Support Your B2B Clients With Ease
Client List
Add all the clients for whom you're going to be providing support, then create user accounts for each of their staff so they can login to your support hub.
Locations
Each of your clients can have a list of locations, with addresses and phone numbers and other contact details. If staff have physical locations, you can link them together.
Localisation
If you deal with clients across the globe then you can customise localisation settings for each one. Dates can be in their preferred format, timezones can match where they are. Set at user level too.
Private Notes
You can attach private notes to both clients and users, helping you keep track of important information or highlight how to deal with them. This data can then be made visible to your agents when viewing tickets from this client.
The Secret Sauce For Amazing Client Support
Service Level Per Client
Each client can be assigned a service level, which you can also set on a per-inbox basis. That means you can treat different types of ticket under their own timescales and targets.
Helium Per Client
You can set a helium value for all tickets from a client. This immediately pushes up their ticket priority. Use this for your most important clients or any client that you need to prioritise.
Main Contacts
You can choose who your main contact is at each client as well as who they main contact is for them. This means if there's a problem, everyone will know who to reach out to.
Security Log
We keep track of every security event triggered by a user. Whether they login, change their password, or fail to authenticate correctly - you'll find it all in the security log. If you feel like something is suspicious, or you just want to know the last time they logged in.
Empower Your Team With Client Data
Roles For Everyone
Every client user can be assigned a role depending on what access you want them to have. By default a customer user can see their own tickets, but you can expand this to all tickets from the client.
User Tags
Every user can be tagged to help you find them quickly. Highlight the important customers so agents know who the project lead is or who is a key person on an account.
Visible To Agents
All the location, contact and user information is visible to agents when answering a ticket. That means they can be clear who they're dealing with, and who to pick up the phone to if required.