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Automation Squad

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Automations for Customer Service Reps

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

O*NET occupation: Customer Service Representatives (43-4051.00). The software list and tasks below come from that record, not from guesswork.

Built for customer service reps

Runs on software customer service reps already use

Matched through the tools this occupation is documented as using.

Software customer service reps use that we connect

What we can build for customer service reps

The job’s documented tasks, most important first. Each is a request away.

  1. Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.Quote it
  2. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.Quote it
  3. Check to ensure that appropriate changes were made to resolve customers' problems.Quote it
  4. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.Quote it
  5. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.Quote it
  6. Determine charges for services requested, collect deposits or payments, or arrange for billing.Quote it

Something specific to how you work?

Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.

Request a build for customer service reps