Inside the Social Platform: The Design Choices That Could Help Threads Stay Viral (& What Could’ve Inspired Them)

In July 2023, Mark Zuckerberg launched Meta’s much-anticipated X competitor: Threads. Meta’s vision for this new social platform was to offer “a new, separate space for real-time updates and public conversations” that was built on the foundation of Instagram’s existing community, content, and infrastructure.

As explained in Meta’s official announcement, “Threads is to take what Instagram does best and expand that to text, creating a positive and creative space to express your ideas.” Like Instagram, you can follow friends and creators who share your interests.

Of course, Threads has received its fair share of criticism, from accessibility concerns to accusations of using “dark design” tactics. Nevertheless, Threads hit more than 30 million sign-ups in its first 16 hours alone. It’s continued to gain traction since then, demonstrating the strength of the app’s design.

In this article, we’ll cover the design choices that have helped Threads go (and stay) viral, the areas in which it has fallen short, and what it might take to address these shortcomings.

Table of Contents

What is Threads?
Why was Threads created?
How Thread Leverages Great Design
Where Threads Falls Short

What is Threads?

To understand the design choices that underpin Threads, it’s important first to clarify what Threads is — and what it isn’t.

At its core, Threads is a standalone app that lets users share short, text-based content of up to 500 characters per post. It also offers many features with which Twitter (now known as “X”) users will likely be familiar, such as liking, quoting, or sharing posts.

Threads is also closely tied to Instagram. While there are options to create custom profiles, by default, Threads simply ports over data from users’ existing Instagram accounts. It also offers seamless integration with Instagram, with capabilities such as sharing Threads posts to your Instagram story or in an Instagram DM.

You can also automatically follow the same accounts on Threads as you already do on Instagram.

However, integration with other platforms remains limited: While Zuckerberg has promised compatibility with an open social networking protocol, it’s not currently possible to engage fully with Threads content without first creating an account.

In addition, Threads is not yet available in the European Union due to “regulatory uncertainty” regarding Meta’s adherence to the EU’s strict privacy and security regulations.

But in spite of these shortcomings, Threads has truly taken the world by storm.

According to Meta, the platform reached more than 100 million sign-ups in its first week, and it has remained consistently popular since then. As such, marketing leaders looking to stay up-to-date on the latest social media trends would be wise to pay attention to this important new platform.

Why was Threads created?

The timing of Threads’ launch was likely quite intentional: Zuckerberg’s announcement regarding this new app came on the heels of mounting dissatisfaction with Elon Musk’s leadership of Twitter.

Observers have suggested that this competitive landscape was likely a significant factor that drove the early success of Threads.

That said, Threads is more than simply a Twitter copycat. While many of the core features of Threads clearly draw inspiration from Twitter (the scrolling user interface, the content feeds, etc.), Zuckerberg’s vision for this new platform is also uniquely integrated with the larger Meta ecosystem.

In addition, Meta has released substantial improvements and additions in the months since Threads’ initial launch. The company promises to continue rolling out new features and capabilities in response to user feedback.

At a high level, Zuckerberg has described his vision for Threads as “an open and friendly public space for conversation.”

The extent to which he is able to realize this vision long-term remains to be seen — but there’s no doubt that the Meta team has already built a successful platform that leverages great design principles to create a strong, engaging user experience.

How Thread Leverages Great Design

There are several elements of the Threads user experience that showcase great design. Below, we explore several of our favorite components of this new platform:

Easy Onboarding

First, Meta developed an onboarding process that makes joining the Threads platform smooth and easy. Instead of having to make and verify a brand new account, you can simply log in with your existing Instagram credentials.

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Then, once you log in, your account is already populated with data from your Instagram profile. From your profile picture to your bio to your existing network, you don’t have to start from scratch. With just a few clicks, your Threads profile is fully set up, and you can get started posting and sharing right away.

What we love: Threads offers a smooth, easy onboarding experience, with key information automatically ported over from your Instagram account.

Integration with Instagram

Threads’ integration with Instagram doesn’t stop with the onboarding process. Design best practices tell us that a smooth, well-integrated user experience is critical to ensure people stay engaged throughout their time on the platform.

That may be why Meta has prioritized offering integrations with key Instagram functionalities such as DMs, followers, and posts.

When Threads was first launched, reviewers criticized its lack of direct messaging support — but just a few months later, Meta released an update that enabled Threads users to share posts directly with their friends using Instagram’s existing DM platform.

With this new integration, you can easily share a thread with a single contact or a group of friends in your Instagram DMs.

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In addition to this DM integration, Threads also enables you to share Threads in an Instagram post or story, offering users even more functionality while driving awareness of the new Threads platform across Instagram.

What we love: Integration with existing Instagram features makes Threads that much more accessible and easy to use.

Finally, the integration of accounts across Threads and Instagram makes it possible to easily port over followers from one platform to the other.

This means that instead of having to reconnect with everyone you know from scratch, you can easily replicate your existing social media network when you get started on Threads.

