Whether you are focused on Customer Acquisition or Customer Retention, Perch Insights’ AI-driven Co-pilot gets you the answers you need, fast.

Customer Acquisition

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How do I determine best budget allocation across marketing campaigns and lead sources?
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I need to know what’s going on in the contact center right now.
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What messages/scripts are getting the best results?
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How do I reduce customer acquisition cost (CAC)?
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How can I increase lifetime customer value (LTV)?

Perch Analyst - An AI Driven Copilot for Self-Serve
Analytics for Customer Acquisition

A conversational interface that finally delivers on the promise of self-serve analytics for business users.

 

Powered by the latest in GPT/LLM models integrated with Perch Data Platform and Analytics Engine.

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Example Analysis:

 

Ask the AI what is happening. Receive answers and suggested next steps. Drill down multiple levels for root cause analysis.

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Customer Service/Retention

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How do I assess team performance?
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Can I see individual agent performance on the KPIs?
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Do I need to get them additional training?
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Are all my agents occupied throughout the day?
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Do I need to adjust staffing?
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Where can I use Conversational AI to get better results?

Perch Analyst - An AI Driven Copilot for Self-Serve
Analytics for Customer Service/Retention/LTV

A conversational interface that finally delivers on the promise of self-serve analytics for business users.

 

Powered by the latest in GPT/LLM models integrated with Perch Data Platform and Analytics Engine.

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Example Analysis:

 

Ask the AI what is happening. Receive answers and suggested next steps. Visualize the metric over time with Contribution to Change (CTC) analysis.

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Customer Support Case Study:

Empowering Leaders
to Make Better Decisions

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Overview:

A leading fintech Customer Service (CS) team with over 1,500 agents suffered from lack of continuous, actionable insights, which impacted Customer Retention/LTV and operational efficiency.

Solution:

Deployed Perch Insights SaaS application inside client's AWS environment to integrate and standardize data into a single source of truth and delivered actionable intelligence that helped continuously improve performance across every part of the CX organization.

Problems:

Inconsistent, inaccurate metrics across dashboards

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Focused on serving one-off requests vs. continuous insights

Inability to drill down into to understand "why" and "what to do"

Reports update daily / weekly or intraday

Results:

Customer Success / Retention/LTV

Improved CSAT by 24% and lowered cancelled transactions by 30%

Operational Efficiency

Improved time to first touch and resolution by 24%

Agent Productivity

Increased cases handled / hour and utilization rates by 11%

Self-Service Success Rate

Increased AI-driven containment from 3% to over 30% of all contacts