Academy26 May 20259 min read

CX Experiment Lab

Create a CX experiment lab that brings product, support, and marketing together to test customer experience improvements with Product Brain.

MB
Max Beech
Head of Content

TL;DR

Key takeaways

  • Run cross-functional CX sprints with clear hypotheses and success metrics.
  • Use AI to identify friction from support logs, surveys, and product analytics.
  • Close the loop by updating documentation, onboarding, and product roadmaps.

CX Experiment Lab

Customer experience spans every touchpoint. The CX experiment lab brings product, support, marketing, and success together to test improvements quickly, guided by Product Brain.

Why build a CX experiment lab

fix friction before it snowballs

Detect issues via support logs, onboarding data, and surveys. Experimentation addresses them systematically.

align teams on outcomes

Sync lab outcomes with the AI customer onboarding playbook and knowledge base freshness tracker.

CX areaExample experimentExpected outcome
OnboardingNew guided tourIncrease activation
SupportBot flow redesignImprove deflection
ProductFeature tooltipReduce confusion
EducationEmail nurtureBoost adoption
CX Experiment Loop Discover Design Test Scale
The lab cycles through discovery, design, testing, and scale using Product Brain automation.

CX experiment workflow

  1. Discover friction – ingest support transcripts, NPS comments, and product analytics.
  2. Design experiments – AI drafts test plans with hypotheses, metrics, and needed resources.
  3. Execute & monitor – deploy experiments, gather qualitative and quantitative feedback.
  4. Analyse results – compare against control groups, summarise impact.
  5. Scale or sunset – roll out winners, document learnings in Product Brain, retire non-performers.
MetricDefinitionTargetOwner
Experiment cadenceTests launched per month≥ 4CX ops
Impact rate% experiments delivering positive lift≥ 40%Product marketing
CSAT upliftChange in CSAT/NPS+0.2 per quarterCustomer success
Ticket reductionDrop in related support volumeReport monthlySupport ops
CX Lab Scorecard Cadence Impact CSAT
Scorecards track experiment cadence, impact, and satisfaction to guide investments.

Mini case: CX lab driving retention

Communication platform “SignalDesk” launched a CX experiment lab to tackle onboarding drop-off. Experiments improved activation by 19% and reduced support tickets tied to first-week usage by 22%. Winners now inform the AI customer onboarding playbook and support deflection performance review.

Risks, counterpoints, and next steps

Protect customer experience

Limit experiment exposure, use holdouts, and monitor sentiment to avoid harming users.

Manage cross-functional bandwidth

Prioritise experiments with clear owners and impact. Rotate squads to avoid burnout.

Maintain documentation

Log hypotheses, results, and decisions in Product Brain so future teams learn from past tests.

Summary + next steps

The CX experiment lab enables continuous improvement. Discover friction, design experiments, execute, and scale. Review metrics weekly, hold retros monthly, and align experiments with company bets quarterly.

  • Now: Gather CX pain points from support, product analytics, and surveys.
  • Next 2 weeks: Launch the first experiments and instrument metrics in Product Brain.
  • Quarterly: Evaluate aggregate impact and refresh focus areas.

CTA for CX and product leaders: Activate your Product Brain workspace to accelerate customer delight.

FAQ

Who runs the lab?

CX operations with contributors from product, support, marketing, and data science.

How do we select experiments?

Score based on customer impact, effort, and strategic alignment. Pull data from the Product Brain insight cadence.

Can we involve customers directly?

Yes -invite customers to beta groups, interviews, and feedback loops to co-create solutions.


Author

Max Beech, Head of Content

Last updated: 26 May 2025 • Expert review: [PLACEHOLDER], Director of Customer Experience