Helpdesk

Manage escalations with filters and urgency.

The queue

Filter by Open, In Progress, Resolved, or Closed. Every ticket carries transcript, summary, urgency, tags, and can be assigned to your team members.

Helpdesk

3 open

Refund request — order #4521

Open

Cannot access billing portal

In progress

Room modification July 12

Open

Refund request — order #4521

medium

Customer asked about return policy for order #4521. Agent could not verify purchase date from live data.

Transcript

“Can I still return this? I bought it three weeks ago.”

Assignee: —returnsOpen

How tickets arrive

SurfaceWhat you wire
WidgetHandoff after escalate: true
APISSE escalate or POST /handoff/ticket
LinkTicket or mailto from agent support email

Working a ticket

  1. Filter the queue by status or urgency.
  2. Assign an owner from members with Helpdesk access.
  3. Reply from Helpdesk (widget or email per your deployment).
  4. Resolve with notes.