Lightspeed powers retailers and restaurateurs worldwide with their unified point-of-sale and payments platform. Last year, Lightspeed invested in in-house AI by pivoting their data and business analysts to AI implementation. Caroline Kuflik, an AI enablement specialist since July, took the lead with HumanFirst.
The Problem
Customer support managers at Lightspeed spend hours reviewing call transcripts manually. Support representatives lose time between calls logging summaries and sentiment assessments. Traditional analytics tools and internal reporting systems aren’t granular enough to capture meaningful data at the individual conversation level.
The AI Experiment
With HumanFirst, Caroline took on the challenge of building custom conversation analytics: scoring customer sentiment, providing personalized coaching to support representatives, and tracking call escalations to improve triage from the beginning. With no internal blueprint for this kind of AI work, Caroline was breaking new ground.
The Solution
Caroline used HumanFirst to build a comprehensive analysis workflow that processes thousands of support conversations in minutes instead of months. She built, tested, and fine-tuned a series of custom prompts, using Google Cloud’s AI models to manage a multi-dimensional analysis of every call log.
The initial analysis of 10,000 customer interactions gave new visibility into support operations. The team can now:
- Track call escalations and routing accuracy
- Generate personalized coaching reports for support agents on a regular basis
- Understand trending customer issues and how they correlate with business initiatives
- Measure customer sentiment across custom criteria–without bothering the customer
From Experiment to Company-Wide Adoption
Caroline’s project saw immediate interest from parallel departments. What started as a pilot for one support segment quickly expanded to global support teams and even the sales organization.
Other teams that thought they'd have to wait months for insights could suddenly see exactly what was happening across customer engagements. And because the workflow lives in HumanFirst, new users can easily adapt it to different use cases.
Caroline’s work eliminated hundreds of monthly hours of manual review, provided more feedback to every employee, improved call routing accuracy, reduced support costs through improved triage, and replaced multiple SaaS tools.
Beyond analytics, the project accelerated Caroline’s transition from data analyst to AI specialist, and demonstrated for Lightspeed the power of investing in internal AI capabilities. Caroline’s team is now working on automated solutions for call routing and in-depth sales call analytics.