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.
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.
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.
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.
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 Management
Agents can quickly add or update customer records with RPA. They can also edit the details on other systems with a mouse click.
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.
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.
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.
External and internal interfaces
RPA can drive actions in external systems (supplier, partner, or customer) or even internal systems with a non-disruptive integration.