The State of Self-Service Tech Support

by | Jun 10, 2021 | Self-Help, Support, Tools and Automation

The struggle is real: Companies are facing a daunting increase in support demand while trying to keep pace with current demand. Self-service Support initiatives form a cornerstone of the accepted strategy for scaling support. This article will assess the state of self-service tech support, examining the primary methods in use to deliver customer self-service and reduce the burden on Support delivery staff.

Self-Service tech support defined

“Self-Service” describes the strategies and tools used to deliver customer support assistance though self-help and automated means. Self-Service implies that the tools and resources provided to answer customer questions do not require any direct interaction or involvement by Support staff.

Self-Service tech support via self-help resources

According to research by ServiceXRG, providing customers with access to self-help resources is the most common effort companies use to scale the delivery capabilities of Customer Support. Companies are most likely to offer access to a searchable knowledge base (88%); product documentation (44%); and software patches, hotfixes, and updates (39%).

Figure 1: Self-Help Resources ProvidedSELF-HELP RESOURCES PROVIDEDMultiple responses allowed


Automation on the rise in self-service tech support

Self-help is not the only approach companies use to reduce the burden on Support staff. Both self-help and automation can resolve cases before they are created or provide the means to streamline support case management activities.

ServiceXRG’s research shows that automation plays an increasingly important role in support case management activities. When automated, simple, repetitive, yet important tasks such as sending follow-up transaction surveys, notifying customers when a case is closed, or acknowledging receipt of a new case can enhance the customer experience without requiring extra time and effort by Support staff. See chart below.

Our research also tells us that more sophisticated automation, such as matching and suggesting solutions to customers as cases are created (web form) or received (e-mail) can help to deflect the need for support assistance. Additionally, the ability to automatically route new cases to the best qualified individual or team can also help to expedite resolution.

Companies are also introducing intelligent automation into case flow processes to help discover, refine, and resolve customer issues through chatbots, or identify cases that can be automatically closed.

Figure 2: Service Automation UsedSERVICE AUTOMATION USEDMultiple responses allowed


Self-Service tech support: wide use, but low impact

Although Self-Service is used widely across the industry, only 20% of companies cite it as a primary factor for reducing support demand.

This suggests that even when Self-Service is offered, overall support demand does not decline, although the percent of support demand handled by support staff is likely to be reduced. This is not to suggest that Self-Service is not worthwhile. It cannot, however, be the only investment Support organizations make to reduce demand.

For Support organizations to scale to meet new demand and take on high-value customer engagement activities, companies will need to look beyond just self-service initiatives and increase their focus and investment on issue prevention, accelerated adoption of automation, and building customer proficiency.


For additional strategies, get the ServiceXRG whitepaper: Four Imperatives for Scaling Support.


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Are you looking for the right approach to reduce support demand and increase the use and effectiveness of self-help resources and service automation? Reach out anytime to get answers and insights about the best ways to engage and retain your customers. Use the chat button at bottom right, send an e-mail, or click on my calendar to schedule a specific time to talk.


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Exclusive ServiceXRG White Paper:

Self-Service Deflection — Maximizing the Use and Effectiveness of Self-Help and Automation

Download the ServiceXRG whitepaper, "Ensuring a Successful Journey to Customer Success"

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