Feed Customization Options

Another important design element is Threads’ options to customize your feed. Specifically, Threads enables you to tab between a “For You” feed that includes a mix of recommended content and posts from people you follow.

There’s also a “Following” feed, which only includes posts from profiles you follow.

What we love: Threads is designed to let you toggle between a “For You” feed and a “Following” feed, enabling you to customize the content you see.

This kind of customization is important. As with any platform, different users on Threads will have different preferences.

Some may be looking for content that is relevant to their interests but is from creators outside their immediate network, whereas others may only be interested in viewing posts from accounts that they have actively chosen to follow.

With this tab-based user experience, it’s easy to alternate between these two modes and experience the platform in the way that works best for you.

Translation

In addition to fairly standard accessibility features such as screen reader support and AI-generated image descriptions, Threads also offers translation support to enable users to engage with content in multiple languages.

Importantly, this feature has been designed to be functional while remaining as unobtrusive as possible. Threads posts can be automatically translated from the language in which they’re written into the language that the viewer has set their account to.

In addition, if you see a thread in a different language (and your language is available to be translated into), you can just click the translation icon at the bottom right of the post to quickly and easily view the content in your selected language.

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What We Love: This translation feature helps overcome language barriers and makes Threads posts accessible to users around the world — which is particularly important given that the Threads app is now accessible in more than 100 global markets.

Block Words or Profiles

Finally, one of the most critical features to keep any social media platform safe and useful is the ability to block content that you don’t want to see.

On Threads, there are a few key ways that you can filter out irrelevant or undesired content from your feeds.

First, you can specify words and phrases that you want to keep hidden. This means that any replies to your threads that contain these specific worlds will be filtered out.

What We Love: While automated or rules-based content guidelines are a vital baseline for safety and useability, empowering users to make their own decisions about the kinds of posts they do and don’t want to see is a hallmark of great design.

In addition, you can unfollow, block, restrict, or even report a profile.

For content that you’re just not interested in seeing, unfollowing or blocking may make the most sense, whereas for content that might be in violation of Meta’s Community Guidelines, reporting the offending profile can help ensure that other users are also kept safe.

Moreover, any accounts that you’ve blocked on Instagram will automatically be blocked on Threads, too. You don’t have to worry about seeing content from accounts that you’ve already decided you’re not interested in.

Where Threads Falls Short

Despite these substantial strengths, Threads also falls short in several key ways.

Below, we explore several of these flawed design choices, as well as strategies that could help address these shortcomings and improve going forward.

Accessibility

First and foremost, while Meta has touted its commitment to ensuring accessibility across its social media platforms, critics have commented that several of Threads’ design choices leave something to be desired from an accessibility standpoint.

In fact, accessibility expert Paul Speller conducted an audit of Threads shortly after its launch, and he identified multiple shortcomings related to nearly half of the accessibility criteria he considered in his review.

For example, Speller’s analysis found that Meta’s automated image description generator struggled to accurately capture the intention behind many images, meaning that image content remained inaccessible to users who depend on a screen reader.

The blue tick marks that indicate verified accounts are also not represented with any kind of alt-text, further limiting accessibility for visually impaired users.

Beyond issues related to ensuring compatibility with screen readers, the Threads design has also been criticized for failing to adhere to other best practices, such as the use of high-contrast colors and the availability of transcriptions for audio content.

In light of these challenges, Threads may benefit from conducting a comprehensive audit and ensuring that their user experience takes factors such as screen reader compatibility, audio descriptions and transcriptions, and other accessibility best practices into account.

Excessive Notifications

When designing any sort of digital platform, it’s always tricky to strike the right balance between providing useful, engaging notifications and avoiding annoying the user with endless, unhelpful pings.

Unfortunately, some commenters have argued that Threads has fallen prey to this common challenge, with too many unnecessary notifications enabled by default.

In particular, while other profile settings are copied over from Instagram automatically, Threads has been criticized for forcing users to manually reset notification settings from scratch. That means you may find yourself getting a lot of alerts that you’ve already told Instagram you’re not interested in seeing.

Moreover, by default, Threads sends you a notification every time someone in your network joins Threads.

While this may be useful in some cases, it’s a design choice that at least one observer dubbed a “classic dark pattern,” as it interrupts users and intentionally pushes them to check the app more often than they otherwise would.

To be sure, notifications are an important feature of most social media platforms. But when it comes to optimizing an app design for useability and a positive user experience, it’s vital to avoid overdoing it and drowning the user in excessive, unhelpful alerts.

Data Security

According to Calli Schroeder, senior counsel and global privacy counsel for the Electronic Privacy Information Center, Threads gathers “a good amount [of data that] is not necessary for the app to function.”

What exactly is Schroeder referring to? Threads can collect user data such as sexual orientation, race and ethnicity, biometrics, union membership, pregnancy status, employment, religious beliefs, and more. It can also collect data related to users’ health and fitness, location, and web activity.

