Evaluating AI for CX: A buyer's guide for B2B Support and Success leaders

This guide offers a six-step framework to help CX leaders cut through noise, evaluate platforms systematically, and make confident buying decisions that balance short-term ROI with long-term strategy.

Team Ask-AI

See how support leaders cut noise, resolve faster, and drive ROI with Ask-AI.

Get started

The AI buying landscape is evolving faster than most teams can keep up. Smart B2B CX leaders are making strategic AI investments every quarter, but they're doing it in a market where best practices are still being written. 

Even experienced technology buyers find themselves navigating new variables: rapidly evolving capabilities, shifting vendor landscapes, and use cases that didn't exist a year ago. 

We’re entering what we call the experience-led era—where the true differentiator for SaaS companies isn’t just product features or pricing, but the quality of the customer experience. In this new era, the best AI investments don’t just add more capabilities—they accelerate your team’s ability to deliver outcomes, earn trust, and keep customers loyal.

This guide offers a six-step framework to help CX leaders cut through noise, evaluate platforms systematically, and make confident buying decisions that balance short-term ROI with long-term strategy.

Inside, you’ll learn how to:

  • Run a true AI readiness diagnostic to assess where your team stands today
  • Pressure-test platforms with real scenarios to see beyond vendor demos
  • Build a strong business case that aligns stakeholders and secures buy-in

Download a copy of the guide below.

More from Ask-AI

Case-study

How HiBob Deployed AI in Customer Success to Improve Customer Experience at Scale: Lessons from the Google Cloud AI Breakfast Panel

Hear how HiBob's VP of Global GTM Revenue Operations successfully implemented AI to improve CX at scale.

Team Ask-AI
Read more
Case-study

AI adoption and SaaS Consolidation: The future of CX efficiency

CX leaders face pressure to adopt AI while managing a dozen tools. Learn why AI adoption and SaaS consolidation are two sides of the same coin, and discover a framework to boost efficiency.

Team Ask-AI
Read more
Case-study

Beyond CSAT: Uncovering the hidden data in your customer support metrics with AI

Your dashboards are green, but churn is rising. Traditional customer support metrics only tell half the story. Learn how AI uncovers the hidden insights you’re missing.

Team Ask-AI
Read more
✨ NEW! Announcing Ask-AI's partnership with Google Cloud Marketplace. Learn more