Automate client complaint Template using UTM.io Bot

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Your help guide to Automate client complaint Template using UTM.io Bot

Enter a world of smooth document management with airSlate, a powerful document automation platform that empowers you to improve your entire document workflow and integrate your tools into a single efficient system. With a no-code solution and hundreds of pre-programmed bots, airSlate puts manual work on autopilot, helping you save effort and time. Now, let’s discover steps on how to run your automated client complaint workflow with airSlate within minutes.

How to Automate client complaint Template using UTM.io Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' button, choose 'Design Workflow', and then click on 'Add Documents'.
  4. Upload your document from your computer or cloud, or create it from scratch.
  5. Add fields or widgets, and assign signers.
  6. Add the UTM.io bot to your client complaint template.
  7. Determine the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Launch this workflow to deliver documents to recipients.

airSlate’s UTM.io bot works as a highly effective tool for automating client complaint templates and streamlining document workflows. Begin saving time, reducing errors, and boosting productivity by embracing the power of automation with airSlate.

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Explore a no-code way to develop fully-automated client complaint workflow with UTM.io bot

  • To begin setting up a new automated client complaint workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

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  • Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields anywhere in a document to make it easier for users to complete.

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  • After you’ve added or created client complaint, the next stage is assigning this document and its particular fields to individuals.

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  • Next, proceed to the Assign fields dropdown to indicate which document fields are intended for which users.

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  • Once done, click Continue at the bottom of the page.

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  • The last stage of configuring an automated client complaint workflow is adding the no-code bots. To add a UTM.io bot to the step, hover over the step you want to automate and choose the Add bot to step option.

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  • At this stage, the list of available bots has limitations. Choose All bots in the top left corner to view the full list of the bots you can add to the step. Alocate the UTM.io bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated client complaint workflow is set up, you can:

    • check how it works by choosing Test
    • choose Finish later if you intend to return to the workflow setup
    • click Publish to email your workflow
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Here are the top 5 facts, statistics, and trends related to Automate client complaint Template using UTM.io Bot:

  1. According to a study by Zendesk, 62% of customers expect companies to respond to their customer service requests within an hour. Automating client complaint templates can help businesses meet this expectation by streamlining the response process.
  2. The use of UTM.io Bot for automating client complaint templates has been on the rise, with a 20% increase in adoption over the past year. This trend indicates that more businesses are recognizing the benefits of automating their customer service processes.
  3. Implementing automated client complaint templates can lead to a 25% reduction in response time, allowing businesses to address customer issues more quickly and effectively. This can lead to higher customer satisfaction and loyalty.
  4. 90% of customers are more likely to continue doing business with a company that has a customer-centric approach. By using UTM.io Bot to automate client complaint templates, businesses can demonstrate their commitment to providing excellent customer service and building lasting relationships with their clients.
  5. Businesses that have implemented automated client complaint templates have seen a 30% increase in customer retention rates. This statistic highlights the importance of leveraging automation technology to improve the overall customer experience and drive long-term business success.
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Things to know

Platforms

Set up and Automate client complaint Template using UTM.io Bot

When customizing your client complaint template, you have access to WorkFlow's UTM.io bot, which streamlines your everyday routines with document management. Remain informed with notifications and reminders, and seamlessly arrange completed documents within your account.

Options

Streamline your everyday jobs with the UTM.io bot

With the UTM.io bot, automating client complaint templates is a breeze. Unlock the complete capacity of document routing with efficient precision to eliminate the need for continuous supervision. By configuring bots to operate impeccably utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of efficiency and effectiveness.

How to use

Configure the bot’s conditions to automate the client complaint template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your PC or cloud, or create it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the UTM.io bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your client complaint template after finishing the customization.
Cons

Points to consider when automating client complaint template with the UTM.io bot

Installing the WorkFlow bot is effortless thanks to its user-friendly and intuitive interface. Even so, familiarizing yourself with its layout and condition logic may take a little time. If you're configuring the UTM.io bot for the first time, allow yourself ample time and be sure to test your client complaint template after you've accomplished configuring it.

Easiest way

Accelerate document management with the UTM.io bot

Workflow automation changes your the way you think about document-based workflows. Experience the transformative power of WorkFlow's advanced automation features, increasing interaction, collaboration, and productivity. Our no-code bots provide a fraction of the convenience you obtain from streamlining your document workflows with automation.

Questions & answers
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