Peak Helpdesk / Customer onboarding
The contract is signed.Now the questions come.
In the first weeks a new customer asks the most, and every question left lying feels twice as heavy. In Peak Helpdesk every request is a ticket on the same person in Peak One, with a response promise. Anything beyond support becomes a task in Peak Task.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample rule · nothing is sent.
02 / The next question
Which questions have they already asked, and are they waiting on you right now?
Tasks in Peak Task, linked to the ticket.
Example · no real tickets · not the product interface
Check the rule yourself
Change the rating. See the difference.
Pick a rating. At 0 to 6 the clarifying question appears, at 7 to 10 it doesn't. Nothing is stored or sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Uppföljning
- Waiting for a rating
No example picked yet.
The rule behind the example
Know the status first, then guide.
In the example a rating of 0 to 6 triggers a clarifying question. From 7 you know enough to take the next step with the customer.
- 01Rate
How is their start going?
ReplyA promise in hours, visible when it gets tight.
You rate how sure you are whether the sample customer is getting on. The next question depends on it.
Input → rating from 0 to 10 - 02Clarify
At 0 to 6, look first.
0–6Uppföljning7–10FinishThe sample rule asks about open questions. In Peak Helpdesk you see all tickets of this person and which one is waiting on you right now.
Condition → 0–6: clarifying question - 03Guide
Offer the next step.
UppföljningTasks in Peak Task, linked to the ticket.
In the trial run, rating and question stand together. The customer can book an introduction call through Peak Booking; in the example only a note is created.
Sample artifact → onboarding note
From the example to a real customer
Guide your next new customer with tickets.
Set a response promise for new customers and give onboarding questions their own reason. The performance view then shows which questions come most often at the start.
Start with Peak HelpdeskPeak Helpdesk / Your next step
No new customer waits for their first reply.
Test both paths in the example. Then guide your next real customer with Peak Helpdesk.
Test the sample rule
A new customer who doesn't have to ask twice.
Tasks in Peak Task, linked to the ticket.
Frequently asked questions
How do I spot questions from new customers?
Give them a reason of their own. The performance view then shows how often it comes up.
What happens to follow-up work?
It becomes a task in Peak Task, linked to the ticket.
Does Peak send welcome emails?
No. Peak Helpdesk never messages customers on its own.