Real-Life AI Solution for Customer Management

Real-Life AI Solution for Customer Management

CSS automates categorization of customer feedback

Automated Categorization of Customer Feedback Increases Efficiency and Data Quality

Manual analysis of thousands of customer feedback? Past! With NLP and AI, CSS automates categorization, recognizes sentiments and gains valuable insights. The result: faster response times, optimized processes and satisfied customers!

Quick Facts About the Project

Map pin icon

Location & Sector: Switzerland, insurance

Building icon

Company size: Large company

Clock icon

Project duration: 7-12 months

Folder icon

Project type: Implementation

cog icon

Technologies: Python, deep learning

About the client

Initial Situation and Challenges

The CSS Group, headquartered in Lucerne, was founded in 1899. Today, the traditional company is one of the leading Swiss health and property insurers. It is the market leader in basic insurance. CSS provides its customers with information offering guidance and support in making decisions on health issues. For years, the insurance company has been collecting around 60,000 customer feedbacks annually at relevant contact points in order to monitor and improve service quality.

The feedbacks are manually labelled in many detailed categories, which involves a lot of work. Jointly with b.telligent, CSS wanted to develop AI methods based on natural language processing to automate the categorization of customer feedback. The sought solution was to be able to handle all aspects of customer feedback. This includes the ability to assign each feedback to multiple categories (multi-label), and furnish each feedback category with a sentiment. The initial situation was highly complex, as customer feedback is recorded in four languages, and varies in length and complexity. Previous attempts at automation were unsuccessful due to the high quality standards of CSS.

Solution Approach

Once b.telligent's team had acquired a sound understanding of the business, the next step was a study and initial analysis of data. This was followed by design of a customized solution for CSS. Specifically, this involved development and implementation of a pipeline which uses selected modern NLP methods for automation. Used here was BERT - a pre-trained, large-language model very similar in architecture to ChatGPT.

Pre-training takes place with a large amount of text data (including the entire encyclopedia Wikipedia and countless newspaper articles), and results in a model with a very good general understanding of language and context. With the help of the manually labelled customer feedback used as training data, the model was re-trained in a fine-tuning step to understand the specific context of health insurance and be able to classify feedback into the right categories with corresponding sentiments. The trained model receives the body text of customer feedback as input parameters, and outputs categories as well as sentiments.

Validation of the model has revealed a very high quality. A review of discrepancies remaining between manual categorization and that by the model has furthermore uncovered inconsistencies in the manual categorization of customer feedback. It turns out that such an AI model achieves more consistent and reproducible quality than a manual approach.

Voices From the Project

Quote icon

The project has shown that modern NLP methods are well suited to understand complex issues in a specific context and thus automate text-based business processes.

Nino Galli

Project Manager at CSS Group

b.telligent has taken us a significant step forward in the automated categorization of customer feedback. The developed model is an important milestone for future-oriented, high-quality work with the feedback from our customers.

Jukka Hekanaho

Project Manager at b.telligent

b.telligent Services at a Glance

badge icon

Method development

Development of methods for automated categorization of feedback.

badge icon

NLP methods

Selection and implementation of modern NLP methods.

badge icon

Pipeline implementation

Implementation of a pipeline for data preparation and training of the large-language model.

badge icon

Data quality analysis

Analysis and improvement of data quality.

badge icon

Model fine tuning

Adapting the pre-trained large language model (BERT) to the requirements of health insurance.

badge icon

Automation

Automate categorization and sentiment analysis of feedback to optimize operational processes.

Real-Life AI Solution for Customer Management

Results & Successes

check icon

Consistent quality: The automated categorization of customer feedback ensures more consistent and reproducible results than manual methods.

check icon

Extensible automation: The solution enables expandable automation of feedback categorization and can be used in other areas of customer service.

check icon

Reduction of operating costs: The integration of the model into business processes ensures shorter response times and faster control of internal processes and thus to operational cost reductions.

The project involves development and implementation of methods to categorize customer feedback automatically at a consistently high constant quality. The model already enables extensible automation of the categorization of a large part of the feedback. It can also be used to check and improve data quality. After integration into business processes, it thus becomes possible to guarantee faster and more consistent control of internal processes in addition to faster responses for customers. As a result, data quality can be improved and operational costs can be reduced. The model can be extended to full automation and other languages, and also used in other areas of customer service.

The Tech Behind the Success

No items found.
Mann unterhält sich lächelnd am Tisch mit einer Frau

Download the Full Story

Want a handy PDF version of our success story? Whether you need it for yourself or to introduce the project to your team, download it now and explore the full success story. Enjoy reading!

Klaus-Dieter Schulze

Klaus-Dieter Schulze

Managing Director

Inspired?

Did our success stories spark your interest? If you're facing similar challenges in data, analytics and AI and look for expert support, let’s talk. A brief call can reveal how we can help you move forward.