Intelligently route your Chatforma conversations to the right experts
Swiftask transforms your Chatforma routing. Analyze user intent in real time and direct every interaction to the most qualified department or agent.
Result:
Reduce ticket processing times and boost customer satisfaction with automated, precise guidance.
AI Agents
chatforma
Connector chatforma · Secure OAuth 2.0
Manual lead routing is holding back your growth
When a visitor interacts via Chatforma, sorting requests is often manual work. Messages pile up in a single queue. The result: slow response times, qualified leads lost in the noise, and unnecessary strain on your teams.
Main negative impacts:
Inefficient request distribution
Technical queries end up with sales, and sales inquiries with support. Confusion slows down the entire resolution process.
Loss of sales reactivity
Every minute spent manually sorting a lead is a minute lost for conversion. Response time is your primary sales lever.
Support team overload
Your experts spend valuable time qualifying requests instead of solving complex problems or closing deals.
Swiftask analyzes the content of every Chatforma message in real time. Thanks to AI, routing is dynamic: requests are automatically forwarded to the right people, based on subject, language, or urgency.
BEFORE / AFTER
What changes with Swiftask
Traditional management
A client asks a complex question on Chatforma. The message lands in a general inbox. An agent must read it, analyze it, then manually forward it to the right department. The client waits, the agent is frustrated, the lead goes cold.
Swiftask intelligent routing
As soon as the Chatforma message is sent, Swiftask analyzes the intent. The lead is instantly routed to the Slack channel or CRM tool of the relevant team. The response is immediate, relevant, and personalized.
Activate intelligent routing in 4 phases
1
STEP 1 : Connect Chatforma to Swiftask
Link your Chatforma account to Swiftask in a few clicks. Data synchronization is immediate and secure.
2
STEP 2 : Define your routing rules
Configure sorting criteria: keywords, request type, customer profile. Swiftask learns to direct flows based on your needs.
3
STEP 3 : Assign destinations
Choose where each request type should land: Sales team on Salesforce, support on Zendesk, or a dedicated channel on Teams.
4
STEP 4 : Optimize your workflows
Monitor routing performance on the Swiftask dashboard and adjust rules continuously for maximum precision.
Intelligence for your workflows
Swiftask examines the sentiment, language, and semantic context of every Chatforma interaction to determine the optimal destination.
- Target connector: The agent performs the right actions in chatforma based on event context.
- Automated actions: Intent-based routing. Automatic escalation of urgent tickets. Lead assignment by agent expertise. Seamless integration with your existing ticketing and CRM tools.
- Native governance: Routing occurs in milliseconds, ensuring a frictionless customer experience.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chatforma@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.
Why choose Swiftask for your routing
Surgical precision
Requests always reach the right person, eliminating unnecessary transfers.
Faster sales cycles
Hot leads are prioritized and routed instantly to sales representatives.
Increased productivity
Your teams focus only on requests that require their actual expertise.
Effortless scalability
Increase conversation volume without needing to hire workflow managers.
Seamless customer experience
Clients receive relevant answers faster, increasing their satisfaction.
Privacy and compliance
Swiftask applies enterprise-grade security standards for your chatforma automations.
- Secure data processing: All data flowing between Chatforma and Swiftask is encrypted and handled with the highest security standards.
- GDPR compliance: Swiftask strictly follows data protection norms, ensuring transparency on information usage.
- Workflow auditability: Every routing decision is tracked. You can audit the AI agent's decisions at any time from your console.
- Robust infrastructure: A platform designed to handle high volumes without compromising security or uptime.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your business
| Metric | Before | After |
|---|---|---|
| Qualification time | Several minutes (manual) | Instant (automated) |
| Internal transfer rate | High (routing errors) | Near zero |
| Average response time | Slow | Reduced by 70% |
| Customer satisfaction (CSAT) | Standard | Strong growth |
Take action with chatforma
Reduce ticket processing times and boost customer satisfaction with automated, precise guidance.