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	<title>Talkdesk &#8211; MartechView</title>
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	<title>Talkdesk &#8211; MartechView</title>
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		<title>Talkdesk Unveils Tools to Manage AI and Human Agents Together</title>
		<link>https://martechview.com/talkdesk-unveils-tools-to-manage-ai-and-human-agents-together/</link>
		
		<dc:creator><![CDATA[MartechView Editors]]></dc:creator>
		<pubDate>Mon, 16 Mar 2026 13:53:46 +0000</pubDate>
				<category><![CDATA[News]]></category>
		<category><![CDATA[AI and Machine Learning in Marketing]]></category>
		<category><![CDATA[Customer Experience (CX)]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=33958</guid>

					<description><![CDATA[<p>Talkdesk launches its CXA Operations Center and enhanced analytics tools to help enterprises monitor, evaluate and govern AI agents alongside human workers.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-unveils-tools-to-manage-ai-and-human-agents-together/">Talkdesk Unveils Tools to Manage AI and Human Agents Together</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2>Talkdesk launches its CXA Operations Center and enhanced analytics tools to help enterprises monitor, evaluate and govern AI agents alongside human workers.</h2>
<p><a href="https://www.talkdesk.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk</span></a><span style="font-weight: 400;">, a customer experience software company, announced Monday a set of new tools designed to help organizations manage artificial intelligence and human agents as a single, coordinated workforce — addressing what the company describes as a growing accountability gap in how enterprises deploy AI in customer service.</span></p>
<p><span style="font-weight: 400;">The release centers on two products: a new CXA Operations Center, which provides centralized monitoring and governance of AI agents in live production environments, and enhanced capabilities within Talkdesk&#8217;s existing Interaction and Quality Analytics platform, which links conversational data to business outcomes and helps identify where automation can be most effectively deployed.</span></p>
<h3><span style="font-weight: 400;">The Problem Talkdesk Is Trying to Solve</span></h3>
<p><span style="font-weight: 400;">As AI handles a growing share of customer interactions, most organizations are still measuring its performance using tools and metrics built for human-only workforces, the company said. That mismatch, Talkdesk argues, leaves leaders without the visibility needed to scale AI responsibly or understand how the introduction of AI agents is reshaping the work that falls to their human counterparts.</span></p>
<p><span style="font-weight: 400;">When AI absorbs routine interactions, the conversations that reach human agents tend to be more complex — which can inflate traditional efficiency metrics like average handle time even as overall service quality improves. Without a unified view of both workforces, that dynamic is easy to misread.</span></p>
<p><b><i>Also Read: <a href="https://martechview.com/your-rebrand-is-failing-have-you-tried-listening/">Your Rebrand Is Failing. Have You Tried Listening?</a></i></b></p>
<h3><span style="font-weight: 400;">What the New Tools Do</span></h3>
<p><span style="font-weight: 400;">The CXA Operations Center is built around two core capabilities. AI Agent Observability gives teams real-time insight into how their AI agents behave in production: monitoring live activity, analyzing session-level execution traces and diagnosing failures through detailed error inspection. AI Agent Evaluation allows teams to measure agent behavior across scenarios, compare versions against defined performance benchmarks, and catch unintended changes before or after deployment.</span></p>
<p><span style="font-weight: 400;">The updated Interaction and Quality Analytics platform adds two new features. CX Insights moves beyond static dashboards to surface which specific interactions are affecting key performance metrics and links them to concrete improvement opportunities. Automation Mining uses process analysis to identify high-impact automation candidates within existing customer interactions, and lets organizations model the projected impact of automation before committing to deployment.</span></p>
<p><span style="font-weight: 400;">Tiago Paiva, chief executive and founder of Talkdesk, said: &#8220;As AI agents handle more customer interactions, they must be managed like any other employee — trained, tested and held accountable. When AI takes the simple tasks, human agents focus on the complex ones. This might increase average handle time, but it is because those conversations are more valuable. Leaders can no longer look at these groups in silos. We are helping companies manage human and AI agents side by side, as one team, to deliver great customer experiences together.&#8221;</span></p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-unveils-tools-to-manage-ai-and-human-agents-together/">Talkdesk Unveils Tools to Manage AI and Human Agents Together</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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		<title>Retail’s AI Reckoning Is About Revenue — Not Robots</title>
		<link>https://martechview.com/qa-with-michael-klein-talkdesk/</link>
		
		<dc:creator><![CDATA[Khushbu Raval]]></dc:creator>
		<pubDate>Mon, 23 Feb 2026 13:45:23 +0000</pubDate>
				<category><![CDATA[People]]></category>
		<category><![CDATA[Featured Posts]]></category>
		<category><![CDATA[AI and Machine Learning in Marketing]]></category>
		<category><![CDATA[contact center]]></category>
		<category><![CDATA[E-commerce and Online Retail]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=33704</guid>

					<description><![CDATA[<p>AI is transforming retail customer experience from a cost center into a revenue engine, says Talkdesk’s Michael Klein, as brands rethink automation and loyalty.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/qa-with-michael-klein-talkdesk/">Retail’s AI Reckoning Is About Revenue — Not Robots</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2>AI is transforming retail customer experience from a cost center into a revenue engine, says Talkdesk’s Michael Klein, as brands rethink automation and loyalty.</h2>
