🌊AI Workflows (alerts, triggers, workflows)

This page describes Trusst AI's AI Workflows capabilities - the ability to trigger alerts, actions and workflows via API.

Overview

Trusst AI Workflows harnesses the power of generative AI and large language models (LLMs) to automate and optimise customer interaction management. By integrating real-time analysis of customer conversations, this feature empowers organisations to automate actions based on actionable insights, significantly enhancing operational efficiency and the effectiveness of customer service engagements.

Key Capabilities

1. Automated Actions and Notifications:

   • Automatically generate and send follow-up communications such as text messages, emails, or in-app notifications that summarise the next steps or actions discussed during customer interactions.

   • Customise message templates using AI to maintain brand tone and ensure relevance.

2. Task and Action Delegation:

   • Efficiently delegate tasks derived from customer interactions to the appropriate agents, back-office teams, or APIs. This ensures that each customer intent is promptly and effectively resolved.

   • Integration with workflow management tools to automate task assignments and follow-ups.

3. AI-Driven Execution with AI Agents:

   • Deploy AI agents to autonomously perform tasks such as logging follow-up actions in CRM systems, creating coaching opportunities in Learning Management Systems, or updating knowledge base content.

   • Configure AI agents to interact with various APIs and systems, ensuring seamless integration and functionality.

4. Enhanced Decision Making with Actionable Insights:

   • Leverage advanced analytics to provide a deep understanding of customer interactions and the effectiveness of the derived actions.

   • Enable decision-makers to visualise impacts through intuitive dashboards, highlighting key performance indicators and outcomes.

5. Transparency and Analysis:

   • Maintain a transparent log of all automated actions and their triggers, allowing for easy auditing and refinement of AI Workflows.

   • Analyse the outcomes of automated actions, such as the effect of address changes in utility CRMs, follow-up reminders, and closure of tasks, to continuously improve processes and customer satisfaction.

Integration Points

• CRM Systems: Integrate with popular CRM platforms to automate data entry and task creation.

• Communication Platforms: Connect with messaging and email platforms for seamless communication dispatch.

• APIs and Webhooks: Flexible integration with internal or external APIs to extend functionality and interact with different business systems.

• Analytics and Reporting Tools: Use built-in integration with analytics tools or export data for use in business intelligence platforms.

Security and Compliance

• Adheres to stringent data security standards, ensuring all data handled by Trusst AI Workflows is processed and stored securely.

• Compliance with relevant privacy regulations and corporate governance standards, safeguarding customer information and organisational data.

Conclusion

By automating routine tasks and enhancing the decision-making process, Trusst AI Workflows not only frees up valuable human resources but also ensures that customer engagements are handled with the utmost efficiency and accuracy. This leads to improved customer experiences and operational excellence across the board.