The Challenge: Unclear Next-Action Ownership

In many customer service organisations, interactions end with a vague agreement to "look into it" or "get back to you". It’s often unclear whether the next step belongs to the frontline agent, a back-office team, or the customer. Deadlines are implied rather than defined, and commitments are rarely captured in a structured way. The result: customers leave conversations with an uneasy sense that nothing concrete has been agreed.

Traditional approaches rely on agents to remember every follow-up rule, escalation path, and dependency across products, regions and channels. Static scripts and generic checklists don’t reflect the complexity of modern customer journeys or the variety of edge cases that appear. Even with good intentions, agents under time pressure skip confirmation steps, misclassify cases, or forget to document who owns what, especially when conversations span email, chat and phone.

The impact is significant. Unclear next-action ownership drives repeat contacts, longer overall resolution times, and higher operational costs as cases bounce between teams. It damages customer trust when promised callbacks don’t happen or tasks fall through the cracks. Leaders lose visibility into true first-contact resolution (FCR) because the same issue reappears under different ticket numbers or channels. Over time, this ambiguity becomes a competitive disadvantage as customers gravitate towards providers who give clear, reliable answers and follow-through.

This challenge is real, but it’s also solvable. With modern AI like Gemini, you can infer the right resolver group, predict ownership, and generate explicit, auditable next steps directly from the conversation context. At Reruption, we’ve seen how AI-powered assistants can turn messy, multi-channel interactions into clear action plans for both agents and customers. In the sections below, you’ll find practical guidance on how to apply Gemini to bring structure, clarity and accountability to the end of every customer interaction.

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Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption's work building real-world AI copilots for customer service, we know that unclear next steps are rarely a training problem alone – they are a systems problem. Gemini is well-suited to this challenge because it can process omnichannel transcripts, understand intent, infer the correct resolver group, and propose precise actions in real time. Used correctly, it becomes a decision layer that helps agents close conversations with crystal-clear next-action ownership instead of vague promises.

Treat Next-Action Ownership as a Data Problem, Not Just a Script Problem

Most organisations try to fix unclear follow-ups by adding more scripts, checklists, or training. Strategically, it’s more effective to treat ownership clarity as a data and decisioning problem. You need a system that consistently interprets the full conversation, matches it to known processes, and outputs a structured set of actions with owners and timelines.

With Gemini for customer service, that means designing your use case around the data it sees: conversation transcripts, ticket metadata, routing rules, and knowledge articles. Instead of asking "How do we train agents to remember everything?", ask "How do we feed Gemini the right signals so it can reliably recommend who does what by when?" This mindset shift lets you build a scalable capability rather than yet another script.

Start with High-Volume, Ambiguous Journeys First

From a strategic standpoint, you don’t need Gemini to cover every possible interaction on day one. Focus on the customer journeys where unclear ownership hurts you most: recurring billing disputes, product returns with exceptions, or issues that frequently bounce between front office and back office.

By prioritising a few high-impact flows, you can train and validate Gemini intent classification and ownership prediction on data that actually moves your FCR metrics. Once you’ve proven that AI-generated next steps reduce repeat contacts in those journeys, it becomes much easier to win organisational buy-in and scale to more complex processes.

Design Human-in-the-Loop, Not Human-or-AI

For ownership and next steps, the risks of getting it wrong are real: missed regulatory deadlines, incorrect approvals, or commitments the organisation can’t meet. Strategically, you should design Gemini as a copilot for agents, not an autonomous decision-maker.

That means Gemini proposes a structured summary – owner, actions, due dates – and the agent remains accountable for confirming or editing it. This human-in-the-loop setup improves trust, gives you explainability (agents see why a certain team or customer action is suggested), and creates valuable feedback data to continuously retrain and improve the model without jeopardising service quality.

Align Legal, Compliance and Operations Early

Using AI to infer who owns the next step can touch legal and compliance boundaries, especially when commitments to customers involve SLAs, financial adjustments, or sensitive data. Strategically, you should bring Legal, Compliance, and Ops into the design process early instead of asking for sign-off at the end.

Discuss where Gemini can safely propose actions autonomously (e.g. "track your parcel via this link") and where it must only suggest options for the agent to confirm (e.g. "offer goodwill credit up to 20€"). Early alignment avoids late-stage blockers and helps you define the operating guardrails – escalation thresholds, approval rules, wording constraints – that make your AI customer service solution robust in production.

