Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
DownloadGuidesPDF · EN8 pages
Short guide: Customer service
Every service channel its own inbox? Chat, portal and phone in one ticket overview. Warranty, spare parts, delivery date: customers ask in the website chat, in the customer portal and on the phone.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
Trusted by leading companies worldwide
OEM PARTNERSHIP
Hardware giants choose PaperOffice exclusively.
Sole official DMS partner for QNAP: Classic app, AI BYOS.
MoreISO/IEC 27001
CERTIFIED
SOC 2 Type 2
IN PREPARATION
Sole official DMS partner for ASUSTOR: Classic app, AI BYOS.
MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
A customer asks about a spare part in the chat, calls the next day about their warranty case and then sends an email as well. Each request lands somewhere else, and whoever answers knows nothing of the others. The customer explains the issue from scratch every time.
Key facts
- Connect knowledge and order data
- Answer in the website chat
- Answer on the phone
- Open issues become tickets
- Team replies, customer reads in portal
Questions and answers
Frequently asked questions about this download
Where does the agent get its answers?
From the knowledge bases you assign, and for the order status from your operational sources. Workspace documents stay locked for website visitors and callers.
Can customers see where an answer comes from?
In the website chat, the agent links articles that have a web address, such as pages from website sources. That way customers can read up on the page themselves. On the phone, it answers in short sentences.
What if the agent cannot help?
In the chat, the customer sends a request with their email address and the chat history. On the phone, they get an SMS link to a form, and the submitted form becomes a ticket. Or they leave a callback request as a ticket.
Can the customer tell that an AI is answering?
Yes. In the chat window, “AI assistant” appears under the name. On the phone, an announcement after your greeting says that an AI assistant is speaking and that the call may be recorded.
Need personalized advice?
Our experts are happy to help you choose the right solution.
Request consultation
