Agility RPA for customer service
Improve the user experience by managing complaints, queries and efficient follow-up.

How automation works for the customer service area
The customer service area faces challenges such as long response times and lack of 24/7 availability, which affect satisfaction. Agility RPA improves the experience by automating the classification of requests, implementing virtual assistants, personalizing attention and optimizing post-sales follow-up, providing faster, more accurate and customer-focused service.
Key benefits
Explore the main advantages we offer to meet your needs efficiently and effectively.

Reduction of Response Times
Improve speed and accuracy in customer service with automated processes.
- Automates the classification and assignment of support requests.
- Answers frequently asked questions in real time through intelligent chatbots.
- Reduces waiting times and increases customer satisfaction.

24/7 Uninterrupted Service
Maintain service availability without increasing operating costs.
- Implements virtual assistants to handle after-hours requests.
- Automates ticket tracking and status update processes.
- Guarantees immediate responses to repetitive queries or basic requests

Customer Experience Personalization
Tailors care according to the user's history and needs.
- Integrate automation with CRM to deliver personalized responses.
- Segment customers and automate recommendations based on previous interactions.
- Sends automated reminders and notifications based on user preferences.

Automation of after-sales follow-up
Improve customer loyalty with automated follow-up processes.
- Send satisfaction surveys and collect feedback in an automated way.
- Schedule reminders and retention actions for inactive customers.
- Generates reports on satisfaction trends and service improvement points.

Integration with Multiple Communication Channels
Respond to and manage customer interactions in different channels in a centralized way.
- Automates the capture and management of requests from email, chat, social networks and calls.
- Consolidates interactions into a single system to avoid duplication and errors.
- Facilitates efficient escalation of complex cases to human agents.

Learn how our solutions adapt to different scenarios and help solve specific needs effectively.
Customer service success stories

Automation of the billing process to improve customer service
The manual process of downloading and sending invoices consumed up to 3 hours per day, which not only represented a high operational cost, but also limited the responsiveness of the customer service team, especially during peaks in demand.
Solution:
To optimize this task and improve the customer experience, an intelligent assistant was implemented with Agility RPA. This system automates the download of invoices from the public website and uses an Excel file as input to manage the process efficiently.
Impact:
- Significant reduction of operational costs, eliminating manual intervention and allowing the customer service team to focus on more strategic tasks.
- Increased responsiveness to seasonality, processing large volumes of invoices without additional effort, improving customer service response times.
- Seamless integration with key applications, such as Excel and web platforms, streamlines invoice management without interrupting other processes.
- Efficient processing of 30,000 transactions per year, with parameterization in only 6 days, speeding up document delivery and improving customer satisfaction.
With Agility RPA, the company was able to streamline its billing operation, improve record accuracy and optimize resources, resulting in a more agile and satisfying experience for customers.

Automatic Generation of Notification Letters
The manual process of structuring, validating and generating notification letters consumed valuable man-hours, which not only affected operational efficiency, but also delayed customer service by generating long response times. In addition, recurring errors in letter generation affected the customer experience and diverted the team from more strategic tasks.
Main challenges:
- Excessive time: Four hours a day were dedicated to the task, delaying customer responsiveness.
- Frequent errors: Rework due to inconsistencies in the information generated additional delays.
- Waste of talent: The operational team was focused on repetitive tasks, rather than activities that could improve customer service and operations in the long term.
Solution:
A digital assistant was implemented with Agility RPA, which automates the extraction of credit information, generates notification letters and automatically loads them into the client's application for delivery, streamlining the process and improving accuracy.
Results:
- Time savings: The process, which used to take 240 minutes per day, is now completed in just 30 minutes, allowing for faster customer responses.
- Increased productivity: Fifteen hours per week were freed up for strategic tasks, such as improving customer service.
- Zero errors: Automation eliminated human error, ensuring accuracy and quality in the letters, which improved customer confidence and satisfaction.
Thanks to Agility RPA, the company was able to optimize its operation and significantly improve response times, providing a more agile and accurate experience for customers.
Testimonials

John Smith
CTO, financial institution
Working with Agility has been a game changer for our organization. Not only did they design strategies aligned with our objectives, but they also guided us step-by-step on how to implement them. The results speak for themselves: we have seen a 35% increase in operational efficiency in just six months. We couldn't be more grateful for their practical, case-based approach."

Maria Lopez
Operations Manager, logistics company
What really sets Agility apart is its ability to translate great ideas into concrete actions. Before, our strategies remained on paper; now, thanks to them, we have implemented practical improvements that have generated measurable benefits from the first quarter. Their experience in using real cases made the difference for us.
Discover how easy it is to automate with Agility RPA
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