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
SLAs3 of 6
  • Tickets1 of 6
  • Queues2 of 6
  • SLAs3 of 6
  • Knowledge4 of 6
  • Portal5 of 6
  • Escalations6 of 6

SLAs

Track response and resolution against the agreed service policy.

SLA Breach RiskTickets
TicketsQueuesSLAsKnowledgePortalEscalations
StatusNewOpennext 1 days
Low
TCK-33368CUS-064
TCK-81867CUS-072
Medium
TCK-81188CUS-139
TCK-83940CUS-075
High
TCK-80174CUS-126
Urgent
TCK-66330CUS-162
Records in this module
  • SLAPolicies
  • ServiceEpisodes
  • Tickets
  • SLABreaches

Agree on the policy before measuring it

A service policy defines the response and resolution targets for a priority, together with its calendar and pause behavior. Admin prepares the version, and a different Support Manager reviews it before use. A manager’s approval applies to the submitted values; changing the target or calendar afterwards requires another reviewed version.

Resolve any permitted VIP priority uplift before choosing the policy for an incoming ticket. The resulting episode retains its approved target and calendar version. If the policy or business calendar is missing, show a configuration exception instead of guessing a deadline. A ticket cannot be described as within its SLA when the service target has not been established.

Service Policy ApprovalSLAPolicies
approval waits for the support manager
Approval conditions

Support Manager: Approve submitted SLAPolicies prepared by another actor

Submitted
  • SLP-83535 SLAPolicy 362 25
  • SLP-20033 SLAPolicy 585 30
  • SLP-33615 SLAPolicy 669 30
  • SLP-39174 SLAPolicy 306 20
  • SLP-53373 SLAPolicy 564 10
SLP-83535
PolicyCode
PC-726
Name
SLAPolicy 362
Priority
Low
Version
Rev A
FirstResponseMinutes
25
ResolutionMinutes
80

Approval waits for the support manager.

SLAs →

Understand the service window

The resolution schedule shows service episodes from their intake or reopen time to the computed resolution deadline. These are service windows, not customer appointments. The original deadline remains available alongside the current deadline when eligible pauses extend the window. The team can see when service began and how much permitted working time remains.

Business-minute calculations follow the pinned calendar, including holidays, time zones and daylight-saving changes. Pending time pauses the clock only when the approved policy permits it and the team is actually waiting on the customer. Entering or leaving Pending counts the interval once. OnHold does not automatically receive the same treatment, because it can describe work delayed for a different reason.

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
SLAs →

Distinguish response from acknowledgment

The first eligible public agent reply establishes first response. An internal note, automated receipt message or customer’s follow-up does not. For email, retain the correlated provider acceptance; for a portal reply, confirm that the response is durably visible to the customer. An uncertain external send cannot be recorded as a completed response simply because the local request was submitted.

Resolution is a separate event with a customer-facing outcome. If the ticket reopens during its allowed window, create a new service episode and preserve the earlier result. Previous deadlines and breaches stay attributable to the episode in which they happened. Restarting work must not erase an earlier service miss or make the initial response appear faster.

Overdue ResponsesTickets
no first response atdue today
Ticket NumberCustomerPriorityAssigneeFirst Response Due
TCK-45042CUS-210LowPB16 Sep
TCK-64221CUS-054MediumUJ10 Sep
TCK-63104CUS-233HighWC16 Sep
TCK-82993CUS-012UrgentCD15 Sep
TCK-92206CUS-013LowCM10 Sep
TCK-63234CUS-221MediumWE14 Sep

Investigate a breach without rewriting it

A breach records the target, episode and point at which the commitment was missed. The manager acknowledges it with a cause and a follow-up decision. That acknowledgment finishes the review action; it does not remove the breach from attainment or replace its original due time.

Use the reporting view to distinguish elapsed time from eligible business time and compare the same kind of measure across tickets. A report should expose missing configuration and unresolved episodes rather than treating them as successful service. The team can then explain its performance from the actual targets and outcomes behind each result.

Review the working record

Compare a reopened request with its prior episode when investigating a missed target. The service schedule preserves both windows, and the breach record identifies the episode actually measured. Current work and historical attainment should remain understandable together.

Closed service measures retain their episode priority, category and resolution owner. Reassignment cannot rewrite an earlier result. Response and resolution obligations have separate denominators, with missing or unfinished observations visible.

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.

Reports

All reports

First-Response Time

Median, p75 and p95 elapsed UTC minutes from Episode 1 StartTime to its eligible FirstResponseAt, grouped by frozen initial priority and category. Exclude unanswered observations from duration percentiles and show their count separately.

Overdue ResponsesTickets
no first response atdue today
Ticket NumberCustomerPriorityAssigneeFirst Response Due
TCK-45042CUS-210LowPB16 Sep
TCK-64221CUS-054MediumUJ10 Sep
TCK-63104CUS-233HighWC16 Sep
TCK-82993CUS-012UrgentCD15 Sep
TCK-92206CUS-013LowCM10 Sep
TCK-63234CUS-221MediumWE14 Sep

Resolution Time

Median, p75 and p95 elapsed UTC minutes from each ServiceEpisodes.StartTime to that episode ResolvedAt, grouped by PriorityAtStart and CategoryAtStart. Count distinct resolved episodes; unresolved windows stay separately visible. Elapsed duration includes waiting time; business-calendar SLA target arithmetic is separate.

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

SLA Attainment

Report first-response and resolution obligations separately for closed episodes. First response applies only to Episode 1 and becomes eligible once answered or its deadline has passed; resolution uses each closed episode. Success requires an eligible completion timestamp on or before the retained deadline. Group by frozen policy, PriorityAtStart, TeamAtResolution and AgentAtResolution with explicit missing buckets. Retain every breach and show not-yet-eligible obligations separately.

SLA Breach RiskTickets
StatusNewOpennext 1 days
Low
TCK-33368CUS-064
TCK-81867CUS-072
Medium
TCK-81188CUS-139
TCK-83940CUS-075
High
TCK-80174CUS-126
Urgent
TCK-66330CUS-162

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
  • Tickets
  • SLABreaches
  • SLAPolicies
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
  • SLAPolicies
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
  • SLABreaches
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 2 of 6QueuesNext · module 4 of 6Knowledge

Customize SLAs. With Proto, your desktop AI agent.

Ask Proto to help you customize Helpdesk & Ticketing.

Customize
SLAs.
Ask: “Review SLAPolicies 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.