Workflow Automation

    Workflow automation for your business

    Service processes can become intricate, requiring task prompts or follow-up inquiries. Managing confirmations to customers and scheduling status updates also add to the complexity. OwlDesk's automated workflows streamline these tasks, enabling you and your team to provide outstanding support with greater speed and efficiency. Lead your team through case processing effortlessly and initiate actions automatically.

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    Workflow Automation
    Process Designer

    Automate your workflows

    With OwlDesk’s intelligent workflows, you can manage processes and responsibilities in customer service. It is super-easy. No programming is needed. Simply define the tasks and rules for service processes. You can even trigger actions in OwlDesk or in your existing systems.
    Automate Workflows

    OwlDesk makes it super easy to design workflows yourself

    Elevate your service team's effectiveness through streamlined workflow automation in OwlDesk, resulting in a significantly improved customer experience.
    Defining Dispatcher Rules

    Defining dispatcher rules

    You can define conditions or rules for dispatching service processes and performing actions automatically. 

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    Defining Dispatcher Rules
    Creating Event Triggers

    Creating event triggers

    Define instances that will automatically trigger activities or actions.
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    Event triggers and actions
    Business Process Modeling

    Business process modeling

    Plan and manage business processes in service and back-office from start to end, across departments, and with clear and easy-to-understand workflow management.
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    Business Process Modeling
    Executing Scenarios

    Executing scenarios

    You can even combine events and conditions to design multi-step processes.
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    Executing Scenarios

    OwlDesk's integrated BPMN process designer

    Checklists and approvals

    Checklists and approvals

    Use business process modeling (for capturing phone requests) or conditional approval workflows (four-eyes principle when processing refunds) to support your employees in case handling as much as possible.

    case routing
    Interaction with External Systems

    Interaction with external systems

    Manage the exchange of relevant data with legacy systems via web services or OwlDesk’s standard integrations.
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    integration with external systems

    What does it mean for you?

    Set standards
    Set standards
    by automating routine tasks, for instance, new cases, changes, or orders.
    Reduce errors
    Reduce errors
    by defining rules for executing service processes.
    Save time on training
    Save on training as
    intelligent workflow management guides your employees through the processing steps.
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    Workflow Automation

    You will love OwlDesk!

    Test OwlDesk now for 30 days free of charge.
    Cancel at any time; no hidden costs.
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    Want to use the full potential of OwlDesk?

    Harness the full power of AI and combine OwlDesk with OwlForce!
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