Change your helpdesk tool

Migrate qualification & dispatch rules between helpdesk tools


Step 1.  Connect your tools

Zendesk is a customer service and engagement platform that helps businesses manage support tickets, customer interactions, and relationships across various communication channels.
 Gorgias is a customer support and helpdesk platform that uses automation to streamline communication and provide efficient customer service for businesses.
Intercom is a customer messaging platform that enables businesses to communicate with customers through real-time chat, email, and automation, enhancing customer engagement and support.
Salesforce is a customer relationship management platform that empowers businesses to manage and analyze customer interactions and data for improved sales, marketing, and customer service.

Step 2.  Automate high-impact CX actions

Once you plug in your input connector, the feedback data you receive will automatically feed into Cobbai. The clusterization and classification processes will take place, powered by our cutting-edge adaptive AI technology.

To successfully implement this workflow, you will be invited to select a series of actions you want to automate. You will have full control over which action Cobbai should perform, when it should be triggered and in which output connector.

For this specific workflow, here is a sample of actions often picked by our clients:

  • Qualify ticket in the right category
  • Route high-priority tickets
  • Dispatch ticket to the right team
  • Push resolution process to care agent

Step 3.  Monitor CX metrics & compute ROI

After selecting the actions to automate, you will be able to quantify the impact of this workflow on the CX metrics monitored in your project. Since this workflow is fully flexible, you can decide to add or remove an automated action to your list at any time.

You will also be able to measure the success of your strategy by comparing various time periods. For instance, before and after the start of this workflow or after you decide to change the mix of the automated actions.

Later in the life of the workflow, computing your ROI will be a key indicator on your roadmap to CX success.

Cobbai’s experts are available to help you implement this workflow and share the best practices in your industry. We are fully committed to help you reach your CX goals, one workflow at a time.

Change your helpdesk tool