Use AI for · Customer service · 26 Sep 2026
Use AI for
AI customer service

AI customer service:faster replieswithout losing customers

AI drafts replies, sorts enquiries, translates and answers simple questions in chat. This guide shows how to go about it, when a chatbot fits and when an assistant for your team is the better start, which disclosure rule has applied since August 2026 and how to protect customer data.

Get in touch
Enquiry
Nikolai Schöbel und Jeremias Burger, Co-Founder Scalableloops

Let's talk about your project.

First we check whether the project fits your business model. Then you get a proposal with phases and effort.

Discuss AI customer service or call: +49 151 1576 5566
Use AI for · Customer service

AI customer service means answering enquiries faster: the AI drafts replies from your knowledge base, summarises and sorts incoming requests and answers simple questions directly in chat. There are two routes: AI in the background that makes suggestions to your team, and AI in direct contact with customers as a chatbot. If you take the second route, Article 50 of the EU AI Act has required you since 2 August 2026 to make clear that an AI is answering, and you need a reliable way through to a person.

In brief
  • In customer service, AI helps with drafting, summarising, sorting and translating enquiries.
  • An assistant in the background is the more cautious start; a customer-facing chatbot needs a well-maintained knowledge base.
  • Since 2 August 2026, a chatbot must make clear at the latest at the first interaction that an AI is answering.
  • A business can be held liable for wrong answers from its chatbot, so limits and a handover to people are part of the setup.
Published 26 Sep 2026Nikolai Schöbel and Jeremias Burger9 min read
Nikolai SchöbelJeremias Burger

Nikolai Schöbel and Jeremias Burger

Co-founders of Scalableloops GmbH. Nikolai Schöbel leads online marketing and AI strategy, Jeremias Burger the AI architecture. Both build AI systems and train teams on them in their own agency work.

On this page
  1. What can AI actually do in customer service?
  2. Chatbot or assistant for your team: which fits?
  3. How does the AI know what to answer?
  4. How do you write AI replies that suit the customer?
  5. Which disclosure rule has applied to chatbots since August 2026?
  6. Who is liable when a chatbot gives wrong information?
  7. How do you protect customer data when using AI?
  8. How do you keep quality high when AI is part of the team?
  9. Frequently asked questions
  10. How to get started with AI customer service
  11. Where the information on this page comes from
Use cases

What can AI actually do in customer service?

Most customer service work is reading, sorting and writing. Many enquiries are similar, and the answer often already exists somewhere: in an earlier email, the manual or the delivery terms. That is where AI saves time.

The table shows typical tasks, what the AI can take on and what your team checks before a reply goes out.

TaskWhat the AI takes onWhat your team checks
Drafting repliesWrites a draft from the enquiry, customer history and knowledge baseAre facts, deadlines and commitments right, does the tone fit?
SummarisingCondenses long threads into a few sentences, for example when handing over to a colleagueIs anything important from the thread missing?
Sorting enquiriesSuggests category, urgency and the responsible teamIs the classification right for sensitive cases such as complaints?
TranslatingTranslates enquiries and replies into other languagesAre technical and legal terms correct?
Answering common questionsAnswers simple questions in chat from approved contentSpot checks: are the answers correct, does the handover work?
AnalysingFinds recurring topics across many enquiriesWhat is the cause, and what do we change?
Getting started

Chatbot or assistant for your team: which fits?

The key difference is who reads the AI’s answer first: your team or your customer.

AI in the background. The AI suggests replies, summarises and searches the knowledge base, and a person sends the message. Zendesk describes a Copilot for service agents that suggests replies while the agent sends the message themselves. General AI chats such as ChatGPT, Claude or Gemini can be used the same way, but only with a business account for customer data. Mistakes stay internal, which makes this the more cautious start.

