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.

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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.

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