AI for CX Virtual Summit

AI + Human: The New Power Duo in Customer Experience

Keynote
Monday, January 12, 2026
12:44 AM
J

John Bloom & Valerie Rodriguez

Co-Founder & Chief Illuminator, Infinite Green Consulting

John Bloom and Valerie Rodriguez from Infinite Green Consulting explore how AI and humans can work together to create exceptional customer experiences, debunking common myths and sharing practical frameworks for success.

The Evolution of Human Innovation

The journey from simple tools to AI represents humanity's innate drive to do more with less. As Valerie Rodriguez explained, "Innovation is something that as a leader or as an operator, we all desire. And that doesn't just require the best technology, but it really requires humans to elegantly design those technical experiences."

The progression from fire and basic tools to automation and now AI orchestration follows a natural path—each step building on the last to create enhanced experiences for both customers and employees.

Current CX Challenges

Organizations today face a complex web of challenges:

  • Customer Reality: We live in a "one-click Amazon checkout" environment that's difficult to design around
  • Agent Stress: The constant need to alt-tab between screens and swivel-chair through disparate systems
  • Data Complexity: Contact centers have abundant data, but organizing it for effective service delivery remains challenging
  • The 1-800 Graveyard: Poorly designed IVR experiences that frustrate customers trying to reach the right place
Quote

Innovation is something that as a leader or as an operator, we all desire. And that doesn't just require the best technology, but it really requires humans to elegantly design those technical experiences.

Valerie Rodriguez

Chief Illuminator, Infinite Green Consulting

Debunking AI Myths

The session tackled six dangerous myths that shape how organizations approach AI:

Myth 1: AI is Impersonal

Reality: When used well, AI enables personalization at scale through context and pattern recognition that humans might miss.

Myth 2: AI is for Technology Teams

Reality: AI projects are increasingly initiated and led by business stakeholders, with IT taking a supporting role.

Myth 3: AI is Plug and Play

Reality: Successful AI forces organizations to rethink processes—recreating current workflows with new tech won't deliver results.

Myth 4: AI Replaces Humans

Reality: AI is shifting how teams work, not eliminating the need for humans entirely.

Myth 5: AI Learns Instantly

Reality: The pace of AI learning depends on volume and how frequently you train the tool—you're in the driver's seat.

Myth 6: AI is Always Right (or Never Right)

Reality: AI is as good as your design and data. Human logic determines accuracy.

The Power Duo Framework

The session introduced a compelling framework for AI-human collaboration:

Human Strengths:

  • Empathy and emotional intelligence
  • Creativity and contextual understanding
  • Real-life, relatable stories and experiences

AI Strengths:

  • Speed and scale
  • Pattern recognition at scale
  • Data processing and automation

The key insight: Instead of just faster, more consistent service, this partnership enables more meaningful experiences.

Quote

It's really a handshake, not a handoff from one to the other.

Valerie Rodriguez

Chief Illuminator, Infinite Green Consulting

Case Study: Rose at the Resort

Valerie shared a powerful example from her hospitality background—a luxury Las Vegas resort that created "Rose," a digital team member with a carefully curated persona.

What Made Rose Successful:

  1. Employee Advocacy: Front desk agents introduced Rose as a colleague, building trust through human endorsement
  2. Experience Enhancement: Rose wasn't just a deflection tool—she created memorable moments
  3. Seamless Handoffs: When humans needed to be involved, context transferred smoothly (agent assist)
  4. Extended Relationships: Rose could maintain guest connections long after checkout, deepening loyalty

Common Pitfalls to Avoid

John Bloom outlined critical mistakes organizations make:

1. Picking Technology Before Strategy

Starting with "I worked with this tech before" rather than understanding long-term experience goals leads to misaligned solutions.

Best Practice: Start with the end experience in mind, then back into the appropriate technology.

2. Underestimating Change Management

Contact centers often become "the janitor service that cleans up after the elephants in the parade."

Best Practice: Bring disparate groups together—marketing, sales, operations, executives—and create common definitions and language around AI.

Quote

It's a lot easier for a human to build trust than it is for an AI agent to build trust.

Valerie Rodriguez

Chief Illuminator, Infinite Green Consulting

The Human-Centered AI Leadership Blueprint

Valerie introduced six levers for leading AI initiatives successfully:

  1. Purpose: Define use cases and your "why" before selecting tools
  2. People: Involve your teams early and often—they're the experts
  3. Trust: Build through transparency and communication
  4. Clarity: Provide clear journey guidance to prevent worst-case assumptions
  5. Heart: Lead with emotional intelligence and intention
  6. Celebration: Acknowledge successes and learn from opportunities

About the Speakers

Infinite Green Consulting has been in business for 16 years with over 350 clients, delivering $32 billion in value through improved sales, cost efficiencies, and differentiated customer experiences. They've been actively working on AI projects for 8 years, including early work on Medicare education conversational bots.


This session was part of the AI for CX Virtual Summit, presented by AmplifAI.

Quote

Customer service agents are some of the smartest people in the world because they've had to do their job without the best tools, the best tech, under the gun for timing and all the other things that make their job really hard.

John Bloom

Co-Founder, Infinite Green Consulting

Key Takeaways

AI enhances, not replaces, the human touch in customer experience

The best design and execution starts with leadership, trust, and communication

Elevate team members by freeing them to focus on their strengths

AI is a lifestyle, not a project—start small, but start now

Stay connected to purpose throughout your AI journey

Pick your strategy before your technology—start with the end experience in mind