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Peak Chat / Support triage template

Sort first.
Then help properly.

An outage, a quick question and a billing question need different paths. This planned template first asks what it is about and how urgent it is. Your team gets a request with context instead of an empty “Hello?”.

For which occasion?

Change the greeting. The chat preview next to it reacts instantly.

Edit all texts and details ↗Test the chat preview directly ↗
Local demo with sample data
Chat template · previewPreview reacts instantly
Peak ChatLocal demo with sample data

Sorry something is stuck. We will look into it.

What exactly is not working, and since when? Are you completely blocked or only partly?

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailFirst question, details & next step
01

Your draft

Make it yours.

Additional details in the chat

The preview always asks for name, e-mail and request.

JSON file for your local draft. Not an import into Peak Chat.

01 / Good triage

Topic, urgency,
the right path.

The greeting promises nothing it cannot keep. The first question separates urgent from normal. The next step says honestly who gets back and when.

01 / The greetingYour current draft

A conversation
that suits you.

Peak Chat · local preview
Sorry something is stuck. We will look into it.

What exactly is not working, and since when? Are you completely blocked or only partly?

Greeting → Questions → Next step

The greeting says in one sentence what the chat helps with.

02 / The questions
5visible details
01Name02E-mail03Request04Company05Phone
03 / The next stepText preview

And then?
A clear next step.

Example. This is where it would say who gets back and within what time. Nothing is sent.

Test it in the chat directly above.

02 / Three occasions

Same entrance.
Different urgency.

Something is broken, a question about usage or a billing topic. Switch the occasion and see how the questions change.

Another example replaces the current demo draft.

  • 01 / OutageSelected

    Something is not working.

    Capture quickly what is affected.

    Urgent issue

    „Sorry something is stuck. We will look into it.“

    5 details · Company + Phone
  • 02 / QuestionSample draft

    A quick question about usage.

    For everything that is not on fire.

    Usage question

    „Hi! What can we help you with?“

    3 details · Only the basic details
  • 03 / BillingSample draft

    A billing topic.

    Confidentially to the right place.

    Billing question

    „You have a question about an invoice?“

    4 details · Company

03 / Move on deliberately

Every request lands in the right place.

Download your draft. Today every guest chat from Peak Helpdesk becomes a ticket with assignment, SLA and internal notes. Guided triage inside the chat is planned.

Your greeting, your questions and your next step, as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Is this template already available in Peak Chat?

No. Chat templates are planned. This page shows a local preview with sample texts. Today there is the Peak Chat inbox and the guest chat from Peak Helpdesk.

What happens to a support request in the chat today?

In the Peak Helpdesk guest chat every conversation becomes a ticket. Your team assigns it, works with SLAs and internal notes and replies.

Does Peak Chat replace a helpdesk?

No. Peak Chat is the conversation layer. Tickets, SLAs and assignment stay in Peak Helpdesk.

Is anything saved or sent while I try it?

No. The preview runs in your browser only. Nothing is saved, sent or booked. A file is only created when you download your draft yourself.