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📊 Customer Service Analytics — dbt · BigQuery · Looker Studio 📊

AI Chatbots vs Human Agents — Strategic Insights & Hybrid Support Recommendation

Team : Alexandra Merli, Inês Merce, Fabiana Barahona, Elise Gonthier


📌 Project Overview

Shopzilla is considering partially replacing Human Customer Success agents with AI chatbots.
Our goal was to deliver a data-driven evaluation of performance, cost, satisfaction, and market readiness.

This project combines:

  • dbt → modeling & transformations
  • BigQuery → warehouse
  • Looker Studio → final dashboard (with drilldowns)
  • Multi-source analysis (AI provider, Shopzilla, global survey, Google Trends)

📥 Data Sources

We integrated four datasets, each providing a different perspective:

1. 🤖 AI Company Dataset (US-based)

  • Chatbot interaction logs
  • Response time
  • CSAT
  • Status (resolved / pending / escalated)

Used to benchmark AI performance.

2. 🛍️ Shopzilla Customer Service Dataset

  • Human agent interactions
  • Product categories
  • Orders, returns, refunds
  • Customer demographics
  • CSAT & response time

Used to evaluate Human agent performance.

3. 🌍 Global AI Sentiment Survey

  • AI approval
  • Privacy distrust
  • Country segmentation (India, China, Canada)

Used for market readiness analysis.

4. 📈 Google Trends (CSV exports)

  • “Chatbots” (2022)
  • “Customer Service” (2022)

Used to assess public interest trends.


🧱 dbt Modeling

All data cleaning, standardization, joining and transformation work was performed in dbt.

The project follows a staging → intermediate → mart architecture:

  • staging → structural cleaning & renaming
  • intermediate → business logic, joins, metrics
  • mart → final analytical models consumed by Looker Studio

As this was an ad-hoc analytical project (no orchestration or automation), a full suite of tests was not required.
However, we set up the correct dbt structure (schema.yml, sources, tests folder) to remain compliant with analytics engineering best practices and ready for future automation if needed.


🗂️ BigQuery Warehouse

BigQuery acted as:

✔ A storage layer

  • Hosting raw datasets
  • Hosting dbt-generated transformed tables

✔ A connection layer

  • Feeding Looker Studio directly through the dbt-managed tables

Final mart models include:

  • mart_ai_company.sql
  • mart_ai_general_survey.sql
  • mart_merge_ai_human.sql
  • mart_product_trad_company.sql
  • mart_trad_company_seg.sql

📊 Dashboard Summary (Looker Studio)

1. Performance — AI vs Human

  • Equivalent CSAT between AI and Humans
  • AI response time: 1.5–4.3 minutes
  • Human response time: ~176 minutes ➡️ AI = much faster

2. Cost Comparison

  • AI cost: ~$3–4 per interaction
  • Human cost: ~$7–10
    ➡️ AI offers significant cost advantages for repetitive tasks.

3. Category Insights

  • Humans overloaded with returns, refunds, product queries
  • AI strongest on technical basics & password resets
    ➡️ Response time is the key driver of CSAT.

4. Market Readiness

  • High AI approval rates (China, India, Canada)
  • Google Trends confirms rising interest
    ➡️ Global markets are ready for AI support.

🎯 Final Recommendation — Hybrid Support Model

Use AI for:

  • Password resets
  • Technical basics
  • Order updates
  • Billing questions
  • FAQs

Use Humans for:

  • Escalations
  • Refunds
  • Complex / emotional issues
  • High-value customers

Expected Impact

  • 5× faster response time on targeted categories
  • 2× cheaper on low-complexity interactions
  • Increased agent productivity
  • Potential +0.10 CSAT improvement

📁 Repository Structure (Actual)

.
├── analyses/
├── macros/
├── models/
│   ├── intermediate/
│   ├── mart/
│   │   ├── mart_ai_company.sql
│   │   ├── mart_ai_general_survey.sql
│   │   ├── mart_merge_ai_human.sql
│   │   ├── mart_product_trad_company.sql
│   │   ├── mart_trad_company_seg.sql
│   ├── staging/
├── seeds/
├── snapshots/
├── tests/
├── .gitignore
├── README.md
└── dbt_project.yml

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Customer service KPI analysis (CSAT, speed, cost, resolution rates) comparing AI chatbots and human agents. Full MDS pipeline with dbt modeling and Looker Studio dashboard.

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