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Customers ask in your customer portal, in the website chat or on the phone. The Conversation Agent answers chat and phone from your knowledge base.
Helpdesk AI · AI-DMS module
Helpdesk AI collects requests from your customer portal, website chat and phone as tickets in one list for your team.
The Conversation Agent answers chat and phone from your knowledge, the Ticket Copilot drafts ticket replies.
Trusted by leading companies worldwide
How it works
Helpdesk AI is not another tool but the interplay of the AI-DMS support modules.
Customers ask in your customer portal, in the website chat or on the phone. The Conversation Agent answers chat and phone from your knowledge base.
If the agent cannot help, the chat visitor leaves an email address and callers get a link by text message. Either way, a ticket with the conversation is created.
In the ticket, the Ticket Copilot drafts a reply on your instruction. Your team checks and sends it, and the customer reads it in the portal.
Capabilities
Tickets, portal and copilot are part of Helpdesk AI. Website chat and phone come with the Conversation Agent.
Articles, FAQs and website sources as one knowledge base, readers rate articles in the portal.
The Conversation Agent answers from your knowledge base, “Send a request” turns it into a ticket.
The Conversation Agent takes requests on the phone, a text-message link creates a ticket with a summary.
Confirmation and new-reply notices, sent under your portal name.
Statuses, four priorities, SLA deadlines, assignment, internal notes and attachments.
Summarizes tickets and drafts replies, only your team can send them.
Overdue, unassigned and urgent tickets, a 7-day trend and team workload.
Customers choose their language in the portal, the Copilot drafts in the customer's language.
Comparison
Classic helpdesks manage tickets. Helpdesk AI answers chat and phone from your knowledge base and drafts ticket replies.
| Comparison | Shared mailbox | Classic helpdesk | PaperOffice Helpdesk AI |
|---|---|---|---|
| Answers | By hand | Macros and templates | Conversation Agent from your knowledge base |
| Reply draft | By hand | Templates | Ticket Copilot in the customer's language |
| Customer portal | None | Depends on the product | Included, sign-in without a password |
| Phone | Separate | PBX separate | Requests become tickets via text link |
| Handover | Forward | Assign | Ticket with the conversation |
Security and compliance
Tickets, messages and attachments are stored in our own EU data center. The Conversation Agent and the Ticket Copilot rely on your knowledge base, not on workspace documents.
Frequently asked questions
Dashboard, ticket overview, HelpDesk users, customer portal, SLA deadlines and the Ticket Copilot. Helpdesk AI is available from the Plus plan.
In the website chat and on the phone, the Conversation Agent answers on its own, from your knowledge base. The Ticket Copilot only drafts ticket replies, only your team can send them.
Customer portal, website chat and phone, plus tickets your team creates. Website chat and phone require Conversation AI from the Professional plan. There is no email inbox as an input; emails only go out as notices.
From your knowledge base with articles, FAQs and website sources. The Ticket Copilot also reads the ticket history. Neither uses workspace documents.
In the customer portal, yes: it shows your organization image as the logo, your colors and your portal name, at portal.paperoffice.ai with a fixed short name for your company. Emails to customers go out under your portal name.
The dashboard shows overdue, unassigned and urgent tickets, a 7-day trend against the week before, team workload, top risks and frequent requesters.
You use Helpdesk AI in the web app, your customers use the customer portal. Tickets currently have no public API and no MCP tools, and the mobile app has no ticket view.
Case Studies
Discover how businesses transformed their processes with PaperOffice AI.
Measurable customer success
"Enterprise document management for all our mining operations. World class."
"FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours."
"Technical documentation and order processing now run fully automatically."
"Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
"Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
"8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
"Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
"Construction project documentation and compliance are now digital and traceable."
"Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
"Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
"GMP-relevant documentation for pharmaceutical functional labels now runs automatically. Audit trails are seamless and instantly accessible."
"Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
"Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
"Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
"Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
"Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
"Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
"Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
"Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
"Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
"Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
"Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
"Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen."
"Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless."
"Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
"Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
"KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential."
"Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
"Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
"SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
"Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
"Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
"Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
"CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
"Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
"Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
"Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
"Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 evidence has never been this easy to produce."
"Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
"Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
"Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
"Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
"Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
"Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
"Prescriptions and medication management now run fully automatically. More time for our patients."
"Centuries-old documents are now digitally searchable. A milestone for our historical archives."
"Our caregivers finally have more time for residents instead of paperwork."
"500,000+ records digitized. Our deputies now find all information instantly."
"Patient records management is now a breeze. Everything automatically captured and archived."
"Inheritance and estate documentation is now efficient and error-free."
"Digital property management for all our residential complexes. Tenants and owners are thrilled."
"With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
"PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
"The documentation of our care services is now digital and automated. More time for our patients."
"Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
"Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
"Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
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