Improve Customer Experiences
Explore our resources and learn how to improve customer experiences at scale with AI and automation.
Automatic supply replenishment: the e-automate checks to set up first
Before supply orders flow in automatically, set up the e-automate checks that catch duplicates and backorders: the duplicate sales order warning, availability checks, and how the Inventory Management task handles needed items.
Auralis vs portal chatbots, generic help-desk AI, building in-house, or more seats
A copier dealer weighing a portal chatbot, a generic help-desk AI, a Microsoft build, more seats, or Auralis: what each option's own material says, and the questions to put to every one of them.
Absorb the next acquisition without adding help desk seats
Bain's research on bank mergers shows customers leave when service slips after a deal. What that means for a copier dealer's help desk when an acquisition adds volume and no new seats.
Dispatchers as first-line support: redesigning the dispatch desk
Dispatchers at a copier dealer do two jobs at once: judgment calls and recordkeeping. A look at which work can move off the desk, and what should stay with the people who know the techs and the customers.
Branch-level service variation could be the overlooked cost of growing a copier dealership
Research outside the copier trade finds local managers account for a big share of the difference between business units. A multi-branch dealer can check whether its branches handle service calls differently, using e-automate's Service Statistics by branch.
Copier dealer call taker job description: duties, skills, and interview questions
A job description template for a copier dealer's service desk call taker: a summary, six duties, the skills worth screening for, and five interview questions.
Why call-taker and dispatcher seats keep turning over
BLS projects a separations rate of 11.7% a year for customer service representatives and 8.0% for dispatchers, with more people transferring to other work than leaving the workforce. What that means for a dealer's desk.
Service-call intake: the 7 fields dispatch needs every time
e-automate's service call screen has a lot of fields. These are the seven we'd fill in on every call before it leaves intake, and why each one matters to dispatch.
Month-end meter-read close: a checklist for office technology dealers
Contract billing in e-automate runs through four tabs, and its validation warnings show up in the billing queue. A six-step checklist for closing meter reads at month end.
How to cut estimated meter reads: a playbook for copier dealers
e-automate has a meter source built for the moment a read doesn't arrive in time to bill. Five settings and habits that make dealers reach for it less often.