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Automating client questions: sending, following up and processing

Have client questions sent, followed up and processed automatically: from unknown payment to processed answer, with templates, status per client and history.

Sebastian de Goeij 8 min read Updated

Short answer

Automate client questions by letting software detect what is missing, send the question automatically or above a threshold, and process the answer directly. Clients answer in the portal or app, linked to the right document or transaction. Receipts are analysed, booked and matched, and unanswered questions are followed up automatically.

Key takeaways

  • Detect, ask, deliver and process in one closed loop.
  • Send automatically or above a threshold.
  • Every question is linked to a document or transaction.
  • Automatic follow-up and status per client.

How does the loop work?

From signal to processed answer.

  1. 1Autoboeker detects what is missing.
  2. 2The question goes out automatically or in context.
  3. 3The client answers in portal or app.
  4. 4The answer is analysed, booked and matched.
  5. 5Incomplete? Reject or re-send.
  6. 6No reply? Automatic follow-up.

FAQ

Questions about this topic.

Yes, fully or above a confidence threshold.

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