In customer support, how you say something often matters as much as what you say. While empathy and tone set the stage, it’s the structure and clarity of your responses that drive resolution and satisfaction.
This chapter dives deep into the strategies of expanding, summarizing, and rephrasing responses to craft tailored interactions that resonate with customers. These techniques not only improve the clarity and relevance of communication but also build trust, enhance CSAT scores, and foster loyalty.
Let’s break down these three techniques with actionable insights and best practices.
Knowing When to Expand: The Art of Adding Value
Sometimes, less is not more. Expansion is crucial when customers need detailed explanations or when the issue at hand is complex. A well-structured expanded response shows your expertise and ensures customers feel heard and understood.
Why and When to Expand
- Technical Queries: When troubleshooting requires step-by-step instructions.
- Policy Explanations: When customers need clarity about company rules.
- Feature Walkthroughs: When introducing or explaining new product features.
Best Practices for Expanding Responses
- Prioritize Key Points: Begin with the resolution or the most important takeaway.
- Use Bulleted Lists: Break complex answers into digestible steps.
- End with a Summary: Reinforce the solution or action steps to close the loop.
Example:
Query: “Why can’t I cancel my subscription after the trial?”
Without Expansion: “It’s not allowed in our policy.”
With Expansion:
“Our trial cancellation policy ensures a seamless experience for all users. As per our terms, cancellations can be processed anytime during the trial period. Since your request came after the trial ended, the system automatically charged for the next month. However, I’d be happy to assist you in managing your subscription going forward. Would you like to pause it instead?”
Mastering the Skill of Summarization
On the flip side, some customers value brevity above all else. Summarization helps condense long explanations or histories into clear, concise answers that cut through the noise.
Why and When to Summarize
- Billing Queries: When customers need quick clarity on charges.
- Long Support Histories: When resolving ongoing issues without repeating unnecessary details.
- Time-Sensitive Issues: When customers need quick resolutions.
Best Practices for Summarizing Responses
- Eliminate Redundancy: Focus on the essentials and avoid filler language.
- Highlight Outcomes: Clearly state what the customer needs to know.
- Stay Objective: Avoid adding unnecessary opinions or assumptions.
Example:
Query: “I was charged twice, and I’ve been emailing back and forth for weeks. Nobody is helping me!”
Without Summarization:
“I see that you were charged twice on your account ending in 1234 for your subscription on Jan 5. You sent an email on Jan 10, and then again on Jan 15. Our team responded on Jan 20 but didn’t resolve it completely…”
With Summarization:
“Apologies for the delay. You were indeed charged twice. We’ve processed a refund for the duplicate charge, which should reflect within 5–7 business days.”
Rephrasing: Balancing Clarity and Tone
Rephrasing is the ultimate tool for refining responses, especially when tone or complexity doesn’t align with the customer’s needs. It ensures that even technical or automated responses feel human and empathetic.
Why and When to Rephrase
- Overly Technical Responses: Simplify jargon for non-technical customers.
- Tone Adjustments: Make responses more empathetic or professional.
- Confusing Explanations: Refine unclear or poorly worded responses.
Best Practices for Rephrasing Responses
- Identify the Problem: Assess whether tone, complexity, or structure is causing confusion.
- Test Multiple Versions: Use tools like AI editors to explore different phrasing options.
- Focus on the Customer’s Emotional State: Match tone to frustration, confusion, or urgency.
Example:
Query: “Your system is so hard to use! I can’t even log in properly!”
Original Response: “The issue is on your end; try clearing your cache.”
Rephrased Response:
“I’m sorry to hear you’re having trouble logging in. Let’s try clearing your browser cache, which should resolve the issue. Please let me know if you need additional help!”
Combining Expansion, Summarization, and Rephrasing: A Holistic Approach
Customer interactions often require more than one technique. The key is knowing when and how to blend these methods for maximum impact.
Example:
Query: “Why hasn’t my refund been processed yet?”
1. Expand: Provide detailed reasoning and refund timelines.
2. Summarize: Highlight key actions and next steps.
3. Rephrase: Ensure tone reflects empathy and professionalism.
Final Response Example:
“I understand how frustrating this must be. Your refund is currently under review, which is taking longer due to system upgrades. It should be processed by Thursday. I appreciate your patience and am here to assist further if needed.”
Quick Takeaways
- Expand: Use when details matter.
- Summarize: Use when clarity is key.
- Rephrase: Use when tone or structure needs refinement.
AI tools like the Advanced AI Editor make it easier for support teams to fine-tune responses, ensuring consistency and impact in every interaction.
Conclusion: Elevate Your Customer Support Game
Fine-tuning responses isn’t just a skill; it’s a strategy that transforms the customer experience. By mastering when to expand, summarize, or rephrase, support teams can deliver tailored, impactful communication that boosts satisfaction and loyalty. With tools like the Advanced AI Editor, these techniques become second nature, empowering teams to provide better support faster.
Stay tuned for the final chapter in our blog series: “Chapter 4 – Elevating CSAT Scores with Data-Driven Insights.”