<p><span style="font-weight: 400;">For years, AI in retail was framed as an efficiency play: better inventory forecasting, smarter demand planning, faster ticket resolution. It was about reducing costs, shaving seconds off handle times, and streamlining back-end systems.</span></p>
<p><span style="font-weight: 400;">That era is over.</span></p>
<p><span style="font-weight: 400;">Today, AI sits much closer to the revenue engine. It influences how customers discover products, how they interact with brands, how issues are resolved, and, increasingly, whether they return. In retail, travel, and hospitality, where loyalty is fragile and competition is relentless, customer experience is no longer a support function; it is a core function. It is a strategy.</span></p>
<p><span style="font-weight: 400;">Few executives have observed that shift from both the operational and technological sides as closely as </span><a href="https://www.linkedin.com/in/michaelkleinsf" target="_blank" rel="noopener"><span style="font-weight: 400;">Michael Klein</span></a><span style="font-weight: 400;">, Director of Retail, Travel &amp; Hospitality Product Marketing at </span><a href="https://www.talkdesk.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk</span></a><span style="font-weight: 400;">. Before moving into enterprise CX technology, Klein spent more than three decades in retail merchandising and leadership roles, including time with </span><a href="https://www.adobe.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Adobe</span></a><span style="font-weight: 400;"> and </span><a href="https://www.williams-sonoma.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Williams-Sonoma</span></a><span style="font-weight: 400;">.</span></p>
<p><span style="font-weight: 400;">That background, he says, fundamentally shapes how he evaluates enterprise software.</span></p>
<p><span style="font-weight: 400;">“I’ve spent more than three decades in retail,” Klein said. “My background in retail merchandising keeps me focused on how technology actually improves the customer experience and drives real business outcomes. It’s never been about leveraging technology just for the sake of it.”</span></p>
<p><span style="font-weight: 400;">In merchandising, every decision — from assortment planning to store layout — is tied to measurable results. Klein brings that same lens to AI.</span></p>
<p><span style="font-weight: 400;">“AI is a strong example,” he said. “When applied well, it helps increase average order value, drive repeat purchases and improve retention.”</span></p>
<p><span style="font-weight: 400;">In other words, the question is not whether AI is impressive. It is whether it sells more sweaters, books more rooms, or deepens loyalty.</span></p>
<p><span style="font-weight: 400;">“At </span><a href="https://martechview.com/tag/talkdesk/"><span style="font-weight: 400;">Talkdesk</span></a><span style="font-weight: 400;">, we’re focused on using it where it truly makes a difference for retailers and their customers,” he added.</span></p>
<h3><span style="font-weight: 400;">The Persistent Myth of the Demographic Customer</span></h3>
<p><span style="font-weight: 400;">Retailers have more customer data than ever before. Yet, paradoxically, many still design experiences around broad assumptions.</span></p>
<p><span style="font-weight: 400;">“One of the biggest misconceptions is that everyone in a demographic bucket behaves the same way,” Klein said. “That Gen X shops one way, Millennials another, and Baby Boomers another.”</span></p>
<p><span style="font-weight: 400;">The reality, he argues, is messier.</span></p>
<p><span style="font-weight: 400;">“If it were that clean, personalization would be easy,” he said. “But I’ve seen plenty of Baby Boomers who are perfectly comfortable booking travel online and plenty of younger customers who want to speak to a person when something goes wrong.”</span></p>
<p><span style="font-weight: 400;">The mistake, he suggests, is building customer journeys around stereotypes rather than behavior. Digital-first consumers are not defined by age alone; they are defined by context, urgency, and preference at any given moment.</span></p>
<p><span style="font-weight: 400;">Designing around assumptions creates friction. Designing around actual signals creates loyalty.</span></p>
<h3><span style="font-weight: 400;">From Cost Center to Growth Engine</span></h3>
<p><span style="font-weight: 400;">Perhaps the most profound shift underway is the redefinition of the </span><a href="https://martechview.com/tag/contact-center/"><span style="font-weight: 400;">contact center</span></a><span style="font-weight: 400;">.</span></p>
<p><span style="font-weight: 400;">For decades, contact centers were treated as overhead — necessary to resolve complaints, but disconnected from growth. AI is changing that calculus.</span></p>
<p><span style="font-weight: 400;">“From a customer standpoint, AI makes it easier to self-service when they want to,” Klein said. “That convenience drives satisfaction — and satisfied customers tend to spend more.”</span></p>
<p><a href="https://martechview.com/when-self-service-stops-serving-the-customer/"><span style="font-weight: 400;">Self-service</span></a><span style="font-weight: 400;"> is not about removing human interaction; it is about giving customers control. When done well, automation reduces frustration and accelerates resolution.</span></p>
<p><span style="font-weight: 400;">For brands, the internal impact is just as significant.</span></p>
<p><span style="font-weight: 400;">“AI frees up contact center teams to focus on higher-value work,” Klein said. “Whether that’s helping design a room, building a wardrobe, or solving a complex issue. Those are real revenue-driving conversations.”</span></p>
<p><span style="font-weight: 400;">By removing friction in knowledge access, documentation, and agent training, AI shifts human effort toward consultative interactions — the kinds of conversations that build trust and increase basket size.</span></p>
<p><span style="font-weight: 400;">At its best, automation does not replace people. It elevates them.</span></p>
<h3><span style="font-weight: 400;">Why So Much “AI-Powered CX” Falls Flat</span></h3>
<p><span style="font-weight: 400;">In a market saturated with “AI-powered” claims, differentiation often dissolves into jargon. Klein has spent years translating complex enterprise technology into language retailers actually understand — and he is blunt about what works.</span></p>
