Skip to content
Peak Atlas

Peak Helpdesk / For agencies

The client has written three times.To three different people.

In agencies, client questions arrive through personal inboxes, project channels and calls. In Peak Helpdesk every request becomes a ticket with a number, status, priority and an owner. The client is one person record in Peak One, the same as in Peak Chat and Peak Booking.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
See the agency example

Try it on a local sample request.

Every client question has a number.

Sample request / fictional clients

01Intake02Owner03Response target
Working example / client request

What a request needs.

Intake
Forwarded e-mail or a manually captured call.
Owner
One person, visible in “Mine”.
Response target
Due and overdue shown in hours.
Editorial structure sketch · sample data · not the product interface

Your request in three answers

What is the client asking?

Fill in the example with a made-up client request. You see which details a ticket needs. Nothing is saved or sent.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Helpdesk / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. One clear request.

Draft · not yet put together

The request
Still open
The owner
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From client e-mail to a solved request

One intake. For every client.

The order turns scattered messages into one list the whole team can see.

  1. 01Collect

    Forward the requests.

    Intake

    Forwarded e-mail or a manually captured call.

    Your support address forwards to your workspace's address. Calls are captured manually as a ticket.

    E-mail → ticket with a number
  2. 02Sort

    Settle who owns it.

    Owner

    One person, visible in “Mine”.

    “Unassigned” shows what nobody owns. An assignment shows up in the person's Peak One Inbox.

    Queue → assigned ticket
  3. 03Resolve

    Reply and keep working.

    Response target

    Due and overdue shown in hours.

    The reply goes out through the Gmail or Outlook account connected in Peak Chat, with the ticket number in the subject. The fix becomes a task in Peak Task.

    Sample artifact → request note

The next proof is the product

Forward the next client request.

In Peak Helpdesk it lands as a ticket in the queue, with the history of every change, internal notes and search via ⌘K. You see performance as the median first response and resolution.

Start with Peak Helpdesk

Peak Helpdesk / Your next step

One client. One ticket. One owner.

Try the example with the client question that's waiting in someone's personal inbox right now.

See the agency example
Local working example

No client question gets lost in the inbox.

Due and overdue shown in hours.

Frequently asked questions

Does each client see only their tickets?

Clients see no ticket list. They write by e-mail or Live Chat and receive replies. A customer portal is planned.

Which channels bring requests in?

Today through forwarded e-mail, the Live Chat widget on your website and tickets you create by hand. WhatsApp and a customer portal are planned.

Which address do replies come from?

From the Gmail or Outlook account connected in Peak Chat. If nothing could be sent, the ticket says so.

More in Peak Helpdesk