AI-Agents for IT Services working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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 toolsEmail owners when deadlines change on open client tasks.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
30 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 toolsRemind project owners about client deadlines and flag overdue tasks.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
30 toolsFlag client support requests and overdue follow-ups from chat.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsPrepare support guides for review with their links and tables intact.
Your reviewers get a readable page in your knowledge base, with the submitted links and tables checked before they receive the link.
45 toolsAnswer IT service inquiries and flag needs the guide does not cover.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsReply to prospective clients and ask to discuss their IT needs.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsRetry permitted channel removals and flag access that remains.
Know whether someone still has channel access after a scheduled removal fails, and get the next step when your team must finish it.
9 toolsFlag client delivery issues missing a clear question for reviewers.
Your issue owner sees the reviewer's blocker on a ready issue when the decision question is missing.
12 toolsHold software handoffs until revised release notes get reviewed.
Keep revised release notes from moving ahead on an old decision. Your delivery manager gets a linked review with the changes in view.
10 toolsPrepare fresh release reviews when revised builds affect client delivery.
Keep release handoffs on hold when a candidate build changes, with a new review that shows your delivery manager what changed since the last decision.
12 tools
