Auto-Assist

The Auto-Assist tool in Service Autopilot is a way to make quick actions on an Account. This tool is only available to the Pro Plus level subscription as the Auto-Assist actions can be used to trigger Automations.

Set Up

  1. Navigate to any Client or Lead account. Auto-Assist is currently only available on the V2 Client or Lead view.
  2. Click on the Auto-Assist iconmceclip0.png  This will be next to the Account name.
  3. Add a category by clicking on the plus icon in the top row.

    mceclip1.png

  4. Click on the plus icon in the bottom row. Select Form, Email, or Tag.
  5. Name the Auto-Assist., select the Form, Email, or Tag to be applied, and choose an icon to be displayed.

    mceclip3.png

  6. Click Save.
  7. To edit or delete an Auto-Assist, click on the pencil icon on the top right, then the pencil icon on the Auto-Assist you want to edit or delete.

    mceclip6.png

Using the Auto-Assist

  1. Navigate to the V2 view of the Client or Lead.
  2. Click on the Auto-Assist iconmceclip0.png This will be next to the Account name.
  3. Click on the Auto-Assist action you wish to use.
    • For a Tag, a dialog will appear warning that a Tag is about to be applied. Click Okay to apply the Tag. 
    • For a Form, the selected Form will open so it can be filled out.
    • For an Email, the Email window will open. The Email can then be edited, if needed, then sent.
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