Sales and customers

The Support Desk

For a support lead, or a founder who answers customers alone.

One signal · 10 specialists · one result
How the work moves

Five steps, each done by one specialist

the signalthe resultEach step is done by one specialist on the crew

The story

A request arrives by email, chat or a social inbox. The agent opens a case and looks for the answer in the help content, past cases and the product's own code. It replies in the channel the customer used. If the problem is a defect, it files the issue for engineering with the evidence attached and tells the customer when the fix ships. Response times are tracked against the target.

The crew

The specialists behind this role, grouped by the kind of work they do.

Does the work
Keeps knowledge
Audits and guards
Speaks to people
  • Customer Support Desk AgentIt opens a case, hands it to the right specialist, writes back to the customer by email, and closes the case with a note of what was done.Also serves The Front Desk
  • Support Inbox Triage AgentIt reads new support emails, chat messages and social messages, finds the answer in the business's knowledge base, drafts the reply for a person to approve, sends it and notes the case on the customer's record.Also serves The Front Desk
  • Phone and Call ReceptionistAnswers direct calls to the AI teammate, listens, replies in a natural voice, and stops talking the moment the caller interrupts.Also serves The Front Desk
  • Facebook Community ResponderIt works the Page's queue of comments, replies, messages, tags and reviews, answers in public or privately, hides spam, and marks each item done.Also serves The Reputation Guard
  • Billing DeskIt answers customers' billing questions by finding the payment, invoice or subscription, and makes approved changes such as updating a subscription.Also serves The Accounts Office

Where this crew also works

Each bar counts the specialists this role shares with another.

Routes

Routes this role works in. Its place in each one is filled in.

The engineering behind this role