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Editorial

Choosing Between Chatbots and AI Assistants: A CX Leader’s Guide

8 minute read
Pierre DeBois avatar
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Use this guide to map your AI agent strategy, from integration to ROI measurement.

The Gist

  • Chatbots are frontline helpers. They handle high-volume, repetitive queries using predefined scripts and rules.
  • AI assistants offer depth and adaptability. They use machine learning and context to personalize support and solve complex problems.
  • Strategic selection is key. Mapping user journeys helps CX leaders choose the right solution based on complexity, integration needs, and expected value.

The excitement AI applications generated during 2024 looks to remain on track for 2025. The unveiling of real-life use cases where AI can serve best is starting to emerge. 

Should CX leaders turn to a chatbot or an agent? Answering the question means professionals of all ilk will be deciding what kinds of AI assistants they should use to help with their tasks.

Defining chatbots and assistants, as well as identifying their typical use cases, reveals how to best approach your engagement strategy for your marketing campaign.

Table of Contents

Chatbots vs. AI Assistants: Key Differences Explained

So what is the difference between a chatbot and AI assistant?

As a CX leaders responsible for customer experience campaigns, understanding the distinction between chatbots and assistants is crucial for your delivery of the right solution to your customers and maximizing their satisfaction. 

The major difference between chatbots and agents boils down to the environment and the scope of what decisions agents can make. The environment allows chatbots and AI assistants to express their learning capabilities and contextual understanding of their environments in many different ways. Rapid introduction of AI advancements has made any differences less distinguishable between chatbots and assistants.

What Chatbots Are Best At

So here are the basics: IBM defines a chatbot as a computer program that simulates human conversation with an end user. Chatbots are usually associated with basic customer tasks, focusing on high-level questions that are typically asked within a given customer experience.

Chatbots are like your entry-level customer service representatives. They're great for handling high volumes of simple, repetitive queries quickly and efficiently. They are your front-line defense for organizing communication, fielding common questions about your product features, pricing or basic troubleshooting. They're cost-effective and can significantly reduce the workload on your human support team.

Amazon Rufus chatbot on a mobile phone screen.
photo for everything | Adobe Stock

Why AI Assistants Go Further

AI assistants, by contrast, are more like your seasoned customer success managers. They cover the high-level queries just like chatbots, but have an expanded scope of activities because they have access to more data sources and use more programmatic sophistication. This opens up opportunities to better understand context, such as recent customer interactions, and to personalize the customer experience with nuanced support.

Chatbots have long been used on retailer websites, providing a more dynamic experience than looking at images and videos of retailer offerings. Retailers plan chatbots based on the most common customer queries

AI assistants are increasingly appearing along the customer journey. For example, Amazon introduced an AI tool for answering shopper questions, consolidating the vast pages on the Amazon site, and saving customers time in making a purchase decision.

How Do Chatbots and Assistants Compare As Agents?

This comparison table sums up the differences between chatbots and assistants.

FeatureChatbotsAI Assistants
FunctionalityHandles simple queries, supported by predefined questions and potential responsesProvides complex, contextual responses to queries
Learning AbilityRule-based, limited adaptationUses machine learning and context awareness to learn how to provide relevant responses
User ExperienceHigh-level advice on a product or service decisionPersonalized, dynamic interactions for multistep decisions during the customer experience
Best Use CasesFAQs, basic troubleshooting, and common customer supportMore elaborate customer support, real-time operational workflow, high-value customer interactions with multiple choices

Related Article: The Contact Center's New MVP? AI Chatbots That Know When to Escalate

Real-World Applications of Chatbots and AI Assistants in 2025

Google's and OpenAI's Case Examples of AI Assistants

AI applications initially leveraged their ability to consolidate information and present it in a relatable way. This is the essence of what a good tech agent does. For example, Google added an AI enhancement to its venerable search engine called Search Generative Experience (SGE). SGE presents an overview of the results on a search engine results page (SERP). Search engines often produce an overwhelming list of choices in their results, and people tend to click on the first page of the search results, assuming the top results are the best ones to provide them with what they need.

AI assistants such as Google's SGE and Gemini, in contrast, return a more conversational result, enabling what feels like a more natural interaction than reviewing links and metadata.

After the widespread adoption of general-purpose AI models, companies introduced specialized AI assistants configured for specific tasks and domains. These include OpenAI's GPTs and Google's Gemini Apps. These purpose-built AI agents work within parameters set by users while leveraging the capabilities of their underlying large language models

Some of the initial choices among these were third-party ChatGPT extensions from familiar brands such as Canva and OpenAI’s data analysis tool, Advanced Data Analysis (ADA). These provided use-case examples that broadened ChatGPT’s appeal and primed the marketplace for adopting AI assistants. 

How AI Assistants Differ From Plug-Ins

AI assistants differ from plug-ins in the sources of data that a generative AI platform uses to generate a response to a prompt. GenAI platforms generate prompt responses that look like the elements contained in their training corpus. So, while a plug-in uses the same body of text that ChatGPT relies upon, an AI assistant is usually trained on a different body of text that is more suited to a specific task.

A good agentic example is GitHub Copilot. Created using the GPT-3 model first used in ChatGPT, GitHub Copilot analyzes programming syntax and script comments to create real-time suggestions for the next line of code in a given script. The result is a form of pair-programming behavior that makes programming and debugging faster. Developers have so rapidly adopted Copilot that Microsoft decided to include Copilot for free in its Visual Studio Code.

