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Shift to proactive customer support in Agiled with AI agents

Swiftask connects your AI agents to Agiled. Analyze customer data in real time to anticipate their needs and provide solutions before they even ask.

Result:

Drastically improve customer satisfaction and reduce the workload on your support team.

Reactive support is no longer enough to retain customers

Waiting for a customer to open a ticket in Agiled is an outdated strategy. Reactive support generates frustration, long resolution times, and burnout for your teams. Winning companies anticipate.

Main negative impacts:

  • Delayed reaction to problems: When a customer contacts you about an issue, they are often already dissatisfied. Reaction time is critical.
  • Support team overload: Manually handling every repetitive ticket prevents your team from focusing on complex requests.
  • Lack of personalization: Without proactive analysis of data in Agiled, the responses sent are generic and lack relevance.

Swiftask transforms your approach by automating need detection. Your AI agent analyzes activity in Agiled and triggers proactive actions to help your customers at the right time.

BEFORE / AFTER

What changes with Swiftask

Traditional customer support

The customer encounters a difficulty. They log into Agiled, open a ticket, wait for a response. Your support team receives the alert, analyzes the context, writes a response. The cycle is slow and frustrating.

Proactive support with Swiftask

The AI agent detects suspicious behavior or an uncompleted step in Agiled. It automatically sends a personalized message to the customer with the solution or an offer of help. The problem is resolved before the ticket is even created.

Set up your proactive support in 4 steps

STEP 1 : Connect Agiled to Swiftask

Integrate Agiled with your Swiftask platform to allow the AI agent to access customer data and project statuses.

STEP 2 : Define your proactive scenarios

Configure triggers: for example, a project delay in Agiled or prolonged customer inactivity.

STEP 3 : Create AI agent responses

Draft the messages the agent will send. Use variables to personalize each interaction with customer data.

STEP 4 : Automate and optimize

Activate the agent. Monitor its performance and adjust scenarios based on customer feedback.

Key features of your AI agent for Agiled

The agent analyzes project data, invoices, and past interactions stored in Agiled to qualify the level of risk or opportunity.

  • Target connector: The agent performs the right actions in agiled based on event context.
  • Automated actions: Automatic email or notification sending. Creation of follow-up tasks for human teams if necessary. Dynamic personalization of message content. Sentiment analysis on customer communications.
  • Native governance: All agent actions are logged in Agiled and Swiftask for complete transparency.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-agiled@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Benefits for your business

1. Increased customer satisfaction

Anticipating needs shows you care about your customers' success.

2. Reduction in ticket volume

Solving problems upfront drastically reduces the number of incoming requests.

3. Better retention

Proactive support strengthens the customer relationship and reduces churn.

4. Support team productivity

Your teams focus on high-value tasks, not repetitive ticket management.

5. Scalable processes

Automation allows you to handle more customers without increasing your team size.

Privacy and security

Swiftask applies enterprise-grade security standards for your agiled automations.

  • Secure connection: The integration adheres to the strictest security standards for your customer data.
  • Full control: You maintain control over automation rules and can disable them at any time.
  • GDPR compliance: Data is processed securely and in compliance with applicable regulations.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact

MetricBeforeAfter
Resolution timeSeveral hoursInstant (proactive)
Ticket volumeHighReduced by 30-50%
CSAT scoreAverageSignificant improvement

Take action with agiled

Drastically improve customer satisfaction and reduce the workload on your support team.

Analyze and leverage your Agiled documents automatically with AI

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