AI in customer contact. A chatbot or AI agent answers enquiries itself, on your website, by email or on the phone. Examples include Zendesk AI Agents, Fin from Intercom, HubSpot’s Customer Agent and the Service Agent in Salesforce Agentforce. Intercom says Fin works across channels such as chat, email and phone and hands conversations over to your team with the full history. Our article What is an AI agent? explains how an AI agent differs from a simple chatbot.

A rule of thumb: start in the background, track how often the suggestions fit without changes, and only let the AI answer customers directly for the questions where that is reliably the case.

Knowledge base

How does the AI know what to answer?

An AI in customer service is only as good as the content it answers from. A general language model knows neither your delivery times nor your returns policy. When information is missing, it fills the gap with plausible-sounding details. Here is how to build the foundation:

  1. 01

    01

    Collect common enquiries

    Go through the enquiries of recent months and note the questions that keep coming back.

  2. 02

    02

    Approve the answers

    Write a checked answer to each of these questions, including deadlines, conditions and contacts. These texts are the source the AI draws on.

  3. 03

    03

    Set the limits

    Decide what the AI never decides on its own, such as refunds, goodwill gestures, complaints, contract changes and legal questions.

  4. 04

    04

    Keep it current

    When prices, terms or processes change, update the knowledge base the same day. Name one person responsible for it.

Prompts

How do you write AI replies that suit the customer?

If your team works with an AI chat or an assistant, the prompt decides the quality. A good prompt states the role, the enquiry, the source and the limits.

For example: “You are replying on behalf of a furniture retailer’s customer service team, friendly and professional. Here is the customer’s enquiry and our text on delivery times. Answer only with information from this text. If the text does not answer the question, say that we will get back to them, and do not make anything up. No more than 100 words.”

For upset customers, a separate prompt helps: “The customer is annoyed because their delivery has been postponed for the second time. Write a reply that takes the frustration seriously, without excuses, and gives the next concrete step from my notes. Do not promise any compensation.”

For summaries, this is often enough: “Summarise this thread in three sentences: what is the request, what has been done so far, what is still open?” That helps with every handover in the team.

For enquiries in other languages, translation services such as DeepL are an option. According to DeepL, texts on DeepL Pro are only stored for as long as technically necessary for the translation and are not used for training. Our guide Use AI for translation goes into more detail.

Obligation

Which disclosure rule has applied to chatbots since August 2026?

Article 50 of the EU AI Act has applied since 2 August 2026. AI systems intended to interact directly with people must be designed so that those people are informed that they are interacting with an AI. The obligation only falls away where this is obvious to a reasonably well-informed, observant and circumspect person, taking into account the circumstances and context.

The information must be given at the latest at the time of the first interaction, in a clear and distinguishable manner, and must meet accessibility requirements. A sentence in your terms and conditions is not enough; the notice belongs at the start of the conversation.

A greeting could read: “Hello, you are chatting with the AI assistant of [company]. I can help with questions about orders, delivery and returns. If you would rather speak to a member of our team, just type ‘human’.” On the phone, the notice belongs in the spoken greeting.

Who is responsible as provider and who as deployer, which wording works and what happens in case of breaches is covered in our article on AI disclosure for chatbots under Article 50.

Liability

Who is liable when a chatbot gives wrong information?

A well-known example comes from Canada. Air Canada’s chatbot told a customer he could apply for a reduced bereavement fare after booking. The airline’s policy did not allow that. In February 2024, the Civil Resolution Tribunal of British Columbia ruled that Air Canada was liable for the wrong information and awarded the customer 650.88 Canadian dollars.

The decision is based on Canadian law, but the lesson applies broadly: customers do not distinguish between information from a member of staff and information from a chatbot on your website. What the chatbot says is attributed to your business.

Three rules follow from this. The chatbot answers only from approved content. For money, deadlines and goodwill, it hands over to a person. And someone on your team regularly reviews a sample of conversations so that mistakes are caught before a customer complains.

Data protection

How do you protect customer data when using AI?

