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How it works

From “my order hasn’t arrived” to a closed, documented case.

The complete support process, step by step — the same process whether the customer emails, uses the portal, or messages on WhatsApp.

1

The customer gets in touch

They submit the web form, reply to an email, open the chat widget or message you on WhatsApp. They do not need to know which department handles it — that is your job, not theirs.

Web portalEmailLive chatWhatsApp & SMS
2

A ticket is created automatically

The system creates a numbered ticket, attaches it to the existing customer record, applies the category and priority, and confirms receipt to the customer with the ticket number.

Auto ticket IDCustomer matchedAcknowledgement sent
3

It is routed and assigned

Routing rules send the ticket to the right department and the right agent based on category, keywords, source or workload. An SLA clock starts against your business hours.

Department routingAssignment rulesSLA clock starts
4

Staff work the case together

The agent replies from inside the ticket, adds private internal notes for colleagues, attaches files, and escalates to a senior member when the case needs it. Everything is recorded in the timeline.

RepliesInternal notesAttachmentsEscalation
5

The customer follows along

Replies reach the customer by email and appear in their portal. They can respond, add documents and see the current status without phoning anyone to ask.

Email notificationsClient portalStatus visible
6

The case is resolved and closed

The agent marks the ticket resolved, the customer can rate the service, and the ticket closes automatically after the grace period — or reopens instantly if they reply again.

ResolutionSatisfaction ratingAuto-closeReopen
7

Management sees the whole picture

Every ticket feeds the reports: volume by department, response and resolution times, SLA breaches, workload per agent and satisfaction trends over time.

ReportsSLA complianceAgent performance

See the process running on real data.

Open all three portals in the demo and follow one ticket end to end.

View live demo