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Today’s winning businesses are tailoring AI-powered service to their customers’ unique preferences. Here’s how to do just that, industry by industry.
In part one of this series, we showed that customers’ familiarity with AI impacts their beliefs and expectations of AI-powered customer service. Our study uncovered three customer personas. Here’s a quick recap:
Customer persona
| Customer persona | AI adoption rate | AI sentiment |
|---|---|---|
| Adopters | Use AI daily | High usage, high expectations, and crave smart automation |
| Dabblers | Use AI weekly or monthly | Curious but cautious, evaluating where AI can add value |
| Traditionalists | Use AI less than monthly or never | Skeptical, prefer human-first support and transparency |
But here’s where it gets interesting: how do these personas play out in the real world across different industries?
To find out, we surveyed 4,500 desk workers and segmented them by the types of tools or services they use the most often for work. The top four industries were software-as-a-service (SaaS), logistics, professional services, and financial services.
Breakdown of Personas by Industry
While some industries are surging ahead with AI adoption, others are just beginning to explore the possibilities. Here’s what stands out:
- SaaS leads in AI adoption: The SaaS industry supports the highest percentage of Adopters (33%), indicating a greater comfort with AI. We know that this leads to higher expectations from AI-powered experiences.
- Dabblers dominate across the board: Dabblers represent the largest segment in all four industries, ranging from 42% in financial services to 49% in professional services. This suggests a widespread curiosity and cautious exploration of AI’s value across diverse sectors.
- Logistics and financial services businesses support more Traditionalists: Logistics and financial services show a higher proportion of Traditionalists (37% and 35%, respectively) compared to SaaS (22%) and professional services (30%). This indicates a greater skepticism towards AI and a stronger preference for human-first support in these sectors.
- Professional services show balanced adoption: While having a significant Dabbler segment (49%), professional services have a lower percentage of Traditionalists than logistics and financial services, signaling these customers are curious about AI without fully committing. This balance leads to steady, thoughtful integration of AI in workflows, rather than rapid or resistant adoption.
The bottom line? Customer expectations aren’t just shaped by their own AI usage. They’re shaped by the norms of their industry, too. For industries that have historically been very human-first, they might face slower adoption rates of their AI-powered service.
For example, imagine two customers: one reaches out to SaaS support and expects their chat to instantly remember the context from a previous ticket. Another customer using a financial tool just wants to talk to a rep about configuring their procurement workflow.
Your industry’s comfort level matters. A one-size-fits-all approach is a recipe for churn. 59% of customers will push their team to switch to a competitor after three or fewer bad experiences.
AI usage across industries shifts channel preferences
Even the way customers reach out for support varies dramatically by persona. Some prefer channels more strongly than others. Here are the top five service channels that each persona turns to first:
SaaS customers’ preferred channels
| AI customer persona | Support channel | First choice % |
|---|---|---|
| Adopters (33%) | Live chat | 28% |
| Dabblers (46%) | Live chat | 27% |
| Traditionalists (22%) | Phone | 26% |
⚠️ Traditionalists are 114% more likely than the average customer to turn to social media for support.
Logistics customers’ preferred channels
| AI customer persona | Support channel | First choice % |
|---|---|---|
| Adopters (16%) | Phone | 29% |
| Dabblers (47%) | Phone | 30% |
| Traditionalists (37%) | Phone | 34% |
Professional services customers’ preferred channels
| AI customer persona | Support channel | First choice % |
|---|---|---|
| Adopters (21%) | Phone | 22% |
| Dabblers (49%) | Phone | 27% |
| Traditionalists (30%) | Phone | 34% |
⚠️ Adopters are 176% more likely than the average customer to prefer peer-provided support like Google, Reddit, and YouTube.
Financial services customers’ preferred channels
| AI customer persona | Support channel | First choice % |
|---|---|---|
| Adopters (23%) | Live chat | 25% |
| Dabblers (42%) | Phone | 29% |
| Traditionalists (35%) | Phone | 32% |
⚠️ Adopters are 56% more likely than the average customer to prefer in-person support.
Diverse channel preferences underscore the importance of an omnichannel experience, where customer context can flow seamlessly across channels for optimal experiences.
For example, even though SaaS has the highest percentage of Adopters, customers still want email and account manager support on top of live chat. Meanwhile, in industries with a higher percentage of Traditionalists, like financial services, live chat is increasingly gaining popularity as more Adopters use that channel.
Where AI can have the most impact on the customer experience
The more familiar customers are with AI, the more they understand its capabilities and potential. We see this in the more AI-savvy customers increasingly using AI in more advanced applications, whereas the more traditional industries are still using AI for more basic tasks.
For example, Adopters who say SaaS is their primary work tool are 42% more likely to use AI to help with coding and 30% more likely to consult it on business strategy. Meanwhile, Dabblers whose work relies mostly on professional services tend to use AI for writing content (34%) and as a Google alternative for research (31%). Traditionalists in logistics primarily use AI to generate emails (31%).
Where AI is still letting customers down
On the flip side, there are equally differing opinions on where AI can improve to deliver better experiences.
Each of the four industries agrees that AI-led customer service could be better at solving their problems the first time.
The varied expectations and preferences across industries make it clear that a single approach to AI-powered customer service won’t cut it. To truly make an impact, your strategy needs to be tailored to the specific needs of your customers and their industry.