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HDI Service & Support World
April 25-29, 2027
Caesars PalaceLas Vegas, NV
Modernizing Service and Support: Out with the Old, In with the New

Service and Support teams are at a turning point. AI and automation are rapidly changing how work gets done on the front lines. Learn to treat change as an opportunity to evolve your team’s skills and talents, not a threat to headcount. Modernization isn’t about replacing people with AI; it's about redesigning existing roles to take on new, higher-value work.

How do you do that? Let’s look at how this shift impacts traditional service and support and how a team can evolve to embrace a new approach.


Routine Work

Old way: The support team gets a high volume of basic, repetitive work. Things like password resets, ticket status checks and simple inquiries. While it’s important to address these issues, the work can be mind-numbingly dull, and workers without an occasional challenge burn out quickly. Often, the team is so busy with routine work that they simply don’t have time to address more complex issues.

New way: Routine interactions can be handled very capably by AI, allowing these simple issues to be resolved quickly without human intervention. Organizations that have adopted AI to do this have seen a 20-40% reduction in the volume going to the support team. This frees up the team to focus on bigger, more complex issues where the human touch is important — when there needs to be a judgment call, empathy towards a customer or the various non-routine edge cases that would flummox an AI.


Knowledge Management

Old way: How often do we spend time updating and organizing a knowledge base, only to have it out of date and obsolete in a matter of months? A poorly designed or rarely updated knowledge base means the support team spends time searching for answers or re-creating solutions. Worse, it can lead to inconsistent support, as each analyst develops their own solutions.

New way: The support team owns and stewards the knowledge. Rather than an occasional review, the focus is on regular evaluation, refinement and expansion of the knowledge base content. This is becoming increasingly important because AI systems rely on accurate, up-to-date knowledge to provide effective solutions.


Agent Roles and Skills

Old way: A traditional support team that’s organized as a Tier 1 team, designed to handle high contact volumes. Roles are basic and entry-level, resulting in limited opportunities for growth.

New way: As AI is trained to handle routine work and contact volume decreases, support staff can be shifted from entry-level roles to mid-level or more skilled roles. Train them to become problem solvers, technical specialists and subject matter experts in critical systems, processes or applications, and to take on roles focused on collaborating with AI. Despite concerns about AI driving job loss, Gartner research shows only about 20% of service and support teams have reduced headcount due to AI. Nearly 80% plan to transition staff into new positions, and 84% are adding new skills or roles for frontline staff.


How Success is Measured

Old way: A simple numbers game. The focus is on call volumes, speed of answer, abandonment rates and handle times.

New way: As the support focus shifts from routine, basic issues to more complex ones, metrics will necessarily shift as well. Metrics will shift toward successful AI handoffs, resolution quality on complex issues, and customer experience measures.


Customer Experience

Old way: Purely reactive — answer the call, resolve it or escalate, then on to the next.

New way: A more proactive and guided approach, with the team focusing on issues that require judgment and empathy — the interactions that build lasting relationships.


How do you get from the old to the new? If you have budget and tools, build a clear plan to transition people into more complex roles based on their strengths and aptitudes.

If budgets are tight, start with what you have: improve self-service for the highest-volume simple issues, and have experienced analysts own knowledge creation and become subject-matter experts on critical systems.

Modernization done well removes routine work and gives the team the chance to apply their existing expertise to more complex problems and to build the knowledge that supports AI.

Related news

Bridging the Gap: 5 Tips for Cross-Functional Collaboration That Enables AI Transformation

Ask ten executives who owns AI at their company, and you’ll get ten different answers. IT says it’s not their call. Legal gets blamed for slowing everything down. HR figures it’s someone else’s department. Meanwhile, teams are buying tools nobody signed off on, duplicating work and hoping it all sorts itself out. Sound familiar?

Lisa Duerre spent the last year studying why that happens. As part of an applied research project for her leadership consulting collective, RLD Group, she studied where AI adoption breaks down inside organizations, and where it works. The findings from RLD Group’s research helped inform a collaboration on the CONVERSATIONS WORTH HAVING®: The Human Accelerator for Artificial Intelligence Quick Start Guide, which is available as a digital download.

Duerre views organizations through what she calls an I–WE–US leadership framework, defined like this:

  • I: individual judgment and accountability

  • WE: workflows and cross-functional coordination

  • US: governance, decision rights and organizational measures

“All three levels are contributing to the breakdown or the alignment, whether people realize it or not,” Duerre says. “AI is amplifying whatever’s already true in your system. The teams that were disconnected before AI showed up are more disconnected now. The ones that talked to each other are moving faster, together.”

If your company is ready to collaborate better with AI tools, Duerre shared the following tips. Take a look.

