The Generative AI Primer for CSMs | Episode 055 - Customer success - The Digital CX Podcast

Topics in this episode

Customer success digital customer success scaled CS scaled customer success digital cs

Episode notes

In this, my second solo episode - I wanted to spend some time trying to demystify Generative AI for CSMs and CS leaders alike. According to statistics, only 25% of CS workers utilize AI in the workplace on a regular basis, which I think is WAY too low - especially considering how stretched thin most CSMs really are. So - in this episode, we focus on proper prompting, a few tools that exist out there and a plethora of use-cases for you to dig into: 0:00:00 - Introduction 0:03:55 - Topic introduction. Why GenAI for CSMs 0:08:42 - Why prompting is a fundamental skill to have 0:09:36 - Using the RISEN framework for prompting 0:11:31 - Taking care with proprietary and sensitive information when using Gen AI 0:19:58 - Why it’s a bad idea to just copy and send, without proofreading and personalizing 0:23:01 - Utilizing ChatGPTs memory feature to prevent having to copy/paste your prompts 0:23:55 - Teaching ChatGPT on my tone of voice 0:26:19 - Chaining prompts 0:27:55 - Integrating this into your daily workflow 0:30:21 - ChatGPT vs. Perplexity vs.