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Customer Support

Tickets, queues and slas, in one system.

Omnichannel ticketing, SLA, knowledge base, field service, CSAT

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Explore the specification

Customer Support · Illustrative data · Planned system
ERP•AI
Support › Customer Support
Intake Triage Assign Resolve CSAT
My Open TicketsTickets
YouStatusnot Resolved or Closed
Ticket NumberSubjectAccountPriorityStatus
TCK-40490New tck-452ACC-52209LowNew
TCK-93147Open tck-526ACC-58217MediumOpen
TCK-56807Pending tck-565ACC-38491HighPending
TCK-22375OnHold tck-837ACC-33289UrgentNew
TCK-17797New tck-125ACC-51991LowOpen
TCK-28162Open tck-971ACC-48153MediumOnHold
Field Appointments TodayServiceAppointments
YouWindowStart >= todayWindowStart < tomorrow
  1. SA-37452 · E-6WO-5263219 Sep → 21 SepProposed
  2. SA-49898 · T-1WO-9795824 Sep → 28 SepConfirmed
  3. SA-82315 · M-17WO-3231125 Sep → 01 OctEnRoute
  4. SA-36726 · M-5WO-4452327 Sep → 06 OctOnSite
  5. SA-40458 · J-10WO-9275722 Sep → 29 SepCompleted
SLA Breach RiskTickets
StatusNewOpendue in 30 min or due in 1 h
Low
TCK-99711ACC-58692
TCK-93667ACC-81431
Medium
TCK-68334ACC-26815
TCK-62907ACC-96274
High
TCK-39917ACC-28463
Urgent
TCK-80923ACC-87753
Dispatcher BoardWorkOrders
StatusScheduledDispatchedOnSiteNeedsFollowup
Scheduled
WO-21880ACC-10458
WO-78696ACC-88081
Dispatched
WO-27902ACC-96763
WO-68407ACC-21750
OnSite
WO-13624ACC-23949
NeedsFollowup
WO-92353ACC-80169
KB Draft QueueKBArticles
StatusDraftInReview
Draft
KBR-25261Draft kbr-388
KBR-31961Draft kbr-934
KBR-31548Draft kbr-938
InReview
KBR-90111InReview kbr-142
KBR-33680InReview kbr-480
KBR-48854InReview kbr-410
Unassigned QueueTickets
no assigneeNew
Ticket NumberSubjectAccountQueueChannel
TCK-44658New tck-279ACC-61775QSS-1808CHN-9580
TCK-68730New tck-373ACC-79106QSS-5533CHN-2058
TCK-12713New tck-794ACC-62525QSS-6958CHN-7264
TCK-22341New tck-618ACC-99165QSS-3139CHN-8945
TCK-54570New tck-821ACC-28540QSS-5325CHN-8312
TCK-89793New tck-169ACC-63180QSS-7698CHN-2100
Overdue Work OrdersWorkOrders
Statusnot Completed or Cancelledoverdue
Work Order NumberAccountService AreaAssigned TechScheduled End
WO-73041ACC-48790SA-1565FT-934806 Sep
WO-30442ACC-25252SA-9253FT-294607 Sep
WO-92823ACC-72339SA-2163FT-205911 Sep
WO-56869ACC-27850SA-8129FT-529916 Sep
WO-68152ACC-41411SA-6197FT-574220 Sep
WO-90046ACC-35129SA-8000FT-187329 Sep
CSAT PendingTickets
Closedlast 7 daysno csat surveys
Ticket NumberAccountContactAssigneeClosed At
TCK-21528ACC-29978CNT-1360ZF10 Sep
TCK-61932ACC-92981CNT-4980SB15 Sep
TCK-57275ACC-80810CNT-3673WR17 Sep
TCK-39107ACC-98882CNT-2785ET12 Sep
TCK-86636ACC-11282CNT-9455NB12 Sep
TCK-25175ACC-53078CNT-4423SB15 Sep
Pending EscalationsEscalations
not acknowledged
Escalation NumberTicketReasonFrom AgentTo Agent
ESC-44559TCK-50280SLARiskNPBV
ESC-31458TCK-36248CustomerRequestHFCW
ESC-27063TCK-96479ComplexityHighTierDXHW
ESC-16725TCK-74661VIPAZLH
ESC-28981TCK-30577ComplaintXCJD
ESC-72555TCK-66578ExecutiveUSKJ
Team WorkloadTickets
Statusnot Resolved or Closed
Assigneecount by Prioritycountavg
GA331046
DJ102635
NS171216
XW30227
YP16647
RY343215
Repeat ContactsTickets
last 30 days
ContactAccountcountlast Priorityopen Escalations
CNT-8854ACC-7819419TCKOE-966
CNT-3734ACC-8030930TCKOE-679
CNT-6589ACC-3339711TCKOE-764
CNT-1529ACC-251099TCKOE-997
CNT-3734ACC-4773311TCKOE-738
CNT-6655ACC-1795838TCKOE-940
Top-Voted KB ArticlesKBArticles
Published
Article NumberTitleSpaceView CountHelpful Count
KBR-75440Published kbr-991KBS-99072923
KBR-44713Published kbr-200KBS-4066220
KBR-96686Published kbr-579KBS-478093
KBR-53524Published kbr-993KBS-9585174
KBR-11439Published kbr-475KBS-25391828
KBR-25919Published kbr-807KBS-86771531
Omnichannel Inboxcomposite
Status active or no outcome ticket
Channel
CHN-9546
CHN-6628
CHN-4046
CHN-4270
CHN-5523
CHN-4248
Out-of-Stock PartsPartsCatalog
OnHand <= ReorderPoint
Part NumberNameOn HandReorder PointUnit Cost
PC-97883Catalog 59713060835.77
PC-12924Catalog 963430130206.04
PC-29919Catalog 873780460644.57
PC-70399Catalog 819420860205.27
PC-41577Catalog 95320860210.31
PC-46644Catalog 290220400927.44

