Streamline your Processes with the RingQ and Autotask Integration

Autotask and RingQ users can now easily integrate the two solutions.

Autotask is an IT Service Management (ITSM) system that offers automation, centralized alert management, and remote device control. It also has an inbuilt CRM that allows users to manage their customers and contacts. Thousands of businesses use Autotask, and this latest integration will enable these users to benefit from the combined solution of RingQ and Autotask. Read on to find out what this integration enables.

Customer Record and Ticket display on call answering

When an agent answers a call, the system automatically retrieves and presents relevant ticket details along with the customer’s information on the screen. This includes the ticket ID, issue type, customer name, contact information, and any previous interactions or notes associated with the case, enabling the agent to have immediate context before engaging with the customer.

Automatic Record Update

After the call ends, the system automatically updates the customer record with information, such as the outcome of the call, any actions taken, and new notes or follow-up actions. This ensures that the history is always up to date, providing both agents and supervisors with a comprehensive record of the interaction for future reference or escalation.

Sends Call Recording Link

Once the call is completed and the ticket is updated, a URL link to the full audio recording of the conversation is generated and sent to the customer (or the appropriate recipient). This link provides easy access to the call recording, allowing the customer to review the details of the discussion or share it with others for further clarification.

Integration is ever so easy, simply follow the steps outlined in our easy how-to video.