Form a cross-functional AI committee

Duerre’s background is in HR, and she says most HR leaders assume AI ownership belongs to IT. It doesn’t, at least not exclusively.

“Ownership needs to sit at the system level,” Duerre says. “Each function carries a piece of it, based on what they do, how well they understand that part of the business and how their work depends on everyone else’s. AI is flattening how we work. You can’t just keep it in your own business unit anymore. You have to look all around you.”

For starters, she suggests building a cross-functional AI committee instead of having one department make all the AI decisions. Legal, IT, cybersecurity and HR should be on the committee, Duerre says.

“If you have a C in front of your title, you should be on that committee,” Duerre says. “That’s how I look at it, because it’s a system-level solution.”

During these meetings, Duerre says you’ll find out that some departments are racing ahead with AI and others are holding back.

“Both sides need to name the trade-offs aloud,” Duerre says. “With teams moving too cautiously, you have to talk about the opportunity cost of falling behind. With teams sprinting ahead, you have to ask them what happens if they don’t bring everyone else along with them.”

Figure out how to use AI strategically

Most companies spent the past two years telling employees to use AI with anything, without much strategy behind it. Duerre says that’s starting to catch up with organizations as finance teams scrutinize the cost.

Her rule of thumb: if you can’t articulate the goal and how you’ll measure success, don’t roll it out yet.

“Teams that use AI well have a strategy behind it,” Duerre says. “They’ve kicked the tires on what they’re trying to solve it for. You need to ask yourself, ‘Which business outcome are we trying to improve, and what must be aligned for AI to create measurable value?’”

Here are a few examples of how to use AI strategically:

  • A company could select a workflow that regularly creates delays, redesign it with AI and test the new approach. Then, measure whether it improves time, cost, quality or capacity.

  • Use AI to support early sales outreach and qualification across markets and languages. AI can help a business reach and assess more potential opportunities, while people remain responsible for understanding the customer and building trust.

  • Flag patterns in customer complaints across multiple channels with AI, so leadership can see recurring problems before it shows up in satisfaction scores.

Check-in regularly during an AI rollout

Duerre recommends a minimum weekly check-in during any AI rollout, sometimes daily depending on complexity. But the format matters more than the frequency. Status updates don’t cut it.

“Ask, ‘What are we learning and what are we surprised by?’ That’s a question that helps you with your check-ins, versus, ‘It’s in three products now and we’ve tested six,’” Duerre says. “That doesn't help, because you’re having these meetings to figure out what’s working and why. If you ask more strategic questions, you can move even faster.”

Publish AI guardrails

Employees who don’t know what’s allowed with AI will either freeze or go around the system entirely, Duerre says. She recommends publishing clear, specific guardrails on what’s okay and what’s not. Come up with some real examples, and pair them with an intake process that doesn’t require writing a thesis to get an approval for using it.

"The approval path should be lightweight, not bureaucratic,” Duerre says. “Something like, ‘If you’re going to use AI, here’s the path. And if it needs approval, here’s three or four quick questions for you to answer.’”

Take employee anxiety about AI seriously

“AI is just a tool” is a phrase Duerre hears at nearly every conference she attends, but she doesn’t buy it.

“Saying it’s a tool is underselling what’s happening at companies right now,” Duerre says. “AI is changing how we work. It’s changing how we lead teams.”

Duerre wants leaders to remember that a lot of employees are fearful of AI. Pew Research Center found 52% of U.S. workers are worried about the future impact of AI in the workplace.

Employees who feel AI is being “done to them,” instead of built alongside them are especially anxious, she says.

“Leaders need to recognize that anxiety is contagious,” Duerre says. “As a leader, this is your opportunity to show up as the safe, steady person who is showing what you’re learning with AI. And don’t be afraid to show how you’ve failed using AI, too.”

Duerre asks every executive she works with: “Who am I with AI?” and encourages them to pass this mindset question along to their employees, too.

“AI is now your teammate,” Duerre says. “Phrasing it as, ‘who am I with AI?’ is different than, ‘what’s going to happen to me with AI?’ You really want your team to feel empowered with AI and show them how it can help accelerate their career.”

Put these ideas into action

Rewiring your organization for AI requires more than the right tools. It takes shared language, practical frameworks, and a willingness to keep learning. Here are a few resources to help you take the next step.

  • Enterprise AI Playbook: Practical frameworks and executive discussion questions to help IT, HR, and business leaders align around AI that delivers measurable value.

  • Work-First AI Use Case Assessment: Identify the workflows where AI can have the greatest impact before you invest in new tools.

  • The REWIRED Brief: Get weekly insights, real-world case studies, and practical advice on leading AI transformation.

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