How can Knots.io automate our Zendesk?

How Knots.io works:

  1. Ticket creation: A ticket is created in Zendesk, triggering Knots. This can be an email, a call, or a scanned document (receipt, PDF, etc.).
  2. Request analysis: Knots.io analyzes the request and determines the necessary actions, such as extracting important information (parsing), routing, or extracting text from images and scanned documents (OCR).
  3. Information enrichment: Knots enriches the ticket information by integrating with ERP/CRM systems, combining it with existing data from third-party systems and APIs.
  4. Automated response: The gathered information generates an automatic response or routes the request to the right place without any manual intervention.

Use cases:

  • Summarize long documents: Read lengthy documents and create a short summary as an internal note.
  • Lookup numbers/IDs: Search for any type of number/ID (customer IDs, order numbers, item numbers, and serial numbers).
  • Receipt summarization: Read and summarize receipts.
  • Prioritize travel dates: Identify travel dates and prioritize tickets for upcoming trips.
  • Update user data: Search for address and billing information and update user data.
  • Automatically fill out fields.
  • Automatic routing: Identify where a customer purchased an item and automatically route the ticket.
  • Tagging and prioritization: Tag a ticket if specific information is present and prioritize it.

Updated

Was this article helpful?

0 out of 0 found this helpful