<p><span style="font-weight: 400;">“Great marketing and complex jargon just don’t mix,” he said. “Instead of relying on technical words that only developers or product managers use, brands should drop the IT acronyms and language that’s too deep in the weeds.”</span></p>
<p><span style="font-weight: 400;">Retailers do not buy platforms. They buy outcomes.</span></p>
<p><span style="font-weight: 400;">Plain language, he argues, forces vendors to clarify their value proposition. If a product cannot be explained without abstraction, it likely lacks practical grounding.</span></p>
<h3><span style="font-weight: 400;">Separating Real AI From Marketing Noise</span></h3>
<p><span style="font-weight: 400;">Klein is equally pragmatic about the current AI moment. Not all AI is new — and not all of it is transformative.</span></p>
<p><span style="font-weight: 400;">“We first need to be clear about which AI we’re talking about,” he said.</span></p>
<p><span style="font-weight: 400;">Retailers have long used predictive models to forecast inventory, optimize distribution, and manage replenishment. Those systems quietly shape customer satisfaction by ensuring products are in stock.</span></p>
<p><span style="font-weight: 400;">“That has a direct impact on product availability and customer satisfaction,” Klein noted.</span></p>
<p><span style="font-weight: 400;">More recently, generative and agentic AI have begun to deliver tangible value in marketing and service environments — drafting content, assisting agent,s and streamlining workflows.</span></p>
<p><span style="font-weight: 400;">Where the narrative drifts into hype, he says, is in the idea of full automation.</span></p>
<p><span style="font-weight: 400;">“We’re a long way from AI taking over everything,” Klein said. “Human oversight still matters, and consumers will want the choice between automation and a real person depending on the situation.”</span></p>
<p><span style="font-weight: 400;">The future, in his view, is hybrid — not robotic.</span></p>
<h3><span style="font-weight: 400;">The Context Problem</span></h3>
<p><span style="font-weight: 400;">If there is one area where brands consistently misstep, it is context.</span></p>
<p><span style="font-weight: 400;">With so much data available, companies often mistake volume for insight.</span></p>
<p><span style="font-weight: 400;">“The key to designing better experiences is relying on context signals, like timing and intent, coupled with history and preference,” Klein said.</span></p>
<p><span style="font-weight: 400;">Without context, personalization becomes misdirection. A customer who once purchased a gift for a relative may be permanently misclassified, leading to irrelevant recommendations.</span></p>
<p><span style="font-weight: 400;">“Imagine you visit a store for the first time to buy a present for your grandmother,” he said. “If the retailer caters your experience based only on your first visit, your experience won’t serve your current needs.”</span></p>
<p><span style="font-weight: 400;">The difference between intelligent personalization and awkward irrelevance often comes down to whether brands understand why a purchase occurred — not just that it did.</span></p>
<h3><span style="font-weight: 400;">The Hardest Part of Modernization</span></h3>
<p><span style="font-weight: 400;">Enterprise modernization is rarely blocked by technology alone.</span></p>
<p><span style="font-weight: 400;">“The biggest hurdle brands encounter is not doing anything for fear of disrupting operations,” Klein said.</span></p>
<p><span style="font-weight: 400;">Legacy systems may be aging, but they are stable. Change introduces uncertainty.</span></p>
<p><span style="font-weight: 400;">“The next hurdle is weeding out bad data,” he added. “And the third is dealing with people who are stuck in their old ways or too protective of their territory.”</span></p>
<p><span style="font-weight: 400;">Transformation demands both technical cleanup and cultural shift. It requires encouraging teams to experiment, test openly, and share ownership across departments.</span></p>
<p><span style="font-weight: 400;">Without that alignment, even the best technology stalls.</span></p>
<h3><span style="font-weight: 400;">The Metrics That Will Matter Next</span></h3>
<p><span style="font-weight: 400;">As AI becomes embedded in CX systems, traditional metrics such as handle time and surface-level satisfaction scores may lose their primacy.</span></p>
<p><span style="font-weight: 400;">“In the next few years, customer lifetime value, recency, and frequency will become key metrics to monitor,” Klein said, particularly in retail and hospitality.</span></p>
<p><span style="font-weight: 400;">Those measures capture relationship strength rather than transaction speed. They reflect whether AI is driving durable loyalty rather than short-term efficiency.</span></p>
<p><span style="font-weight: 400;">In that sense, the next phase of AI in customer experience is not about the volume of automation or technological sophistication. It is about commercial impact.</span></p>
<p><span style="font-weight: 400;">For Klein, that is the through line connecting his merchandising past to his product marketing present. Technology is not the hero of the story. The customer is.</span></p>
<p><span style="font-weight: 400;">And in a competitive landscape where switching costs are low and expectations are high, the brands that treat customer experience as a growth lever—not a service line item—will be the ones that endure.</span></p>
<p>The post <a rel="nofollow" href="https://martechview.com/qa-with-michael-klein-talkdesk/">Retail’s AI Reckoning Is About Revenue — Not Robots</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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		<item>
		<title>Human-in-the-Loop Isn’t a Crutch. It’s the Safety Net.</title>
		<link>https://martechview.com/human-in-the-loop-isnt-a-crutch-its-the-safety-net/</link>
		
		<dc:creator><![CDATA[Khushbu Raval]]></dc:creator>
		<pubDate>Mon, 05 Jan 2026 13:21:08 +0000</pubDate>
				<category><![CDATA[People]]></category>
		<category><![CDATA[Featured Posts]]></category>
		<category><![CDATA[AI and Machine Learning in Marketing]]></category>
		<category><![CDATA[Customer Experience (CX)]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=33157</guid>

					<description><![CDATA[<p>Talkdesk’s Kevin McNulty on why AI isn’t a magic fix for CX—and what real transformation will require in 2026 and beyond.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/human-in-the-loop-isnt-a-crutch-its-the-safety-net/">Human-in-the-Loop Isn’t a Crutch. It’s the Safety Net.</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2>Talkdesk’s Kevin McNulty on why AI isn’t a magic fix for CX—and what real transformation will require in 2026 and beyond.</h2>
