SaaS support

Support a software product around the clock: fast first answers, careful bug reports, and customers who stay.

For software companies that support their customers by chat and email.

Agents
4
Starter folios
2
Suggested syncs
2
Category
Sales and support

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The team

Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.

  • Casey Support team lead

    Run the support queue: make sure every customer gets a fast, correct answer, bugs reach engineering with what they need, and the help centre keeps up with the product.

    Reports to you

  • Jamie Support specialist

    Give customers fast, accurate first answers at any hour from the help centre and product docs, and hand over cleanly what needs a person.

    Reports to Casey

  • Drew Technical support engineer

    Turn customer problems into bug reports engineering can act on: reproduced, scoped, and linked to every customer affected.

    Reports to Casey

  • Parker Customer success manager

    Help customers get value from the product: onboarding check-ins, adoption nudges and early warning of accounts at risk.

    Reports to Casey

Starter folios

Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.

  • REPORTSupport week in reviewTop five contact reasonsAccounts to watch538Conversations6 minFirst reply71%Solved first…9Bugs reported

    Report

    Support week in review

    Conversations, first-reply times, top contact reasons and bugs sent to engineering this week.

  • NOTICEEscalation guideWho handles whatAlways1 hourCasey, at once

    Notice

    Escalation guide

    Who handles what, how fast, and what counts as urgent: the rules the support team follows.

Suggested task syncs

Trackers worth connecting first. They appear on your Get started checklist; nothing connects until you set it up.

  • Connect Jira to sync bug reports

    Bugs the technical support engineer writes up land where engineering works, and fixes come back.

  • Connect Linear to sync product feedback

    Feature requests from customers reach the product team with the reasons customers gave.

Your company, always on deck.

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