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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.

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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.

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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

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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
Reports and analytics2 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

Reports and analytics

Service performance grounded in ticket episodes and actual feedback.

Ticket Volume Trend

Tickets per day, week or month by source and initial episode PriorityAtStart/CategoryAtStart. Tickets awaiting valid triage remain a separate untriaged bucket.

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

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.

SLAs · View preview

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

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.

SLAs · View preview

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

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.

SLAs · View preview

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

CSAT Trend

Average explicit 1-5 responses by response period and the linked closed episode TeamAtResolution/AgentAtResolution. Each SurveyKey counts once. Show responded, unanswered and eligible invitation counts; exclude missing scores from the average. Later assignment changes cannot move historical scores between staff.

Portal · View preview

Customer Ticket HistoryTickets
TicketsQueuesSLAsKnowledgePortalEscalations
Customer.PrincipalID = current principal
Ticket NumberSubjectPriorityStatusCreated AtClosed 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 Sep12 Sep
TCK-67663Closed tck-365MediumOnHold14 Sep

Top Categories

Distinct-ticket volume by initial CategoryAtStart and current Tag, with resolved-episode elapsed duration and explicit CSAT. Deduplicate ticket, episode and survey identities before joining multiple tags; show missing observations separately.

Knowledge · Explore module

No reports are assigned to this role. Select Everyone to see all reports.

Decisions supported

Read response and resolution measures with their stated elapsed-time or business-time basis. Attainment retains every historical breach even after acknowledgment. CSAT uses explicit responses and shows missing feedback, while category and tag reports deduplicate tickets before counting them. Related screen previews show working records; the report computes the aggregate separately.

Ticket Volume Trend

Tickets per day, week or month by source and initial episode PriorityAtStart/CategoryAtStart. Tickets awaiting valid triage remain a separate untriaged bucket.

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

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.

Explore SLAs

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

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.

Explore SLAs

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

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.

Explore SLAs

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

CSAT Trend

Average explicit 1-5 responses by response period and the linked closed episode TeamAtResolution/AgentAtResolution. Each SurveyKey counts once. Show responded, unanswered and eligible invitation counts; exclude missing scores from the average. Later assignment changes cannot move historical scores between staff.

Explore Portal

Customer Ticket HistoryTickets
TicketsQueuesSLAsKnowledgePortalEscalations
Customer.PrincipalID = current principal
Ticket NumberSubjectPriorityStatusCreated AtClosed 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 Sep12 Sep
TCK-67663Closed tck-365MediumOnHold14 Sep

Top Categories

Distinct-ticket volume by initial CategoryAtStart and current Tag, with resolved-episode elapsed duration and explicit CSAT. Deduplicate ticket, episode and survey identities before joining multiple tags; show missing observations separately.

Explore Knowledge

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