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Knowledge Base

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Knowledge Base
  • Getting started8
  • Agents8
  • Inbox and approvals4
  • Support desk6
    • How the support desk handles a conversation, start to finish
    • Let the support desk send replies on its own
    • Why a reply did not go out on its own
    • Hand-offs to a person and reminders
    • Ticket categories and lanes
    • Help center proposals: keeping your articles true
  • Dashboards10
  • Data5
  • Office and Jarvis4
  • Balio team5

Support desk

6 articles
  • How the support desk handles a conversation, start to finishThe support agent reads each new customer message, answers what its sources can prove and hands the rest to the person who owns the topic.
  • Let the support desk send replies on its ownChoose which ticket categories the desk may answer without a person, how confident it must be, and how the fact check guards each reply.
  • Why a reply did not go out on its ownWhen the support desk holds a reply for a person, the card names the rule that held it. This article lists the reasons and what to change.
  • Hand-offs to a person and remindersWhen the support desk cannot or may not answer, it hands the conversation to the topic's owner and keeps reminding until a person decides.
  • Ticket categories and lanesThe support desk files every ticket under one of your own categories, and each category's lane decides what happens to it.
  • Help center proposals: keeping your articles trueOnce a week an agent compares your help center with what changed in the product and proposes edits and new articles for a person to approve.