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Where the conversation starts

Live Chat

Answer while they are still on the page.

3
panes on one screen
7
settings tabs
1s
wait clock tick
1–5
rating after a chat
  • A queue that tells you it is slipping
  • You can see what they can see
  • Known customer or anonymous, stated
  • Saved replies on a slash
Workspace / Live Chat
PR
Is the export supposed to include archived tickets?
Only if you tick “include archived” before you export — here is the article.
RM
Priya is typing

Every channel, one record

Live ChatEmailSupport FormPhoneOne ticket record

Where the work is tracked

Support Tickets

Every request, one record, five states.

4
channels in
5
lifecycle states
4
priorities
1
ticket model
  • Open → Waiting on Customer → Pending → Resolved → Closed
  • Low, Normal, High, Urgent
  • Email, Live Chat, Support Form, Phone
  • Messages and activity, interleaved
Workspace / Support Tickets

Charged twice for the October invoice

#4192·Dana Whitfield

2m

SSO login loops back to sign-in

#4188·Marek Oliveira

14m

How do I add a second workspace?

#4181·Priya Raman

1h

Export finished but the file is empty

#4177·Tomas Lind

3h
74%

First response

11m left of a 15m target

UrgentCritical incidents

Where the answers live

Knowledge Base

Publish the answers on your own domain.

4
content types
3
site designs
90d
analytics window
1
source for all of it
  • Provisioned, not built from scratch
  • Portal, Editorial or Support desk
  • Articles, categories, FAQs and news
  • The searches that came back empty
Help Centre / Knowledge Base
duplicate charge

Refunds and duplicate charges

Account & billing

Reading your invoice

Account & billing

Changing your billing cycle

Account & billing

Searches with no result6.2%

Where the process runs

Workflows

Draw the process once, it runs itself.

19
triggers
16
checks
25
actions
12
waits & AMI steps
  • 19 triggers across the whole desk
  • 16 checks that stay readable
  • 25 actions covering the real job
  • Waiting is a step, not a gap
Settings / Apps / Workflows
WhenA ticket is createdFrom any channel
Ask AMILet AMI check the knowledge baseAbove 80% confidence
Ask AMILet AMI suggest a priorityApplied automatically · ceiling Urgent
CheckSplit by priorityUrgent · everything else
Urgent
ThenApply an SLA policyCritical incidents
ThenEscalateTeam manager · raise priority
Everything else
ThenAssign to a teamSupport · smallest queue
Ask AMILet AMI draft a replyWaiting for agent review
Run #8241Running · step 1 of 8

New ticket triage and routing

When ticket created

1,284

SLA breach prevention

When sla approaching

612

Out-of-hours chat capture

When no agents online

318

Resolution follow-up and CSAT

When ticket resolved

904

Where the thinking happens

AMI

Ask it, or put it inside the workflow.

8
workflow steps
7
stages, shown live
0
replies sent unapproved
100%
answers carry sources
  • Every answer cites where it came from
  • It shows its working, not its reasoning
  • A confidence floor on knowledge
  • Hands over on a number you choose
AMI
Summarise #4188 and tell me what we promised the customer.
AMI3 sources

Marek reported an SSO redirect loop on Tuesday. Tier 2 took it after a transfer, confirmed the identity provider was returning a stale assertion, and told him a fix would ship this week.

#4188SSO and identity providersResolution target 8h
Draft a replySuggest a prioritySearch the knowledge baseRead the mood

Where you find out

Reporting

Nine reports, no exports, no reconciling.

9
reports
4
time ranges
0
exports involved
1
set of records
  • Executive overview
  • SLA levels
  • Ticket operations
  • Channel performance and experience
Reporting / Executive Overview

Conversations

3,412+8.1%

SLA attainment

96.4%+1.9%

CSAT

4.6+0.2

Agents online

18/24

Created vs resolved · 14 daysresolved
4.6from 1,204 responses
Live Chat92
Email88
Support Form84
Phone81

The other five are already wired in.