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
- Navigate to any Client or Lead account. Auto-Assist is currently only available on the V2 Client or Lead view.
- Click on the Auto-Assist icon:
This will be next to the Account name.
- Add a category by clicking on the plus icon in the top row.
- Click on the plus icon in the bottom row. Select Form, Email, or Tag.
Note: Client Note is a legacy feature and is currently unavailable.
- Name the Auto-Assist., select the Form, Email, or Tag to be applied, and choose an icon to be displayed.
- Click Save.
- 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.
Using the Auto-Assist
- Navigate to the V2 view of the Client or Lead.
- Click on the Auto-Assist icon:
This will be next to the Account name.
- 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.