About your organisation

1. Which country is your organisation based in?

About your organisation

2. What is your primary industry/sector?

About your organisation

3. How many employees does your organisation have?

Less than 500500-9991,000-4,9995,000 and more

Business alignment & strategy

4. How effectively does your CX & contact centre strategy influence business outcomes?

Focused on reducing call volumes or improving efficiencySupports core CX goals and service KPIsWorks alongside Sales, Marketing, and Operations initiativesContributes to company-wide metrics like retention and customer lifetime valueInforms and shapes overall business strategy

Business alignment & strategy

5. Which stakeholders are involved in building your CX & contact centre strategy?

Contact centre (Frontline operations drive CX strategy)Contact centre & IT (Operations and technology collaborate, other functions mostly uninvolved)Contact centre, IT & some business units (Marketing, sales, or service contribute occasionally)Cross-functional leadership (Contact centre, IT, and business units jointly shape strategy)Enterprise-wide, executive-led (All key functions co-create a connected CX strategy with strong C-suite sponsorship)

Business alignment & strategy

6. What is the biggest barrier to improving customer experience in your organisation?

Lack of customer insights (Limited understanding of customer needs and preferences)Inefficient processes (Slow or complex processes block quick, effective responses)Inconsistent employee engagement (Staff training and motivation are uneven)Outdated technology (Tools and platforms hinder seamless customer experiences)Limited resources (Insufficient budget, staff, or time for CX initiatives)

Workforce & operations

7. How is the contact centre staffed in your organisation?

Staffing is set based on historical dataBasic forecasting informs weekly shift schedulesAI-based forecasts adjust staffing during the dayStaffing adapts in real time to predicted demand and channel trafficHuman and virtual agents are blended dynamically to match live demand

Workforce & operations

8. What are your contact centre’s operating hours?

Operates during standard local office hours, e.g., 8 am–5 pm, weekdaysOperates beyond standard hours, e.g., early mornings, evenings, or limited weekend/holiday supportContinuous coverage using a “follow-the-sun” model across global centresAlways available; staffing levels automatically adjusted based on predicted demandVirtual agents handle routine or off-peak queries; human agents manage exceptions

Workforce & operations

9. How are agents trained and supported?

Classroom sessions or static documentation; little ongoing guidanceStandard onboarding and refresher programs; knowledge base availableAgents receive guidance based on customer queries or topicsAgents receive live prompts, script suggestions, and compliance nudgesTraining and coaching are personalised based on agent performance and feedback

Workforce & operations

10. How is employee engagement and performance measured?

Annual/semi-annual performance checks and manual reportingRegularly tracked KPIs such as CSAT, AHT, or FCRVisual dashboards with alerts for deviations or issuesInsights help plan coaching, scheduling, and skill developmentAI-supported, dynamic adjustments to performance tracking, engagement, and coaching

Workforce & operations

11. What is the current knowledge management process for the Contact Centre team?

No formal knowledge articles or system in placeBasic articles stored in shared folders or documentsKnowledge articles available but hard to findHosted on a Knowledge Management (KM) platform with periodic updatesComprehensive KM system with easily searchable, regularly updated articles

Technology & infrastructure

12. What type of contact centre solution do you currently use?

Traditional telephony system with limited integration and flexibilityCloud or hybrid system with standard features and minimal integrationsCloud platform providing consistent experiences across multiple channelsPlatform using APIs to connect specialised tools as neededModular, microservices-based platform allowing flexible configuration

Technology & infrastructure

13. How do agents access and use CRM or business applications?

Agents must switch between separate applications manuallyCore systems connected, but some updates still require manual inputMultiple tools combined; customer context is visible in a single interfaceTools guide agents with recommended actions or next stepsAI pre-populates data, predicts next actions, and suggests responses automatically

Technology & infrastructure

14. What level of integration exists with back-office systems?

Systems are separate; agents must enter data manuallyScheduled batch updates or read-only data access from core systems (e.g., order status)Real-time updates for specific workflows; some automation existsAPI-driven, bidirectional data flow enables real-time insights and workflow continuityProcesses are coordinated across systems; contact centre can execute routine back-office tasks automatically

Customer experience & engagement

15. How does your contact centre manage customer interactions across channels?

Voice only, no digital channelsVoice + email or chat; channels operate independentlyVoice + digital channels; some context is shared, but customers may need to repeat infoMultiple channels including AI virtual agents; context mostly shared, integration improvingAll channels connected and context-aware; AI supports self-service and proactive notifications

Customer experience & engagement

16. How do you collect and act on customer feedback?

Post-call surveys Structured transactional surveys (CSAT/CES) reviewed periodicallyContinuous feedback captured across channels in near real timePredictive insights used to anticipate and address issuesAutomated workflows that close the loop with product/service teams

Customer experience & engagement

17. How are customer journeys tracked and managed?

Not tracked; focus on individual interactionsBasic manual journey maps created occasionallyAutomated end-to-end tracking with alerts for friction pointsReal-time journey guidance for optimal next stepsPredictive optimisation testing and refining journey paths

Automation & AI adoption

18. Which KPIs are you tracking?

Operational: AHT, call volume, abandonmentEfficiency/Quality: FCR, CSAT, QA scoresCustomer/Business: NPS, CES, cross-channel FCRPredictive/Value: CLV, agent retention, predictive accuracyStrategic: Brand affinity, self-service adoption, contact deflection

Automation & AI adoption

Please select the level that best describes your organisation’s current use of AI for each area