Illustrative records generated from the specification. Explore the views to inspect the planned operating model.

Explore the specification

Built for your team.

Support managers who run queues against SLAs.

Defined tables
32
Operational views
14
Defined roles
8
Reports
9

Defined in the planned system specification.

What’s inside.

Omnichannel ticketing, SLA, knowledge base, field service, CSAT

Tickets

Intake from email, web and chat

SLA Breach RiskNew
Ticket NumberAccountPriorityAssignee
Medium

Queues

Routing and assignment

Unassigned QueueNew
Ticket NumberSubjectAccountQueue

SLAs

First response and resolution clocks

SLA Breach RiskNew
Ticket NumberAccountPriorityAssignee
Medium

Knowledge

Articles and macros

Top-Voted KB ArticlesPublished
Article NumberTitleSpaceView Count

Portal

Self-service and status

Field Appointments Today
Appointment NumberWork OrderAccountService Address

Escalations

Paths, timers and ownership

Pending Escalations
Escalation NumberTicketReasonFrom Agent
Customer Request
Workflow handoff

Ticket to resolution

Tickets, queues and slas, in one system.

Start now ↗
  1. 01
    Intake
  2. 02
    Triage
  3. 03
    Assign
  4. 04
    Resolve
  5. 05
    CSAT

Built for your team

CX Leader / Director

Executive owner of the customer experience function. Watches enterprise-wide trends, approves new Channels and SLA tiers, signs off on RCAs for severity-1 Cases.

KB Draft QueueDraft
Article NumberTitleSpaceAuthor

Support Manager

Runs a team or region — owns queue health, staffing, escalations, coaching.

Omnichannel Inbox
Channel

Support Agent

Front-line rep working an assigned queue.

Field Appointments Today
Appointment NumberWork OrderAccountService Address

Field Technician

On-site engineer executing dispatched work orders.

Top-Voted KB ArticlesPublished
Article NumberTitleSpaceView Count

KB Author

Owns a KBSpace — authors, revises, and retires articles; reviews feedback; drives deflection.

Out-of-Stock Parts
Part NumberNameOn HandReorder Point

Field Dispatcher

Routes work orders to techs, books appointments, reshuffles when techs run long, monitors overdue work orders.

