The latest version of iService® introduces several enhancements designed to improve functionality and user experience. Specifically, this update includes an upgraded Copilot AI for smarter automation, along with expanded support for Microsoft Graph API to streamline integrations. Moreover, it features a new capability for merging tickets efficiently within CRM and Helpdesk Software. Additionally, compatibility with G2 CRM Software ensures seamless customer relationship management. As a result, these improvements make this version a powerful tool for businesses seeking to optimize their support processes.
iService Copilot Updates | G2 CRM Software
In this release, we have upgraded the AI model used in iService Copilot AI to GPT-4 Turbo which provides the most advanced large language model available today.
Answer With AI Prompts
In addition to the updates to the GPT model, you can now craft your own AI prompts and make them available to agents using G2 CRM Software. Your custom prompts will be accessible anytime agents interact with text. This applies whether they are answering questions, creating knowledge base articles, or writing emails. With a single button click, iService seamlessly integrates your prompt with the customer’s question. It leverages advanced CRM and helpdesk software to generate a personalized response.
Some use cases include:
- Sales Follow-ups: Use custom AI prompts to quickly draft follow-up emails that move your sales process forward. iService will use the details from your offer to create a personalized follow-up.
- Scheduling Visits: If your business frequently schedules visits, yet automated appointment booking is not feasible, custom AI prompts might be your answer. Specifically, using G2 CRM Software, let iService Copilot craft a custom message asking for good dates and times with a single click.
- Handle Complex Questions: Embed knowledge directly into your prompts to help agents with complex questions. iService Copilot will use that information when composing a response.
Copilot in Action
The video below demonstrates how iService Copilot simplifies scheduling a visit in a single click of a button:
Merge Tickets in Manage Messages
Our new merge tickets feature allows you to consolidate multiple tickets into a single one. For instance, if you have a customer that sends frequent questions, they may prefer to receive a single answer from you. In this case, it can be efficiently managed through G2 CRM Software and helpdesk tools rather than multiple emails related to the same topic.
You can see a small demonstration of how the feature works below:
Microsoft Graph API Integration | CRM and Helpdesk Software
Last but not least, we have added support for Microsoft Graph API, which is now the preferred method to receive and send email from a Microsoft 365 mailbox. iService will continue to support the older methods of authentication, including EWS Oauth and EWS Basic Authentication.
See the full release notes for iService here.