Invest in Change Management and Agent Trust

Even the best Gemini integration will fail if agents ignore its recommendations. Strategically, you must treat this as an adoption and change challenge, not just a technical rollout. Agents need to understand why the system is being introduced, how it was trained, and where its limits are.

Involve high-performing agents in designing and testing the next-step suggestions. Show them how AI-generated ownership summaries reduce their after-call work and protect them from blame when something falls through the cracks. With this approach, Gemini becomes a tool that reinforces their professionalism and reduces cognitive load, rather than a black box telling them what to do.

Used with the right strategy, Gemini can turn ambiguous endings into clear, actionable commitments by combining intent detection, ownership prediction, and knowledge surfacing in one flow. Reruption has seen how this kind of AI copilot changes the daily reality of service teams – fewer bounced tickets, fewer "just checking in" calls, and much higher confidence that every interaction ends with a concrete plan. If you’re exploring how to apply Gemini to your own first-contact resolution challenges, we’re happy to help you scope, test and harden a solution that fits your environment.

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Real-World Case Studies

From Banking to Fintech: Learn how companies successfully use Gemini.

Wells Fargo

Banking

Wells Fargo, serving 70 million customers across 35 countries, faced intense demand for 24/7 customer service in its mobile banking app, where users needed instant support for transactions like transfers and bill payments. Traditional systems struggled with high interaction volumes, long wait times, and the need for rapid responses via voice and text, especially as customer expectations shifted toward seamless digital experiences. Regulatory pressures in banking amplified challenges, requiring strict data privacy to prevent PII exposure while scaling AI without human intervention. Additionally, most large banks were stuck in proof-of-concept stages for generative AI, lacking production-ready solutions that balanced innovation with compliance. Wells Fargo needed a virtual assistant capable of handling complex queries autonomously, providing spending insights, and continuously improving without compromising security or efficiency.

Lösung

Wells Fargo developed Fargo, a generative AI virtual assistant integrated into its banking app, leveraging Google Cloud AI including Dialogflow for conversational flow and PaLM 2/Flash 2.0 LLMs for natural language understanding. This model-agnostic architecture enabled privacy-forward orchestration, routing queries without sending PII to external models. Launched in March 2023 after a 2022 announcement, Fargo supports voice/text interactions for tasks like transfers, bill pay, and spending analysis. Continuous updates added AI-driven insights, agentic capabilities via Google Agentspace, ensuring zero human handoffs and scalability for regulated industries. The approach overcame challenges by focusing on secure, efficient AI deployment.

Ergebnisse

  • 245 million interactions in 2024
  • 20 million interactions by Jan 2024 since March 2023 launch
  • Projected 100 million interactions annually (2024 forecast)
  • Zero human handoffs across all interactions
  • Zero PII exposed to LLMs
  • Average 2.7 interactions per user session
Read case study →

Walmart (Marketplace)

Retail

In the cutthroat arena of Walmart Marketplace, third-party sellers fiercely compete for the Buy Box, which accounts for the majority of sales conversions . These sellers manage vast inventories but struggle with manual pricing adjustments, which are too slow to keep pace with rapidly shifting competitor prices, demand fluctuations, and market trends. This leads to frequent loss of the Buy Box, missed sales opportunities, and eroded profit margins in a platform where price is the primary battleground . Additionally, sellers face data overload from monitoring thousands of SKUs, predicting optimal price points, and balancing competitiveness against profitability. Traditional static pricing strategies fail in this dynamic e-commerce environment, resulting in suboptimal performance and requiring excessive manual effort—often hours daily per seller . Walmart recognized the need for an automated solution to empower sellers and drive platform growth.

Lösung

Walmart launched the Repricer, a free AI-driven automated pricing tool integrated into Seller Center, leveraging generative AI for decision support alongside machine learning models like sequential decision intelligence to dynamically adjust prices in real-time . The tool analyzes competitor pricing, historical sales data, demand signals, and market conditions to recommend and implement optimal prices that maximize Buy Box eligibility and sales velocity . Complementing this, the Pricing Insights dashboard provides account-level metrics and AI-generated recommendations, including suggested prices for promotions, helping sellers identify opportunities without manual analysis . For advanced users, third-party tools like Biviar's AI repricer—commissioned by Walmart—enhance this with reinforcement learning for profit-maximizing daily pricing decisions . This ecosystem shifts sellers from reactive to proactive pricing strategies.

