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Answer support requests
from one place.

Requests from the portal, from email and from live chat gather in one inbox. Every request gets a code, an owner and a status, and the customer can see where it stands.

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Customer Support module features

From the moment a request reaches you until it is resolved and closed, every step is inside Workinno.

01

One inbox

See every customer request in a single list. The portal, email, live chat and the requests your own team opens all queue up together, and each row says where it came from. No request is forgotten on some other screen.

RequestSource
M51X70 · Delivery delayPortal
J28D04 · Invoice errorEmail
R90K17 · Return processFrom chat
B14N38 · Phone noteTeam
02

The ticket code

Every request opens with a six-character code. The code is not sequential, so nobody outside can guess your total request count; the customer uses the same code when searching. Your workload cannot be read off the code.

Find a request: M51X70
M51X70
The parcel has not moved for two days
Open
J28D04
The invoice amount looks wrong
Resolved
The code is not sequential: your total request count does not leak.
03

The customer portal

You get a ready-made support page for your customers. They open a request there, then follow its status from the same page with the code and their email. The customer follows their own request themselves.

Support portal
New request
name, email and your question
Track my request
with the code and the email
No password needed
04

Requests from email

Mark a connected email account as a support inbox. Every customer mail that arrives at that address becomes a request; a continuation of the same exchange does not open a new one, it is added to the existing request. The customer keeps writing to the address they know.

marked as a support inbox
connected
Incoming mail
turned into a request on its own
M51X70
Continuation of the same exchange
opened no new request
same record
05

Handover from live chat

If a visitor asks for an agent in chat and nobody answers, the conversation becomes a request. The chat transcript becomes the first message of the request and the two records point at each other, so the trail is not lost. The customer does not have to explain it all over again.

The visitor asked for an agent
14:02
chat
No answer came
the time you set ran out
waited
A request was opened
the chat transcript is the first message
R90K17
06

A button on your website

Paste the code from the settings onto your site. A support button appears at the bottom right and the visitor leaves a request without leaving the site. The visitor leaves the request without leaving the site.

The code added to your site
<script src="…/support.js">
Support button
at the bottom right of the site
on
The visitor left a request
without leaving the site
07

The team opens a request

For a customer who calls on the phone, you open the request yourself. The record joins the same queue, and its source shows that your team started it. Work that arrives by phone runs through the same queue.

Customer calling on the phone
James Turner
14:20
The team opened the request
it joined the same queue
B14N38
Source
started by the team
08

Assignment and filters

Assign a request to one person. The "My requests" filter separates out your own work, while the inbox shows the ones still without an owner. Two people never answer the same request.

Inbox
not assigned to anyone yet
6
My requests
assigned to you
3
In the team
with your colleagues
11
09

The status flow

A request opens as new, then moves through in progress, waiting for the customer, resolved and closed. If a customer writes again on a closed request, it reopens. The customer's second question is not lost.

New
the customer just wrote
4
In progress
the team is working on it
7
Waiting for the customer
we are waiting for their answer
2
Resolved
reopens if the customer writes
23
10

First-reply and resolution time

On every request, when the first reply, the resolution and the closing happened is recorded. It sits in the list as a column, so you see which requests are waiting. You do not hear about a late request from the customer.

RequestFirst reply
M51X704 min
J28D0421 min
R90K171 h 12 min
B14N38not yet
11

Categories

Three ready categories arrive when you turn the module on. You add your own; if you delete a category the requests are left without one rather than being deleted. The classification is built around your work.

Delivery and shipping
category that comes ready
12
Invoicing and payment
category that comes ready
7
Using the product
added by you
5
If a category is deleted, the requests are left without one.
12

Linking to the customer card

If the email that opened the request matches your customer record, the request is linked to that card. The support history becomes part of the customer's timeline. Who asked what before is plain on the card.

James Turner
customer
Support request
M51X70 · resolved
12 May
Support request
J28D04 · closed
3 Apr
13

File attachments

The customer attaches a screenshot or a document to the request. Attachments sit under the request, so you do not have to go looking for them. The document stays inside the request.

screenshot.png
added by the customer
420 KB
delivery-note.pdf
added by the customer
88 KB
Attachments
sitting under the request
2
14

New-request notification

When a new request opens and when a customer replies, the team gets a notification inside the app. You do not have to refresh the list by hand. You never see a new request late.

New support request
M51X70 · Delivery delay
now
The customer replied
J28D04 · Invoice error
2 min
It arrives inside the app and the list refreshes itself.
15

Searching requests and customers

When the queue grows, search by code, by subject or by customer name. You can narrow it down by category too. You find what you are after from a single box.

Search a request or a customer
Delivery and shippingAssigned to me
M51X70
James Turner · delivery
matched
R90K17
Sarah Bennett · delivery
matched
16

Separated rights

Seeing, replying, assigning, resolving, deleting and managing settings are separate permissions. A new colleague can write replies but cannot delete a request. Growing the team brings no risk of losing records.

PermissionNew member
Seeing requestsyes
Writing repliesyes
Assigningno
Deleting a requestno

What the Customer Support module changes

A customer request stays in whichever inbox it happened to land in
Every request is in one inbox, with its source written down
When the same problem arrives by email and by chat, two people work on it separately
Requests from the portal, from email and from live chat land in the same record
The customer has to write again to ask what happened to their case
The customer follows the status from their own page with the ticket code
Who owns a request is settled by word of mouth
A request is assigned to one person, and the "My requests" filter separates it out
Nobody knows how long the first reply took
First-reply and resolution times are measured on every request
What someone asked never reaches the customer record
The request appears on the customer card's timeline
There is no separation of rights: anyone who sees a request can close it
Seeing, replying, assigning, resolving and deleting are granted separately
FAQ

Frequently asked questions

Is this module the same as the Workinno support team?

No, they are two separate systems and never mix. The help window at the bottom right is your correspondence with Workinno; this module is where your own customers write to you. The requests sit in different queues.

Does my customer have to create an account?

No. The customer opens the portal, writes their name, their email and their question, and a request is created. After that they follow the status with the ticket code and the same email; no password is needed.

Why is the ticket code not sequential?

A sequential number leaks your total request count: someone who sees two codes can work out how many were opened in between. That is why the code is six random characters.

When does a live chat turn into a request?

When the visitor asks for an agent and nobody replies within the time you set, the conversation becomes a request. You set that time in the settings, and the same conversation never opens a second request.

Does an automatic warning go out when time runs over?

No. First-reply, resolution and closing times are recorded and shown in the list, but a late request does not raise a warning or escalate on its own.

What happens if one customer writes both by email and from the portal?

Two separate requests are created, because they may be two different subjects. A continuation of the same email exchange, on the other hand, does not open a new request; it is added to the existing one.

If I turn the module off, are the requests deleted?

No. When the module is off your team cannot reach the support surface and the customer portal closes, but the request and category records stay in the database. Turn the module back on and everything is in place.

Can I follow a support request as a task?

A request stays in its own queue and does not turn into a task by itself. If a request has grown into a long piece of work, you open a task in the relevant project and follow the progress there.

LAST STEP

Do not leave your customer waiting for an answer.

Turn on the support module and give your customers your portal address. You can take your first request today.

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No credit card neededFree foreverInstant setup
Customer Support · Features · Workinno