Customer support · Board
Your support desk on one board
Every request becomes a ticket. An agent sorts it and drafts the answer. A person checks it and sends.
Template: Support Ticket Triager. It is waiting in your workspace after you sign up.
The problem
Requests come in by email, by form and by phone notes. Nobody sees what is open, who is on it, or what was promised.
Where a person decides
- Moves to Review. A person reads the draft, edits if needed, approves.
What you need
- Free has one personal board with 10 open tasks. Team boards are on Business.
- Works with
Outlook
Gmail
Zendesk
Intercom - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start · Outlook
Request comes in
New email, a web form or a webhook from your site
Board
Ticket on the board
In To do, with the customer, the question and the files
Agent
Support agent picks it up
Labels it, checks your help articles, drafts a reply
Asks first
Moves to Review
A person reads the draft, edits if needed, approves
Action · Outlook
Reply sent, ticket Done
The customer gets the answer; the history stays on the card
How it runs, the way the workflow canvas shows it.
More jobs like this
An inbox that sorts itself
Every new email is read, labelled and filed out of the inbox. Urgent ones become a task for a person.
Customer supportAnswer “where is my order?” emails
The agent reads the question, looks the order up in your system and drafts the reply with tracking.
OperationsFrom meeting notes to tasks
Drop in the notes or transcript. You get the minutes and every action on the board, with an owner.