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The Servicing module turns unstructured inbound communication — from emails to phone calls — into clear, actionable tasks. Cara captures requests, extracts intent and key details, and organizes them into structured workflows. This is where client needs are routed, understood, and resolved. You can:
  • Complete the task in Copilot
  • Delegate it to a teammate
  • Request Cara to handle it
Servicing keeps everything in one place, so nothing slips through the cracks — and your team stays focused on what matters.

Get Started

Read the guide to get started with the servicing module