And, as Schroeder explains, “Health and financial data, precise location, search history, browsing history, and more are not needed for a user to be on the app and are instead used to create a more hyper-personalized and targeted experience on the app or shared with and sold to advertisers.”

These data security concerns are a major part of why Threads isn’t available in the European Union, where regulations bar the collection of this sort of data for advertising purposes.

But beyond limitations in specific markets, the collection of so much personal data is a real cause for concern for users from anywhere around the world.

To ensure a user experience that’s not just legal but also truly safe and secure, it’s important for tech companies like Meta to make conscious design choices that limit unnecessary or unsafe data collection practices.

Visibility into Trending Topics

One of the most well-known features of Threads competitor X is the hashtag: a clickable keyword that enables users to see similar content.

To date, Threads has yet to replicate this key functionality. While you can include a hashtag in the text of a post on Threads, there’s no way to create a functional, clickable hashtag, and there’s also no way to view currently trending hashtags.

This shortcoming has been widely criticized, and yet there’s still no word that Meta intends to add any sort of hashtag functionality to Threads. As a result, there’s no clear way to view Threads posts by topic or gain insight into the topics or keywords that are most popular in real time.

Account Deletion

Finally, one of the most concerning design flaws in Threads is the lack of ability to delete your account without also deleting your Instagram account.

While Meta appears to be aware of the issue, there’s no indication of any forthcoming solution anytime soon.

As a Meta spokesperson recently explained, “To clarify, you can deactivate your Threads account, which hides your Threads profile and content, you can set your profile to private, and you can delete individual Threads posts — all without deleting your Instagram account.”

According to Meta, Threads is powered by Instagram, so right now, it‘s just one account. “We’re looking into a way to delete your Threads account separately,” the spokesperson said.

This means that once you create a Threads account, there’s no way to fully delete the account (and all the data Threads has collected from you) unless you’re also willing to delete your linked Instagram account.

The Future of Threads

The impressive early success of Meta’s Threads speaks to the strong design choices made by the Twitter competitor. From its easy onboarding experience to extensive integrations, customization, and other important features, Threads illustrates the importance of great design to ensure users stay engaged.

That said, Threads isn’t without its fair share of flaws and shortcomings. Critics have pointed to accessibility issues, data security concerns, and other critical limitations, all of which hamper the user experience and may reduce the app’s long-term success.

Ultimately, only time will tell whether Threads becomes yet another flash-in-the-pan social media experiment or manages to truly stay viral.

X (Formerly Twitter) vs. Threads: What Brands Need to Know [Data]

We have an epic showdown in the thrilling world of social media warfare. It’s X vs. Threads, the battle of short-form social media. In one corner, we have X, the reigning short-form post champion embroiled in drama and controversy.

In the other corner, we have rookie Threads, who’s betting big on user control and wants everyone to play nice. Can X maintain its dominance and keep you scrolling for more?

Will Threads promise a better, safer platform for public conversations?

The X vs. Threads story includes leadership takeovers, a sizable user departure, and a record-shattering launch.

Shaking off the dust of the past, we’re here to answer the most crucial question for you and your brand for the future: Which one should you use?

X vs. Threads: What’s the difference?

What is X?

What is Threads?

Which should you use – X or Threads?

X vs. Threads: What’s the difference?

Twitter (now X) and Facebook (now Meta, which owns Instagram which launched Threads) have a long history of competition. Their new (or rebranded) platforms, Threads and X, are similar in many ways.

Both are text-based social media networks that promote open dialogue. While they may look like copycats, X, and Threads have some key differences.

Approach. Threads is a platform that prides itself on meaningful, moderated public conversations. On the other hand, X favors free speech with minimal moderation and private conversation through direct messaging.
Features. X offers premium users many post formats and extended post and video lengths. Threads has a limited number of posts and is missing a few key X features like direct messages and (gasp!) hashtags.
Ads. Threads are completely ad-free (at least, for now), while X works with advertisers and content creators to monetize the platform. X displays sponsored posts and ads almost everywhere you go in the app.
Cost. While X was free, it now has a free and paid, premium version with advanced features. While X offers more post formats and longer post and video lengths than Threads, many advantages are hidden behind its paywall.

What are the different user demographics for X and Threads?

Threads users tend to be younger and more educated, though X is growing its Gen Z segment thanks to its new creator features. X users trend toward white male Millennials without a college degree.

However, there’s a spread across economic and political spectrums, making it an exciting place for debate.

What is X?

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X is a social media platform specializing in short-form text content with photos, links, and videos. Originally named Twitter, the platform facilitates 500 million daily posts (formerly tweets).

The platform is exemplary for sharing live posts or live-streaming videos about breaking news, sporting events, and trending topics.

Users can easily discover new content through hashtags, featured trending topics, and X’s never-ending algorithmic feed.

Advantages of X

Wondering how X can benefit your brand? Here are the pros and cons of X, plus unique features you can leverage.

Large User Base

X boasts 253 million daily active users, giving it a considerable edge over Threads’ 10.3 million. 62% of social media users spend at least one hour per month on X, compared with 21% who spend time on Threads.

