All systems operational

Onboarding Support

Get support agents triaging and resolving tickets consistently, with AI help.

#At a glance

DetailValue
Recommended audienceSupport staff
Estimated time15–20 min
PrerequisitesUsers invited with roles
Portal areas usedCustomer Support
AI usedAI-drafted replies are Coming Soon; agents write and send replies today

#Purpose

Make the support module the single place tickets are handled well.

#Business outcome

Support agents triage, respond (with reviewed AI drafts), and close tickets consistently.

#Success checklist

You're on track when

  • Agents capture and triage tickets
  • AI-drafted replies are reviewed
  • Tickets close only when resolved

#Common mistakes

  • Sending AI replies unreviewed
  • Closing before the customer confirms

#Best practices

  • Acknowledge fast; review replies
  • Keep context on the ticket

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