, as we outline in Smarter Workflows Start with Connected AI Agents, and you create a continuum where every self-service touchpoint is intelligent, consistent, and outcome-oriented.

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Looking ahead, where do you see the biggest opportunity for Agentic AI in shaping the future of customer experiences?

The greatest opportunity lies in proactive, personalized support delivered responsibly. Agentic AI agents can predict customer needs, resolve issues before they escalate, and personalize interactions at scale, all while handing off to humans when it matters most. But the differentiator will be trust. Brands that personalize responsibly, explain their use of AI, and center empathy in their design will win long-term loyalty. The future of CX isn’t just AI-driven; it’s human-centered AI powered by intelligent agents working in harmony with people.

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Looking Ahead

As Stacy highlights, the future of Agentic AI in CX is not about technology in isolation—it’s about responsible intelligence that enhances trust, personalization, and human connection. The organizations that will lead tomorrow’s CX landscape are those that use AI not just to automate, but to anticipate needs, personalize journeys, and empower employees to focus on what humans do best: empathy, creativity, and relationship-building. At SearchUnify, we believe the path forward lies in Agentic AI frameworks rooted in governance, adaptability, and connected intelligence. Whether it’s proactive self-service, confident employee enablement, or ROI-driven support operations, the opportunity ahead is to design AI that elevates every touchpoint while keeping trust at the core. That’s how the next era of customer experience will be built, human-centered, outcome-driven, and agentically intelligent.
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