In terms of usage growth, it seems to be a mixed bag.

We surveyed X users in August 2023 and found that 28% of users increased their time on Twitter month-over-month while 31% decreased their time spent — and 12% quit the channel altogether.

The platform lost many high-profile users during its leadership and platform changes in 2022 and 2023.

Despite the turmoil, X is still the top social media choice for industries like media and live sports and is gaining traction and users again.

X CEO Linda Yaccarino reported that 1.5 million new users join the platform daily and that Gen Z is its largest and fastest-growing segment.

Content Discovery Tools

Whether you’re following live news or simply topics you care about X’s strength has always been to help users discover content.

You can click on a trending topic or hashtag that interests you or scroll through X’s algorithmic feed designed to serve up relevant content.

You can also create custom feeds through lists and communities or perform advanced searches like filtering a feed by location.

Its most iconic content discovery tool, of course, is hashtags. The hashtag idea originated with a Twitter user in 2007 and became its fulcrum for grouping topics and stories and a social media standard.

Love it or hate it, the hashtag is useful for finding similar content or following breaking stories.

Advertising Opportunities

Want to engage your customers or reach new ones online? X offers a full suite of advertising formats to help brands reach their audience.

You can target people by demographics, location, age, or gender and create a custom campaign based on conversation targeting, event targeting, and more.

Disadvantages of X

Lack of Moderation

X touts itself as a place for freedom of speech. While it does have community rules against hateful conduct, its content moderation is minimal.

The result? Users complain about harassment, cyberbullying, and bots on the platform. Since X revoked the blue check mark and started charging users for verification, users claim that X is a less safe place.

Lack of Trust

Because of the lack of moderation, mistrust of owner Elon Musk, and unpopular changes to the platform, some longtime users and advertisers have left the platform.

We found that 19% of X users say it’s untrustworthy, and 14% say the platform has poor leadership, compared with just 5% of Threads users.

As of August 2023, X’s ad revenue was down 60% from the previous year, suggesting that brands still aren’t confident they can trust X with their marketing dollars.

Pricing Structure

Want a verified profile? That’ll be $8 a month.

X’s new pricing structure took several popular features and hid them behind a paywall.

Premium users can edit posts, create communities, post longer videos, and write posts up to 25,000 characters — much longer than the standard 280-character limit or Threads’ 500-character limit.

31% of X users told us they’re considering an X premium subscription versus 69% who plan to stay on the free plan.

Features Unique to X

X has many features and formats and rolls out new ones each year. Here are five of the best ones for engagement.

X Polls

Want to create quick engagement and take the pulse of your audience on a topic? X Polls lets you post a poll to collect feedback — and automatically displays the results after it ends.

Subscriptions

X is innovating to attract content creators by giving them ways to monetize their content. One of these is Subscriptions, which lets approved users charge a subscription fee for unique content.

As an influencer, building a subscriber list and earning income is very attractive. In 2023, X also rolled out shared ad revenue for content creators — only premium users.

X Communities

For members only: X Communities are a moderated space where approved users can dialogue around shared topics.

While these aren’t private groups, they give exclusivity and the ability to build communities around shared interests or topics. You must be a premium member to start a community.

Live Videos

You can become a mobile broadcaster on X with just your phone and the X app. The live video feature lets you broadcast to X with just one click and saves it as a post once you’re done.

Video is a major growth area for social media; live streaming can give you unique content from live events.

X Spaces

X Spaces is a way to have live audio conversations within the platform. Users have creatively used this for purposes ranging from a live, interactive podcast to a TV or sports watch party.

Anyone can listen, join, and request to speak in a Space. A host moderates, and up to 13 people can talk simultaneously. You can also schedule and record Spaces for later.

What is Threads?

The X vs. Threads story includes leadership takeovers, a user exodus, and a record-shattering launch.

Threads is a text-based social media network launched in 2023 by Instagram. It borrows many features from X in a simplified interface and is designed around user control and meaningful dialogue.

Threads works as an extension to Instagram since users can carry their accounts over and share threads back to their Instagram Lives.

Our survey found that user sentiment is mixed when it comes to Threads. While more than half associate it with positive sentiments — like innovative, engaging, or optimistic — 24% find it boring (ouch!), and 19% don’t trust the platform.

Advantages of Threads

Threads takes the best parts of X and adds its own twist. These are the best features that make Threads stand out:

Minimalist Design

Threads boasts a clean and minimalist interface with user-friendly steps to share, reply to, and repost content. Users enjoy the white background, clean fonts, and absence of ads.

Designed for User Control

Fed up with X’s free-for-all chatter? Take control of the conversation and limit unwanted comments. In Threads, you can control who replies to or mentions you and limit replies to select groups.

You can also add unwanted hidden words to filter out replies with that keyword. If you’ve blocked people on Instagram, those settings carry over.

You can also control your feed by switching from the “For You” algorithm to “Following,” which shows only posts from people you follow.

