Supercharge your Snapdocs support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Salesforce, and Slack to resolve tickets faster, automate customer conversations, and deliver instant responses.
Snapdocs optimizes mortgage closings, enhancing customer support by ensuring smooth, error-free borrower experiences and efficient communication.
To use Snapdocs integration in Ayudo, add the Snapdocs node to your workflow. Authenticate using OAuth credentials. You can create support tickets from Snapdocs events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Snapdocs data in support conversations.
You'll need an OAuth token, which can be found in Snapdocs's settings under API access. Ensure permissions include data retrieval, event notifications, and customer updates. Admin access might be required to modify settings. Ensure your credentials have access to Snapdocs events for full support automation capabilities.
Yes! Snapdocs works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For instance, when a high-value Snapdocs event occurs, create a Zendesk ticket, notify the team via Slack, and have an AI agent reach out proactively. These workflows enhance support efficiency and response times.
Auto-create support tickets from Snapdocs events, sync customer data between Snapdocs and support tools, trigger AI agent responses based on Snapdocs activities, send proactive support messages via voice/text agents, and update Snapdocs records after support conversations. Each action optimizes support workflows.
Ayudo uses per-seat pricing ($119-$179/seat/month), ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making Snapdocs automation cost-effective as your support volume scales.
