Every request with its priority, its owner and its deadline
Support gets requests through the portal, by email, on WhatsApp and from your systems' alerts. In AgentticCRM each one becomes a ticket with a number, a priority and an owner; your team answers in a single thread, coordinates with internal notes and handles first whatever has waited longest.
- Client replies and internal notes, kept apart
- A response deadline set by priority
- The client's history one click away
An AgentticCRM ticket screen with fictitious data: the number and subject with its status and the Analyze with AI, Convert to task, Archive and Delete actions; the bar to set the status; the description; the editor with the Public reply and Internal note tabs; the conversation, where the team's internal note stands apart from what the client sees; and on the right the client with its contact, the assigned members, the files, the priority, the due date, the project, the service and the tags.
Where requests come from
They all end up in the same queue, with the client they belong to.
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The Client portal
Your client opens the ticket with a subject and description, follows its status and replies in the same thread.
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Email and WhatsApp
From the Inbox and WhatsApp, a conversation that needs follow-up is handled as a ticket.
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Alerts from your systems
A monitoring, backup or deployment alert becomes a ticket for the affected client.
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Your team
Whoever takes a call logs the ticket on the spot and assigns it to whoever will solve it.
The response deadline for each priority
When a ticket goes longer without a reply than its priority allows, it turns red so it gets handled first.
- 1day for an urgent ticket
- 3days for a high-priority one
- 7days for a normal one
- 15days for a low-priority one
A first AI diagnosis, as an internal note
With Analyze with AI, the Assistant reads the subject, the conversation and the attached images, and checks your organization's knowledge base and how similar tickets were solved.
The result is saved as an internal note, in your organization's language, and you decide the reply to the client. When new messages arrive, the analysis is updated from the previous one and adds what's new.
Ask your ChatGPT or Claude
Three requests support makes of its AI once it is connected to AgentticCRM, with the answer it gets.
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You: Which urgent tickets are still open, and who has them?
Claude:One with high priority: #214 from Talleres Istmo, because the quote form isn't sending the confirmation email. Diego Serrano and Elena Vargas have it; it's been open 4 days and it's due tomorrow.
Camila Rojas wrote again today at 8:15 and still has no reply. Want me to draft one?
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You: Tell Camila we found the problem and it will be fixed tomorrow.
ChatGPT:Sent. Here's what I wrote:
"Hi Camila, we found why the quote form wasn't sending the confirmation email. It will be fixed tomorrow, and we'll let you know as soon as it's confirmed."
It's on ticket #214 in the portal, and it went out by email too. Should I leave Diego a task to confirm it tomorrow?
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You: Sum up last week's emails with Marea Estudio and tell me what's still pending.
Claude:There were three conversations:
- Invoice #2036. Andrés reminded them about the payment on Wednesday and they haven't answered yet.
- The PRJ-0119 schedule. Marta sent them the dates for the second phase and they asked to push it back a week.
- The brand refresh. They asked when they can see a proposal.
Two things are waiting on your side: confirming the new date for the second phase and telling them when the proposal will arrive.
Questions from the support team
Does the client see internal notes?
No. In each ticket you write public replies for your client and internal notes for your team, and the client only reads the public ones in their portal.
What happens to a solved ticket?
You mark it as solved and, after the number of days your organization chose, it closes by itself.
Can I turn a ticket into work for another team?
Yes. The ticket, or one of its replies, becomes a task with the text already copied, with an owner, priority and date, linked back to the ticket.
Can I save the replies I give over and over?
Yes. You save them as canned replies and insert them in the ticket, ready to adjust to each case.
Which plan includes tickets?
Support tickets, the Inbox and WhatsApp, and Alerts depend on the plan you choose. Pricing shows what each one includes.
See plans and pricingThe features support uses
- Support ticketsEvery request as a case with a number and a deadline.
- Inbox and WhatsAppThe team's email and WhatsApp in one list.
- AlertsYour systems' alerts, by severity.
- Knowledge base and chatAnswers with the source in view.
- Client portalWhere your client opens and follows their tickets.
- Tasks and timeEach ticket's follow-up, with a date.
Show us how your team handles support today
In a 15-minute demo we take a real request from one of your clients and follow it from the moment it arrives until it's solved.
Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.
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