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Peak Chat / For IT service providers

The enquiry is short.The project isn't.

“Please get in touch, we need support.” Behind that can be an hour of work or half a year. Peak Chat is meant to clarify environment, scope and timeline in the conversation and only then offer a first call with the right person. That is planned. Today your e-mail, Slack and Teams conversations come together in the Peak Chat inbox.

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

Local draft · no product activation
See the project enquiry

Try it on a made-up project enquiry.

“We need help with our IT.”

Environment / scope / timeline

01Project02Environment03Timeline
Working example / project enquiry

What should be clear before the first call.

Project
What should be solved, in their own words.
Environment
Size, systems and sites.
Timeline
When it should start and why.
Editorial structure sketch · not the product interface

Your enquiry in three answers

What do you need before the first call?

Fill in the example with a made-up project. You see which details prepare the first call. Nothing is saved or sent.

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

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

Three questions. A clear first call.

Draft · not yet put together

The project
Still open
The environment
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 enquiry to first call

Scope first. Then the appointment.

The planned flow turns a short message into an enquiry your team can work with right away.

  1. 01Message

    The enquiry arrives.

    Project

    What should be solved, in their own words.

    Today by e-mail, Slack or Teams in the Peak Chat inbox, one conversation per person. Planned: right on the website.

    Message → conversation
  2. 02Clarify

    Ask about environment and scope.

    Environment

    Size, systems and sites.

    Planned: the chat asks your qualifying questions and sums up the answers with reasoning.

    Answers → project note
  3. 03Appointment

    Offer the first call.

    Timeline

    When it should start and why.

    Planned: Peak Booking times in the conversation. Today a message in the inbox can become a task in Peak Work.

    Sample artifact → project note

What exists today

Play through the project enquiry in the demo.

The live demo shows the planned way from enquiry to first call as a simulation. What exists today: the Peak Chat inbox and, for existing customers, the guest chat with tickets in Peak Helpdesk.

See the live demo

Peak Chat / Your next step

Good projects start with good questions.

Try the example with the kind of enquiry that most often arrives unclear for you.

See the project enquiry
Local working example

The first call is prepared.

When it should start and why.

Frequently asked questions

Is this a ticketing system?

No. Tickets with ownership and deadlines belong in Peak Helpdesk. Peak Chat is planned as a conversation view per client.

Can I try this today?

Not as a finished product yet. The live demo shows the planned flow with example data; no real customer data is processed there.

Where do the conversations end up?

The plan is that each conversation lives with the person in Peak One it was held with, not in a separate chat database. Until that is built, this is a plan, not a promise.