Purpose
1.2. Ensure every resolved service ticket is followed by an automated, branded customer touch-point via their preferred channel to reinforce satisfaction, automate feedback gathering, prevent dissatisfaction, and maintain compliance with SLAs.
1.3. Automate internal notification of follow-up status and issue escalation handling, minimizing manual effort and delays.
1.4. Centralize audit trails for post-resolution communications for regulatory reporting, automatedly providing evidence of follow-up.
Trigger Conditions
2.2. Internal automator receives time-based triggers (e.g., follow-up after 24 hours).
2.3. Customer feedback requested or specific keyword automates new follow-up flow.
2.4. Manager automatedly flags ticket for preferential follow-up.
2.5. Issue resolution workflow completion automatedly triggers outbound communication.
Platform Variants
• Feature: SMS API - Automate sending personalized SMS upon resolution, sample: Configure POST to /Messages endpoint with ticket context and customer contact.
3.2. SendGrid (Email)
• Feature: Automated Transactional Emails - Configure Dynamic Templates & POST /mail/send with recipient info and feedback links.
3.3. Slack
• Feature: Incoming Webhooks - Automate Slack message to internal #support-followups when a follow-up is sent; webhook URL config for automation.
3.4. Salesforce Service Cloud
• Feature: Process Builder/Flow - Automate outbound email or task creation when case is moved to “Resolved”; setup via automation rules.
3.5. Zendesk
• Feature: Triggers/Automations - Set Automatable trigger: when ticket status is 'Solved', automatedly send follow-up email using pre-built replies.
3.6. HubSpot CRM
• Feature: Workflow Automation - Automate follow-up email and task based on ticket status property, configure branch for “Satisfied/Unsatisfied.”
3.7. Microsoft Power Automate
• Feature: Scheduled Flow - Automate running a follow-up by connecting tickets in Dynamics 365 to Outlook, SMS, or Teams.
3.8. Freshdesk
• Feature: Automations (Event/Time Based) - Setup rules so resolved tickets trigger follow-up templates automatically.
3.9. Intercom
• Feature: Custom Bots/Outbound Messages - Configure automated in-app or email follow-up after service conversation marked as resolved.
3.10. Pipedrive
• Feature: Workflow Automation - Automate emails or text messages upon deal/ticket status update to “Resolved,” template configuration via workflow builder.
3.11. Google Workspace (Gmail)
• Feature: Apps Script - Triggered by label or status change, automate sending of templated email follow-up from corporate account.
3.12. Zoho Desk
• Feature: Automation Rules - Automate sending follow-up or survey email after ticket closure, utilizing workflow settings.
3.13. Mailchimp
• Feature: Customer Journey Automations - Create an automated journey starting on issue resolution trigger for branded follow-up.
3.14. WhatsApp Business API
• Feature: Message Template API - Automate customized WhatsApp messages post-resolution; POST to /messages with ticket-specific data.
3.15. Jira Service Management
• Feature: Automation Rules - Define automation to email or Slack message contacts when issue status changes to “Done.”
3.16. ActiveCampaign
• Feature: Automations - Automate email or SMS follow-up sequences triggered by a change in contact status/tags.
3.17. ServiceNow
• Feature: Workflow Designer - Automate follow-up notification workflows for any resolved service incident, configure via graphical flows.
3.18. Aircall
• Feature: Call Triggered Tasks - Automate follow-up task or SMS to customer after closing inbound support call.
3.19. Typeform
• Feature: Automated Reminder for Surveys - Automate sending feedback forms post-resolution using webhooks or email triggers.
3.20. SurveyMonkey
• Feature: Integration Automation - Upon resolution, survey invitation automatedly sent via API to gather instant feedback.
3.21. Google Sheets
• Feature: Apps Script/API - Automate logging of follow-ups and customer responses to a shared sheet on each trigger event.
3.22. Monday.com
• Feature: Automation Recipes - Automate communication or task creation in response to board item (ticket) status change.
Benefits
4.2. Automatedly maintains clear audit logs and automates compliance reporting for customer contact.
4.3. Enables rapid, automatable deployment of omnichannel follow-ups per customer preference.
4.4. Streamlines feedback capture, automating sentiment analysis and escalation when needed.
4.5. Drives data-driven improvements by automating the aggregation and tracking of post-resolution insights.