Strong Moderation System

Also, Threads prides itself on its active content moderation to differentiate itself from X.

Following Instagram’s community guidelines, Threads attempts to flag and remove hate speech, threats, terrorism, some sexual content, and copyright infringements.

Disadvantages of Threads

The tradeoff for Threads’ simple interface and user-control focus? Limited functionality in some cases and limited opportunities for brands to engage.

Limited Formats

Threads has limited formats, lacking live streaming and polls compared to X. While Threads beats out the free version of X in character count and video length, X’s premium offerings give much more flexibility and functions.

These limitations may be hampering user engagement on the platform. 24% of social media users say Threads is boring or unengaging, compared with 11% who say the same about X.

New Tool, Fewer Users, and Fewer Integrations

As a new tool, Threads has a smaller user base and few integrations at this stage.

If you’re used to scheduling and managing your social media accounts all from a social media management platform, it’s a good bet that Threads isn’t supported yet.

It’s also unclear if Threads can hold onto its surge of new users, with reports that its initial app usage dropped by 79% after a month. We surveyed users about how they planned to use Threads in the next three months.

39% of users shared that they planned to use the social media channel more, 13% planned to decrease their use, and 17% planned to quit the channel altogether.

No Direct Messages

You can’t slide into anyone’s DMs on Threads because there aren’t any. That’s right, there is no way to direct-message another user on Threads without it being public.

This controversial choice by Threads was likely an effort to reduce unwanted harassment messages that X DMs are known for, but it makes it challenging to engage one-on-one.

Brands that use social media for customer support also won’t be able to do that in a private setting here.

No Advertising or Business Accounts (Yet)

Some would argue that no advertising is a huge win for the Threads experience and promotes authentic community. However, this hurts brands who need a clear path to reach targeted user groups with their content.

Some brands are testing the waters and making it work.

Features Unique to Threads

While simpler, Threads has a few distinct advantages over X.

Individual Thread Subscriptions

On Threads, you can subscribe to an individual thread for 24 hours, helping you to follow a debate while it lasts — and clear out the clutter the next day.

Live Debate

Perhaps Threads’ most interesting feature is its themed public conversations. This feature allows users to create a debate topic, join others’ debates, and participate in real-time discussions.

Threads moderators moderate these debates to ensure respectful dialogue, and participants vote for debate winners at the end, catapulting to the top of a leaderboard if they’re successful.

Integration with Instagram

In July 2023, Threads broke records by becoming history’s fastest-growing social media platform. In just five days, it amassed 100 million users.

That’s because Instagram created and promoted Threads in-app, giving users quick and painless onboarding.

All Instagram users need to do is to log in with their Instagram credentials, and they’re set up. Their handle, bio, profile picture, and settings transfer from Instagram but can be modified.

While separate platforms, they are connected: you can share Threads you like in an Instagram message or story.

Some hiccups with the linked accounts have users scratching their heads. You can’t currently have more than one Threads account or switch accounts (making it difficult to have a business account).

You also can’t delete your Threads account without deleting your Instagram one. If you deactivate Instagram, your Threads account will also be deactivated.

Which Should You Use — X or Threads?

Now, on to the final showdown: Which one should you use?

X gives users more features and functionality and has a clear path for brands to advertise and engage with audiences. X is also the clear winner for content creators who want to monetize their platform.

You will pay to play, though, as you’ll need X premium to use the best features.

From another perspective, X is oversaturated with established brands and thought leaders. It can be difficult to break in and get traction for your content.

Threads, as a new platform, offers an interesting opportunity to break in, innovate, and start conversations where fewer brands have a presence.

45% of Threads users we surveyed interact daily with brand content, and 21% of those users are hyper-engaged, interacting more than 10x a day.

Compare this with X, where only 34% of users say they interact with brands on a daily basis on the platform, and 7% are hyper-engaged.

Before you decide, consider your audience. What demographic are you trying to reach, and why are they going online? Do they prefer more controlled conversations, or are they bent on content discovery?

Suppose you want to invest in thought leadership and intelligent user dialogue. In that case, Threads is an excellent place to make an impact — and can dovetail with brands with a successful Instagram presence.

Engage Your Audience with Social Media Dialogue

Threads and X will continue to evolve, add exciting features, and continue their rivalry for years. Decide now which features are the most important to you and where your audience can be found.

Then, roll up your sleeves, get started, and gear up for the ride.

How AI Can Improve Your Customer Experience [New Data + Tips]

62% of business leaders across industries have invested in AI to help their employees. Of those, 71% have seen a positive ROI, and 72% report increased employee productivity.

But how does AI stack up when it comes to customer experience specifically?

Keep reading to learn how to leverage AI-driven customer experiences — and why you should.

How AI Impacts the Customer Experience

How You Can Leverage AI to Improve the Customer Experience

8 Tips for Getting Started


How AI Impacts the Customer Experience

Using data-driven insights, we’ll show you how AI can impact the customer experience through support, marketing, sales, and more.

