Customer support for a 5-person SaaS team

In a five-person company building online software, there is no separate support department: everyone answers a little, between other tasks. Here is a simple way to organise it with Tikivio, step by step.

1. One support address

Connect your support address to Tikivio: every email received becomes a request, visible to the whole team. Each request has an owner, a status and a priority; internal notes let you discuss it without the requester seeing them.

Connect a mailbox

2. Help inside your application

The widget adds a “Help & support” button to your application by copying one line of code. If your user is already signed in on your side, your server passes a signed token and the widget recognises them directly, without asking for their address again.

Install the widget

3. Who answers, and when

Set your opening hours and your response targets by priority: deadlines are counted in business hours and shown in the list and on each request. A rule can notify, or escalate one level, when part of the time has elapsed.

Set up escalations and SLAs

4. Letting the product team know

When a request reveals a defect in your software, the product team needs to know. Tikivio can post a message to a Slack channel for each new request or status change, and send your server a signed notice whenever a request changes, for example to record it in your tracking tool.

API and integrations

5. Your business end customers

Selling to companies? Link each requester to their end customer, filter requests by end customer and share all of an end customer’s requests with another person at that company, who then follows them on the portal.

End customers and sharing

6. Automating with the API

Your application can create a request, find it by its reference, read its messages and reply, with keys specific to your organisation. The API is included in all paid plans and during the trial.

API documentation

Which plan for five people?

The first plan that covers five active support agents is Essential, at €19.00 per month excluding taxes for the whole organisation. Every member counts towards this cap, administrators and readers included.

Ready to try it?

A 14-day trial with no credit card and the capabilities of the Pro plan (storage limited to 2 GB during the trial), with no commitment.

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