Scriptera
Keap and OkoCrm automations — Customer Support
Ready-made scenarios where Keap and OkoCrm work for you (customer support): pick one — a copy appears in your account and runs on its own.
34 scenarios
- A breakdown of client feedback and a ready post from each
- 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
- All customer inquiries in one place — from email and web forms
- Tickets from email and forms — into one stream
- Collect testimonials, analyse them and thank the customer
- Tickets prioritized by importance, tasks created for you
- Stuck tickets, followed up automatically
- Inbound call triage: substance, urgency and a row in your sheet
- A personal reply to every webinar attendee, automatically
- Feedback requests sent the moment a ticket is closed
- Data-privacy complaint handling: register, reply, notify
- Feedback triage: angry to chat, questions answered, ideas filed
- Sales call analysis that updates the CRM for you
- Form feedback sorts itself: tasks, table, alerts
- Sales call breakdown: transcript, lead status, task
- Smart triage and replies for form inquiries
- A summary of support tickets — topics and customer mood
- Draft replies to website inquiries — ready on their own
- Support metrics from two systems — in one weekly report
- A knowledge base from support tickets — automatically
- Support emails into Jira tickets with an AI reply
- Tell customers their bug is fixed — the moment the issue closes
- Tickets: automatic triage by category and deadline reminders
- Payment issue handling: a reply to the customer, an escalation to the team
- Customer feedback sorted into themes, tasks and a weekly report
- A full new-client welcome after the form
- Support tickets turned into a prioritized engineering backlog
- Tester feedback triage: tickets, knowledge base and a reply to the author
- Meeting recording → tasks, a client email and an updated CRM record
- Feedback triage and customer replies — automatically
- A clinic assistant in your messenger: answers, bookings, hand-off to a human