We also share expert insights about potential drawbacks so you can implement AI solutions the right way.

Improved Customer Service

A significant advantage of using AI in customer service is the potential to offer 24/7 assistance. In fact, this is the most significant benefit, according to customer service professionals surveyed for The State of AI Report.

The third most popular use case for AI/automation in service is using chatbots and self-service tools to facilitate this round-the-clock support. Routing requests to reps is the most popular AI use case cited by customer service pros.

Further, 84% of customer service reps say these solutions make it easier to respond to support tickets. Meanwhile, 64% say AI helps make customer interactions more personalized.

The impact: Chatbots provide the support infrastructure to offer 24/7 support, and AI solutions help reps respond to queries faster. That means customers typically experience shorter wait times.

To top it off, they may also receive more tailored responses from service agents.

Overall, this reduces frustration — and thus, friction — across the support journey. And that makes for a smoother customer experience.

Potential Drawback: Risk of Losing High-End Customers

“One of the main downsides of using AI in customer service is potentially losing high-end customers due to a lack of ‘sufficient’ support,” says Cath Brands, Chief Marketing Officer at Flintfox.

“While people today are generally okay with, let’s say, talking to AI chatbots, high-end customers usually expect dedicated, human-run customer service, and they get frustrated when met by AI bots.

“I really think this is a huge downside to using AI in customer service, and I don’t think many businesses can afford to lose their high-end customers due to situations like these,” warns Cath.

Marketing and Sales Journeys

More and more people prefer to research products and services independently online. For B2B sales reps, that means they only have around 5% of a customer’s time during their buying journey.

With fewer “face-to-face” interactions, reps should take any opportunity to influence customer decisions.

It’s also critical to give customers targeted, omnichannel assistance throughout their online marketing and sales journeys. Long story short? AI solutions could be your greatest ally here.

According to 89% of marketing pros surveyed, generative AI generally improves the quality of their content. Then, 84% of bloggers think that AI/automation helps them to better align web content with search intent.

→ Download Now: The State of AI in Marketing [Free Report]

On the sales front, the most popular use case for AI is content creation, closely followed by prospect outreach. Of sales pros, 86% report that using generative AI to craft messages to prospects is effective.

And 72% say it helps them to build rapport with prospects faster.

The impact: Better quality and more targeted content improves user experience. It also gives people everything they need to know to research your product or service independently.

That creates more positive experiences when customers engage with your brand across marketing channels (i.e., your social media or website).

Then, effective outreach messaging can help you influence a prospect’s sales journey. That, coupled with quick customer–company rapport, can help your sales reps make all interactions really count.

Potential Drawback: Hard To Find Relevant Use Cases

“One setback for AI content creation is that bots find it hard to find real-life examples that are actually relevant,” says Will Rice, SEO & Marketing Manager at MeasureMinds.

“Everybody knows that just explaining the theory of something isn’t enough. Showing a practical example of how this has worked in the real world helps users visualize how they can action the point you’re making,” says Will.

For Will, having these actionable real-life examples separates good content from great content. But “AI just can’t do this well. Especially for relatively new problems, where innovation is key.”

Personalized Experiences

Of consumers, 56% are more likely to make another purchase after a personalized shopping experience. And 62% of business leaders report better customer retention because of personalization.

But, creating end-to-end personalized customer experiences doesn’t just increase sales and retention. It also helps smaller brands compete with industry giants.

The crux? Most companies don’t have the foundations to map out the detailed customer picture that makes personalization possible.

However, enlisting AI/automation tools can help you build personalized experiences at scale and across channels.

There are three main ways that AI can help your brand create more personalized customer experiences:

Advanced customer segmentation. AI-powered algorithms analyze customer data and find distinct segments based on behaviors, preferences, and purchase history.

Real-time personalization. AI-driven systems process real-time data such as browsing behavior, previous purchases, and location to offer immediate personalization.

Predictive customer insights. AI analytics forecast customer behavior based on historical data and current trends, enabling brands to anticipate needs and preferences.

Potential Drawback: Falls Short With Creativity

“One key drawback of using AI in customer service is its inability to be creative,” says Tobias Liebsch, Co-founder at Fintalent.io.

“AI systems operate based on predefined rules and algorithms, lacking the flexibility to think outside the box.”

Although AI excels at following set guidelines, it may “struggle to handle complex or nuanced situations that demand creative and spontaneous problem-solving,” Tobias warns.

Because customer issues are often unique and require innovative thinking, AI might lack the creativity for personalized solutions.

Data Analysis

AI tools can gather, analyze, and spot trends in large volumes of data. Access to these data insights means you can spot (and celebrate!) your successes.

It also means you can quickly identify areas for improvement — including how to deliver better customer experiences overall.

The State of AI Report findings show that AI/automation helped professionals analyze data across different departments/jobs.

For example, collecting and analyzing customer feedback is the second most popular use of AI for customer service professionals. Then, data analysis/reporting is a popular use case among sales pros.

