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Customer Help Desk

The Customer Help Desk process is designed to exceed customer expectations by efficiently addressing their queries or complaints through a ticketing system.

Workflow template includes the following steps

Step 1 — Ticket Creation

Raise a ticket for every customer query or complaint received through various channels such as email, phone, or social media.

Due Date

Output Field Conditions

Step 2 — Ticket Categorization and Prioritization

Categorize and prioritize the tickets based on the nature and urgency of the query or complaint.

Output Field

Step 3 — Ticket Assignment

Assign the ticket to the appropriate team or individual who can best address the query or complaint.

Due Date

Output Field Conditions

Step 4 — Ticket Resolution

Take necessary action to resolve the query or complaint, ensuring customer satisfaction.



Step 5 — Ticket Closure

Close the ticket once the query or complaint has been successfully resolved and the customer is satisfied with the resolution.

Output Field

Step 6 — Feedback Collection

Collect customer feedback post-resolution to understand their level of satisfaction and identify areas for improvement.

Due Date

Output Field Conditions

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Customer Help Desk

In today’s competitive business environment, delivering top-notch customer service is paramount. The Customer Help Desk process is a systematic approach to handle customer queries or complaints effectively. It involves raising tickets for each customer query or complaint, prioritizing them based on their urgency, and taking appropriate action to ensure resolution. This process ensures that every customer interaction is tracked and managed professionally.

The benefits of having this process in place are manifold. Firstly, it ensures that no customer query or complaint is overlooked. Each ticket raised is a testament to a customer’s need, and addressing it effectively can lead to improved customer satisfaction. Secondly, by prioritizing tickets based on urgency, businesses can ensure that critical issues are addressed promptly, thereby reducing potential damage. Thirdly, the process provides a structured approach to customer service, ensuring consistency in service delivery. Lastly, the Customer Help Desk process provides valuable insights into common customer issues, enabling businesses to proactively address these and improve their product or service offering.

In essence, the Customer Help Desk process is not just about resolving customer issues, but also about enhancing the overall customer experience. It is about building strong relationships with customers, understanding their needs, and continuously striving to meet and exceed their expectations. This process, when executed effectively, can lead to increased customer loyalty, positive word-of-mouth, and ultimately, business growth.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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for this business process based on your prompt

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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