Customer helpdesk

A shared inbox of customer issues with owners, priorities and status. Start from this plan, tell us what's different about your business, and we build it, test it and run it for you.

What it does

A simple helpdesk where the support team keeps a list of customers and tracks support tickets from opening to resolution. Agents create and update tickets, the support lead can also delete tickets, and a dashboard shows open tickets by priority and how many are waiting on the customer. Each ticket can be shared with its customer through a private link, where they follow its status and reply to the team.

  • Customers
  • Tickets with priority and status
  • Customers follow their ticket and reply by private link
  • Open tickets by priority

What it keeps track of

Customer

A person who contacts support, with their name, email address and company.

Name
Text
Email
Email
Company
Text

Ticket

A support request from a customer, with its subject, description, priority, status, assigned agent and the date it was opened.

Customer
Linked customer
Subject
Text
Customer email
Email
Description
Notes
Priority
One of: Low, Normal, High
Status
One of: New, Open, Waiting on customer, Solved
Assigned Agent
Text
Date Opened
Date

Who can do what

Admin
Manages user accounts and has full access to everything.Add and edit customers and tickets. Delete customers and tickets.
Support lead
Leads the support team: sees all customers and tickets, can create, update and delete tickets and customers.Add and edit customers and tickets. Delete customers and tickets.
Agent
Support agent: sees all customers and tickets, can create and update them, but cannot delete anything.Add and edit customers and tickets.

What happens automatically

  • Helpdesk dashboard

    When a signed-in user opens the dashboard

Checked 8 ways before it goes live

Every scenario below is turned into an automated test. The app has to pass all of them, in a clean environment, before anyone signs in. Your changes get the same treatment.

  • Agent

    Given the agent is signed in, when they create a Customer with Name 'Jane Doe', Email 'jane@example.com' and Company 'Acme', then 'Jane Doe' appears in the Customer list with email 'jane@example.com' and company 'Acme'.

  • Agent

    Given the agent is on the new Customer form, when the agent tries to save a new Customer without an Email, then the form shows a validation error and no Customer is created.

  • Agent

    Given a Customer 'Jane Doe' exists, when the agent creates a Ticket for 'Jane Doe' with Subject 'Cannot log in', Priority 'high', Status 'new', Assigned Agent 'Sam' and today's Date Opened, then the Ticket 'Cannot log in' appears in the Ticket list with Priority 'high' and Status 'new'.

  • Agent

    Given a Ticket 'Cannot log in' with Status 'new' exists, when the agent edits it and changes Status to 'waiting_on_customer', then the Ticket list shows 'Cannot log in' with Status 'waiting_on_customer'.

Make it yours

This is the description the plan above was written from. Change it to match how your business works — or describe something else entirely.

“A simple helpdesk for our support team. Customers (name, email, company) and support tickets (customer, customer email, subject, description, priority low / normal / high, status new / open / waiting on customer / solved, assigned agent name, date opened). Agents create and update tickets; the support lead can delete tickets and see everything. Agents message the customer from the ticket; the customer gets a private link to see the ticket's subject, status, date opened and description, and to reply, which notifies the agents and the support lead. The dashboard shows open tickets by priority and how many are waiting on the customer.”
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