Save time and don't miss a deadline by using request-handling automation
What is Autopilot?
DSR handling workflow consists of 4 steps: review, process, reply & close. Autopilot removes the need to click through each step or wait for the processing to complete by automating the entire process.
If something fails or there is a problem, Autopilot will send you a notification, for example, by setting up a Slack notification.
How Autopilot Works?
Autopilot will perform the following steps on each open request (new or existing):
Accept & Start Processing
Automatically accept requests, send acknowledgment, verify the user's identity, and ensure the request meets your defined criteria.
Validate processing was completed.
Leverage connected integrations to automate the request processing and get a final completion validation.
Reply to the user
Set your templates in advance and send a final confirmation to the user.
Close & Redact
All steps are documented in an activity log for audit purposes, and the user’s PII is redacted.
Note: Autopilot runs in the background parallel to you, meaning it can handle requests you view simultaneously.
How to enable Autopilot?
Reach out to your customer success manager and he/she will help you set it up.
Is Autopilot right for me?
You should not use Autopilot if you have:
- Selectively choose which requests to accept or reject.
- Manually communicate with customers or manage notes.
- Want to choose from which sources to delete and which not, depending on the request.
- Have manual integrations.
Autopilot will fail handling integrations that take more than 3 days to complete.