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How do you train your team to effectively use AI tools in their customer success roles?

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2 Answers
  1. Nancy J Luscri (She/Her)

    Splunk Senior Director of Customer Success/Enablement • 1mo

    This one has been interesting. Some team members are adopting AI tools fast and experimenting, while others are not investing the time.  Broadly-speaking, creating a curricula and learning paths for folks by role has been effective. On top of that, if you can assign a small team to come up with AI Use Cases by working with functional teams, that'll allow you to build real life scenarios where the teams who perform those roles could benefit greatly if agents were deployed in their day-to-day flow ...Read More

    378 Views
  2. Meenal Shukla
    Meenal Shukla

    Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 8mo

    Start with outcomes, not hype. Pick three workflows to improve (onboarding speed, risk detection, QBR prep) and set clear metrics so training ties directly to impact. Run role‑based enablement. Give everyone AI fundamentals and safety; teach CSMs prompt skills and judgment; train ops on analytics/RAG basics; brief managers on governance and change management. Keep sessions short, hands‑on, and built around real accounts. Make prompting a team sport. Share a simple framework (Google framework her ...Read More

    280 Views

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