<p><span style="font-weight: 400;">Artificial intelligence is everywhere in customer experience—or so the marketing claims. Yet beneath the buzzwords and glossy demos, many enterprises are discovering that “AI-powered transformation” often looks suspiciously like old workflows with new labels.</span></p>
<p><span style="font-weight: 400;">In this conversation, </span><a href="https://www.linkedin.com/in/kevin-mcnulty/" target="_blank" rel="noopener"><span style="font-weight: 400;">Kevin McNulty</span></a><span style="font-weight: 400;">, Senior Director of Product Marketing at <a href="https://www.talkdesk.com/" target="_blank" rel="noopener">Talkdesk</a>, cuts through the hype to examine what’s actually changing—and what isn’t. From the limits of single-agent AI to the overlooked importance of data architecture, McNulty offers a grounded view of how AI is reshaping customer service, marketing, and trust itself—and why the next phase of CX will be defined less by automation and more by orchestration.</span></p>
<p><i><span style="font-weight: 400;">Excerpts from the interview; </span></i></p>
<h3><span style="font-weight: 400;">What’s the most overhyped belief about AI-powered customer experience that enterprises need to abandon?</span></h3>
<p><span style="font-weight: 400;">The most overhyped belief is that a single AI bot can solve complex customer experience challenges simply by being added to an existing workflow. Many organizations assume that plugging in an AI model will somehow create transformational change. In reality, that approach delivers only marginal gains.</span></p>
<p><span style="font-weight: 400;">True transformation happens when companies move away from isolated AI models performing narrow tasks and toward multi-agent orchestration frameworks. In those environments, AI systems can reason together, coordinate actions, and execute end-to-end outcomes. If your operating model still depends on humans stitching together fragmented workflows, you’re not transforming customer experience—you’re merely augmenting it.</span></p>
<p><span style="font-weight: 400;">At <a href="https://martechview.com/tag/talkdesk/">Talkdesk</a>, we think about AI not as a feature but as a workforce. And like any workforce, AI requires structure, orchestration, governance, and shared context. Once organizations start thinking this way, they also begin to recognize the need for quality management—setting standards, measuring performance, and ensuring accountability. That shift in mindset is where real transformation begins.</span></p>
<h3><span style="font-weight: 400;">Many brands claim they’re moving CX from a cost center to a growth driver, yet their operating models still resemble 2015. What’s the structural barrier holding the industry back?</span></h3>
<p><span style="font-weight: 400;">It comes down to data fragmentation.</span></p>
<p><span style="font-weight: 400;">Enterprises have invested billions in digital transformation, but customer data remains scattered across CRMs, ticketing platforms, policy systems, and even individual agent desktops. You simply cannot drive a growth-oriented customer experience if your AI lacks a unified, trustworthy understanding of the customer.</span></p>
<p><span style="font-weight: 400;">There’s also an uncomfortable truth the industry doesn’t like to acknowledge: AI cannot fix bad data. In fact, generative AI that retrieves the wrong information with great confidence is worse than no AI at all. The solution isn’t to keep layering intelligence on top of broken systems—it’s to fix the underlying information architecture first. Only then can organizations unlock meaningful value from AI.</span></p>
<h3><span style="font-weight: 400;">As AI systems take on more of the customer journey, how should brands design experiences for a world where AI intermediaries increasingly act on behalf of customers?</span></h3>
<p><span style="font-weight: 400;">The first requirement is a common language. If AI agents are going to interact with other AI agents, they need shared protocols and governed, traceable knowledge. We’re starting to see early standards—things like agent-to-agent frameworks—emerge, but we’re still at the beginning.</span></p>
<p><span style="font-weight: 400;">From a design standpoint, this requires a fundamental shift. When AI agents act on behalf of customers, you’re no longer designing linear journeys. Agents can move faster, multitask, and adapt dynamically, which means experience design becomes less about scripting flows and more about defining decision frameworks.</span></p>
<p><span style="font-weight: 400;">Humans follow scripts. AI agents follow policies, context, rules, and constraints. That’s what designers need to focus on building.</span></p>
<p><span style="font-weight: 400;">Another critical concept is outcome unification. Behind the scenes, AI-to-AI interactions will become incredibly complex, involving multiple systems and agents collaborating simultaneously. But from the customer’s perspective, the experience must feel seamless. Even if five agents contributed to an answer, the customer should receive a single resolution, a single narrative, and a coherent outcome—without contradiction.</span></p>
<h3><span style="font-weight: 400;">You’ve argued that humans won’t be replaced anytime soon. Where should AI take the lead in customer service to force the industry to evolve?</span></h3>
<p><span style="font-weight: 400;">Knowledge management is the most logical place for AI to lead.</span></p>
<p><span style="font-weight: 400;">In customer service, the biggest bottleneck is rarely agent capability or staffing levels. It’s that organizations don’t truly understand or manage what they already know. Knowledge is scattered across call transcripts, internal documents, policy files, and historical interactions—and it’s often outdated the moment it’s documented.</span></p>
<p><span style="font-weight: 400;">AI can transform knowledge into a living, governed system. It can continuously structure unstructured data, surface gaps, keep content fresh, and proactively suggest improvements.</span></p>
