Capability index
Everything it does, with the numbers it ships with.
The complete list: statuses, targets, scoring weights, roles and endpoints, including the defaults a new workspace loads on day one. Every one of them is editable.
01
Ticketing
What a ticket is, where it comes from, and the vocabulary it moves through.
- Statuses
- NewOpenPendingEscalatedWaiting for customerResolvedClosed
- Priorities
- CriticalHighMediumLow
- Departments
- SupportITFinanceComplianceManagementSales
- Sources
- Gmail / WorkspaceIMAP mailboxWebsite APIManual
- Classification
Department, category and priority derived from the message at ingest, before anyone opens it.
- Smart triage
On by default. Newsletters, auto-replies, bounces and receipts never become tickets. They pass through and are logged with the reason.
- Claim queue
Unassigned work sits in a pool agents can pull from, rather than going stale.
- Threading
Customer replies append to the existing ticket instead of opening a duplicate. Resolved tickets reopen automatically on reply.
- Attachments
Received and sent, visible inline on the ticket.
- Reply templates
Reusable answers with variable substitution, managed by team leads.
- Internal notes
Private to staff, with @-mentions that notify.
02
SLA & escalation
The clocks on every ticket, and where a ticket goes when it needs someone else.
- Critical
15 min first response · 4 h resolution
- High
1 h first response · 8 h resolution
- Medium
4 h first response · 1 days resolution
- Low
1 days first response · 3 days resolution
- Editable
Every target above is a workspace default you can change per priority.
- Warning
Fires at 80% of the window elapsed, once per ticket per assignee.
- Due soon
1 h ahead of the deadline.
- On breach
The assignee is always alerted; managers too by default (on).
- Re-priority
Changing a ticket’s priority re-bases both SLA windows immediately.
- Escalate to
- ITFinanceComplianceManagementSales
- Escalation states
- OpenAcceptedResolvedReturned
- What travels
Conversation history, customer profile, internal notes, attachments, the reason, and a deadline.
03
Routing & assignment
How an incoming ticket finds the right department, then the right person.
- Department rules
Ordered keyword rules evaluated top-to-bottom; the first match wins. Ships tuned for a finance desk and fully editable.
- Shipped rules
- Compliance / KYCFinance / PaymentsIT / TechnicalSales
- Priority keywords
Separate critical, high and low vocabularies, so “chargeback” and “just wondering” never land in the same tier.
- Auto-assign
On by default. Off means tickets wait in the queue to be claimed.
- Presence weight
Online +30 · Idle +15 · Break +5 · Offline +0
- Language match
+25 when the agent speaks the detected language.
- Category experience
+3 per past ticket in the same category, capped at +15.
- Workload penalty
−5 per ticket already open on that agent.
- Fallback
Managers and admins pick up the ticket when a department has nobody eligible.
04
Customers & data
One profile per customer, and the ways data reaches it.
- Profile
Contact details, external customer ID, country, language, plus wallet and account fields for finance workspaces.
- History
Every ticket, call and note against that customer, in one timeline.
- Search
By order ID, phone, email, name or customer ID.
- Duplicates
Detected on ingest, with one-click merge.
- Sync endpoints
- POST /sync/ticketsPOST /sync/customersPOST /sync/orders
- Deduplication
Synced records match on external customer ID first, then email, so a website account joins an existing profile instead of forking one.
- CSV import
Bulk-load an existing customer list from a spreadsheet.
- Workspace types
- E-commerce / RetailSaaS / SoftwareFinance / CryptoServices / AgencyOther
- What a type changes
The name of the purchase table, which identity fields appear, and the starter ticket categories your queue begins with.
05
AI assistance
Claude reads the thread so an agent never starts from a blank box. Nothing sends itself.
- Models
- Claude Opus 5Claude Opus 4.8Claude Sonnet 5Claude Haiku 4.5
- Summary
The whole conversation condensed, on demand.
- Suggested reply
Drafted in your workspace’s tone and placed in the compose box for a human to edit. Never auto-sent.
- Sentiment
Angry-customer detection flagged on the ticket.
- Suggestions
Category, priority and department the agent can accept or ignore.
- Context depth
20 most recent messages by default.
- Tone & policy
Free-text workspace instructions appended to every prompt.
- Off switch
An admin can disable AI entirely, workspace-wide.
06
Calling
Phone support in the same tool, with the cost of every minute visible.
- Providers
Twilio today. The provider is an interface: SIP or another carrier is one class, not a rebuild.
- Click to call
Any customer number, from the ticket or the profile.
- Recording
Per-workspace, with transcription of the recording.
- Wrap-up
Notes attached to the call and the customer timeline.
- Numbers
Buy numbers per country, assign them to agents or departments, or verify a number you already own.
- Billing
Prepaid credit wallet charged per started minute, with a transaction ledger.
- Low balance
Managers alerted below 5.00 in credit.
- Renewals
Monthly number fees swept automatically, with suspend and reactivate.
07
Notifications
Eight events, two channels, and a per-person override on top.
- Events
- New ticket in your departmentNew assigned ticketCustomer replyEscalation receivedSLA close to breachSLA breachedTicket reassignedYou were mentionedA call was transferred to you
- Channels
In-app and email, switchable independently per event.
- Workspace defaults
An event switched off workspace-wide is off for everyone (all 9 ship on).
- Per-user
Staff can mute any enabled event for themselves, but cannot re-enable one the workspace disabled.
- Mentions
@-mentioning a colleague in an internal note notifies them directly.
- Live
Pushed over a websocket, no refresh, no polling.
08
Dashboards & reports
Three dashboards for three jobs, and eight reports that leave the building.
- Dashboards
Agent, team leader and manager: the same data framed for a different decision.
- Reports
- Daily Support ReportAgent Performance ReportCall Activity ReportDepartment ReportSLA ReportTicket Category ReportMost Raised TicketsCustomer Satisfaction Report
- Window
Any date range, defaulting to the last 7 days.
- Export
CSV download and print-to-PDF on every report.
- Presence
Online, idle, break and offline tracked per agent, with daily stats.
- Team averages
Rolling 7-day window for response and resolution times.
- Visibility
The team overview can be restricted to managers only.
09
Security & administration
Built assuming your auditors will ask. Every value here is a workspace setting.
- Roles
- Workspace AdminManagerTeam LeaderSupport AgentIT DepartmentFinance DepartmentCompliance DepartmentSales Department
- Actions
- ViewEditAssignEscalateCloseExportManage
- Matrix
8 roles × 7 actions, editable per workspace. The owner role is immutable, so a bad matrix cannot lock everyone out.
- Two-factor
TOTP from any authenticator app, enforceable workspace-wide.
- Passwords
Minimum 10 characters by default, hashed with bcrypt at cost 12.
- Idle sign-out
After 30 minutes, with a 60-second countdown warning.
- Encryption
TLS in transit. AES-256-GCM for mailbox tokens and 2FA seeds at rest.
- Audit log
Every ticket change, login, export and upload, filterable by action, actor and date.
- Audit retention
Security and privacy events kept 365 days and not shortenable. Ordinary activity defaults to 90 days and automated entries to 30, both configurable. Expired rows are pruned nightly.
- Isolation
Every query scoped to one workspace. Rate limiting on all routes, tightened on sign-in.
- Sessions
Active sessions listed per user and revocable individually.
