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):
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Accept & Start Processing
Automatically accept requests, send acknowledgment, verify the user's identity, and ensure the request meets your defined criteria.
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Validate processing was completed.
Leverage connected integrations to automate the request processing and get a final completion validation.
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Reply to the user
Set your templates in advance and send a final confirmation to the user.
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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.
Current Limitations
Autopilot will fail handling integrations that take more than 3 days to complete.