New Autotask Integrations

If you use Autotask for managing tickets and professional service automation, you’ll love these new LoyaltyLoop enhancements. When using both LoyaltyLoop and Autotask, it has never been easier for you and your agents to keep a pulse on your customer experience levels. Check out our new Autotask integration for Widgets and Ticket Insights.

Autotask Integration for Widgets

Using our new Autotask integration for Widgets, you can add LoyaltyLoop as a tab inside Autotask, displaying your LoyaltyLoop dashboard as a widget. This allows you and your agents to keep tabs on customer experience levels (CX) right from within Autotask. Need additional LoyaltyLoop details? No problem. Just click on the widget to open your LoyaltyLoop account.

Autotask Integration for Ticket Insights

With Autotask integration for Ticket Insights, you can now view the disposition of the contact relative to their most recent feedback. This helps you understand how a contact is feeling about your company, before you begin engaging or responding to their current ticket.

Within the LoyaltyLoop Ticket Insight panel, in addition to recent feedback comments from the ticket contact, you will also find the ticket contact's most recent key customer experience (CX) metrics (e.g. Net Promoter Score, Product Quality, Customer Satisfaction).

Autotask Integrations

In addition to our new Autotask integration for Widgets and Ticket Insights, here are some other great Autotask integration details.

If you have not yet explored our inbound integration for Autotask, this integration automatically flows your closed ticket contacts, and your customer decision maker contacts, into your LoyaltyLoop account, so they can be engaged for feedback and reviews.

For additional details regarding configuring these new integration, here is our page on our outbound Autotask integration for Widgets and Ticket Insights.