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Helpdesk automation

Case for Automation

A helpdesk is a corporate software platform used to manage internal or external
user or customer requests. Manual helpdesk ticket management can become a
laborious task for your team. Automation can help you accelerate your customer
service workflows by using email and messenger notifications, adding tags to
tickets, incorporating varied fields into forms, and generating structured and
accurate reports.

Bot Activities

  • Creates helpdesk tickets from Excel entries
  • Adds tickets from helpdesk system to CRM as tasks
  • Sends messenger notifications for new tickets
  • Adds messages from messenger as helpdesk tasks
  • Creates reports on closed helpdesk tickets
  • Tags helpdesk ticket statuses in Excel spreadsheet
  • Emails stakeholders reports on closed helpdesk tickets