Pia’s SmartForms Unleashed – Transforming Client and User Experience

Join us as we explore the power of SmartForms within the Pia Admin Portal, from client setup to the ultimate end-user experience. This video offers a step-by-step guide on customizing the SmartForms feature, including white labeling options, embedding capabilities via iFrame, and setting up ticketing defaults.

Learn how to enable SmartForms for each client, manage user permissions seamlessly with Microsoft 365 integrations, and leverage the AutoTriage feature to automate ticket routing efficiently. Witness the integration of ZeroTouch Automations for a hands-off approach to ticket management, ensuring that each ticket is processed and closed with minimal human intervention. We’ll also walk you through an end-user simulation, showcasing the ease of submitting forms and the backend process that follows.

Discover how SmartForms and its integration with AutoTriage and ZeroTouch automation can significantly reduce the workload on techs, dispatchers, and service coordinators.

Take advantage of this in-depth demonstration of the next generation of ticket management with Pia.