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AI Customer Experience Tools: Buyers Guide and Market Trends

Utilizing AI in customer experience will improve customer service.

Investing in AI customer experience (CX) solutions isn’t an option anymore, it’s a requirement. Organizations are increasingly using AI to transform every interaction into a personalized experience that builds loyalty and accelerates growth. This buyers guide makes the complex AI CX market easier to navigate by helping you pinpoint high-value use cases, align solutions to organizational needs, and streamline vendor evaluations with practical templates and tools.

The rapid growth of AI-driven CX solutions has flooded the market with tools promising better customer engagement, personalization, and support. But overlapping features and unclear use cases often cause organizations to overinvest in the wrong tools or underinvest in the essentials. This can result in fragmented strategies, added complexity, and limited ROI.

1. Governance is an essential guard rail.

Governance is non-negotiable. AI for CX demands clean, current data – and enterprise-grade governance. Build the foundation with strong data practices and support it with acceptable use policies that address compliance, privacy, and risk.

2. Employee training can’t be an afterthought.

AI adoption is a cultural shift. Employees often resist new systems out of fear of job loss, heavier workloads, or unfamiliar workflows. Without meaningful upskilling and change management, adoption slows and organizations miss out on the full value of their AI investments.

3. Human connection remains a key differentiator.

As AI reshapes customer interactions, the real advantage lies in tools that enhance – not replace – the human touch. Customers want to feel recognized, not processed. The challenge is choosing solutions that balance automation with empathy, ensuring experiences remain authentic and intentional.

Use this step-by-step guide to make better vendor decisions, faster.

This buyers guide equips you to make faster, more informed decisions that drive measurable gains in efficiency, personalization, and customer satisfaction. Learn from real-world case studies and explore the strengths and weaknesses of 10 leading vendors through practical SWOT analyses. Then accelerate selection with our Rapid Application Selection Framework to ensure you choose the right solution with confidence.

Use our two-phase approach, along with templates and tools, to:

  • Define the AI CX vendor landscape, explore important trends, and understand which tools are a good fit for your organization.
  • Evaluate AI CX software and define your solution requirements.

AI Customer Experience Tools: Buyers Guide and Market Trends Research & Tools

1. AI Customer Experience (CX) Tools Deck – This buyers guide is a practical, research-backed resource designed to help organizations confidently evaluate and select the right AI-powered CX solution.

Use this step-by-step guide to:

  • Break down the crowded and fast-evolving market into clear categories.
  • Map tools to real business use cases.
  • Highlight the trends, capabilities, and pitfalls that buyers need to watch for.

2. Requirements Workbook – A structured, editable tool to help you clearly communicate your organization’s needs to AI CX vendors.

Use the Requirements Workbook to translate your organizational goals into process-focused use cases and technical requirements that ensure vendor responses are aligned with what matters most for your organization.

  • Define what your organization needs based on real use cases, not just features.
  • Streamline vendor conversations by establishing clear expectations.
  • Improve evaluation consistency with an editable template.

3. Demo Script – A template designed to help IT provide vendors with a consistent set of instructions, ensuring an objective comparison of AI-powered CX product features.

Leverage the Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.

  • Ensure vendors demonstrate the capabilities that matter most to your organization.
  • Keep demos focused, comparable, and relevant for easy evaluation.
  • Assess vendor solutions based on how well they meet real-world needs.

Utilizing AI in customer experience will improve customer service.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Get the help you need in this 2-phase advisory process. You'll receive 5 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Contextualizing the AI CX Market
  • Call 1: Discover what AI tools are right for your organization. Understand what software is and discover the “art of the possible.”
  • Call 2: Identify right-sized vendors and build the business case to select an AI off-the-shelf SaaS provider.

Guided Implementation 2: Select the Right AI CX Vendor
  • Call 1: Define your key requirements.
  • Call 2: Build procurement items, such as a requirements workbook and demo script.
  • Call 3: Evaluate vendors and perform final due diligence.

Author

Dana Cho-Wong

Contributors

  • Thomas Randall, Research Lead, Info-Tech Research Group
  • Yaz Palanichamy, Senior Advisory Analyst, Info-Tech Research Group
  • Ryan Brunet, Principal Research Director, Info-Tech Research Group
  • Hriday Gulrajani, Senior Research Analyst, Info-Tech Research Group
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