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Chapter Toolkit · Helpdesk.ai.in

Everything a support team runs on, in one install.

Ticketing, AI assistance, every important channel, self-service, reports and security — configured around the way your business works.

01 · Ticketing

Ticketing

6 capabilities
01
Intake

Email-to-ticket

IMAP fetch with attachments, HTML sanitisation and duplicate-thread detection — replies land back on the original ticket.

One clean conversation
02
Workflow

SLAs & escalations

Per-priority response and resolution targets, with escalation and manager alerts when a clock is at risk.

Relationship-aware rules
03
Triage

Merging & splitting

Combine duplicate reports or split a new issue from a long conversation without losing the original history.

History preserved
04
Views

Saved searches

Save filter combinations as personal or shared views. Search ticket bodies, notes, fields and attachments.

Fast retrieval
05
Data model

Custom fields

Text, number, date, dropdown and multi-select fields scoped to departments and required by ticket state.

Built for your process
06
AI

Draft first reply

The AI proposes a response using customer history, the knowledge base and resolved tickets. Staff approve, edit or discard.

Human approval by default
02 · AI on staff

AI on staff

6 capabilities
07
Chat

Knowledge-grounded answers

The widget searches your knowledge base first and answers in your brand voice with article context.

Answers with sources
08
Classification

Intent & sentiment

Incoming messages are tagged with intent, urgency, language and sentiment before they reach an agent queue.

Better triage
09
Routing

Route by frustration

Frustrated customers can be prioritised, repeat contacts can stay with the same team and language can guide routing.

Context-aware queues
10
Handoff

Escalate to ticket

When the AI cannot answer, it opens a ticket with transcript, summary and suggested next steps.

No conversation lost
11
Authoring

Article drafting

Turn a resolved ticket into a knowledge-base draft. Review, edit and publish before it becomes customer-facing.

Learn from every resolution
12
Providers

Claude or ChatGPT

Choose the provider per feature. Keys are encrypted at rest and usage is logged by capability.

Use your own keys
03 · Every channel

Every channel

6 capabilities
13
Email

Multi-address routing

Point mailboxes at departments with aliases, signatures and reply-to rules configured per queue.

Right queue, first time
14
Web

Customer portal

Customers log in, see tickets, attach files, rate replies and browse the knowledge base under your branding.

Your domain, your brand
15
Live chat

Widget with KB inside

The widget answers when it can and hands off to a human when it cannot, with searchable articles inside.

Self-service in context
16
Messaging

Two-way WhatsApp

Inbound and outbound WhatsApp via the Business API with templates, attachments and read receipts.

Channel-ready
17
SMS

Status updates

Customers can opt in to ticket updates and reply directly into the support thread.

Useful notifications
18
Unified

One conversation history

Staff see the whole story across email, chat, WhatsApp, SMS and social channels in one timeline.

No channel hopping
04 · Self-service, reports & security

Self-service, reports & security

9 capabilities
19
Knowledge base

Categories & ratings

Nested categories, article ratings, comments and search with views and content-gap signals.

Help before tickets
20
Knowledge base

Guided troubleshooter

Decision trees guide customers through common issues, with a ticket escape at every step.

Structured self-service
21
Downloads

Download centre

Version-controlled public files for manuals, release notes, drivers and customer documents.

Controlled resources
22
Reports

SLA compliance

Response and resolution performance by department, priority and agent with CSV export.

Operational clarity
23
Quality

QA scoring

Review replies against a rubric for tone, accuracy and brand voice, with coaching notes.

Improve the team
24
Messaging

Chat containment

Track which conversations the AI resolved, where it handed off and how deflection changes over time.

Measure automation
25
Security

2FA & SSO

TOTP and SSO for staff, protected sessions, IP controls and re-authentication for sensitive actions.

Access you control
26
Security

PII masking

Sensitive information can be masked in the interface and revealed only with audited permission.

Privacy by design
27
Security

Security posture

A live view of updates, backups, keys, account protection and installation-specific controls.

Know your posture
Ready when you are

All of it. One managed support operation.

Bring your team, channels and knowledge together with Helpdesk.ai.in.