<p><span style="font-weight: 400;">Take the airline industry as an example. A rare policy question may already have been answered once—buried inside a 15-minute call transcript. AI can surface that answer, formalize it, and ensure the next customer receives an instant response instead of repeating a long, frustrating interaction. That’s where AI can dramatically improve both efficiency and experience.</span></p>
<h3><span style="font-weight: 400;">Industries like insurance are rapidly deploying AI agents at scale. When does efficiency begin to erode trust—and how should companies manage that risk?</span></h3>
<p><span style="font-weight: 400;">Trust erodes the moment AI becomes opaque or unaccountable.</span></p>
<p><span style="font-weight: 400;">There’s enormous pressure to automate, and that pressure can push organizations to deploy AI beyond what their data quality, governance, or policies can support. Our advice is straightforward: autonomy must match data quality. If your data is incomplete or unreliable, your AI should not be fully autonomous.</span></p>
<p><span style="font-weight: 400;">Explainability must also be non-negotiable, especially in regulated industries like healthcare and financial services. Customers need to understand when they’re interacting with AI and how decisions are being made. Transparency is essential to maintaining trust.</span></p>
<p><span style="font-weight: 400;">Human-in-the-loop systems are not a crutch—they’re a safety net. The best AI systems escalate intelligently, not because they’re confused, but because they recognize when confidence drops. Responsible automation has to be designed from the beginning. It cannot be retrofitted after something goes wrong.</span></p>
<h3><span style="font-weight: 400;">What three shifts will define marketing and martech in 2026—and why should brands pay attention?</span></h3>
<p><span style="font-weight: 400;">The first shift will be the rise of agentic website experiences, which will begin to replace traditional SEO as the primary discovery model. Websites will no longer rely on navigation or keyword-driven search as their main entry point. Instead, AI agents will guide visitors through conversations. That fundamentally changes digital marketing—fewer page views, more interactions, and a shift from optimizing for keywords to structuring knowledge for machines.</span></p>
<p><span style="font-weight: 400;">The second shift is the convergence of the marketing stack and the contact center stack. Historically, marketing has owned the top of the funnel while contact centers managed post-purchase interactions. AI collapses that divide. The same data, knowledge, and workflows can power both, enabling far more automation and continuity across the customer journey.</span></p>
<p><span style="font-weight: 400;">The third shift is outcome-based pricing. As AI adoption accelerates, organizations want clear proof of value. Pricing models will move away from seats and licenses toward outcomes delivered—tasks completed, issues resolved, value created. That will fundamentally change how ROI is defined and how technology investments are justified.</span></p>
<h3><span style="font-weight: 400;">Every year brings a buzzword. What’s the most overhyped promise in marketing right now—and what’s the reality behind it?</span></h3>
<p><span style="font-weight: 400;">The most overhyped promise is the idea of an all-in-one <a href="https://martechview.com/agentic-ai-will-change-advertising-more-than-you-think/">AI agent</a> that can manage the entire customer journey with a single prompt.</span></p>
<p><span style="font-weight: 400;">The customer journey is inherently complex. It involves identity verification, intake, troubleshooting, compliance, updates, and personalization—often across multiple channels. A single AI agent cannot reason across all those domains with the level of accuracy and specialization customers expect. It will either oversimplify, hallucinate, or fail when it encounters nuance.</span></p>
<p><span style="font-weight: 400;">The reality is that effective <a href="https://martechview.com/how-ai-and-data-analytics-are-transforming-customer-experience/">customer experience</a> requires a team of specialized AI agents, each focused on a specific capability, coordinated by an orchestrator that manages conflicts and unifies outcomes. One agent solving everything is a compelling story—but it’s not a realistic one.</span></p>
<h3><span style="font-weight: 400;">For marketers entering an AI-driven era, what’s one piece of advice to stay relevant in 2026 and beyond?</span></h3>
<p><span style="font-weight: 400;">Break the rules.</span></p>
<p><span style="font-weight: 400;">We’re at the very beginning of this AI era, and this is the moment to rethink everything. Don’t limit yourself to how marketing worked in the past. Younger marketers, in particular, aren’t burdened by legacy assumptions—and that’s a strength.</span></p>
<p><span style="font-weight: 400;">Imagine the experiences you’d want as a customer. We’ve all used tools like ChatGPT or Claude. Think about what feels intuitive, helpful, and human—and then think about how to build that. You no longer need deep coding expertise to experiment and create.</span></p>
<p><span style="font-weight: 400;">Marketing success will increasingly be measured by outcomes, not clicks or forms. Challenge assumptions. Break existing workflows. Invent new ones. This moment feels as transformative as the early days of the internet, and it’s moving just as fast.</span></p>
<p><span style="font-weight: 400;">There’s a natural instinct to fear AI, just as there was fear when the internet emerged. But history shows that these shifts don’t eliminate opportunity—they expand it. The marketers and brands who lean in early will help define what the future looks like.</span></p>
<p>The post <a rel="nofollow" href="https://martechview.com/human-in-the-loop-isnt-a-crutch-its-the-safety-net/">Human-in-the-Loop Isn’t a Crutch. It’s the Safety Net.</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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		<title>Talkdesk Expands AI Partnership with Databricks</title>
		<link>https://martechview.com/talkdesk-expands-ai-partnership-with-databricks/</link>
		
		<dc:creator><![CDATA[MartechView Editors]]></dc:creator>
		<pubDate>Fri, 31 Oct 2025 14:10:30 +0000</pubDate>
				<category><![CDATA[News]]></category>
		<category><![CDATA[Customer Experience (CX)]]></category>
		<category><![CDATA[Data Analytics and Marketing Metrics]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=32532</guid>

