Transforming Client Service with SmartForms

Experience the power of aiDesk SmartForms, which intelligently gathers all the necessary information directly from clients and runs the automations required to accomplish the task, minimizing engineer involvement and maximizing efficiency.

Key Features

• Digital Forms: Capture the required information direct from your clients. No data entry required! We retrieve the information needed to run the automation
• Zero Touch Automations: Your clients trigger the automations directly with no engineer involvement. Automations seamlessly handle the task, ensuring prompt and accurate resolution.
• Real-time data and verification:Our SmartForms gather the most recent data from your clients' systems. They comprehend your clients, populating and verifying the forms in real-time as your clients fill them out
• End to End Visibility: Visible progress of requests as it gets actioned. Clients see if a request needs engineer involvement without needing to ask.
• End to End Visibility: No need to inform your clients of every update. SmartForms gives them visible progress of requests as they're actioned.
• Configuration Flexibility: SmartForms can be tailored to suit specific requirements, allowing you to configure them as either zero touch or engineer supervised. Each form can be customized on a per-user basis to provide a personalized experience.
• Use Anywhere: Simply embed into existing ticket portals, or clients systems

With aiDesk SmartForms, you can unlock zero touch automations, enable self-service capabilities for clients, and enhance the overall efficiency of your support processes.