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.
Try it on a local sample request.
Sample request / fictional clients
What a request needs.
- Intake
- Forwarded e-mail or a manually captured call.
- 責任者
- One person, visible in “Mine”.
- Response target
- Due and overdue shown in hours.
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.
Three questions. One clear request.
Draft · not yet put together
- The request
- Still open
- The owner
- Still open
- The next step
- Still open
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.
- 01Collect
Forward the requests.
IntakeForwarded 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 - 02Sort
Settle who owns it.
責任者One person, visible in “Mine”.
“Unassigned” shows what nobody owns. An assignment shows up in the person's Peak One Inbox.
Queue → assigned ticket - 03Resolve
Reply and keep working.
Response targetDue 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 HelpdeskPeak 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
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.