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AI's Disruption of B2B Customer Service: Hybrid Approach Still Needed

Source: forrester.com

Published on October 25, 2025

Updated on October 25, 2025

AI and human collaboration in B2B customer service

AI’s Impact on B2B Customer Service

Artificial intelligence (AI) is rapidly transforming B2B customer service, promising greater efficiency and automation. However, the human touch remains indispensable for addressing complex requests and fostering strong customer relationships. While AI tools are becoming increasingly integrated into customer service platforms, a fully automated future is not yet within reach.

The B2B landscape is distinct from B2C due to the complexity of service requests, the need for field service support, and the prevalence of paid service models. These factors necessitate a hybrid approach, where AI handles routine tasks, and human agents manage more intricate issues. According to industry experts, this balance is crucial for maintaining high levels of customer satisfaction.

The Role of AI in Modern Customer Service

AI-powered tools are being seamlessly integrated into existing CRM and customer service platforms, enhancing core functionalities like ticketing and agent management. Cloud deployments, SaaS models, and diverse digital channels are driving this transformation. OpenAI’s ChatGPT-4, for instance, has normalized conversational interfaces, simplifying the configuration required for service automation.

However, the rapid pace of AI development has created a gap between vendor promises and actual customer achievements. Many companies struggle with data quality issues, technology risks, and the potential for job displacement. These challenges highlight the need for a measured approach to AI adoption, ensuring that technological advancements are aligned with organizational capabilities.

The Hybrid Approach: Balancing AI and Human Touch

Despite the hype surrounding AI, B2B customer service still requires a blend of human and AI agents. Complex service requests, long resolution times, and enduring customer relationships demand human involvement. Human agents bring empathy and problem-solving skills that AI cannot replicate, making them essential for addressing intricate issues.

Vendors often showcase impressive AI capabilities, but customers face difficulties in effectively implementing these features. The rapid advancement of AI technology outpaces the ability of service teams to adapt and manage these new tools. Custom large language models (LLMs) require significant effort for training and testing, further complicating the adoption process.

Ethical Considerations and Future Trends

As AI agents take on more responsibilities, ethical implications become increasingly important. Ensuring fairness, transparency, and accountability in AI-driven customer service is paramount. Additionally, the rise of video-based avatars as stand-ins for human agents could revolutionize service delivery, offering a more personalized and engaging experience for customers.

Looking ahead, the integration of AI in B2B customer service will permanently alter service costs and customer experiences. Companies that prioritize customer experience and effectively manage the transition to AI will gain a competitive edge. As AI handles routine tasks, human agents can focus on complex issues and exceptional situations, creating a more efficient and customer-centric service model.