Github Copilot app branded on the home screen of a smart phone.
photo for everything | Adobe Stock

What Makes a Good Assistant?

So, what should customer experience leaders look for in an AI assistant or copilot? Assistants are often deployed as agents, so a few key properties exist when selecting a choice. 

  • Assistants Have Learning Capabilities, permitting adaptation of responses based on user history.

  • Assistants Have Context Awareness, so they understand their content relative to user interactions and the environment.

  • Assistants Offer Integration Readiness, so that it seamlessly connects with APIs and CRM systems.

  • Assistants Have Built-In Conversational Ability, so that their natural language responses can suggest more nuanced options beyond scripted dialogue.

That last point is at the heart of why assistants are seen as beneficial. AI assistants act as intelligent strategists on the information being received and accessed. This makes assistants ideal for complex problem-solving, personalized customer support, and nuanced interactions requiring a deeper understanding of topics raised during the interactions.

That does not mean chatbots are no longer necessary. Chatbots remain ideal for handling high-volume, repetitive queries from basic customer interactions. The structure is best for product feature inquiries, basic troubleshooting and pricing information. Details on a product or service are a fit for the predefined scripts and rule-based responses that operate chatbots.

Related Article: Agentic AI: A New, Global Imperative for Customer Experience Leaders

Choosing the Right AI Tool: Chatbot or AI Assistant?

If you are a CX leader deciding on a chatbot or an AI assistant with a given budget and resources, you are seeing either choice as an agent. This means you should start by mapping out how your customers will be expected to interact with the agent. Making a mindmap of the expected engagement lays out what amount of understanding the agent needs. For the AI assistant, this means identifying the potential of what information it will learn and form the basis of transformative discussions.

Map Your Engagement, Development and Integration Needs

The mapping can also indicate what kind of development work is needed for response accuracy. If an AI assistant must be trained for your specific industry or a specialized use case, then customization needs, in which model responses and brand voice alignment are fine-tuned, become clearly identified as well.

Learning Opportunities

The mapping should also highlight integration requirements. AI assistants usually access data sources through an API. Designing the access should establish straightforward compatibility with existing systems.

A good AI assistant should offer a responsive chat feature that indicates its understanding of its environment. Most applications offer a native chat UI for the user. How well the chatbot interprets customer requests and how accurate the suggestions start with how well the conversational assistant interprets the conditions of the given customer experience. This means CX leaders should note their experiences to see how well a chatbot or assistant works best for their projects.

Measure Frequency, Value and Productivity Gains

CX leaders should also consider how often the AI assistant or chatbot is being used. The frequency of AI usage can indicate the degree of value being created — more frequency allows an AI assistant to learn user preferences and past account history, which plays into its recommendations. The result is better productivity with AI, learning quickly where to best explore and experiment with crafting applications.

Considering solution frequency can also reveal the cost of the technology against the value received. While many solutions have a nominal subscription fee, some have increased the price significantly when introducing an AI feature. This cost filters down to the user. So, a user should note if productivity is changing in measurable ways. The method may not be directly related to ROI, but it should reflect some level of productivity measurement; otherwise, the cost of an AI assistant might appear to be an unnecessary expense.

How CX Leaders Can Choose Between Chatbots and AI Assistants

This table provides a step-by-step guide to help customer experience leaders evaluate, plan and measure AI agent deployments.

StepWhat to DoWhy It Matters
1. Map Customer InteractionsCreate a mindmap of how customers will engage with your chatbot or assistant, including likely questions and decision points.Clarifies how complex the agent needs to be and whether a chatbot or AI assistant is the better fit.
2. Identify Development RequirementsDetermine whether the AI agent needs training for a specific industry, tone of voice or complex workflows.Helps define customization needs, including response accuracy and brand alignment.
3. Plan for IntegrationEnsure the agent can connect with your existing data systems via API or other integrations.Enables seamless access to the data needed for personalized and relevant responses.
4. Evaluate Chat Interface PerformanceTest the responsiveness, natural language capability and contextual awareness of the chat UI.Reveals whether the agent delivers a fluid customer experience and adapts to interaction context.
5. Track Usage FrequencyMonitor how often your team and customers use the AI tool and what it learns over time.Frequent use suggests value creation and allows the assistant to refine its support over time.
6. Compare Cost to Measurable GainsAssess whether productivity improvements or user satisfaction justify subscription or feature costs.Ensures AI investments are backed by meaningful outcomes—even beyond ROI—such as time savings or customer satisfaction.

Core Questions on Chatbots vs. AI Assistants

To know what benefits are possible, consider the answer to these two core questions.

What specializations in your workflow or operations would benefit from AI?

Identifying the need helps to plan what AI assistant is needed, and assess potential issues with customer interactions and how context-aware responses are delivered. 

How well does mapping potential customer interactions with AI align with operations?

Recognizing the similarity of customer experience or the frequency of customer issues can help CX leaders determine if an AI Assistant would be a better investment compared to a chatbot. The activity can also enable what kinds of access an AI assistant should have.

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About the Author
Pierre DeBois

Pierre DeBois is the founder and CEO of Zimana, an analytics services firm that helps organizations achieve improvements in marketing, website development, and business operations. Zimana has provided analysis services using Google Analytics, R Programming, Python, JavaScript and other technologies where data and metrics abide. Connect with Pierre DeBois:

Main image: amriphoto.com | Adobe Stock
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