
Contextualize the current state of GenAI by understanding foundation models, their uneven impact on work, and the cognitive, emotional, and organizational shifts they introduce.
Classify GenAI use cases by usefulness and risk, distinguishing tasks where it reliably augments work from those where it produces shallow reasoning, instability, or dangerous errors.
Evaluate how GenAI changes professional work by shifting effort from execution to automation, requiring structured reasoning, orchestration, and new validation responsibilities.
Understand the technical foundations of GenAI systems—including models, context, embeddings, and hallucinations—to better interpret outputs, limitations, and failure modes.
Identify common organizational and human pain points in GenAI adoption, including unrealistic expectations, workflow misalignment, trust erosion, and cognitive degradation.
Identify the best use cases to apply Gen AI to in customer relationship management, major Gen AI pros and cons for them, as well as the major risks and specific hallucinations to mitigate.
Apply Gen AI to tailoring customer communications, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Apply Gen AI to taking proactive customer actions, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Apply Gen AI to forecasting the health of customers, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Explore how Gen AI and LLMs automate actions in customer-facing workflows. Cover use cases, pros and cons, prioritizing clients and tickets, knowledge summarization and retrieval, and risk analysis with RAG.
Identify the best use cases to apply Gen AI to in customer workflows and operations, major Gen AI pros and cons for them, as well as the major risks and specific hallucinations to mitigate.
Apply Gen AI to prioritizing clients, cases and tickets, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Apply Gen AI to summarizing knowledge base articles and documents, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Apply Gen AI to analyzing client risks, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
This module outlines four lessons using Gen AI for customer workflows and insights, including prioritizing clients and tickets, knowledge retrieval from knowledge bases with edge-case tailoring, and analyzing client risks.
Learn to apply Gen AI for customer success by building Gen AI literacy, automating CRM tasks, tailoring communications, and forecasting health and churn while prioritizing tickets and knowledge insights.
GENERATING CUSTOMER VICTORIES WITH GENERATIVE AI
Gen AI is disrupting many activities. Customer success, customer relationship management, and other customer-facing ones are no exceptions.
Learning to quickly use Gen AI in our customer-facing activities, and integrate it into our workflows, is not just a suggestion anymore, but a demand in order to stay competitive.
But we don't want to be naive here. There are drawbacks, there are things that can go wrong, and we have to be realistic about what Gen AI can truly do for us here.
So, what can Gen AI automate, in customer-facing activities?
That's what we'll go through in this course.
LET ME TELL YOU... EVERYTHING.
Some people - including me - love to know what they're getting in a package.
And by this, I mean, EVERYTHING that is in the package.
So, here is a list of everything that this course covers:
You'll learn about Gen AI literacy. How it's impacting the world right now, the 3 tiers of Gen AI tasks, what is hype and what is true capability, how Gen AI changes work and workflows, basic technical aspects of models (parameters, context window, embeddings and vectorization, etc), common pain points, and more;
You'll learn about working with Gen AI. The right frame to adopt, the basic components of prompts and how to do prompt engineering, the major modes of working with Gen AI (interfaces, embedded in programs and/or agents), structuring reasoning (including common structures like chains, loops, validation loops), the major types of errors and how to vet them (hallucinations, insufficient outputs, untable outputs, biases), the uncanny and weird effects of using Gen AI (editor syndrome, the "Gendela Effect", etc), key principles to adopt Gen AI at work, and "problems at the joints" (when individual outputs work, but they don't fit together);
You'll learn about how to perform various activities, within customer relationship management, with Gen AI. How to tailor communications for customers, how to take actions proactively based on suggestions, and how to do advanced customer health forecasting with LLMs;
You'll learn about how to perform various activities, within customer workflows, with Gen AI. How to prioritize customers/tickets/cases, how to summarize and retrieve information from knowledge bases, and how to generate alerts for clients risks, including for churn possibility;
MY INVITATION TO YOU
Remember that you always have a 30-day money-back guarantee, so there is no risk for you.
Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don't want you to waste your money.
If you think this course is a fit, and can take your knowledge of dealing with change to the next level... it would be a pleasure to have you as a student.
See on the other side!