Keap and Microsoft SharePoint automations — Customer Support

Ready-made scenarios where Keap and Microsoft SharePoint work for you (customer support): pick one — a copy appears in your account and runs on its own.

30 scenarios

Website enquiry intake — a ticket log and an instant reply
Support from chat and email in one place
Routing incoming requests to the right department
Instant property answers in the messenger — with hot buyers passed to an agent
Tickets prioritized by importance, tasks created for you
Collect testimonials, analyse them and thank the customer
Win-back emails to lapsed customers — personal, on-brand, every day
All customer inquiries in one place — from email and web forms
Stuck tickets, followed up automatically
Inbound call triage: substance, urgency and a row in your sheet
A personal reply to every webinar attendee, automatically
Data-privacy complaint handling: register, reply, notify
Sales call analysis that updates the CRM for you
Form feedback sorts itself: tasks, table, alerts
Sales call breakdown: transcript, lead status, task
Customer feedback from every channel, turned into themes and tasks
Draft replies to website inquiries — ready on their own
A knowledge base from support tickets — automatically
Support metrics from two systems — in one weekly report
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
Voice of the customer from every channel: collected, clustered, acted on
Tickets: automatic triage by category and deadline reminders
A full new-client welcome after the form
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically
Handing the conversation from bot to human — when the client asks
Signups, support and billing — run by one assistant
AI-powered SMS support — with escalation and follow-ups
A clinic assistant in your messenger: answers, bookings, hand-off to a human