HubNest Docs

Support Module Guide

Guide to managing customer support tickets, live chats, SLAs, and knowledge base repositories.

Support Desk Overview

Maintain strong customer relations using HubNest CRM's built-in Support Desk modules.

1. Ticket Management

Tickets group customer issues, tracking priority and assignment:

  • Automatic Intake: Converts incoming support emails (configured via IMAP integration) into tickets.
  • Priority Matrix: Low, Medium, High, and Urgent severity tags.
  • Assignee Routing: Directs tickets to available Support Agents depending on their active workload.

2. SLA Management

Define Service Level Agreements (SLA) to enforce reply deadlines:

  • First Response Time: Target time (e.g., within 2 hours for Urgent tickets).
  • Resolution Time: Limit to mark tickets as Resolved.
  • Escalation Triggers: Warns Support Managers via email if ticket SLAs are at risk of breach.

3. Knowledge Base

Create help directories linked to the public /help-center path:

  • Markdown-based articles categorized by module.
  • Search engine optimization (SEO) indexing on public articles.

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