The impact: Trends from customer feedback and sales data can give you insights into how to improve customer experiences. Such as implementing a recurring suggestion from a customer survey that improves purchasing experiences.

Or finding common reasons customers cancel subscriptions so you can improve your offering and lower churn.

Potential Drawback: Fewer Interactions With Customers

Merchynt uses AI “for every step of our customer journey,” says founder and CEO Justin Silverman.

AI has improved customer satisfaction through “a near-instant personalized strategy plan based on information we gather during their sign-up process.” But Justin warns the trade-off is fewer human interactions with customers.

As such, Merchynt is “missing valuable opportunities to gather feedback on how we can continue to improve our offerings.”

How You Can Leverage AI to Improve the Customer Experience

From account management to content creation, here are 10 ways your company can leverage AI to improve customer experiences.

Account Management

Good account management makes customers feel valued, leading to better experiences. Better customer experiences increase customer retention and make cross-selling and upselling more feasible.

But account management can be tricky. There are many plates to spin and people to keep happy — especially with a broad client base. AI solutions can help sales, marketing, and service professionals complete tasks faster.

That means they have more time to build better customer–company relationships.

An AI-powered tool like ChatSpot responds to chat-based commands. You can ask it to help you draft follow-up emails to prospects or thank you notes to existing customers.

The tool can also generate reports based on your company’s CRM data and add contacts with notes to HubSpot’s CRM.

Get Started With HubSpot’s ChatSpot

Field Customer Questions 24/7

Hovia uses AI to deliver great experiences to its B2B and B2C segments. The brand also uses the tech to help them account for product outcomes, including specific wallpaper mural requirements.

“Our service desk provider has a first-to-market AI solution that allows us to answer complex queries with very little human input,” says Jack Gibson, Head of Growth.

Through AI, Hovia can accurately answer customer queries at scale — ensuring the best outcomes for both audiences. “While we do answer these on our FAQ pages, it’s reassuring to know that we can field these questions in real-time,” Jack explains.

Route Tickets to Reps

Routing tickets to reps is a popular use case for AI in customer support. You can leave basic tickets, like questions about your services or even customer returns, to chatbots.

(On that latter point, SurveyMonkey found that 59% of customers “would use AI to return a purchase.”)

But if the chatbot can’t handle the request, it can route the ticket to the correct department or rep. AI tools may also suggest a support ticket if a customer wants to chat with a human agent.

Prioritize Tickets and Queries

Not only can AI route tickets to reps, but it can also prioritize the query based on the level of urgency. To do this, AI tools analyze tickets based on sentiment, intent, and language used. Then, reps can handle the most dissatisfied customers first.

Faster query prioritization is one of the biggest pros of AI in customer service. Speedier prioritization can prevent emotionally charged interactions from escalating and maximize each customer interaction.

Both of which help to create better customer experiences.

Content Creation

Generative AI can help you streamline and scale your content creation efforts. And when paired with human expertise, it can give your customers a more tailored marketing/sales journey.

That creates a better customer experience across your sales, marketing, and support channels.

A generative AI tool like Content Assistant makes it easier to write customer emails, including prospecting, marketing, or service ticket responses. It can also help you gather information, generate ideas, and structure blog content.

Get started with HubSpot’s Content Assistant

Remove Language Barriers

The translation capabilities of AI tools can help you remove language barriers with minimal resources. For example, you can use ChatGPT to translate customer service queries and give more tailored support.

You can also use AI to translate articles from your knowledge hub automatically into multiple languages. This will help your website visitors access knowledge in their native language.

Deliver Relevant Messaging to Customer Segments

“AI can analyze customer data to identify distinct segments based on behavior, preferences, and engagement history,” says Matthew Smith, Operations Manager at Ticket Squeeze.

The team at Ticket Squeeze uses this data to “deliver more relevant and engaging messages” to different segments.

For example, they used AI to segment email lists into categories like “Sports Enthusiasts” and “Concert Aficionados.” Now, each segment receives content specific to their interests.

Matthew cites “higher open and click-through rates,” “deepened customer engagement,” and “reduced email fatigue” as benefits of a more personalized approach.

Proactive Problem Solving

AI analytics can help your brand offer proactive solutions before potential issues arise. A proactive solution could be as simple as restocking popular items to provide a seamless buying experience.

You could also use AI analytics to identify demand for future products, services, or improvements.

Personalized Deals and Recommendations

According to SurveyMonkey, 47% of customers are interested in receiving personalized deals from AI. That number rises to 63% within the Gen Z demographic.

Deals and recommendations are ways to create more personalized customer experiences. And as we highlighted earlier, that can help you compete with leading businesses in your industry.

AI-driven systems/algorithms can help you offer personalized product recommendations and discounts before customers express their requirements. The result? Your customers will feel valued.

Plus, you’ll save them time searching for desired products or services, creating more enjoyable buying experiences.

Train Employees

Through sentiment analysis and knowledge base integration, AI can help you train your customer service and sales reps.

