SmartForms for seamless client-triggered automation

Step into a more structured approach to client interaction and MSP automation with SmartForms. Designed to capture accurate, consistent request data, SmartForms streamline service intake and support reliable automation across your service desk.

Pia SmartForms features

Built to improve service intake and automation accuracy

Dynamic, digital forms

Dynamic, digital forms

Skip the manual entry by effortlessly capturing all necessary information directly from your clients through dynamically updated forms.
Zero-touch automation

Zero-touch Client Interaction

Clients trigger automation themselves. No engineering oversight is needed, streamlining the entire process.

 
Real time verification

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

End-to-end visibility

Provide clients with real-time updates on their requests. Full transparency from initiation to completion.

Configuration flexibility

Configuration flexibility

Customize the SmartForm to allow either zero-touch or engineer-supervised operations. Tailor each form to your unique needs.
Anywhere

Use anywhere

Embed SmartForms into your existing ticket portals or directly into client systems. Ultimate flexibility for any operational setup.
join the success

What your peers say about Pia

"Our clients submit requests whenever they want, and PIA handles everything automatically. It documents, executes and notifies the user without us touching a thing. We can now add more clients, endpoints and M365 users without adding staff. That’s the impact of automation for us.”

Matthew Galimi
CEO Divergent IT

SmartForms FAQ

What is SmartForms?

SmartForms is an advanced automation tool from Pia aiDesk designed to streamline client interactions and service desk operations. It allows clients to submit requests through dynamic digital forms, automating tasks without the need for manual intervention.

How do SmartForms improve client interaction?

SmartForms enable zero-touch client interaction by allowing clients to trigger automation themselves. The dynamic forms capture all necessary information, reducing manual entry and increasing the accuracy of client data.

Can SmartForms be customized to suit different needs?

Yes, SmartForms offer configuration flexibility. You can customize them for zero-touch automation or engineer-supervised workflows, depending on your specific operational requirements.

How does SmartForms ensure data accuracy?

SmartForms ensures data accuracy by verifying information in real-time as clients fill out forms. This automated process reduces errors and ensures all data is up-to-date. By eliminating manual entry, it streamlines operations and improves efficiency. Clients also receive real-time updates, maintaining transparency and trust throughout the entire process.

Where can SmartForms be used?

SmartForms can be embedded into your existing ticket portals or directly into client systems, offering flexibility for various operational setups. This makes it suitable for any business looking to enhance client interaction and streamline ticket management.

Ready to take your IT service desk to the next level

Schedule a demo, and start your automation journey today!