AI workers: transforming customer experience operations with agentic CX intelligence

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“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“We used to debate based on feelings, but we couldn't quantify customer frustration. Now, AI Workers provides actual data and verbatim customer words. It’s no longer a debate; it’s facts. That’s the power: we’re now bringing the true voice of the customer to our product team every single month”

Corinne Flanagan

Senior Manager of Enablement and Quality - SmartSheet

“We used to debate based on feelings, but we couldn't quantify customer frustration. Now, AI Workers provides actual data and verbatim customer words. It’s no longer a debate; it’s facts. That’s the power: we’re now bringing the true voice of the customer to our product team every single month”

Corinne Flanagan

Senior Manager of Enablement and Quality - SmartSheet

“We used to debate based on feelings, but we couldn't quantify customer frustration. Now, AI Workers provides actual data and verbatim customer words. It’s no longer a debate; it’s facts. That’s the power: we’re now bringing the true voice of the customer to our product team every single month”

Corinne Flanagan

Senior Manager of Enablement and Quality - SmartSheet

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What exactly is an “AI Worker”?

An AI Worker is a specialized, agentic AI assistant designed to handle specific high-impact jobs within a contact center. Unlike generic chatbots, AI Workers are built to reason over your specific enterprise data—including transcripts, CRM records, and QA guidelines—to execute workflows, provide coaching, or generate research-grade reports.

How is this different from "chatting with transcripts"?

Traditional "chat-with-text-data" tools only look at the text of a conversation. AI Workers are powered by our Connected Intelligence Layer, which means they understand the context: who the customer is (CRM), the history of the agent (QA records), the outcome of the call (metadata), and the emotional weight of the interaction (sentiment signals). They don't just summarize; they make decisions based on the full business context.

Do I need a data science background to use AI Workers?

No. AI Workers use a natural language interface similar to ChatGPT. If you can ask a colleague a question—like "Why are cancellations rising for our Gold tier?"—you can use an AI Worker. It eliminates the need for manual spreadsheet slicing and complex dashboard configuration.

How long does implementation take?

AI Workers are designed for instant time to value. Because they plug directly into your existing stack via Level AI’s platform, they can begin analyzing data and providing insights almost immediately, avoiding the multi-month setup cycles typical of legacy enterprise software.

Can AI Workers actually take action, or do they just give advice?

AI Workers are "Agentic," meaning they move beyond simple recommendations. They can build specific coaching plans for agents, generate cited research reports for executives, and flag compliance or churn risks in real-time. They are designed to collaborate with your team to execute the "next step" in a workflow.

Is my data secure?

Yes. AI Workers are built on Level AI’s enterprise-grade infrastructure. We prioritize data privacy and security, ensuring that your customer conversations and proprietary business data remain protected while being processed by the AI models.

FAQ

Have questions?
Find answers

What exactly is an “AI Worker”?

An AI Worker is a specialized, agentic AI assistant designed to handle specific high-impact jobs within a contact center. Unlike generic chatbots, AI Workers are built to reason over your specific enterprise data—including transcripts, CRM records, and QA guidelines—to execute workflows, provide coaching, or generate research-grade reports.

How is this different from "chatting with transcripts"?

Traditional "chat-with-text-data" tools only look at the text of a conversation. AI Workers are powered by our Connected Intelligence Layer, which means they understand the context: who the customer is (CRM), the history of the agent (QA records), the outcome of the call (metadata), and the emotional weight of the interaction (sentiment signals). They don't just summarize; they make decisions based on the full business context.

Do I need a data science background to use AI Workers?

No. AI Workers use a natural language interface similar to ChatGPT. If you can ask a colleague a question—like "Why are cancellations rising for our Gold tier?"—you can use an AI Worker. It eliminates the need for manual spreadsheet slicing and complex dashboard configuration.

How long does implementation take?

AI Workers are designed for instant time to value. Because they plug directly into your existing stack via Level AI’s platform, they can begin analyzing data and providing insights almost immediately, avoiding the multi-month setup cycles typical of legacy enterprise software.

Can AI Workers actually take action, or do they just give advice?

AI Workers are "Agentic," meaning they move beyond simple recommendations. They can build specific coaching plans for agents, generate cited research reports for executives, and flag compliance or churn risks in real-time. They are designed to collaborate with your team to execute the "next step" in a workflow.

Is my data secure?

Yes. AI Workers are built on Level AI’s enterprise-grade infrastructure. We prioritize data privacy and security, ensuring that your customer conversations and proprietary business data remain protected while being processed by the AI models.

FAQ

Have questions?
Find answers

Any more questions?

Contact us

What exactly is an “AI Worker”?

An AI Worker is a specialized, agentic AI assistant designed to handle specific high-impact jobs within a contact center. Unlike generic chatbots, AI Workers are built to reason over your specific enterprise data—including transcripts, CRM records, and QA guidelines—to execute workflows, provide coaching, or generate research-grade reports.

How is this different from "chatting with transcripts"?

Traditional "chat-with-text-data" tools only look at the text of a conversation. AI Workers are powered by our Connected Intelligence Layer, which means they understand the context: who the customer is (CRM), the history of the agent (QA records), the outcome of the call (metadata), and the emotional weight of the interaction (sentiment signals). They don't just summarize; they make decisions based on the full business context.

Do I need a data science background to use AI Workers?

No. AI Workers use a natural language interface similar to ChatGPT. If you can ask a colleague a question—like "Why are cancellations rising for our Gold tier?"—you can use an AI Worker. It eliminates the need for manual spreadsheet slicing and complex dashboard configuration.

How long does implementation take?

AI Workers are designed for instant time to value. Because they plug directly into your existing stack via Level AI’s platform, they can begin analyzing data and providing insights almost immediately, avoiding the multi-month setup cycles typical of legacy enterprise software.

Can AI Workers actually take action, or do they just give advice?

AI Workers are "Agentic," meaning they move beyond simple recommendations. They can build specific coaching plans for agents, generate cited research reports for executives, and flag compliance or churn risks in real-time. They are designed to collaborate with your team to execute the "next step" in a workflow.

Is my data secure?

Yes. AI Workers are built on Level AI’s enterprise-grade infrastructure. We prioritize data privacy and security, ensuring that your customer conversations and proprietary business data remain protected while being processed by the AI models.

Discover wide range of products we offer.

Build customer-obsessed businesses

Discover wide range of products we offer.

Explore resources, updates, and more about our company

Explore partnership opportunities & our ecosystem

Become a partner to unlock new growth opportunities

Transforming CX operations with agentic intelligence

Turn every interaction into a coaching moment

Find the “Why” behind your KPIs

Validate hypotheses with the ground truth

Powered by the connected intelligence layer

From configuration to collaboration

Tools and insights to improve every customer interaction

Have questions?
Find answers

Have questions?
Find answers

Have questions?
Find answers

Discover wide range of products we offer.

Build customer-obsessed businesses

Discover wide range of products we offer.

Explore partnership opportunities & our ecosystem

Become a partner to unlock new growth opportunities

Transforming CX operations with agentic intelligence

Turn every interaction into a coaching moment

Find the “Why” behind your KPIs

Validate hypotheses with the ground truth

Powered by the connected intelligence layer

From configuration to collaboration

Tools and insights to improve every customer interaction

Have questions?Find answers

Have questions?Find answers

Have questions?Find answers

Have questions?
Find answers

Have questions?
Find answers

Have questions?
Find answers