Customer enquiries almost always contain personal data: names, addresses, order numbers and sometimes health or financial details. If a cloud provider processes this data on your behalf, the GDPR requires a contract under Article 28(3) and a provider offering sufficient guarantees for appropriate technical and organisational measures.

Use a business account. For ChatGPT Business and Enterprise, OpenAI states that it does not use your data for training by default; on the personal Free and Plus plans it does, until you switch off the setting “Improve the model for everyone”. The German data protection authorities recommend that employers provide accounts for work use instead of allowing personal accounts.

Share only what is needed. Give the AI only what it needs for the reply. Bank details, ID numbers or health information do not belong in a general AI chat.

Be transparent. Mention the AI services you use in your privacy notice, and check with your data protection officer whether a data protection impact assessment is needed.

Team

How do you keep quality high when AI is part of the team?

AI in customer service needs the same attention as a new team member. Decide who approves suggested replies, who maintains the knowledge base and who reads samples of chatbot conversations. Watch for complaints about answers that miss the point, and for how often customers ask for a person.

Article 4 of the EU AI Act has applied since 2 February 2025 to organisations that use AI systems. Since 27 July 2026 it applies in amended form: you have to take measures that support the development of AI literacy, but you do not have to guarantee a specific level for each person. No certificate is required. In customer service, that means the team should know which data may go into the AI, where it tends to get things wrong and when a case belongs with a person. Details are in our article on the AI literacy obligation under Article 4.

Customer service and sales often overlap, for example when an enquiry turns into a new order. Our guide Use AI for sales shows how AI helps there, and for retailers Use AI for ecommerce is worth a look too.

Frequently asked questions

Frequently asked questions

What can AI be used for in customer service?

Drafting replies, summarising long threads, sorting enquiries by topic and urgency, translation and answering simple questions in chat. Decisions about money, goodwill and complaints stay with a person.

Does an AI chatbot have to be labelled as AI?

Yes. Since 2 August 2026, Article 50 of the EU AI Act has required systems for direct interaction to be designed so that people learn clearly, at the latest at the first interaction, that they are dealing with an AI. The obligation only falls away where this is obvious.

Is a business liable for wrong answers from its chatbot?

That depends on the law and the case. In Canada, the Civil Resolution Tribunal of British Columbia ruled in 2024 that Air Canada was liable for wrong information from its chatbot. Assume that customers attribute your chatbot’s answers to your business, and limit it to approved content.

Can I paste customer enquiries into ChatGPT?

Not with a personal account. For personal data you need a business account with a data processing agreement and settings that exclude training. According to OpenAI, training is off by default for ChatGPT Business and Enterprise.

Should I start with a chatbot or an assistant for the team?

The background assistant is the more cautious start, because a person reads every reply before it is sent. Switch the customer-facing chatbot on for the questions where the suggestions reliably fit.

Can a chatbot hand over to a person?

Yes, many products provide for this. Intercom, for example, says Fin hands conversations over to the team with the full history. Decide which topics always trigger a handover, and mention the route to a person in the greeting.

What now

How to get started with AI customer service

  1. 01

    Analyse enquiries

    Collect the most common questions of recent months and write checked answers for them.

  2. 02

    Start in the background

    Let the AI suggest replies that your team checks and sends, and sign the data processing agreement first.

  3. 03

    Set up the chatbot properly

    Only use a chatbot with an AI notice in the greeting, clear limits and a handover to people.

  4. 04

    Prepare your team

    Train your team on the specific tool and decide who checks and who maintains the content. We can help with AI training or an AI agent system that knows your processes.

AI customer service saves time when the AI answers from checked content and hands difficult cases to people. Customers do not notice the difference in the technology, they notice whether their question gets the right answer.

or call: +49 151 1576 5566

Sources

Where the information on this page comes from

Projekt-Detail

    Got a project in mind?

    We reply personally. First a use-case check, then an architecture proposal.

    Start your inquiry