Support and Customer CarePurpose
1.2. Automating collection of metrics from various channels (email, phone, chat, CRM) for fast visibility into case responses, satisfaction levels, and agent performance.
1.3. Automatedly enable data-driven decisions for resource allocation, quality improvement, and proactive support measures.
1.4. Support quarterly reviews, compliance audits, and escalation trending with automated, scheduled reporting.
Trigger Conditions
2.2. Trigger on case or ticket volume thresholds.
2.3. Automator listens for new customer feedback submissions or service closure events.
2.4. API-based automation when CRM or helpdesk records are updated.
Platform Variants
• Feature/Setting: Automate via "Tickets API" and "Satisfaction Ratings API"; configure triggers for status changes; fetch analytics automatablely.
3.2. Salesforce Service Cloud
• Feature/Setting: Automate reports using "Analytics API" and configure scheduled dashboards for support metrics extraction.
3.3. Freshdesk
• Feature/Setting: Use "Reports API" to automate ticket, agent, and satisfaction analytics fetching.
3.4. HubSpot Service Hub
• Feature/Setting: Automate exporting reports using "Tickets API," sync to storage or notification automator.
3.5. Intercom
• Feature/Setting: Utilize "Conversation Parts API" for automated report data collection; schedule via messaging automation settings.
3.6. Microsoft Dynamics 365 Customer Service
• Feature/Setting: Automate "Customer Service Insights" report generation using Power Automate and "Data Export Service."
3.7. Google Sheets
• Feature/Setting: Use Sheets API for automatable report collation and sharing; automate data population.
3.8. Power BI
• Feature/Setting: Automatored "REST API" to refresh dashboards from support data sources.
3.9. Tableau
• Feature/Setting: Automate data pulls and scheduled report deliveries using "Tableau REST API."
3.10. Twilio
• Feature/Setting: Automate SMS or voice support event reporting using "Twilio Event Streams API."
3.11. SendGrid
• Feature/Setting: Use Email Activity Feed API to track support outreach effectiveness and automate summary reports.
3.12. Slack
• Feature/Setting: Automatedly post metrics via "Incoming Webhooks" or "Analytics API" for support channels.
3.13. ServiceNow
• Feature/Setting: Automate analytics extraction using "Performance Analytics REST API."
3.14. Zoho Desk
• Feature/Setting: Trigger "Reports API" for automated dashboard and analytics delivery.
3.15. Jira Service Management
• Feature/Setting: Automate support stats with "Jira REST API" and scheduled automatable exports.
3.16. Monday.com
• Feature/Setting: Use "Boards API" for automating support data aggregation and reporting.
3.17. Asana
• Feature/Setting: Automator for support-related task completion analytics using "Asana Reporting API."
3.18. Aircall
• Feature/Setting: Track support call metrics and report automatedly via "Aircall Analytics API."
3.19. Talkdesk
• Feature/Setting: Use "Talkdesk Reporting API" to automate agent and case analytics extraction.
3.20. Mailchimp
• Feature/Setting: Automatedly assess campaign/customer response data using "Reports API" in automatable flows.
3.21. Zoho Analytics
• Feature/Setting: Automate report pulling and distribution using "Zoho Analytics API."
3.22. Notion
• Feature/Setting: Automator for support notes and analytics with "Notion API"; schedule data extraction.
3.23. Google Drive
• Feature/Setting: Automate support report archiving using "Drive API" as output storage.
Benefits
4.2. Automator ensures consistent, timely updates for stakeholders and compliance.
4.3. Automate holistic, multi-channel view improves support quality and management decisions.
4.4. Automating error-prone steps delivers accurate, standardized analytics.
4.5. Automated flexibility to scale report frequency and detail with business growth.