19. Assist live agents
Not used
Limited scripting suggestions
Predictive guidance and alerts
Real-time coaching and compliance prompts
Fully integrated AI assistance with decision support
20. Virtual agents /chatbots
Not used
Basic FAQ or simple scripted bots
Virtual agents handling specific, well-defined queries
Multi-step virtual agents capable of resolving more complex tasks
Automated virtual agents handling most routine interactions independently
21. Quality Assurance (QA), compliance & feedback loops
Not used
Manual review aided by AI insights
Automated QA scoring
Real-time compliance alerts and guidance
Autonomous QA and compliance management
22. Customer engagement, routing & prioritisation
Not used
Basic reporting / rules-based routing
Predictive routing or prioritisation for select interactions
AI-guided engagement decisions and escalation
Fully autonomous AI-driven engagement and prioritisation
23. Sentiment and voice analytics
Not used
Basic keyword or phrase detection
Real-time sentiment scoring during interactions
Predictive insights that guide agent actions
Integrated with workforce management, journey analytics, and product feedback loops
24. GenAI for summarisation & guidance
Not used
Pilot for summaries
Targeted use for QA or agent support
Broad use for summarisation, guidance, and insights
Pervasive AI generating insights, guidance, and informing products/services

Governance, risk & commercial strategy

25. How does your organisation approach security and compliance?

Compliance is reactive and relies on memory; audits are manualWritten policies exist; basic training and spot checks are in placeAutomated checks enforce policies (e.g., PCI/GDPR)AI or analytics actively monitor and flag risks in real timeCompliance is embedded in workflows with continuous auditing

Governance, risk & commercial strategy

26. How does your organisation govern AI use and model performance?

No formal policy; AI outputs are used without reviewSimple rules-based governance with manual supervisor reviewAutomated performance monitoring; committee oversees ethics and biasAI audits AI with human oversight as fallbackFully automated, dynamic governance ensuring ethical and reliable outcomes

Governance, risk & commercial strategy

27. How does your organisation manage technology TCO and budgeting?

Budgeting is high-level; costs fluctuate unpredictablyFixed annual budget with manual tracking of expensesCosts managed based on usage; variance is lowBudget linked to business value (e.g., cost per retained customer)Continuous optimisation with autonomous resource allocation and clear ROI

All done?

Submit assessment to see the results

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Your Organisations’ CX Approach:

Foundational CX

Your Organisation’s Connected CX Score is 0/30. Based on your responses, here is what we learnt about your organisation:

Your organisation is building the basics of customer support, aiming to deliver consistent and efficient service. Processes are being defined, and the focus is on establishing standard practices and creating visibility into customer interactions.

Your assessment

Focus areas

Establish clear service standards

and processes across the contact centre.

Improve visibility into customer interactions

to understand volumes, trends, and pain points.

Identify key gaps in team capabilities

and support early agent training.

Begin capturing and organising customer feedback

to inform future improvements.

Your assessment

How Zoom can help

Zoom Contact Center

Cloud-native platform for stability and scalability

Zoom AI Companion

For predictive engagement and real-time coaching

Zoom Supervisor

To monitor interactions and provide targeted support to agents

Your contact centre has structured processes and basic integration across teams. Customer experience goals are monitored, early automation and analytics are applied, and workflows start to align across functions. Teams are beginning to coordinate efforts and use insights to improve service consistency and response times.

Your assessment

Focus areas

Align processes across teams

to ensure smoother handoffs and consistent service delivery.

Use insights from customer interactions

to inform team coaching and process refinements.

Introduce simple predictive or automated workflows

to reduce repetitive work.

Strengthen collaboration between core functions

(e.g., operations, service, support) to deliver more coordinated experiences.

Your assessment

How Zoom can help

Zoom Contact Center + CRM Integration

Unified customer view for faster resolution

Zoom Agent

Summaries to enable seamless handoffs between agents and teams

Zoom Analytics & Reporting

Real-time reporting across channels with customisable dashboards

Your contact centre has evolved to an operationally integrated model. Processes, tools, and teams work together to deliver consistent outcomes and smooth handoffs. Insights are used to support agents and self-service efforts, enabling faster, more accurate resolution of customer needs. Performance monitoring and trend analysis guide continuous improvement.

Your assessment

Focus areas

Monitor performance metrics

and trends to drive data-informed improvements.

Enable teams to work together seamlessly

reducing delays or duplications in customer journeys.

Support agents with guidance

and insights to resolve issues more effectively.

Continuously refine workflows

and processes based on customer outcomes and feedback.

Prepare for predictive, proactive engagement

to move towards connected experiences.

Your assessment

How Zoom can help

Zoom Contact Center Omnichannel

Consistent experiences across voice, chat, and video

Zoom Expert Assist

AI-generated summaries and templates for productivity

Zoom Dashboard

Customisable real-time performance insights

Zoom Quality Management

Automated QA, compliance monitoring, and AI insights

Your contact centre functions as a strategic engagement hub, uniting people, processes, and insights across the enterprise. Customer and employee experience insights drive proactive, predictive actions. The organisation continuously refines customer journeys, turning every interaction into an opportunity for loyalty, value creation, and long-term business impact.

Your assessment

Focus areas

Use enterprise-wide insights

to anticipate customer needs and proactively enhance experiences.

Embed continuous improvement cycles

to optimise customer journeys and outcomes.

Align customer and employee experiences

to drive loyalty and long-term value.

Strengthen cross-functional collaboration

and shared ownership of CX outcomes.

Explore innovative approaches to connect journeys,

anticipate trends, and create seamless, frictionless experiences

Your assessment

How Zoom can help

Zoom Workforce Engagement Management

Optimise agent performance and scheduling

Zoom Virtual Agent (Chat & Voice)

Self-service with AI-driven escalation

Zoom CX Insights

Data-driven insights to predict trends and guide action

Zoom Developer Platform

Enable co-creation and integration for innovation

Connect with us

Contact Zoom CX team

Talk with one of our experts to come up with a plan that’s right for you.

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