Customer Portal

External customers accessing their own tickets through the self- serve portal.

Operational visibility

Reports and dashboards

Explore what each report measures and the records behind it.

  • Ticket Volume by Channel

    Tickets per day / week / month, split by Channel × Product × Priority. Drills into volume spikes and helps size staffing per channel.

  • First-Response & Full-Resolution Times

    Median, p75, and p95 first-response and resolution time by Priority and Customer Tier. The core operational-health report.

  • SLA Attainment

    % of tickets meeting FirstResponse and Resolution SLAs, broken out by SLAPolicy × Account Tier × Team × Agent. Drills into every individual SLABreach for root-cause review.

  • Agent Productivity

    Tickets handled, avg handle time, first-contact-resolution %, reopen rate, and CSAT per agent per period. Feeds coaching and the Team Workload view.

  • Top Issues (Root-Cause Clustering)

    Tickets grouped by RootCauseCategory × Tags × Product. Surfaces recurring defects that should feed back to engineering or become KB articles.

  • KB Deflection Rate

    For each published KBArticle: views, helpful votes, and KBFeedback.DeflectedTicket ratio. Measures the dollar value of self-serve.

  • Field Service On-Time %

    Appointments kept within window, per ServiceArea × Tech × Product. Tracks dispatch quality and tech utilization.

  • CSAT / NPS Trend

    CSAT score per period per team, and relationship NPS per quarter per Account Tier. Drills from score → comments → the underlying tickets.

  • Cost-to-Serve

    Average cost per ticket (labor × avg handle time × loaded rate + parts + escalation overhead) split by Channel and Tier. Drives channel strategy and deflection ROI.

One connected workspace

Agent Productivitylist

Tickets handled, avg handle time, first-contact-resolution %, reopen rate, and CSAT per agent per period. Feeds coaching and the Team Workload view.

opens
Team WorkloadTickets
Assigneecount by Prioritycountavg
GA331046
DJ102635
NS171216
XW30227
opens
TCK-80329Tickets
  1. New
  2. Open
  3. Pending
  4. OnHold
  5. Resolved
  6. Closed
Assignee
GA

owner Support Manager

new · GA

Go from the big picture to the details behind it. Open any record to see its status, owner and history.

Illustrative records. Connections follow the authored specification.

ERP•AI workspace

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Previews contain illustrative data from the system specification.

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SupportPlanned

Live Chat Platform

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SupportPlanned

Call Center Management

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SupportPlanned

Customer Success Platform

Tickets, queues and slas, in one system.

  • Priority rules
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SupportPlanned

Field Service Management

Plan the visit. Equip the technician. Close the job.

  • Skill-based dispatch
  • Service windows
  • Route planning
  • Technician mobile work
  • Offline synchronization
  • Truck stock
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SupportPlanned

Customer Feedback System

Turn customer feedback into a clear next step.

  • CSAT surveys
  • NPS surveys
  • Customer effort
  • Customer feedback
  • Survey analytics
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SupportPlanned

Knowledge Base Platform

Give customers answers your team can stand behind.

  • Knowledge base
  • Help center
  • Article publishing
  • Self-service search
  • Content review
  • Content gaps
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SupportPlanned

Community Forum

Tickets, queues and slas, in one system.

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SupportPlanned

Warranty Management

Tickets, queues and slas, in one system.

  • Priority rules
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  • Warranty claims
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SupportPlanned

SLA Management Dashboard

Tickets, queues and slas, in one system.

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SupportPlanned

Quality Assurance (QA)

Tickets, queues and slas, in one system.

  • Priority rules
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SupportPlanned

Complaint Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
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SupportPlanned

Remote Support / Screen Share

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
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SupportPlanned

Customer Onboarding Portal

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
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SupportPlanned

Service Level Agreement Builder

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
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  • Warranty claims
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SupportPlanned

Escalation Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
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SupportPlanned

Returns / RMA Portal

Tickets, queues and slas, in one system.

  • Priority rules
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SupportPlanned

Internal Help Desk

Tickets, queues and slas, in one system.

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