					<description><![CDATA[<p>Talkdesk partners with Databricks to power its CXA platform, unifying customer data and enabling secure, compliant AI-driven customer experiences at scale.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-expands-ai-partnership-with-databricks/">Talkdesk Expands AI Partnership with Databricks</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2>Talkdesk partners with Databricks to power its CXA platform, unifying customer data and enabling secure, compliant AI-driven customer experiences at scale.</h2>
<p><a href="https://www.talkdesk.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk®, Inc.</span></a><span style="font-weight: 400;"> announced the expansion of its partnership with </span><a href="https://www.databricks.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Databricks</span></a><span style="font-weight: 400;">, the Data and AI company. Talkdesk has selected Databricks to power the data foundation for its </span><a href="https://www.talkdesk.com/customer-experience-automation/" target="_blank" rel="noopener"><span style="font-weight: 400;">Customer Experience Automation (CXA) platform</span></a><span style="font-weight: 400;">, accelerating the future of responsible, artificial intelligence (AI)-driven customer engagement through its </span><a href="https://www.databricks.com/company/partners/built-on-partner-program" target="_blank" rel="noopener"><span style="font-weight: 400;">Built on Databricks Partner Program</span></a><span style="font-weight: 400;">. </span></p>
<p><span style="font-weight: 400;">Traditional customer service data often sits scattered across contact center as a service (CCaaS), customer relationship management (CRM), and enterprise resource planning (ERP) systems. This makes it challenging to scale data pipelines or manage compliance for large, unstructured interaction datasets. The Talkdesk and Databricks partnership addresses this by delivering:</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Unified intelligence: Talkdesk CXA AI Agents get real-time access to the full customer history across all channels through zero-copy integration with customer data.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Smarter automation: Rich, contextual data allows Talkdesk AI Agents to provide personalized, accurate, and adaptive responses.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Trusted AI foundation: The solution is built on a governed, enterprise-grade infrastructure that helps meet compliance, security, and explainability standards.</span></li>
</ul>
<p><span style="font-weight: 400;">“Through this partnership, we are giving enterprise customers a safe, scalable way to deploy AI that truly transforms how businesses service their customers. Integrating the Databricks Data Intelligence Platform with Talkdesk’s CXA platform gives companies 360° visibility into customer interactions, fueling more intelligent automation and analytics. This allows them to build responsibly and meet compliance and transparency standards from the start, at an accelerated pace,” said Munil Shah, chief technology officer of Talkdesk.</span></p>
<p><span style="font-weight: 400;">Talkdesk CXA, announced in June 2025, automates and coordinates complex service, sales, and support processes from the front office through the back office. Instead of layering more tools into an already complex customer experience stack, Talkdesk CXA replaces fragmented, manually coordinated workflows with a unified system of intelligent, autonomous AI agents. Each AI agent has a defined role and shared context, working together in real time to resolve complex issues across front- and back-office functions — enabling faster, more precise automation at scale. </span></p>
<p><span style="font-weight: 400;">The Databricks Data Intelligence Platform democratizes access to analytics and intelligent applications by marrying customers’ data with powerful AI models tuned to the unique characteristics of their business. The platform is built on a lakehouse architecture of open data formats and open governance to ensure that all data is completely within the customers’ control.</span></p>
<p><b><i>Also Read: <a href="https://martechview.com/edition-3-sharp-minds-decoding-techs-next-wave/">Edition 3: Sharp Minds Decoding Tech’s Next Wave</a></i></b></p>
<p><span style="font-weight: 400;">“Customer interaction data is incredibly valuable, but too often it’s fragmented or duplicated across systems. With the Databricks Data Intelligence Platform, Talkdesk Customer Experience Automation can securely access that data in place — no replication required — to deliver faster, more accurate, and fully-governed customer experiences at scale,” said Heather Akuiyibo, vice president of go-to-market integration at Databricks.</span></p>
<p><span style="font-weight: 400;">More information about Talkdesk CXA can be found </span><a href="https://www.talkdesk.com/customer-experience-automation/" target="_blank" rel="noopener"><span style="font-weight: 400;">here</span></a><span style="font-weight: 400;">. </span></p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-expands-ai-partnership-with-databricks/">Talkdesk Expands AI Partnership with Databricks</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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		<title>Talkdesk Launches AI Agents for Insurance</title>
		<link>https://martechview.com/talkdesk-launches-ai-agents-for-insurance/</link>
		
		<dc:creator><![CDATA[MartechView Editors]]></dc:creator>
		<pubDate>Mon, 27 Oct 2025 14:06:27 +0000</pubDate>
				<category><![CDATA[News]]></category>
		<category><![CDATA[AI and Machine Learning in Marketing]]></category>
		<category><![CDATA[Campaign Orchestration]]></category>
		<category><![CDATA[loyalty]]></category>
		<category><![CDATA[Personalization and Customer Segmentation]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=32533</guid>

					<description><![CDATA[<p>Talkdesk unveils AI Agents for Insurance to automate claims, boost compliance, and deliver faster, smarter customer experiences across the policy lifecycle.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-launches-ai-agents-for-insurance/">Talkdesk Launches AI Agents for Insurance</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2>Talkdesk unveils AI Agents for Insurance to automate claims, boost compliance, and deliver faster, smarter customer experiences across the policy lifecycle.</h2>
