Project name:Handling of social organizations and public associations – Smart Customer Service and Case Management System
Project introduction:In order to cope with the cumbersome procedures in the association registration process, we have developed an automated management system. This system is specially designed for the registration needs of national and local social groups, aiming to simplify the application process, ensure compliance of all procedures and improve efficiency. From association name confirmation to promoter roster management, the system can automatically generate required documents and provide step-by-step guidance, significantly reducing human errors and time costs, making the association establishment process smoother.
project Manager:Zin ( Smart4A Level 5 Expert)
Engineering time:Two weeks for planning and design, four weeks for development, and one month for testing
Cost range:Small projects (less than 30 yuan is small, 30 to 100 million is medium-sized, and more than 100 million is large)


To solve the problem:
- Save customer service response time
The smart customer service function automatically responds to frequently asked questions, greatly reducing manual response time and allowing customer service staff to focus on more complex problem handling. - Reduce manual errors
Automate customer form filling and contract generation, reducing the risk of manual errors. - Accelerate process advancement
After the customer returns the document and payment notification, the system notifies the manager immediately, shortening the confirmation and processing time. - Improve case management efficiency
After the manager updates the case progress, the system automatically reminds the client to submit the required documents to ensure the smooth progress of the case.
use tools:
- make.com (Automated serial connection service platform)
- OpenAI – perform login information analysis and judgment
- Dify – AI Agent smart customer service connection
- LINE OA user and management interface
- LINE FLEX Exclusive case data interface module
- Google Sheet (data temporary storage medium)
Scenario usage:
- The main scenarios are divided into user interfaces
- Smart customer service
Use AI Agent to respond to smart customer service - Add new case/quotation contract
After the user submits the demand, the case is automatically opened and a case entrustment contract is generated. - Upload files
After the user uploads the necessary documents for the case, it will be automatically recorded and notified to the manager. - Case inquiry
Check case progress
- Smart customer service
- The main scenarios are divided into management interfaces
- Case progress and revenue and expenditure management
After the user uploads the file and notifies that the payment has been made, the file and payment are confirmed and the progress is updated. - Case income and expenditure report
Generate case income and expenditure reports of different ranges and types according to needs - Case inquiry
Check case progress - Customer inquiry
Query customer information
- Case progress and revenue and expenditure management
Scene partial illustration

Agent (4) AGI (1) AI (10) AI Agent (6) analytics (1) AnimateAnyone (1) API (6) AR (1) Wizards (1) ATM (1) Automation (2) Chat GPT (3) ComfyUI (1) Dify (2) Discord (2) Google Forms (1) GPT-5 (1) GPT Plus (1) GPT Store (1) GPT store (1) degree (1) Hub (1) ibon (1) infinigen (1) Line Flex (1) Line Notify (1) Line OA (5) LINEOA (1) Line pay (1) Make (9) make.com (2) make.fan (2) make concatenation (1) Nocode (4) Omnitool (1) OpenAI (2) Operation (1) pros (1) richmenu (2) SDK (1) SMART4A (3) SRE (2) store (1) Taipy (1) template (1) unciv (1) Workshop (2) Yahoo News (1) Zapier (2) credit card (1) Personalized content (1) content creation (2) Swipe (1) Innovative Technology (2) commercial applications (4) business acumen (1) basic teaching (1) Official account (6) customer service robot (1) customized (1) project management (2) builder income plan (1) video processing (1) Technical discussion (1) reasoning ability (1) Collect money (1) Educational applications (1) Text rate limit (1) News (Chinese) (1) Press release (2) Smart assistant (6) Smart customer service (5) Member management (3) meeting minutes (2) retriever (1) process control (1) Browse function (1) No code (1) crawler technology (1) product design (2) Application (1) social awakening (1) Community (1) community issues (1) coding tools (1) Chatbot (1) Union Newspaper Network (1) 自动化 (13) Automated process (2) Automatic reconciliation (1) virtual account (1) solution (2) 注册 (1) Certification (2) Speech model (1) 办公室 (2) office automation (1) Transcript (2) Electronic invoice (2) Wind Media (1)