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SUPPORT / TICKET ROUTING & NOTIFICATIONS

The right teammate.
The right signal.

Route form requests to departments, optionally assign eligible teammates and keep staff and customers informed through in-app alerts and outbound email.

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SUPPORT WORKSPACESample data

From request to responsibility.

Select a step to explore this example.

FORM ROUTING

Order question → Support

Route by a dropdown or checkbox answer.

Customer conversation

Public updates stay connected to the request.

Team context stays private

Internal notes and staff activity are for your team.

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Ticket Routing & NotificationsMove requests to people, and updates to the people who need them.
01Department-aware assignment02Persistent ticket alerts03Tracked outbound email
MORE THAN A FEATURE

Move requests to people, and updates to the people who need them.

Useful details. Thoughtful decisions. A clear next step.

01 / SUPPORT

Department-aware assignment

Opt in to assigning the least-loaded eligible department teammate. Explicit owners stay in place; away, offline or suspended teammates are skipped.

Ticket Routing & Notifications
Your customer journey
Connected to the way your team works.
02 / SUPPORT

Persistent ticket alerts

See assignments, customer replies and approaching or missed deadlines, with read states saved across visits.

03 / SUPPORT

Tracked outbound email

Enable staff emails for assignments and customer replies, and customer emails for public replies. Managers can inspect delivery outcomes and retry confirmed failures.

FROM IDEA TO EVERYDAY WORK

Make the next step
part of the conversation.

  1. 01

    Choose the department.

    Use form defaults and dropdown or checkbox routing rules to choose the request’s department and priority.

    Connect the starting point
  2. 02

    Enable assignment when ready.

    Enable automatic assignment explicitly. Tickets remain unassigned when no eligible department member is available; existing owners are preserved.

    Shape the experience
  3. 03

    Configure delivery and review outcomes.

    Turn on the relevant email settings and verify your email service. Delivery tracking and duplicate-send protection help managers review failures.

    Bring it into your workspace
A PLAN THAT FITS YOUR JOURNEY

Find your room to grow.

Check the current plans for these modules and their allowances.

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A FEW USEFUL ANSWERS

Before you get started.

How do I get started with ticket routing & notifications?

Use form defaults and dropdown or checkbox routing rules to choose the request’s department and priority. Enable automatic assignment explicitly. Tickets remain unassigned when no eligible department member is available; existing owners are preserved. Turn on the relevant email settings and verify your email service. Delivery tracking and duplicate-send protection help managers review failures.

Which plan includes these tools?

Compare the current plans to see enabled modules and usage allowances. New plans bundle standard AI credits with explicit usage limits.

Can I connect this to my team’s workflow?

Yes. Use the connected features on this page to combine website conversations, customer context, guided flows, and a clear path to your team.

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