The tasks · Customer Service RepresentativesSOC 43-4051.00
Record keeping and transaction documentationWhat can do this →
85% · agentMostly automatable
Billing calculations and payment processingWhat can do this →
80% · agentMostly automatable
Customer inquiry handling and information provisionWhat can do this →
64% · agentPartly automatable
Complaint resolution and problem solvingWhat can do this →
64% · agentPartly automatable
Customer notifications and follow-up communicationsWhat can do this →
64% · agentPartly automatable
Sales promotion and upselling activitiesWhat can do this →
64% · agentPartly automatable
The team6 agents · 6 need no setup
Customer inquiry agent
Salesforce software · Microsoft Teams · Web
● No integration needed
Records management agent
Microsoft Excel · Salesforce software · Microsoft Access
● No integration needed
Complaint resolution agent
Salesforce software · Microsoft Word · Email
● No integration needed
Billing calculation agent
Microsoft Excel · Intuit QuickBooks · Salesforce software
● No integration needed
Customer notification agent
Microsoft Outlook · Salesforce software · Email
● No integration needed
Sales promotion agent
Salesforce software · Microsoft PowerPoint · Email
● No integration needed
You keep this
Final approval of refunds and billing adjustmentsEscalation decisions for complex customer disputesAccount closure and service discontinuation authorizationsHigh-value transaction approvals and fraud verification
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
