Key Takeaways

  • Forrester predicts that 20 global B2B companies will create autonomous, cross-system service networks in 2027, pushing bot-to-bot interactions into contracted service relationships.
  • Forrester also expects a dozen brands to shift from pricing by automation to monetizing the human touch, including guaranteed access to human experts.
  • In Gartner's survey of 3,566 customers, 74% of B2B GenAI users had used it to complete a task on their behalf, against 58% of users overall.
  • Verint finds 61% of 5,000 U.S. consumers prefer a human agent, up 5% year on year, and 79% would switch to a competitor after a single terrible experience.

For two years the service conversation inside revenue organizations has been about deflection: how many tickets the bot can close before a person is needed. That framing assumed a human on the other side of the chat window. Increasingly, there is not one. Customers are sending their own AI to raise issues, file requests, and chase answers, and in B2B the counterparty is often another company's governed workflow. In its 2027 predictions for customer success and service, Forrester argues that this flips the economics. When both ends are automated, AI stops being an edge, and the scarce, valuable thing becomes a person who can actually help.

When the Customer Sends an Agent

Forrester's Kate Leggett, writing on October 30, opens with a blunt premise: by 2027, AI alone will no longer be a competitive advantage for customer success and customer service organizations. The first driver is the customer's own assistant. Forrester predicts personal AI assistants will be the main customer service interface for 10% of consumers, which it expects to drive a large rise in traffic to chat and voice channels. Its own 2026 survey data shows how far the habit has spread, with 35% of U.S. online adults, 41% in the UK, and 49% in Hong Kong saying they used assistants such as ChatGPT, Claude, or Gemini to research or shop in the past year.

B2B buyers are further along. Gartner's survey of 3,566 B2B and B2C customers, fielded in February and March 2026, found that 58% of customers who use GenAI have used it to complete a task on their behalf, and that the figure rises to 74% in B2B environments. That is the population a revenue team's support channels now serve: customers who expect AI to act, not merely answer, and who will happily point it at a vendor's help desk.

Forrester's second prediction takes the logic to its end point. It expects 20 global B2B companies to create autonomous, cross-system service networks, with bot-to-bot interactions growing because B2B enterprises run on governed workflows and contractual obligations. The friction is already visible. Forrester describes an insurance company that complained after a back-office dental services organization built a bot that called its contact center and filed 30 claims in a single session. Volume a team was staffed for by the hour can now arrive in a burst.

"By 2027, AI alone will no longer be a competitive advantage for customer success and customer service organizations." – Kate Leggett, VP and Principal Analyst, Forrester

The Human Becomes the Product

If automation is everywhere, it stops being the thing customers pay for. Forrester's third prediction is that a dozen brands will shift from pricing by automation to monetizing the human touch, offering guaranteed access to human experts, possibly augmented by photorealistic avatars. It pairs that with a harder edge: customers will demand measurable outcome metrics and the right to downgrade, cancel, or pay less if the promised experience falls short.

The demand side supports the bet. Gartner found that 87% of customers consider it essential for a company using GenAI in service to provide a way to reach a human agent, even as 50% say GenAI makes their interactions easier. In Verint's State of Customer Experience 2026, built on 5,000 U.S. consumers, 61% said they prefer a human agent, up 5% year on year, and 79% said they would switch to a competitor after a single terrible experience. The preference is not absolute: 69% of those who prefer humans said they would switch to self-service if it could fully resolve their issue. Customers do not want people for their own sake. They want resolution, and they trust a person to deliver it when the machine cannot.

Cost is pushing in the same direction. Forrester's 2027 B2C predictions warn that under usage-based vendor pricing, "every agent interaction, generated asset, and automated workflow becomes a billable event," and expect rising AI costs to force B2C marketing leaders to scale back a third of their AI initiatives. A service model built on bots answering bots does not get cheaper by default. It gets metered, and someone has to decide which conversations are worth a person's time.

Why This Lands on the CRO's Desk

Pricing the human touch is a packaging decision, and packaging belongs to the revenue organization. A guaranteed-expert tier is a new SKU with its own margin, discount logic, and renewal behavior. Outcome metrics with a right to downgrade turn the service level into a contract term that finance will forecast against. And if customers begin routing issues through their own agents, the early warning signs that customer success teams read in tone and escalation history will arrive as structured requests with no tone at all.

Gartner's Eric Keller frames the design rule plainly: "Service leaders should not use GenAI as a mandatory first step for every issue." He adds that customers "may begin with third-party GenAI, but they still come to the company when they need to transact." For a revenue leader, that is the moment that matters. The handoff from automation to a person is where renewals are protected or lost, and in 2027 it may also be where they are priced.

The CRO Playbook for Bot-to-Bot Service

The first wave of service AI was sold as a way to need fewer people. The next wave may prove the opposite point. When every customer can send an agent, the companies that keep and grow accounts will be the ones that know exactly when to answer with a person, and how to charge for it.

Share