Define it once, and it runs the same way every time
In most teams the process lives in people’s memory: who picks up an enquiry, when it gets chased, when a manager is told. Process automation turns those decisions into rules. When the conditions you set are met, the assignment happens, the reminder goes out or the status updates. Rules can be edited easily as your needs change.
What this solution covers
Rule-based assignment
Automatic distribution by region, product, channel or workload.
Timed reminders
Reminders fire for records left untouched beyond the period you set.
Status triggers
Reaching a stage notifies the relevant people automatically.
Message templates
Frequently used email and SMS texts are stored as templates.
Escalation rules
Overdue work moves up the chain in the order you define.
Scheduled reports
Daily and weekly summaries go automatically to the people you choose.
Common questions
Yes. Rules are edited from the admin screen and need no technical knowledge. Our support team helps with complex scenarios.
Yes. Rules can be deactivated and every change appears in the audit trail.
Process automation is included on the Professional and Enterprise plans.
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Enquiries arrive in one pool, get assigned to your team and are tracked until they close.
AI-Assisted Call Handling
Incoming calls are answered automatically, and appointments created, moved or cancelled.
Integration Services
Your accounting software, phone system, website and ad accounts connect to Dorsera.
Let’s assess this solution for your business
Tell us what you need and we will agree scope and timeline together.