Put the request into a ticket
Keep the customer’s message and relevant ticket details together in the appropriate workspace. Give the issue a record the team can return to.
Topolo for Support teams
Manage tickets, message history and assignment in Topolo Support. Give the next agent the context they need, with workspace-scoped queues and reusable macros for recurring work.
The work behind the workflow
The first agent understands the issue. Another person takes over, or the ticket needs attention from a different part of the business. If the history and the assignment are unclear, the customer repeats the same explanation and the team repeats the same investigation. Keep the ticket, its conversation and its activity history together so the handover has a useful starting point.
How it works
Use the ticket as the shared record for the conversation and the work that follows.
Keep the customer’s message and relevant ticket details together in the appropriate workspace. Give the issue a record the team can return to.
Use assignment and activity history to follow the work as responsibility changes. The next agent can review the conversation before responding.
Use workspace-scoped macros for recurring support work and SLA tracking for service follow-through. Review communications and their actual delivery state separately from a ticket status change.
Keep the first exercise bounded, then check the handoffs needed for a broader process.
A queue helps when a request has an owner, enough context and a visible route to resolution. Evaluate how the request arrives and what the operator can see before expanding the service process.
Test the required inbox or supported channel and check the resulting request in Support.
Review queue access, routing and the information the operator needs to understand the customer’s issue.
Use the relevant customer record and knowledge reference, then verify the response and resolution path.
Follow one request from arrival to resolution, including reassignment and the permissions needed at each step.
Use these questions to explain your current process and agree what a useful evaluation would need to show.
Consider this against a recent example from your own process.
Consider this against a recent example from your own process.
Consider this against a recent example from your own process.
Consider this against a recent example from your own process.
Consider this against a recent example from your own process.
Consider this against a recent example from your own process.
These are proposed checks to tailor with the people doing the work. They describe an evaluation, not results already achieved.
Five manual tickets retain requester, subject and intended inbox when read back.
Two authorized agents can assign/reassign a ticket and see the correct assignee and queue result.
A ticket moves through the agreed statuses and retains its internal message history.
Lead identifies owner/status for all five tickets within the agreed time, with no lost sample ticket.
Budget owner names live-channel and service-level prerequisites before a customer-facing rollout.
The suite
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Tickets, replies, assignment and the context behind the next support action.
Contacts, companies, opportunities and the tasks that keep a relationship moving.
Versioned documents, organised spaces, search and cited answers.
Files, folders, search and sharing for the material behind the work.
Channels, direct messages, meetings, notes and shared files.
Structured intake, public forms and submissions with defined delivery settings.
Useful questions for choosing the right starting point.
Support uses tenant- and workspace-scoped ticket workflows. The queues and replies a signed-in user can access depend on their organisation context and role.
Support owns ticket details, message and activity history, assignment state, SLA tracking and workspace-scoped macros. Those records give the team context for follow-up.
No. A workflow update, queued notification and provider delivery are distinct states. Check the communication’s delivery state when receipt matters.
Check the product, review the details or talk through your next workflow.
See the Support workspace and its current availability.
See the available capabilities and how they work.
Find another starting point for your business or role.
Review current plan terms and the apps your workflow needs.
Talk through the process and requirements you want to evaluate.
Explore Support, or book a demo around the queues and customer conversations your team handles.