<p><a href="https://www.talkdesk.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk®, Inc.</span></a><span style="font-weight: 400;"> today introduced </span><a href="https://www.talkdesk.com/blog/ai-agents-insurance/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk AI Agents for Insurance</span></a><span style="font-weight: 400;">, a new suite of intelligent automation capabilities purpose-built to help insurers streamline operations, strengthen compliance, and enhance customer and employee experiences across the policy and claims lifecycle. Built on the </span><a href="https://www.talkdesk.com/customer-experience-automation/" target="_blank" rel="noopener"><span style="font-weight: 400;">Talkdesk Customer Experience Automation (CXA) platform</span></a><span style="font-weight: 400;">, AI Agents for Insurance combines agentic AI and multi-agent orchestration to automate and manage complex workflows — from coverage validation and First Notice of Loss (FNOL) to checking on claim status, upcoming bill payment, and getting a new quote. </span></p>
<p><span style="font-weight: 400;">Insurers face rising claim volumes, regulatory pressure, and growing expectations for immediacy and transparency. Yet legacy, fragmented systems and manual processes often result in slow, costly, and inconsistent experiences. Talkdesk AI Agents for Insurance overcomes these challenges with pre-built AI agents for insurance-specific workflows, no-code configuration for rapid deployment, and seamless integration with policy administration, claims management, billing management, and </span><a href="https://www.talkdesk.com/blog/what-is-customer-relationship-management/" target="_blank" rel="noopener"><span style="font-weight: 400;">customer relationship management</span></a><span style="font-weight: 400;"> (CRM) systems that accelerate time to value.</span></p>
<p><span style="font-weight: 400;">Moving beyond isolated automations, multi-agent orchestration coordinates both AI and human agents across departments and systems to complete end-to-end workflows quickly and accurately, at scale. This intelligent, collaborative approach results in straight-through processing for many high-frequency, standard cases, reduced manual effort and rework, and improved consistency and quality of interactions. </span></p>
<p><b><i>Also Read: <a href="https://martechview.com/tariffs-test-how-much-price-pain-shoppers-can-take/">Tariffs Test How Much Price Pain Shoppers Can Take</a></i></b></p>
<p><span style="font-weight: 400;">For example, when a policyholder reports an auto accident, coordinated AI agents can verify identity, assess fraud risk, collect claim details, and generate a complete claim record for adjuster review—managing in minutes what once required multiple handoffs across departments.</span></p>
<p><span style="font-weight: 400;">“The launch of this unified platform represents the next evolution of intelligent insurance operations,” said Tiago Paiva, chief executive officer and founder of Talkdesk. “By pairing secure agentic AI with multi-agent orchestration, Talkdesk is helping insurers drive operational efficiency and cost reduction while delivering the kind of responsive, empathetic service that builds lifelong policyholder trust.”</span></p>
<p><b>Key capabilities include:</b></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><b>Human-like self-service for diverse communities:</b><span style="font-weight: 400;"> 24/7 multilingual automation for policy information, payments, and claims intake across voice and digital channels.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><b>Employee empowerment:</b><span style="font-weight: 400;"> Real-time Copilot guidance, continuous context sharing between agents, automated QA, and AI-powered knowledge surfacing help adjusters and agents make faster, more compliant decisions with less manual effort.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><b>Autonomous operations:</b><span style="font-weight: 400;"> Specialized AI agents orchestrate policy, claims, billing, and compliance workflows using context and data from systems like Guidewire, Duck Creek, and Salesforce.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><b>Expedited payment collection and increased sales: </b><span style="font-weight: 400;">Proactive outbound engagement helps payment collection by notifying customers of upcoming or past-due payments. This strategy also generates higher revenue by delivering marketing product offers across a variety of channels.</span></li>
</ul>
<ul>
<li style="font-weight: 400;" aria-level="1"><b>Built-in compliance and governance:</b><span style="font-weight: 400;"> Enterprise-grade orchestration layer includes built-in security, oversight, and transparency. Automated audit trails, documentation and anomaly detection minimize risk and leakage.</span></li>
</ul>
<p><b><i>Also Read: <a href="https://martechview.com/edition-3-sharp-minds-decoding-techs-next-wave/">Edition 3: Sharp Minds Decoding Tech’s Next Wave</a></i></b></p>
<p><span style="font-weight: 400;">Talkdesk is helping insurance companies worldwide transform their CX through the power of AI, including:</span></p>
<p><a href="https://www.talkdesk.com/customers/arbella-insurance/" target="_blank" rel="noopener"><span style="font-weight: 400;">Arbella Insurance</span></a><b>:</b><span style="font-weight: 400;"> achieved a 20% improvement in service levels and reduced average handle time (AHT) by up to 45 seconds, along with a 3% CSAT lift through unified orchestration and self-service automation.</span></p>
<p><a href="https://www.talkdesk.com/customers/nassau-financial-group/" target="_blank" rel="noopener"><span style="font-weight: 400;">Nassau Financial Group:</span></a><span style="font-weight: 400;"> realized a 4.5% reduction in transfer rates, a 90-second reduction in AHT and sustained customer loyalty, reflected in a 4.9/5.0 Trustpilot rating for service quality and reliability.</span></p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-launches-ai-agents-for-insurance/">Talkdesk Launches AI Agents for Insurance</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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		<title>Talkdesk Deepens Microsoft Partnership for CX</title>
		<link>https://martechview.com/talkdesk-deepens-microsoft-partnership-for-cx/</link>
		
		<dc:creator><![CDATA[MartechView Editors]]></dc:creator>
		<pubDate>Wed, 01 Oct 2025 12:06:51 +0000</pubDate>
				<category><![CDATA[News]]></category>
		<category><![CDATA[AI and Machine Learning in Marketing]]></category>