Ergebnisse

  • 25% increase in conversion rates from dynamic AI pricing
  • Higher Buy Box win rates through real-time competitor analysis
  • Maximized sales velocity for 3rd-party sellers on Marketplace
  • 850 million catalog data improvements via GenAI (broader impact)
  • 40%+ conversion boost potential from AI-driven offers
  • Reduced manual pricing time by hours daily per seller
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Morgan Stanley

Banking

Financial advisors at Morgan Stanley struggled with rapid access to the firm's extensive proprietary research database, comprising over 350,000 documents spanning decades of institutional knowledge. Manual searches through this vast repository were time-intensive, often taking 30 minutes or more per query, hindering advisors' ability to deliver timely, personalized advice during client interactions . This bottleneck limited scalability in wealth management, where high-net-worth clients demand immediate, data-driven insights amid volatile markets. Additionally, the sheer volume of unstructured data—40 million words of research reports—made it challenging to synthesize relevant information quickly, risking suboptimal recommendations and reduced client satisfaction. Advisors needed a solution to democratize access to this 'goldmine' of intelligence without extensive training or technical expertise .

Lösung

Morgan Stanley partnered with OpenAI to develop AI @ Morgan Stanley Debrief, a GPT-4-powered generative AI chatbot tailored for wealth management advisors. The tool uses retrieval-augmented generation (RAG) to securely query the firm's proprietary research database, providing instant, context-aware responses grounded in verified sources . Implemented as a conversational assistant, Debrief allows advisors to ask natural-language questions like 'What are the risks of investing in AI stocks?' and receive synthesized answers with citations, eliminating manual digging. Rigorous AI evaluations and human oversight ensure accuracy, with custom fine-tuning to align with Morgan Stanley's institutional knowledge . This approach overcame data silos and enabled seamless integration into advisors' workflows.

Ergebnisse

  • 98% adoption rate among wealth management advisors
  • Access for nearly 50% of Morgan Stanley's total employees
  • Queries answered in seconds vs. 30+ minutes manually
  • Over 350,000 proprietary research documents indexed
  • 60% employee access at peers like JPMorgan for comparison
  • Significant productivity gains reported by CAO
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bunq

Banking

As bunq experienced rapid growth as the second-largest neobank in Europe, scaling customer support became a critical challenge. With millions of users demanding personalized banking information on accounts, spending patterns, and financial advice on demand, the company faced pressure to deliver instant responses without proportionally expanding its human support teams, which would increase costs and slow operations. Traditional search functions in the app were insufficient for complex, contextual queries, leading to inefficiencies and user frustration. Additionally, ensuring data privacy and accuracy in a highly regulated fintech environment posed risks. bunq needed a solution that could handle nuanced conversations while complying with EU banking regulations, avoiding hallucinations common in early GenAI models, and integrating seamlessly without disrupting app performance. The goal was to offload routine inquiries, allowing human agents to focus on high-value issues.

Lösung

bunq addressed these challenges by developing Finn, a proprietary GenAI platform integrated directly into its mobile app, replacing the traditional search function with a conversational AI chatbot. After hiring over a dozen data specialists in the prior year, the team built Finn to query user-specific financial data securely, answer questions on balances, transactions, budgets, and even provide general advice while remembering conversation context across sessions. Launched as Europe's first AI-powered bank assistant in December 2023 following a beta, Finn evolved rapidly. By May 2024, it became fully conversational, enabling natural back-and-forth interactions. This retrieval-augmented generation (RAG) approach grounded responses in real-time user data, minimizing errors and enhancing personalization.

Ergebnisse

  • 100,000+ questions answered within months post-beta (end-2023)
  • 40% of user queries fully resolved autonomously by mid-2024
  • 35% of queries assisted, totaling 75% immediate support coverage
  • Hired 12+ data specialists pre-launch for data infrastructure
  • Second-largest neobank in Europe by user base (1M+ users)
Read case study →

Insilico Medicine

Biotech

The drug discovery process traditionally spans 10-15 years and costs upwards of $2-3 billion per approved drug, with over 90% failure rate in clinical trials due to poor efficacy, toxicity, or ADMET issues. In idiopathic pulmonary fibrosis (IPF), a fatal lung disease with limited treatments like pirfenidone and nintedanib, the need for novel therapies is urgent, but identifying viable targets and designing effective small molecules remains arduous, relying on slow high-throughput screening of existing libraries. Key challenges include target identification amid vast biological data, de novo molecule generation beyond screened compounds, and predictive modeling of properties to reduce wet-lab failures. Insilico faced skepticism on AI's ability to deliver clinically viable candidates, regulatory hurdles for AI-discovered drugs, and integration of AI with experimental validation.

