Software de mesa de ayuda y soporte

Software de mesa de ayuda y soporte: plantillas de automatización, página 3

172 flujos de trabajo listos para usar en Software de mesa de ayuda y soporte. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: WhatsApp, Trello y Airtable.

Software de mesa de ayuda y soporte
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Salud y medicina
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Automated Chatwoot Agent Scorecards
Every Monday, WebRun reads last week's Chatwoot conversations per agent, lines the numbers up against each one to one in Google Calendar, and posts the scorecard to Teams.
Chatwoot›Google Calendar›Microsoft Teams
Automated Chatra Saved Reply Gap Review
Every Monday, WebRun reads last week's Chatra chats for repeated questions, drafts a saved reply for each one, and posts the list to Teams with a Google Sheets log.
Chatra›Microsoft Teams›Google Sheets
Automated Chaport Repeat Question Roundup
Every Monday, WebRun reads last week's Chaport transcripts, groups the questions asked over and over, and drafts a saved reply for each one in Notion.
Chaport›Notion›Twilio
Automated Canny Shipped Feature Announcements
Every Monday, WebRun finds Canny posts marked complete, collects the voters who asked for them, drafts the announcement in Gmail, and books time to publish the changelog.
Canny›Gmail›Google Calendar
Automated BMC Helix Change Approval Queue
Every morning, WebRun lists the BMC Helix change requests still waiting on an approver, ranks them by risk and start date, and drafts a nudge for each approver.
BMC Helix›Gmail›Slack
Automated Assembled Adherence Alerts
Every hour, WebRun compares live agent status in Assembled against the schedule, posts the shift lead an adherence list in Telegram, and drafts a Gmail note for approval.
Assembled›Telegram›Gmail
Automated AskNicely Promoter Review Requests
Every morning, WebRun reads new AskNicely promoter responses, drafts a review request for each one in Twilio, and tracks every ask on a Trello board until it is approved and sent.
AskNicely›Trello›Twilio
Automated Ada Resolution Rate Reporting
Every Monday, WebRun reads last week's Ada conversations, works out the resolution and handoff rate per channel, and files the scorecard in Trello.
Ada›Trello›WhatsApp
Automated Acquire Chat Queue SLA Alerts
Every few minutes, WebRun checks the Acquire chat queue against your SLA, logs each breach in Airtable, and texts the supervisor through Twilio while the customer is still on the page.
Acquire›Airtable›Twilio
Automated Verint Adherence Exception Alerts
Every morning, WebRun reads yesterday's Verint adherence exceptions, posts them to Slack by team, and drafts a Gmail coaching note for anyone whose exceptions keep repeating.
Verint›Slack›Gmail
Automated Trustpilot Review Response Drafts
Every morning, WebRun finds new low-star Trustpilot reviews, logs each one in Airtable, and drafts a reply in Gmail for you to approve before it is posted.
Trustpilot›Airtable›Gmail
Automated Tidio Unanswered Chat Alerts
Every hour, WebRun checks Tidio for conversations past your reply target, opens a Trello card with a drafted response, and messages the agent on duty in WhatsApp.
Tidio›Trello›WhatsApp
Automated Tawk.to Chat Transcript Archiving
Every morning, WebRun exports yesterday's Tawk.to chat transcripts to Google Drive and drafts you an email summarising the questions customers kept asking.
Tawk.to›Gmail›Google Drive
Automated SolarWinds SLA Breach Warnings
Every hour, WebRun checks open SolarWinds Service Desk tickets against their response and resolution targets, WhatsApps the assignee when a clock is nearly out, and keeps a Notion board of what is at risk.
SolarWinds Service Desk›Notion›WhatsApp
Automated Sierra Conversation Quality Reviews
Every morning, WebRun samples yesterday's Sierra conversations, flags the ones that ended unresolved or went in circles, posts the review list to Slack, and pings the support lead on Telegram.
Sierra›Slack›Telegram
Automated ServiceNow SLA Breach Alerts
Every hour, WebRun checks ServiceNow for incidents running close to their SLA target, keeps the at-risk queue on a Trello board, and alerts the on-call group on WhatsApp.
ServiceNow›Trello›WhatsApp
Automated SAP Service Cloud Queue Triage
Every morning, WebRun reviews the open cases in SAP Service Cloud, ranks the unassigned and ageing ones, and posts the triaged queue to Teams and WhatsApp.
SAP Service Cloud›Microsoft Teams›WhatsApp
Automated NICE CXone Agent Scorecards
Every Monday, WebRun pulls last week's NICE CXone quality and handling numbers per agent, files the scorecard in Google Drive, and sends team leads the highlights on WhatsApp.
NICE CXone›Google Drive›WhatsApp
Automated Medallia Feedback Theme Reports
Every Monday, WebRun reads last week's Medallia feedback, groups the comments into recurring themes, logs them in Airtable, and drafts the leadership summary in Gmail for your approval.
Medallia›Airtable›Gmail
Automated ServiceDesk Plus SLA Alerts
Every hour, WebRun checks ManageEngine ServiceDesk Plus for tickets close to breaching, posts the at-risk list to Slack, and drafts an update email for the worst ones.
ManageEngine ServiceDesk Plus›Gmail›Slack
Automated LivePerson Chat Follow-Up Cards
Every morning, WebRun reviews yesterday's LivePerson conversations, opens a Trello follow-up card for each one that ended unresolved, and sends the handoff list to WhatsApp.
LivePerson›Trello›WhatsApp
Automated LiveChat Support Scorecard
Every Monday, WebRun reads last week's LiveChat reports, builds a scorecard of volume, response time, satisfaction, and missed chats, and sends it to Telegram and WhatsApp.
LiveChat›Telegram›WhatsApp
Automated LiveAgent Queue Digest
Every morning, WebRun reads your LiveAgent queue, ranks the oldest and highest priority tickets, posts the standup digest to Microsoft Teams, and sends anything at risk to Telegram.
LiveAgent›Microsoft Teams›Telegram
Automated Kustomer SLA Breach Warnings
WebRun checks your open Kustomer conversations every hour, flags the ones close to breaching first-response or resolution SLA in Slack, and drafts a holding reply in Gmail.
Kustomer›Slack›Gmail

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