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- Support
- CRM Case Generator Agent
CRM Case Generator Agent
Customer data often sits fragmented across systems, leading to missed cases, delayed responses, and poor service visibility. The CRM Case Generator Agent automatically captures, classifies, and routes customer issues in real time.
- Heads of Customer Experience
- CRM Administrators
- Support Operations Leaders
Trusted by leaders: Real-world AI impact.
The problems we hear from leaders like you
CRM systems are only as effective as the data they contain, yet manual case creation and routing often break that promise.
Missed or delayed case creation
Customer issues slip through the cracks when manual logging fails or delays occur, leading to slower resolutions and dissatisfied customers.
Poor case categorization
Agents spend time classifying cases manually, which often results in inconsistent tagging and misrouted issues that increase handling time.
Fragmented data across channels
With customer conversations happening across chat, email, and social platforms, support teams struggle to consolidate cases into one CRM view.
Reactive service operations
Without real-time case generation, leaders rely on lagging indicators instead of proactive insights to manage workloads and optimize response times.
Agent workflow for regulatory monitoring
Why Leading
Organizations Choose Lyzr?
Lyzr provides the full-stack platform to transform your business functions into a unified Agentic Operating System, guaranteed.
Data Privacy & IP Ownership
Agents run in your cloud/on-prem. We guarantee zero access to your data, ensuring 100% privacy and that your AI workforce is always your unquestionable IP.
Full Flexibility,
Zero Vendor Lock-In
Integrate Lyzr as a plug-and-play solution within your existing ecosystem. No forced migration, no vendor dependency, just pure value.
Scalability & Real-Time
Customization
Start with one agent and build toward an Agentic OS for the entire function. Full control lets you customize and deploy changes in real-time.
Agentic Operating System
for your org
Unify your agents on a central knowledge graph to unlock the next-level enterprise intelligence: OGI.
Quantifiable value for your institution
By automating case capture and routing, the CRM Case Generator Agent turns CRM systems into a live reflection of customer activity.
- 70%
faster case creation, eliminating manual delays and missed tickets
- 50%
improvement in routing accuracy, through intelligent tagging and triage
- 40%
reduction in resolution times, by ensuring every issue is addressed promptly
- 35%
higher customer satisfaction, from consistent and proactive service handling
Outcomes you can expect
The CRM Case Generator Agent transforms your CRM into a dynamic, always-current command center for customer experience.
Real-time case generation
Automatically detect and log customer issues across channels as they happen, ensuring no request goes untracked.
Intelligent classification and routing
Use AI-based tagging and triage logic to assign cases to the right team instantly, improving accuracy and workload balance.
Unified visibility
Bring all customer conversations and touchpoints into a single CRM dashboard, enabling leaders to act on a complete view of service health.
Predictive support readiness
Leverage case data to forecast volume spikes, identify recurring issues, and plan staffing proactively.
How to start building from here
The journey from a promising pilot to a deployed solution can be a challenge. We are your partner in implementation, sharing the risk and ensuring your AI agents make it to production. We don't just provide a platform; we provide a clear pathway to success.
Dedicated AI expertise
We invest in a Forward Deployment AI Engineer (FDE) to work directly with you. Our FDE acts as a hands-on AI startup CTO for your project.
A partner in risk management
We take on the risk of ensuring your agent goes from concept to a fully functional, production-ready solution. We'll work with you every step of the way to get you live.
Strategic guidance & workshops
Our dedicated team will provide strategic guidance and training sessions, empowering your internal teams to own and scale your AI capabilities once your first use case is live.
Project management oversight
We assign a project manager to oversee your agent's journey, providing a clear roadmap and ensuring a smooth, frictionless path to production.
Agents used for this use case.
The Regulatory Monitoring Agent is often built on a combination of specialized agents. Here are some you can use to enhance this use case on the Lyzr platform:
- KYC Processing Agent
- Fraud Detection Agent
- AML Agent
- Legal Document Drafting Agent
- Compliance Agent
Frequently asked questions
It automates the process of creating, categorizing, and routing customer cases in real time, ensuring CRM data stays up to date and support teams stay responsive.
The agent monitors customer interactions across email, chat, web forms, and social channels, automatically logging issues into your CRM with all relevant context and metadata.
Yes. It uses AI-based classification models to determine issue type, urgency, and relevance, then assigns them to the right queue or support agent instantly.
Absolutely. It connects with leading CRMs like Salesforce, HubSpot, and Zoho, syncing cases, tags, and statuses in real time without disrupting existing workflows.
The agent identifies similar or duplicate tickets by comparing subject, content, and metadata — merging or linking them to maintain data cleanliness.
Yes. It consolidates customer inputs from multiple touchpoints — live chat, social DMs, support email, and web forms — ensuring nothing is lost between systems.
By capturing every customer interaction as a structured CRM case, leaders gain complete visibility into case volume, response time, and agent productivity.
Yes. Business rules, routing logic, and priority settings can be tailored to align with the organization's SLA and escalation processes.
Yes. It adheres to enterprise-grade data governance standards, maintaining full audit trails and encryption for all customer records.
It can analyze historical case patterns to anticipate future workloads, helping leaders optimize staffing and improve customer response times.
Organizations typically experience faster response times, lower handling costs, and measurable gains in customer satisfaction scores — all driven by accurate, real-time CRM data.
Build your first AI workflow today.
Start with a blueprint. Launch it. Customize it. Deploy it. All inside Lyzr.