Lösung

Insilico deployed its end-to-end Pharma.AI platform, integrating generative AI and deep learning for accelerated discovery. PandaOmics used multimodal deep learning on omics data to nominate novel targets like TNIK kinase for IPF, prioritizing based on disease relevance and druggability. Chemistry42 employed generative models (GANs, reinforcement learning) to design de novo molecules, generating and optimizing millions of novel structures with desired properties, while InClinico predicted preclinical outcomes. This AI-driven pipeline overcame traditional limitations by virtual screening vast chemical spaces and iterating designs rapidly. Validation through hybrid AI-wet lab approaches ensured robust candidates like ISM001-055 (Rentosertib).

Ergebnisse

  • Time from project start to Phase I: 30 months (vs. 5+ years traditional)
  • Time to IND filing: 21 months
  • First generative AI drug to enter Phase II human trials (2023)
  • Generated/optimized millions of novel molecules de novo
  • Preclinical success: Potent TNIK inhibition, efficacy in IPF models
  • USAN naming for Rentosertib: March 2025, Phase II ongoing
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Use Gemini to Generate Structured Next-Step Summaries at Call/Chat End

A practical first step is to let Gemini convert the full interaction into a structured summary when the conversation is about to end. This summary should capture the issue, agreed actions, owners and timelines in a machine-readable format that your CRM or ticket system understands.

Implement a trigger – for example, pressing a hotkey in the agent desktop or detecting closing phrases like "anything else I can help you with?" – that sends the conversation transcript and key metadata to Gemini. The model returns a JSON object with fields such as customer_action, agent_action, backoffice_action, due_by, and internal_routing_group. Display this to the agent for confirmation before it is stored.

Example Gemini prompt (server-side):
You are an assistant that structures customer service interactions.
From the conversation and ticket context below, extract:
- A one-sentence issue summary
- All next actions, grouped by owner: customer, agent, back-office
- A realistic due date or SLA if mentioned or implied
- The most likely resolver group (internal team name)

Return JSON with this schema:
{
  "issue_summary": "...",
  "actions": [
    {"owner": "agent|customer|backoffice", "description": "...", "due_by": "ISO8601 or null"}
  ],
  "resolver_group": "...",
  "customer_facing_closing_text": "Plain language closing statement"
}

Conversation:
{{full_transcript}}
Ticket metadata:
{{metadata}}

Expected outcome: agents end every interaction with a consistent structure that can be searched, tracked, and audited, reducing forgotten follow-ups and misunderstandings.

Embed Ownership Suggestions Directly into the Agent Desktop

For Gemini to impact first-contact resolution, its recommendations must appear where agents work, not in a separate tool. Integrate Gemini via API into your existing CRM, ticketing or contact-centre UI so that the ownership suggestions are visible in context – ideally in a dedicated "Next steps" panel.

Map Gemini’s resolver_group output to your internal queue or team codes and pre-fill the routing fields. Allow agents to override suggestions with a simple dropdown, and record those overrides so you can analyse where the model needs improvement. This integration pattern keeps the workflow familiar while quietly upgrading the quality of ownership decisions.

Configuration steps:
1. Define mapping between Gemini's resolver_group labels and internal queues.
2. Extend your ticket schema with fields for owner, due_by, and action list.
3. Add a UI component that calls your Gemini backend endpoint with transcript+ticket data.
4. Render Gemini's response as editable form fields; require confirmation before closing.
5. Log both AI suggestion and final agent choice for monitoring and retraining.

Expected outcome: agents route and document next steps faster and more accurately, cutting hand-off errors without adding extra clicks.

Combine Ownership Prediction with Knowledge Article Suggestions

Clarifying who owns the next step is powerful, but you get even more value when Gemini also surfaces knowledge articles and process guides that help the agent resolve the issue immediately instead of delegating it. Configure Gemini to propose both a resolver group and 2–3 relevant articles based on the detected intent.

When an interaction matches a known "can be solved in first contact" pattern, the UI should highlight this and encourage the agent to use the suggested steps rather than escalating. This is where Gemini’s understanding of semantics across channels (email, chat, voice transcripts) becomes a real lever for boosting first-contact resolution.

Example prompt fragment for article suggestions:
Also identify up to 3 internal knowledge base articles that could help
resolve this issue without escalation. For each, return:
- title
- kb_id
- why it's relevant in one sentence.

Expected outcome: more interactions are fully closed in the first contact, and escalations are reserved for genuinely complex cases.

