Automating CRM- ticketing tool


#1

Hi

Can you pls guide how will i achieve automating tickets in CRM

  • i need to pick one by one tickets
  • look for the relevant query
  • based on query i need to reply to the ticket in the given format

is it possible ?


#2

Yes, it is possible. But please tell me from where you want to pick one by one ticket , i have some confusion in this first process. Explain the CRM process in brief then we can help you more in this.


#3

This seems like an RPA candidate. It is an use case by itself and might have to analyse the process in detail.
Can you share more details?


#4

Helo [ig250097]
Tickets can be picked only after you logged into CRM account —go to mailbox— count how many no. of tickets needs to be actioned — then pick one by one ticket - reply based on request

is this info enough ?

Regards


#5

is the total no. of tickets are mentioned in body of mail ?
After extracting the no. of ticket do we have to reply on that mail only including total number of ticket in body of mail .


#6

not sure how to explain the entire scenario - i cant share CRM screen
:frowning: