Unleash zero-touch automation with SmartForms
Step into a new era of client interaction, MSP automation, and efficiency with SmartForms with Pia aiDesk's new add-on feature. It is engineered to streamline your work while ensuring unprecedented accuracy and consistency.
Pia aiDesk SmartForms features
Elevate your service desk's client engagement
Dynamic digital forms
Skip the manual entry by effortlessly capturing all necessary information directly from your clients through dynamically updated forms.
Zero-touch Client Interaction
Clients trigger automation themselves. No engineering oversight is needed, streamlining the entire process.
Real-time data and verification
Retrieve up-to-date client data instantly. Forms are verified as they are filled out for maximum accuracy.
End-to-end visibility
Provide clients with real-time updates on their requests. Full transparency from initiation to completion.
Configuration flexibility
Customize the SmartForm to allow either zero-touch or engineer-supervised operations. Tailor each form to your unique needs.
Use anywhere
Embed SmartForms into your existing ticket portals or directly into client systems. Ultimate flexibility for any operational setup.
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SmartForms FAQ
What is SmartForms?
SmartForms is a Pia aiDesk feature that enhances client interaction automation and efficiency.
Which ticket systems is SmartForms compatible with?
ConnectWise and Autotask. HaloPSA will be available in the second half of 2024.
Which automation packages are currently available with SmartForms, and are they the most popular ones?
SmartForms currently offers the most popular automation packages, including:
- User Onboarding (New User)
- User Offboarding (Terminate User)
- Account Locked Out
- Change Calendar Permissions
- Create or Remove a Mail Forwarding Rule
- Grant or Revoke Mailbox Access
- IT Request
- Reset Network Password
- Setup Out of Office
More automation packages are being developed and will be added to SmartForms in the near future.
In which environments can SmartForms be deployed?
All SmartForms automation packages can be deployed in Cloud hybrid and cloud-only environments. Some SmartForms automation is also available in prem-only and semi-hybrid environments. For more details, please visit https://pia.ai/automations/.