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Improving your customer experience

Learn how to identify and track key metrics, to improve your customer experience.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over 2 weeks ago

This will guide you through the key metrics and support tools you can use in Intercom to measure and deliver exceptional customer experiences.

We’ve broken it up into the following sections:


Step 1: Determine your goal

First, you must define what a remarkable experience looks like for your customers. This could include: faster resolutions; better customer experience (CX); improved response times; effective self-serve support; or increased rate of automated resolution. A well-defined goal allows you to measure progress, allocate resources effectively, and achieve tangible improvements. It also helps align your team’s efforts, providing clarity on what success looks like and how each role contributes to this vision.

Create a vision

Think about how you want your customers to experience your product or service, and consider the ideal interactions and outcomes from the customer’s perspective. Then work backwards from this vision to identify specific areas for improvement:

  • Are you meeting response times and managing your queues effectively?

  • How quickly are issues resolved?

  • What's your overall Customer Experience (CX) score?

  • Are you offering self-serve support and is it performing well?

  • Is AI working effectively for you?

Identify key metrics

Consider which metrics will help measure your success, such as CX scores, response times, or rate of automated resolution.

Set up your Helpdesk to align with your objectives

Once you know which objectives you’d like to achieve, segment these into topics or categories and replicate that in your inbox. These topics help you identify and create the inboxes you need, set up conversation tags and attributes which will be used to track them, and assign inbound conversations/tickets using workload management (if you have a big team).

Example:

Objective: Improve first response time and customer experience

Topics: Simple support queries, technical troubleshooting, urgent queries

Inboxes: Basic Support, Technical Support, Rapid Response

Conversation tags: Product Feedback, Bug Report, Pricing

Conversation attributes: Product Area, Urgency

Assignment method: Balanced assignment to distribute workload evenly across teammates and ensure the most critical conversations are addressed first


Step 2: Identify key metrics to track and improve them

“Remarkable” is a moving target. Once you’ve defined what remarkable means for your specific customers, it’s important to measure their experience and track how you are (or aren’t) raising the bar to meet changing expectations. Tracking the right metrics allows you to identify areas that need attention, measure the effectiveness of your strategies, and make data-driven decisions. Reporting on them helps you prioritize efforts based on the most critical issues and track progress over time.

Identify key metrics

Determine the most relevant metrics for your customer service goals. As a start, you should focus on:

  • CX (Customer Experience Score) for overall customer experience.

  • FRT (First Response Time) for initial response to a customer.

  • TTC (Time To Close) for the time it takes to resolve an issue.

  • CSAT (Customer Satisfaction Score) for customer satisfaction.

  • NPS (Net Promoter Score) for product feedback.

  • Quality metrics (e.g. communication style, understanding, investigation, following internal processes, etc.) to assess how well your agents are performing.

  • Bug rate to track the number of bugs on specific topics or during specific time periods.

You can get an AI-generated CX Score that measures how customers feel about their support experience - across all your conversations, without surveys, when you use Fin. You can also use the pre-built reports or create your own custom reports to compare and track the metrics you’re most interested in.

Make improvements

It all starts with your north star metric: use these metrics to decide which issues are most important and will have the biggest impact on your customer experience.

Start small, scale quickly: approach improvements in phases. Start with a specific period or a small segment of your operations and assess the impact e.g. how NPS has improved since tracking product feedback and passing it to your product team. Then scale the successful strategies across your organization.


Step 3: Boost your Customer Experience (CX) Score

If you want a complete picture of how your support performs, start by tracking your Customer Experience (CX) Score. Unlike traditional surveys, CX Score gives you complete, AI-driven insight into how customers feel about every support interaction—across both AI and human agents. It’s influenced by key factors like first response time, time to resolution, and the overall quality of service. Understanding and improving your CX Score helps maintain high support standards, leading to more satisfied and loyal customers.

Understand CX Score

CX Score is an AI-generated metric that measures customer sentiment based on the full conversation—whether it’s handled by a teammate, Fin, or both. It accounts for customer tone, resolution status, and service quality, assigning a 1–5 rating after the conversation ends. Ratings of 4 or 5 count as positive and contribute to your CX Score. Unlike CSAT surveys, CX Score doesn't rely on a small, self-selecting group of customers. Instead, it offers full coverage of eligible conversations—capturing feedback even from disengaged or neutral customers, and minimizing survey bias.

Note: You'll need to be using Fin to access your CX Score across all conversations.

Drill into your CX Score to learn more

See how different topics are performing

Use the Topics Explorer to track your customer experience by topic, not just team. Each topic includes a CX Score so you can see which issues are handled well and which need attention. Focus where it matters most by identifying high-volume, negative customer experience topics and click on them to see the tree map and line charts broken down by subtopics. This enables you to make targeted improvements to the most impactful subtopics by addressing the root cause of poor CX.

If you want to measure CSAT with traditional surveys, you can also ask your customers for their feedback via workflows or simple automations.


Step 4: Improve your first response time and time to close

The AI Agent era means customers expect faster responses and resolutions. Faster first response time (FRT) boosts customer confidence, while a shorter time to close (TTC) ensures issues are resolved promptly, keeping customers unblocked and happy with your service. You can use Intercom reporting to see where your FRT or TTC could use a little work and make the right improvements with messenger, inbox, and proactive support tools.

Use reporting

Use Intercom reporting to keep a close eye on two key metrics: FRT and TTC, and set realistic goals e.g. if you’re currently responding in 15 minutes, set a goal to respond within 10 minutes. These metrics help ensure customers get the answers they need when they need them.

Set dynamic reply times to manage customer expectations

It’s a good idea to use dynamic reply time in the Messenger as this will adjust response time notifications to reflect real-time team capacity and set realistic expectations for your customers.

Optimize your team structure based on patterns

By using multiple team inboxes and conversation tags you can streamline workflows and identify bottlenecks and demand drivers. You should also keep an eye on your peak inquiry times and adjust staffing accordingly to ensure adequate coverage during high-demand periods. For bigger teams we recommend using workload management to assign queries to the right team members based on their expertise which speeds up resolution and reduces frustration.

When you start using Fin, you can track performance by topic—not just team inbox. Each topic includes handling time so you can see which issues are handled quickly and which need attention.

Increase your team efficiency

More efficient teammates means faster response times and you can save your team hours searching for answers and support with Copilot, a personal AI assistant in the inbox. You can also create macros for your most common support queries and known issues. Teammates can use these templated replies to respond consistently to customers and automatically take follow-up actions like tagging or closing a conversation.

Be proactive rather than reactive

Through outbound messaging you can get ahead of support volume and inform customers about upcoming maintenance or known issues, reducing the chance of unusual spikes. But only send critical updates to avoid overwhelming customers with unnecessary information.


Step 5: Create an effective self-serve motion

Finally, to really level up your customer experience, you need to create an effective self-serve motion. By allowing your customers to self-serve you can significantly relieve the pressure on your support team, so they can deliver timely support to the customers who need their attention. Analyzing how customers interact with these resources can also surface ‘problem areas’ and prioritize impactful improvements. Start by adding public articles to educate your customers and build your help center.

Set up and optimize your help center

Create a feedback loop between your customers and self-serve support

Get quick feedback from customers on the quality of your content with article reactions and use conversation tags to capture and monitor feedback (e.g. which areas of the product or self-serve resources need attention). It’s also super helpful to ask teammates to submit Back-office tickets to suggest self-serve improvements when they notice them.

Leverage AI for efficiency gains

AI can also use this content to respond to customers and support teammates in the inbox, ultimately saving time while improving FRT and CX.


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