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Home Authors Corner

From SMS to Supercharged CX: The Rise of Conversational Tech in Customer Journeys

In this article, Nitin Seth, Co-Founder & CEO, Conversive, highlights that conversational tech is shifting customer experience from rigid support to contextual, omnichannel journeys—blending AI and human expertise, embedding compliance, and enabling personalized, trust-driven engagement at scale.

by Guest Column
September 15, 2025
in Authors Corner
Reading Time: 4 mins read
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From SMS to Supercharged CX: The Rise of Conversational Tech in Customer Journeys
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Customers are avoiding traditional phone support but they’re not retreating from conversation, they’re demanding it on their terms. They might prefer messaging because it’s convenient, less time consuming but that doesn’t mean lack of communication at all. Instead, it’s about smarter, more contextual communication that respects their time.

This transformation is changing how we see “customer experience”. We once measured success by call resolution times, but now track conversation continuity across channels, response relevance, and outcome completion. The businesses that are doing better than others are the ones that are simply digitizing their old processes but they’re completely redefining relationships with customers at scale.

The Conversational Revolution is Not Just About Chatbots

The first wave of conversational technology gave us chatbots – rigid, rule-based systems that frustrated more customers than they helped. But the current wave is different.

Today’s conversational platforms (at least the good ones) understand context, remember previous interactions, and can orchestrate complex journeys across multiple touchpoints. They don’t just respond; they guide, assist, and solve.

This evolution simply reflects changes in customer expectations. In industries like healthcare, education, and financial services, customers need trusted advisors who understand their unique situations. A patient scheduling a follow-up appointment wants you to remember their medical history and preferences. A prospective student inquiring about programs expects personalized guidance based on their academic background and career goals.

The technology finally matches these expectations. Modern conversational AI can pull from CRM data, understand industry-specific contexts, and maintain conversation threads for weeks and months. More importantly, it knows when to escalate to humans for expert assistance.

The most profound shift I’ve observed is how conversational technology transforms professional service businesses. Traditional models required customers to adapt to business processes – fill out forms, wait for callbacks, repeat information across departments. Conversational platforms flip this dynamic, allowing businesses to meet customers where they are and guide them through complex journeys with personalized intelligence.

Consider the difference between a traditional mortgage application process and a conversational approach. Instead of directing customers to fill out lengthy forms, imagine a system that gathers information through natural conversation over SMS or WhatsApp, explains each step in plain language, proactively requests missing documents, and provides real-time updates on application status. The customer feels supported rather than processed.
It allows professionals to focus on their highest-value activities (diagnosis, strategy, decision-making) while conversational AI handles routine tasks (inquiries, data collection, and process guidance). A financial advisor can spend more time crafting investment strategies when AI handles client onboarding, appointment scheduling, and routine account updates.

Multi-Channel Communication is More Real Than Ever

The future of communication isn’t about choosing the “right” channel. It’s more about orchestrating conversations across channels customers prefer. A single customer journey might begin with a web chat, continue over WhatsApp, include a voice call for complex issues, and conclude with email confirmations and SMS reminders.

This omnichannel reality demands platforms that can maintain conversation continuity regardless of channel switching. When a customer moves from web chat to WhatsApp, they shouldn’t have to repeat their story. When they call after receiving an SMS reminder, the agent should have full context of all previous interactions.

Intelligent orchestration is a bigger technical challenge than integration. Different channels serve different purposes in customer journeys. SMS works well for reminders and quick confirmations. WhatsApp excels for document sharing and rich media interactions. Voice remains essential for complex problem-solving that requires empathy and nuanced judgment.

Industry-Specific Intelligence is the Key in Communication

Generic conversational AI falls short in regulated industries where compliance isn’t optional. For example, healthcare conversations must navigate HIPAA requirements. Financial services must manage consent and disclosure obligations. Educational institutions must handle FERPA considerations while supporting student success.

It pushes us to build industry-specific conversational agents that understand not just what to say, but what they’re legally allowed to say, when they can say it, and how to document every interaction for audit purposes. These systems embed compliance into every conversation flow..

The competitive advantage goes to platforms that combine deep industry expertise with conversational technology. At Conversive, we’ve learned that healthcare practices need different conversation patterns than law firms, which need different approaches than educational institutions. Yes, templates do work, but the regulatory environment, professional standards, and customer emotional states remain unique to each industry.

The next phase of conversational technology moves beyond responding to orchestrating. Agentic AI systems can manage entire workflows from qualifying leads, scheduling appointments, collecting necessary documents, processing applications, and to following up.

This evolution transforms customer acquisition and service economics. Instead of requiring human touchpoints for every interaction, businesses can deploy AI agents that handle routine workflows while escalating complex cases to human experts. The result is faster customer resolution, reduced operational costs, and professionals who can focus on high-value advisory work.

The implications extend beyond efficiency gains. When conversational AI can handle routine interactions with the same quality and compliance standards as human agents, businesses can engage with customers more frequently and proactively. This creates opportunities for deeper relationships, better outcomes, and increased customer lifetime value.

The Path Forward

The companies that will lead in this conversational future share common characteristics: they think in terms of customer journeys rather than individual touchpoints. They embed compliance and industry expertise into their technology stack, and they see conversational AI as an enabler of human expertise rather than a replacement for it.

Success requires more than deploying the latest AI models. It demands understanding how conversations fit into broader business processes, how to maintain conversation quality across channels, and how to measure success in terms of customer outcomes rather than just operational metrics.

As we continue building the future of business communication, the goal isn’t to make conversations more automated but to make them more human. The technology should disappear into seamless, helpful interactions that solve real problems and build genuine relationships between businesses and the customers they serve.

Tags: conversational techConversive.Nitin Seth

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