Sentiment analysis gives your team insight into the intent or emotions behind customer messages. Then, if AI can access your knowledge base (i.e., blog content or company handbook), it will present relevant training scenarios to your team.

Finally, AI can analyze how your team performs with both sentiment analysis and your knowledge base in mind.

8 Tips for Getting Started

We spoke to eight professionals who are already using AI to improve the customer experience journey. They share their number one tips for those just starting with AI tech.

1. Automate smaller tasks first.

“One crucial tip for beginners is to start small,” says Liam Lucas, CEO of Off Road Genius. Liam, who has actively integrated AI into Off Road Genius’ customer experience journey, started by automating simple tasks.

Liam cites answering frequently asked questions through chatbots as an example of how they started small. That simple automation saved the service team’s time, and the instant responses to customers also improved “their overall experience.”

2. Refine AI content in iterations.

Chris Evans, an SEO Specialist at E2E Studios, uses AI to write emails to non-techy customers. Chris has been using AI to explain a product/service in layperson’s terms and simplify sales emails to make them more user-friendly.

Generative AI content “is only as good as you prime it,” warns Chris. “Out of the box, it will be ‘OK.’ But priming it with what you want and want to achieve, and the desired outcome produces much better results.”

Chris’ number one tip is to refine the content in iterations. “Start with a rough draft, ask ChatGPT to improve it … proofread it, tweak it, and again ask it to improve it based on your recommendations.”

3. Start with basic data analysis.

CEO and Founder of Linions, Kate Adams, has been using AI-driven insights to shape their marketing strategies.

“By employing AI analytics tools, we’ve gained a deep understanding of our customers’ preferences and behaviors,” says Kate.

Kate recommends that beginners start with basic data analysis like monitoring “website traffic, social media interactions, and sales patterns to identify trends.”

Even starting small can yield valuable insights that help you communicate with your audience meaningfully.

4. Front-load data input.

Hovia uses AI to provide accurate information to their customers, which improves the customer experience. To do this, the company uses AI to field queries about its product offering.

“Setting up the tool has been straightforward enough,” says Head of Growth, Jack Gibson.

“We’re able to provide detail on our product offering, material types, manufacturing process, shipping, designs, etc., to ensure that the automated output is as accurate as possible,” he says.

But if you’re considering adding an AI solution to your business, Jack advises “to make sure that you’re feeding as much information into the tool as possible.”

That’s because the more prompts it has, “the more relevant the output will be.” Although it can be slightly time-consuming in the short term, it creates “a better experience for the end user.”

5. Experiment with existing tools.

Pinar Arslan, a Customer Success Agent at Gameplan, has been using an AI tool “to determine which customers to prioritize.”

“We have found that the GPT-4 plugin Advanced Data Analytics by OpenAI is very helpful,” says Pinar. The team uses the plugin to identify customers who are at risk of canceling their subscriptions, which helps with prioritization.

Get Started With HubSpot’s AI Tools

6. Adopt a customer-centric approach.

“AI can be applied to a variety of areas within the customer experience,” says John Pennypacker, VP of Sales and Marketing at Deep Cognition. But, using AI “should always be done with an eye toward the customer.”

John recommends that companies use AI to complement and enhance their brand voice rather than take it over entirely.

“It’s important to ensure that customers don’t feel like they are dealing with an automated system or getting generic responses,” John warns. Instead, “businesses should strive to create a unique experience for each customer.”

7. Use AI to help you develop prompts.

“If you’re struggling to get the results you want, ask the AI to help write the prompt,” says Eric Mistry, Customer Education Operations Manager at Heap.

Eric recommends that you “start by explaining the problem, then ask it to ask you questions to understand the problem criteria, then produce a prompt.” Aside from text production, according to Eric, this approach “is a great way to produce fantastic images in AI tools like Dall-E or Midjourney.”

8. Maintain the human touch.

COO and Head of Marketing at CanXida, Azi Azimi, has used AI in customer experience processes across customer support, sales, and marketing. “Throughout these processes, we made sure to maintain a human touch,” says Azi.

For example, while AI plays a significant role, CanXida always provides opportunities for customers to connect with real people when needed. The CanXida teams also “personalized AI-generated messages to make them feel more human and authentic.”

Azi mentions this “balance between automation and human interaction” as pivotal in creating a positive customer experience.

Leveraging AI for Exceptional Customer Experiences

From browsing to purchasing and aftercare, AI, when implemented thoughtfully, has the potential to positively impact the entire customer experience, from browsing to purchasing and aftercare.

For example, AI tools like chatbots can help you provide 24/7 customer support. That means people can get quick answers to queries regardless of time zones or team availability, creating frictionless support experiences.

AI tech can also help you provide hyper-tailored marketing/sales journeys to new and existing customers. That reduces churn, bolsters your brand’s reputation, and encourages repeat purchases.

You can start with AI-enhanced customer experiences by first automating smaller tasks, front-loading data input, or experimenting with existing tools.

But whichever approach you take, remember to stay customer-centric and maintain the human touch for the best results.