AI-Agents for Intake Coordinators in Client Services working with Kintone
kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
Create Service Desk Tickets
Pass queued customer issues to support with a ticket link on each request.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
Works with
5 tools
5 tools
Send Signature Requests
Send signature requests when client intakes are approved.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Works with
10 tools
10 tools
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