AI-Agents for Request Intake in IT Services working with Heyflow
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Log client problem reports and alert the team to urgent issues.
Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.
42 toolsPrice client project proposals against approved IT service offerings.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAcknowledge client IT requests with a ticket link or flag missing tickets.
Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.
34 toolsScreen service inquiries and prepare first emails for campaign review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsRoute service inquiries from ads to the owner of each client account.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsSend IT service agreements and track pending client signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsCheck service inquiries before adding business prospects to outreach.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 toolsCheck lead ad contacts against IT service sales criteria.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
12 toolsTurn employee support forms into categorized service desk tickets.
Your team gets support requests sorted by your rules, and employees get ticket numbers they can use to follow up.
18 tools
