Skip to main content Enter
ERP.AI Helpdesk & Ticketing

Helpdesk & Ticketing

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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.

Helpdesk & Ticketing

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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
Build with Proto
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.
Sign in
Sign in Start now
Helpdesk & Ticketing Modules
Queues2 of 6
  • Tickets1 of 6
  • Queues2 of 6
  • SLAs3 of 6
  • Knowledge4 of 6
  • Portal5 of 6
  • Escalations6 of 6

Queues

Route each request to someone who can take responsibility.

Unassigned QueueTickets
TicketsQueuesSLAsKnowledgePortalEscalations
no assigneeNew
Ticket NumberSubjectCustomerQueueSourcePriority
TCK-38352New tck-891CUS-097QSS-6372EmailLow
TCK-46523New tck-676CUS-115QSS-1577WebFormMedium
TCK-53674New tck-645CUS-108QSS-2105PortalHigh
TCK-94771New tck-802CUS-240QSS-2480APIUrgent
TCK-30814New tck-414CUS-092QSS-2847PhoneLow
TCK-57494New tck-650CUS-195QSS-7595EmailMedium
Records in this module
  • Queues
  • Teams
  • Agents
  • AssignmentHistory
  • Tickets

Give each queue a purpose

A queue groups work that belongs to a support team, such as access requests, billing questions or product incidents. Set its required skills and assignment strategy around that purpose. The category can suggest a destination, while a general queue provides a visible place for requests that still need classification. Work without a valid destination stays observable instead of silently disappearing from the team’s workload.

A team manager owns staffing and queue health within the assigned scope. Agent identity, team membership and capacity are configured before automatic routing starts. A label saying an agent has a skill is useful only when that person is also active and entitled to work in the destination queue. Administrative access does not permit moving a customer request into an unrelated workspace.

Choose an assignment strategy

Round-robin distributes work through the eligible pool. Least-loaded routing considers the current open workload, while skill matching uses the queue’s stated requirements. Each assignment reserves capacity as it selects an owner. Two requests arriving together must not both rely on the same last available slot and exceed the agent’s configured limit.

When no eligible agent can accept the request, leave it unassigned with an understandable reason. The manager can adjust staffing or choose a permitted overflow destination. An overflow chain must terminate safely; routing a ticket repeatedly between two full queues does not create capacity or establish responsibility. A failed automatic assignment remains something the team can act on.

Make reassignment a real handoff

Suppose an L1 agent discovers that a ticket needs a product specialist. A permitted reassignment identifies the new agent and records why responsibility changed. The receiving person sees the current customer context, due targets and unresolved question. The earlier owner remains in assignment history so a later workload review can distinguish original intake from specialist work.

The same principle applies when someone becomes unavailable during the day. A manager can move authorized work within the team without rewriting who handled it earlier. Assignment history records the actor or the named routing service rather than inventing a human agent for an automated action. Retrying the accepted reassignment returns its original result.

Review workload in context

A count of open tickets is a useful starting point, but high-priority work, pending customer responses and active escalations need separate attention. Review the relevant queue views alongside their deadlines before deciding where to move capacity. Closing or transferring a ticket merely to reduce a displayed count would hide the work rather than finish it.

At the end of the handoff, every assigned request should have one eligible owner and an explanation of how it reached them. Unassigned requests remain visible to the people who can resolve the staffing gap. This gives the support manager a reliable basis for the next routing decision while preserving the customer’s ongoing conversation.

Team WorkloadTickets
StatusNewOpenPendingOnHold
New
TCK-11140QSS-8649
TCK-54258QSS-1130
Open
TCK-99269QSS-4363
TCK-13991QSS-6461
Pending
TCK-18475QSS-3067
OnHold
TCK-13312QSS-9474

Review the working record

Review the unassigned queue at each staffing handover. An empty assignee is a visible operational exception, not an invitation to let a customer choose an internal owner. Resolve the reason for missing capacity before retrying the same routing command.

Modules

  • My Open TicketsNew
    Ticket NumberSubjectCustomerPriority
    Medium

    Tickets

    Keep the customer conversation with the request.

  • Unassigned QueueNew
    Ticket NumberSubjectCustomerQueue

    Queues

    Route each request to someone who can take responsibility.

  • SLA Breach RiskNew
    Ticket NumberCustomerPriorityAssignee
    Medium

    SLAs

    Track response and resolution against the agreed service policy.

  • Knowledge Library
    Article NumberTitleCategoryAuthor

    Knowledge

    Give agents useful internal answers close to the ticket.

  • Customer Ticket History
    Ticket NumberSubjectPriorityStatus
    Medium

    Portal

    Let customers follow their own requests with clear updates.

  • Escalated Tickets
    Escalation NumberTicketReasonFrom Agent
    Customer Request

    Escalations

    Move difficult or urgent requests to the right level of support.

Roles and permissions

Support Manager

Owns staffing, queue health and service policy within assigned teams.

Permissions and records
  • Manage Tickets, Queues and Agents in owned teams
  • Apply reasoned priority changes without rewriting episode targets
  • Reassign within owned queues
  • Review Escalations
  • Queues
  • Agents
  • Tickets
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

Works assigned support requests and escalates specialist questions.

Permissions and records
  • Read and update assigned Tickets except protected priority, identity, owner and clock fields
  • Add TicketComments and TicketAttachments on assigned tickets
  • Create Escalations to eligible L2 or Support Manager
  • Read active KBArticles and link them through audited actions
  • Tickets
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

Works specialist assignments and accepts escalations in the assigned team.

Permissions and records
  • Agent L1 access within assigned scope
  • Accept Escalations directed to self
  • Reassign Tickets within own team
  • Acknowledge own-ticket SLABreaches without changing historical outcomes
  • Tickets
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
Customer

Uses a lightweight portal to open and follow their own requests.

Permissions and records
  • Create Tickets for authenticated self
  • Read own Tickets through a public field allowlist
  • Add public TicketComments and TicketAttachments to own tickets
  • Respond once to own eligible CSATSurveys
  • Tickets
Customer Ticket HistoryTickets
Customer.PrincipalID = current principal
Ticket NumberSubjectPriorityStatusCreated At
TCK-23497New tck-496LowNew05 Sep
TCK-48130Open tck-628MediumOpen08 Sep
TCK-33689Pending tck-366HighPending12 Sep
TCK-82832OnHold tck-748UrgentResolved08 Sep
TCK-67832Resolved tck-480LowClosed09 Sep
TCK-67663Closed tck-365MediumOnHold14 Sep

Related processes

Service Policy ApprovalSubmitted
Policy CodeNamePriorityVersion
Medium

Approve a service policy

Set service targets that the team can apply and explain.

4 stages · 1 approval

My Open TicketsNew
Ticket NumberSubjectCustomerPriority
Medium

Route a new support request

Move a verified request into an eligible owner’s queue.

4 stages · 0 approvals

My Open TicketsNew
Ticket NumberSubjectCustomerPriority
Medium

Work and resolve a ticket

Keep specialist handoffs and service commitments connected.

4 stages · 0 approvals

ERP•AI workspace

Start now Helpdesk & Ticketing

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · module 1 of 6TicketsNext · module 3 of 6SLAs

Customize Queues. With Proto, your desktop AI agent.

Ask Proto to help you customize Helpdesk & Ticketing.

Customize
Queues.
Ask: “Review Queues fields.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.