Peak Helpdesk / Customer success
The customer conversation starts in an hour.What did the customer go through in support?
Anyone who looks after customers should not be caught off guard. In Peak Helpdesk every ticket belongs to one person in Peak One. Customer success sees tickets, reasons, the satisfaction recorded by the team and open follow-up tasks before the conversation begins.
Put the goal into words. Add perspectives and timing right below.
Local example · no real customers.
History / Conversation / Follow-up
What you see before the conversation.
- التذاكر
- All of the person's requests with status, reason and history.
- Satisfaction
- The 1–5 score the team entered on solved tickets.
- Open
- Waiting tickets and follow-up tasks in Peak Task.
Your customer conversation in the example
Three answers, one prepared conversation.
Describe the conversation, what you want to know from support and what happens afterwards. Everything stays in this open preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One customer conversation.
Draft · not yet put together
- Conversation
- Still open
- From support
- Still open
- المتابعة
- Still open
Three steps around the conversation
From the history to a better conversation.
Support and customer success work on the same customer, not on two lists.
- 01Prepare
Read the history.
التذاكرAll of the person's requests with status, reason and history.
With ⌘K you find the customer and their tickets. Every change can be traced in the history.
Search → customer with tickets - 02Talk
Openly address what went wrong.
SatisfactionThe 1–5 score the team entered on solved tickets.
A waiting ticket is no secret. You bring it up and know who is working on it. You plan the conversation itself in Peak Booking or Peak Calendar, for example.
Ticket → owner visible - 03Follow up
Commitments become tasks.
OpenWaiting tickets and follow-up tasks in Peak Task.
What you promise in the conversation becomes a follow-up task in Peak Task, linked to the ticket. In the example only a note is created.
Sample artifact → conversation note
From the example to a real customer view
Give customer success access to Peak Helpdesk.
In Peak Helpdesk your team sees all tickets per customer with history, reason and satisfaction. Follow-up tasks live in Peak Task, and assignments and replies arrive in the Peak One Inbox.
Start with Peak HelpdeskPeak Helpdesk / Your next step
No customer conversation without a look at support.
Walk through your next conversation in the example. Then look at the real history in Peak Helpdesk.
Walk through the customer view
Support and account care look at the same customer.
Waiting tickets and follow-up tasks in Peak Task.
Frequently asked questions
Does customer success see the same tickets as support?
Yes. There is one ticket per request; access follows the roles in your workspace.
Can I offer a slot for a call?
Yes, through Peak Booking. Your team sends the link itself.
Is there a health score per customer?
No. Churn signals are planned. Today you see history, open tickets and satisfaction.