Service & Support Automation

Customer Experience & Self-Service

Empower customers with fast, accurate answers through automated documents, self-service portals, and in-field service tools - all connected to Salesforce.

Trusted by industry leaders - including Fortune 500 enterprises

Key benefits of enhancing customer experience through Salesforce-connected self-service

Today’s customers expect instant answers, seamless transactions, and zero friction. But when teams rely on manual support or disconnected tools, delays and inconsistencies erode trust. Ascendx helps service leaders deliver real-time, self-service experiences - automated, scalable, and fully synced with Salesforce.

Deliver self-service documents in real-time

Automatically generate personalized service summaries, onboarding kits, or instructions when triggered by case status, form submissions, or user actions. Give customers the documents they need - when they need them - without waiting on agents.

Automatically generate personalized service summaries, onboarding kits, or instructions
Turn unstructured emails into Salesforce records

Convert email into structured support

Turn unstructured emails into Salesforce records - like cases or tasks - using parsing rules and automation. Eliminate manual intake while capturing key data points instantly for faster response and resolution.

Enable field-ready service and checkout

Equip mobile reps with the tools to transact, troubleshoot, or support customers on the spot. Whether on a tablet or at a kiosk, everything connects back to Salesforce in real time.

Equip mobile reps with the tools to transact, troubleshoot, or support customers on the spot.
Unify digital touchpoints with branded portals, dynamic content, and real-time CRM sync

Centralize support in one experience

Unify digital touchpoints with branded portals, dynamic content, and real-time CRM sync - so customers can submit requests, track status, and access documents all in one place.

More ways this solution drives value

Reduce case volume

Proactively resolve common issues with knowledge-driven, automated responses - reducing pressure on frontline teams.

Deliver always-on support

Automate key interactions and content delivery across time zones and business hours, even when agents are offline.

Enhance CX without extra complexity

Deliver personalized, high-quality experiences using your existing CRM data - no need to add new systems or overhead.

Apps that power this solution use case

Ascendx apps combine automation, mobility, and CRM-native control to power exceptional customer experiences at scale.

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1
Documill

Documill Generate

Create customer-facing documents - like service summaries or welcome kits, automatically from Salesforce.

2
Ortoo

Email-to-anything

Turn incoming support emails into Salesforce cases or tasks with structured data extraction.

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3
Eposly

Eposly POS Suite

Enable real-time, in-person service and transactions through mobile POS tools connected to Salesforce.

4
CapStorm

CS: Managed

Ensure secure storage and compliance for customer data and self-service interactions across all channels.

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Explore more ways to scale your support operations

Customer experience starts at the first interaction - see how Ascendx supports end-to-end case automation and triage.

Smart Triage & SLA Management

Route and prioritize support requests based on urgency, skills, and SLA targets to reduce delays.

Case & Task Automation

Automate follow-ups, internal tasks, and SLA tracking after cases are submitted or created.

Stay ahead in service and support automation

Discover smarter ways to automate triage, case handling, and customer experience - with insights delivered directly to your inbox.

ascendx - salesforce apps that 10x the value of your CRM