Next best action (NBA) is an AI-driven approach that identifies the most relevant recommendation, message or offer for a customer in real time. Using data, analytics and machine learning, next best action models guide organizations on what to do next to optimize engagement, loyalty and business outcomes.
“In the near future, AI-powered tools will give agents all the information they need at their fingertips. They’ll be able to automatically pull data from the customer conversation to fill out forms, for example, when issuing refunds. Or, if a customer wants to schedule a product pickup, the next-best option will understand that task and automatically complete it.”
Enterprises use AI next best action to predict what each customer is most likely to need or respond to next. By analyzing behavioral data and interaction history, AI models recommend personalized responses or offers. This ensures every conversation — whether digital or voice — feels tailored, relevant and timely.
Next best action marketing helps organizations move beyond traditional campaigns to individualized engagement. Instead of sending the same offer to all customers, AI dynamically selects the best message or product for each person based on current context. This data-driven personalization increases conversion rates and drives higher return on marketing investment.
Customer service agents use next best action software within cloud contact center platforms to make smarter decisions during live interactions. The system provides real-time recommendations — such as cross-sell opportunities or retention offers — based on the customer’s profile and intent. This improves accuracy, efficiency and customer satisfaction.
Next best action models identify customers at risk of churn by analyzing sentiment, engagement patterns and purchase behavior. Enterprises can then deliver targeted incentives, proactive outreach or personalized solutions to retain them. This predictive approach helps organizations reduce churn and strengthen long-term loyalty.
With customers interacting through multiple channels, consistency is critical. Next best action recommendations integrate with customer journey orchestration tools to ensure every touchpoint — from chat to email to phone — aligns with the same strategy. This creates unified, seamless experiences that adapt intelligently to customer behavior.
Delivering the right message or recommendation at the right time requires intelligence, data and orchestration. The Genesys Cloud CX® offering unifies AI, analytics and journey management to power next best action decisions across every channel. Create personalized, proactive and revenue-driving customer experiences with precision and empathy.
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