		<category><![CDATA[Customer Experience (CX)]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[Talkdesk]]></category>
		<guid isPermaLink="false">https://martechview.com/?p=32326</guid>

					<description><![CDATA[<p>Talkdesk integrates with Microsoft Teams and is now available in the Azure Marketplace, enhancing collaboration, AI automation, and customer experience efficiency.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-deepens-microsoft-partnership-for-cx/">Talkdesk Deepens Microsoft Partnership for CX</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
]]></description>
										<content:encoded><![CDATA[<h2><span data-sheets-root="1">Talkdesk integrates with Microsoft Teams and is now available in the Azure Marketplace, enhancing collaboration, AI automation, and customer experience efficiency.</span></h2>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr"><a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/" target="_blank" rel="noopener">Talkdesk®, Inc.</a> announced strategic advancements with Microsoft that deliver new ways for enterprises to improve customer experiences. Talkdesk for Microsoft Teams, a certified integration between Talkdesk and Microsoft Teams, now enables organizations to embed Talkdesk directly within Microsoft Teams. Additionally, <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/customer-experience-automation/" target="_blank" rel="noopener">Talkdesk Customer Experience Automation<img src="https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png" alt="™" class="wp-smiley" style="height: 1em; max-height: 1em;" /> (CXA)</a> is now available through the <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://azuremarketplace.microsoft.com/en-US/marketplace/apps/talkdeskinc1746820324862.talkdesk_ascend_ai?tab=overview" target="_blank" rel="noopener">Microsoft Azure Marketplace</a>.</p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">The enhanced <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/contact-center-platform/integrations/microsoft-teams/" target="_blank" rel="noopener">Talkdesk for Microsoft Teams</a> integration brings advanced contact center capabilities directly into the Teams platform, creating a unified workspace for agents, supervisors, back-office staff, and subject matter experts across enterprises. By embedding Talkdesk Workspace within Teams, organizations can eliminate app switching, streamline collaboration, and unify employee and customer experiences. With a single interface, agents also gain advanced routing and seamless omnichannel support. In addition to presence and directory syncing, these enhancements deliver greater efficiency, faster resolution, and more consistent customer experiences.</p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">“At Microsoft, we’re committed to empowering organizations with collaborative solutions that drive meaningful results. Embedding Talkdesk’s advanced contact center capabilities into Microsoft Teams helps customers strengthen employee productivity and deliver more seamless customer interactions within the flow of work,” said Jaime De Mora, chief technology officer for Digital Natives at Microsoft EMEA.</p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">Furthermore, with <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/customer-experience-automation/" target="_blank" rel="noopener">Talkdesk CXA</a> now available on the Azure Marketplace, enterprises have a faster path to deploy specialized artificial intelligence (AI) agents that manage both customer interactions and the underlying tasks behind them. By unifying customer data and applying continuous learning, Talkdesk CXA drives measurable improvements in efficiency, resolution times, and satisfaction. Importantly, Talkdesk CXA can be deployed on any cloud, hybrid, or on-premises contact center system without disrupting existing infrastructure.</p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">“Portugal continues to lead in AI innovation, and this collaboration with Talkdesk reflects how Microsoft’s cloud and AI infrastructure can support digital firms in delivering more intelligent and connected customer experiences. By integrating Talkdesk’s capabilities into Microsoft Teams and making CXA available on Azure Marketplace, we’re helping organizations enhance service delivery and explore new ways to engage customers—securely, efficiently, and at scale,” said Andres Ortolá, general manager of Microsoft Portugal.</p>
<p><em><strong>Also Read: <a href="https://martechview.com/agile-marketers-win-elizabeth-maxson-on-ai-composability-and-creativity/">Agile Marketers Win: Elizabeth Maxson on AI, Composability and Creativity</a></strong></em></p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">“The expansion of our Microsoft partnership showcases our commitment to helping enterprises deliver exceptional customer experiences inside the tools their employees use every day,” said Al Caravelli, chief revenue officer and senior vice president of strategic alliances and partnerships at Talkdesk. “Embedding Talkdesk Workspace inside Microsoft Teams and making CXA available through the Azure Marketplace means customers can accelerate innovation, streamline collaboration, and drive meaningful business outcomes.”</p>
<p class="MuiTypography-root MuiTypography-t16 css-kp85fr">This announcement builds on previous collaborations between Talkdesk and Microsoft, including the partnership with <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/news-and-press/press-releases/sd-worx/" target="_blank" rel="noopener">SD Worx</a> and Talkdesk’s recognition as <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://www.talkdesk.com/news-and-press/press-releases/talkdesk-microsoft-award/" target="_blank" rel="noopener">Microsoft Digital Native of the Year</a> in 2023. Talkdesk for Microsoft Teams is available today through the Teams AppSource marketplace. Talkdesk CXA is now available on the <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-1suchm9" href="https://azuremarketplace.microsoft.com/en-US/marketplace/apps/talkdeskinc1746820324862.talkdesk_ascend_ai?tab=overview" target="_blank" rel="noopener">Microsoft Azure Marketplace</a>.</p>
<p>The post <a rel="nofollow" href="https://martechview.com/talkdesk-deepens-microsoft-partnership-for-cx/">Talkdesk Deepens Microsoft Partnership for CX</a> appeared first on <a rel="nofollow" href="https://martechview.com">MartechView</a>.</p>
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