Standardise Customer-Facing Confirmation Messages with Gemini

Even when internal ownership is clear, customers often leave without a concrete written confirmation of what will happen next. Use Gemini to generate a concise, customer-friendly closing message that the agent can read out and send via email or chat.

Feed Gemini the structured actions it has extracted and ask it to generate a short confirmation in your tone of voice, including owners and timelines in plain language. Make this one-click accessible so it doesn’t slow the agent down.

Example prompt for closing text:
You are a customer service assistant.
Turn the structured actions below into a short confirmation message
for the customer. Use clear, reassuring language and specify who
will do what by when.

Actions JSON:
{{actions_json}}

Company style: professional, concise, no jargon.

Expected outcome: fewer misunderstandings after the interaction, and fewer "just checking the status" contacts because expectations were clear from the start.

Implement Quality Monitoring on Ownership Accuracy

To keep Gemini reliable in production, you need to systematically monitor how well its ownership and resolver predictions match reality. Set up a weekly process where a sample of interactions is reviewed: Was the suggested owner correct? Was the due date realistic? Did the case bounce anyway?

Log these results back to your training dataset and use them in regular fine-tuning or prompt optimisation cycles. Include operational metrics (repeat contact rate, FCR, average handle time) for the flows where Gemini is active versus control groups. This doesn’t just improve the model; it builds a clear ROI picture for your stakeholders.

Key KPIs to track per journey:
- First-contact resolution rate (% of issues solved without follow-up)
- Repeat contact rate within 7/30 days
- Number of queue hand-offs per case
- Average handle time and after-call work time
- % of AI ownership suggestions accepted without change

Expected outcome: over 3–6 months, organisations typically see measurable gains such as 10–20% fewer repeat contacts on targeted journeys, a noticeable lift in FCR, and a reduction in manual after-call documentation, without increasing risk or compromising customer trust.

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Frequently Asked Questions

Gemini analyses the full conversation (voice transcript, chat, email) plus ticket metadata to identify the issue, infer intent, and propose a structured set of next steps with clear owners. It returns a machine-readable summary that separates actions for the agent, the back-office, and the customer, including suggested due dates or SLAs where relevant.

This structured output is shown to the agent at the end of the interaction, who can confirm or adjust it before it’s stored in the CRM or ticket system. The result is that every interaction ends with explicit, documented next-action ownership instead of vague promises.

You need three main building blocks: (1) access to conversation data (chat logs, email bodies, or voice transcripts) via your contact centre or CRM; (2) an integration layer (usually a small backend service) that can call the Gemini API, apply prompts, and map its output to your ticket fields; and (3) a way to display and edit Gemini’s suggestions inside your existing agent desktop.

From a skills perspective, you need engineering capacity for API integration and basic MLOps, plus product and operations owners who can define which journeys to start with and what "good" ownership recommendations look like. Reruption can support you across all of these, from architecture to implementation.

For a focused scope (e.g. 1–2 high-volume issue types), you can usually get a working Gemini-based ownership assistant into a pilot within a few weeks, assuming your data access and tools are in place. In many environments, the first improvements in documentation quality and clarity of next steps are visible almost immediately in the pilot group.

Measurable changes in first-contact resolution and repeat contact rates typically emerge over 6–12 weeks, once agents have adopted the workflow and you’ve iterated on prompts and mappings. The key is to treat this as an ongoing optimisation, not a one-off launch.

The ROI comes from several sources: fewer repeat contacts for the same issue, reduced after-call documentation time, fewer misrouted or bounced tickets, and improved customer satisfaction. For high-volume journeys, even a modest reduction in repeat contacts (for example 10–15%) can translate into significant cost savings and increased capacity.

Because Gemini runs as an API, you have fine-grained control over usage and can prioritise the interactions where the value is highest. With proper monitoring of FCR, hand-offs, and handle time, you can build a clear business case that goes beyond generic "AI savings" and ties directly to customer service KPIs.

Reruption works as a Co-Preneur, embedding with your team to design, build and ship working AI solutions rather than just concepts. For this specific use case, we typically start with our AI PoC offering (9,900€) to prove that Gemini can reliably infer ownership and next steps from your real customer interactions.

The PoC covers use-case definition, feasibility checks, rapid prototyping, performance evaluation and a concrete production plan. From there, we can support full implementation: integrating Gemini via API into your CRM or contact centre, designing the agent workflow, setting up monitoring, and iterating prompts based on real-world feedback. Our goal is to help you move from idea to a live AI-powered customer service copilot that actually reduces unclear ownership and boosts first-contact resolution.

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