Scriptera
Pipedrive automations — Customer Support
Ready-made scenarios where Pipedrive works for you (customer support): pick one — a copy appears in your account and runs on its own.
23 scenarios
- Customer testimonials filed straight into the contact record
- A FAQ built from your chat's questions — automatically
- The call's outcome, written into the customer's card
- A chatbot that answers from your documents
- Email replies with the client's history in mind — with your approval
- Collect client reviews and summarize them to chat automatically
- Ask your own documents — get answers from them
- A chat bot that answers from your own knowledge base
- Voice answers to inbound calls, straight from your own documents
- Customer feedback from every channel, turned into themes and tasks
- Catch churning customers early: record updated, task created, team alerted
- Tell customers their bug is fixed — the moment the issue closes
- Answers to questions about your own documents
- A satisfaction survey after every deal, with replies sorted
- Voice of the customer from every channel: collected, clustered, acted on
- A movie recommender: describe it in words, get three picks
- Website enquiries: contact, ticket and reply with no manual entry
- AI replies to WhatsApp messages, with memory
- Meeting recording → tasks, a client email and an updated CRM record
- Feedback triage and customer replies — automatically
- AI-powered SMS support — with escalation and follow-ups
- A support bot that understands text, voice, photos and documents
- Take orders in the messenger — by text, voice and photo
