Customer Service use cases

Customer Management

Agents can quickly add or update customer records with RPA. They can also edit the details on other systems with a mouse click.

customer-service
customer-service
Update CRM

RPA can automate the process of sending the Sales & Order information from ERP to CRM and notify the salesperson.

Access Management

RPA can be used to validate identity, unlock accounts, reset password credentials and pass it back to users.

customer-service
customer-service
User Administration

RPA can create new accounts across multiple systems and applications.

Incident/Change Management

RPA can raise incidents/change requests by creating and updating tickets. These tickets can be made from email or can also be auto-created with inputs from monitoring systems.

customer-service
customer-service
Progress Chasing

RPA can follow up on incidents with users and report tickets to the concerned

Update or Close Tickets

RPA can close tickets after follow-up if the users indicate the incident has been resolved or there is no response after repeated follow-up.

customer-service
customer-service
External and internal interfaces

RPA can drive actions in external systems (supplier, partner, or customer) or even internal systems with a non-disruptive integration.

customer-service
Customer Management

Agents can quickly add or update customer records with RPA. They can also edit the details on other systems with a mouse click.

customer-service
Update CRM

RPA can automate the process of sending the Sales & Order information from ERP to CRM and notify the salesperson.

customer-service
Access Management

RPA can be used to validate identity, unlock accounts, reset password credentials and pass it back to users.

customer-service
User Administration

RPA can create new accounts across multiple systems and applications.

customer-service
Incident/Change Management

RPA can raise incidents/change requests by creating and updating tickets. These tickets can be made from email or can also be auto-created with inputs from monitoring systems.

customer-service
Progress Chasing

RPA can follow up on incidents with users and report tickets to the concerned

customer-service
Update or Close Tickets

RPA can close tickets after follow-up if the users indicate the incident has been resolved or there is no response after repeated follow-up.

customer-service
External and internal interfaces

RPA can drive actions in external systems (supplier, partner, or customer) or even internal systems with a non-disruptive integration.

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