AgentticCRM
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From the client's request to the solution, in a single thread

One client asks on WhatsApp, another opens a ticket in their portal and a system reports an outage at midnight. In AgentticCRM all of it ends up in the same queue, with the client it belongs to, a person in charge and a deadline set by priority. The client follows their case in the portal and the solution stays in their record.

  • Every request, with its client and its owner
  • What has waited longest comes first
  • The client follows their case in the portal
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Sample screen with fictitious data.

How a request moves to resolution

  1. The request arrives

    Through the Client portal, by email or WhatsApp in the Inbox, or as an alert from one of your systems.

  2. It becomes a ticket

    With a number, a priority and the client it belongs to. An alert becomes a ticket with its title and the link to the incident.

  3. Someone takes charge

    You add the people who will handle it and each one gets a notice.

  4. It gets investigated

    The client's history is one click away, and the Assistant can leave a first diagnosis as an internal note.

  5. It gets answered

    Public replies go to the client, internal notes stay with the team and anything that needs work becomes a task.

  6. It's resolved

    You mark it as solved and, after the number of days your organization chose, it closes by itself.

What your team sees and what your client sees in a ticket

Your team

  • Public replies and internal notes
  • The priority, the deadline and the days without a reply
  • The case's project, service and tags
  • The tasks that came out of the ticket

Your client

  • The ticket's subject, description and status
  • Your team's public replies
  • A thread to reply in without writing an email
  • Their previous tickets, in the portal

Answer faster with what your team already knows

The replies you give again and again are saved once and inserted into the ticket or the conversation, ready to adjust. And your organization's knowledge base answers with the document each answer comes from.

When a case is new, Analyze with AI reads the conversation and images, checks how similar tickets were solved and leaves you the diagnosis as an internal note. What gets said to the client is up to your team.

Questions about this process

Can several people handle the company WhatsApp?

Yes. New messages land in Unassigned, whoever will handle one takes it and the conversation moves to their name, so nobody replies twice.

What happens to a ticket nobody has answered?

If it goes more days without a reply than its priority allows, it turns red so it's handled first and shows up on the Main dashboard among what needs attention.

Can my systems open tickets?

Your systems send their alerts to AgentticCRM, and you turn the one that needs work into a ticket for the affected client with one click, one ticket per alert.

See Alerts
Is there a record of how each case was solved?

Yes. The ticket keeps the whole conversation, the internal notes and the tasks that came out of it, and the next time something similar happens the AI analysis takes it into account.

The features in this process

Follow a real request with us

In a 15-minute demo we take a typical request from your clients and follow it from arrival until it's resolved.

Request a demo See the Inbox and WhatsApp See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

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