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ERP.AI Helpdesk & Ticketing

Helpdesk & Ticketing

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Modules

TicketsKeep the customer conversation with the request. QueuesRoute each request to someone who can take responsibility. SLAsTrack response and resolution against the agreed service policy.
KnowledgeGive agents useful internal answers close to the ticket. PortalLet customers follow their own requests with clear updates. EscalationsMove difficult or urgent requests to the right level of support.

Helpdesk & Ticketing

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Processes

Approve a service policySet service targets that the team can apply and explain. Route a new support requestMove a verified request into an eligible owner’s queue.
Work and resolve a ticketKeep specialist handoffs and service commitments connected. Close the request and collect feedbackFinish the service episode without losing the customer’s response.

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Industries

Internal IT helpdesksSupport employees with accountable access and troubleshooting requests. B2B customer supportCoordinate customer questions across first-line and specialist teams.
Business operations supportGive shared-service requests a visible owner and resolution path.

Helpdesk & Ticketing

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Reference

Roles and permissionsOwnership and visibility for support staff and customers. Reports and analyticsService performance grounded in ticket episodes and actual feedback. Data modelCustomer conversations, service episodes and accountable handoffs.
IntegrationsConnect support intake and feedback without losing event identity. ImplementationPrepare queues, service commitments and customer access for real support work. Agent and automationUse Proto to configure the same service model shown on the website.

Helpdesk & Ticketing

Start now
Pricing Frequently asked questions Get started
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All systems
Modules
TicketsKeep the customer conversation with the request.QueuesRoute each request to someone who can take responsibility.SLAsTrack response and resolution against the agreed service policy.KnowledgeGive agents useful internal answers close to the ticket.PortalLet customers follow their own requests with clear updates.EscalationsMove difficult or urgent requests to the right level of support.
Processes
Approve a service policySet service targets that the team can apply and explain.Route a new support requestMove a verified request into an eligible owner’s queue.Work and resolve a ticketKeep specialist handoffs and service commitments connected.Close the request and collect feedbackFinish the service episode without losing the customer’s response.
Industries
Internal IT helpdesksSupport employees with accountable access and troubleshooting requests.B2B customer supportCoordinate customer questions across first-line and specialist teams.Business operations supportGive shared-service requests a visible owner and resolution path.
Reference
Roles and permissionsOwnership and visibility for support staff and customers.Reports and analyticsService performance grounded in ticket episodes and actual feedback.Data modelCustomer conversations, service episodes and accountable handoffs.IntegrationsConnect support intake and feedback without losing event identity.ImplementationPrepare queues, service commitments and customer access for real support work.Agent and automationUse Proto to configure the same service model shown on the website.
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Helpdesk & Ticketing References
Agent and automation6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent and automation6 of 6

Agent and automation

Use Proto to configure the same service model shown on the website.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Prepare a draft response policy using our business calendar for manager review. › Show my assigned tickets with an unanswered customer question and a near-term service target. › Summarize this permitted ticket for the named L2 recipient, keeping internal notes private. › Reconcile this survey delivery using its existing request identity.

What an agent typically does

Support Manager assistant

Prepare queue configuration, draft service policy changes and map imports for independent approval. Summarize unresolved provider outcomes without treating them as confirmed delivery.

acts as Support Manager

Resolution ScheduleServiceEpisodes
StatusOpenPendingOnHold
TCK-31879 SE-26038, 20 Sep · 14:30 to 20 Sep · 16:30, Open TCK-24149 SE-30278, 26 Sep · 10:30 to 26 Sep · 11:00, Pending TCK-11071 SE-24763, 19 Sep · 12:00 to 19 Sep · 14:00, Open TCK-70535 SE-37362, 18 Sep · 12:00 to 18 Sep · 14:00, Pending TCK-62699 SE-67874, 20 Sep · 09:30 to 20 Sep · 10:00, Open TCK-83897 SE-37531, 16 Sep · 11:00 to 16 Sep · 12:30, OnHold SE-26038SE-30278SE-24763SE-37362SE-67874SE-37531 today · 17 Sep
  • TCK-31879: SE-26038, 20 Sep · 14:30 to 20 Sep · 16:30, Open
  • TCK-24149: SE-30278, 26 Sep · 10:30 to 26 Sep · 11:00, Pending
  • TCK-11071: SE-24763, 19 Sep · 12:00 to 19 Sep · 14:00, Open
  • TCK-70535: SE-37362, 18 Sep · 12:00 to 18 Sep · 14:00, Pending
  • TCK-62699: SE-67874, 20 Sep · 09:30 to 20 Sep · 10:00, Open
  • TCK-83897: SE-37531, 16 Sep · 11:00 to 16 Sep · 12:30, OnHold
Agent L1 assistant

Find permitted context for assigned customer requests and prepare a public reply while keeping internal diagnostics private.

acts as Agent L1

My Open TicketsTickets
YouStatusNewOpenPendingOnHold
New
TCK-43871CUS-199
TCK-62399CUS-196
Open
TCK-60548CUS-078
TCK-83876CUS-215
Pending
TCK-23553CUS-008
OnHold
TCK-69440CUS-060
Agent L2 assistant

Summarize a permitted escalation, suggest relevant internal guidance and prepare the next investigation step within the assigned team's scope.

acts as Agent L2

Resolution ScheduleServiceEpisodes
StatusOpenPendingOnHold
TCK-31879 SE-26038, 20 Sep · 14:30 to 20 Sep · 16:30, Open TCK-24149 SE-30278, 26 Sep · 10:30 to 26 Sep · 11:00, Pending TCK-11071 SE-24763, 19 Sep · 12:00 to 19 Sep · 14:00, Open TCK-70535 SE-37362, 18 Sep · 12:00 to 18 Sep · 14:00, Pending TCK-62699 SE-67874, 20 Sep · 09:30 to 20 Sep · 10:00, Open TCK-83897 SE-37531, 16 Sep · 11:00 to 16 Sep · 12:30, OnHold SE-26038SE-30278SE-24763SE-37362SE-67874SE-37531 today · 17 Sep
  • TCK-31879: SE-26038, 20 Sep · 14:30 to 20 Sep · 16:30, Open
  • TCK-24149: SE-30278, 26 Sep · 10:30 to 26 Sep · 11:00, Pending
  • TCK-11071: SE-24763, 19 Sep · 12:00 to 19 Sep · 14:00, Open
  • TCK-70535: SE-37362, 18 Sep · 12:00 to 18 Sep · 14:00, Pending
  • TCK-62699: SE-67874, 20 Sep · 09:30 to 20 Sep · 10:00, Open
  • TCK-83897: SE-37531, 16 Sep · 11:00 to 16 Sep · 12:30, OnHold

What it cannot do alone

Proto cannot approve its own service policy; Proto cannot impersonate a customer or disclose internal diagnostics to them; Proto cannot erase a breach or turn missing CSAT feedback into a score; Proto cannot invent a provider acknowledgment for an unknown result. Required service targets and customer access rules remain enforceable at the API boundary.

Metering

AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.

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