Customer Support

Real ticketing, without a separate helpdesk.

Routing, threaded replies, participants and SLA clocks, on the same canvas that runs the rest of your operation, so an escalation can hand off to the team that actually fixes it.

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How it usually goes

Support lives in a shared mailbox with no routing, so the fastest reader picks what they feel like answering.

Nobody knows how long a customer has been waiting until the customer tells you.

A thread with three people on it gets answered by one of them, and the rest never see it.

The workflow you'd draw

Support is mostly waiting: on the customer, on a fix, on a decision. Each kind of waiting is its own visible gate.

1

The customer emails you

Support mail lands in the Routing Inbox, whether your mailbox or a shared support@ inbox, with the To line, an Important badge if they flagged it, and an Auto-reply badge if it is a bounce.

2

Route it in a click

RouteWrk suggests the workflow by fuzzy match. Link it to an existing ticket if it belongs to a conversation already open, or create a new one. People CC'd on the email join the ticket as CC contacts.

3

Triage by what it is

A branch node splits billing from bugs from access requests using the fields you capture, so a password reset and an outage do not travel the same path.

4

Give it an owner

One assignee of record, claimed with Take it or set by the picker, with an Assigned to me filter so an agent can see their own queue.

5

Reply on the thread

Answer from the ticket with the rich-text composer: Public reply emails the customer, Internal note stays with the team. Reply-all keeps the CCs looped. Replying never moves the workflow: the canvas owns routing, not the composer.

6

Wait for the customer

Waits for a person

An await-reply gate holds the ticket while the ball is in their court, with a timeout so a silent customer does not mean a ticket open forever.

7

Escalate when it needs to

A resolve node with the escalate subtype, or a cross-workflow node, hands the case to whoever owns it next, and escalations are counted separately from resolutions.

8

Close with an outcome

Completed, Duplicate, No action needed. Status stays resolved and the outcome rides alongside it, so your resolve rate is not quietly inflated by tickets that were never really solved.

The ticket

One conversation, everyone who belongs on it

The ticket holds the whole thread (inbound, outbound and internal notes) with the customer's original formatting preserved. Reply publicly to the customer or privately to the team from the same composer.

Public reply and Internal note are two tabs, so the wrong one is hard to send
Replying never advances the workflow, deliberately unlike some helpdesks; answering a customer is not a routing decision
A manual reply stops the first-response clock, because it genuinely is the first response
SUP-284 · open
First reply · 41mResolution · 4h left

dana@brightside.co

Our team cannot log in since this morning. Three of us are locked out.

You · Public reply

Thanks Dana, I have reset the three accounts. Can you confirm you are back in?

Parked at await customer reply · times out in 48h

Handoffs

When support isn't where the work ends

A helpdesk that can only escalate to another support queue is a dead end. A support ticket here can open a work order for maintenance, an invoice ticket in AP, or a case in any other workspace, carrying its fields with it.

Cross-workflow nodes start the right process in the right team's workspace
Claimed atomically, so an escalation never fires twice
Escalations counted apart from resolutions, because passing a case along is not solving it
SUP-284 → WO-1051

Support

SUP-284

Locked out: three accounts

cross-workflow · fields carried over

Work Orders

WO-1051

Badge reader: replace unit

The helpdesk parts, in full

A real shared inbox

Connect support@ once for the org. Everyone with access sees it, each email badged with which inbox it came into, and workspaces can send as that address so replies come from support, not from whoever is logged in.

Threading that holds

Every outbound email carries a proper message id, so replies land back on the ticket whether the customer started the conversation or your workflow did.

CCs are participants, not noise

People copied on the original join the ticket, a Reply-all toggle keeps them looped, and a reply from any of them counts as the answer the ticket was waiting for.

SLAs when you want them

An admin turns on first-response and resolution clocks, business-hours aware, and at-risk tickets get breach badges. Tracking and display only: an SLA never changes what the workflow does behind your back.

Internal notes and @mentions

Discuss a case on the ticket, mention a colleague, and it hits their notification bell, instead of a parallel conversation in chat that the record never sees.

Where support actually stalls

Per-node dwell time separates "waiting on us" from "waiting on the customer", which are the two numbers a support lead needs and rarely has.

Start from the IT Helpdesk template or an empty canvas. Support is one shape this engine runs, not a separate product bolted on, which is exactly why a support ticket can hand off to a maintenance or finance workflow without an integration.

Other ways teams use it

Give every customer email a place to live.

Connect your mailbox and route your first ticket free.