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Product & Technical Support

This process aims to organize all the products that need technical support to improve support time and customer management.

Workflow template includes the following steps

Step 1 — Record Product & Customer Details

Record the details of the product and customer who has reported the issue. This includes the product name, product ID, customer name, and their contact information.

Due Date

Output Field Conditions

Step 2 — Document Issue Description

Document the description of the issue reported by the customer. This should be detailed and include any error messages or symptoms of the problem.

Output Field

Step 3 — Assign Support Personnel

Assign a technical support personnel to handle the reported issue. The personnel should be informed about the product details and the issue description.

Due Date

Output Field Conditions

Step 4 — Resolve & Follow-up

The assigned personnel should resolve the issue and follow-up with the customer to confirm if the problem has been fixed.



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 Product & Technical Support

The Product & Technical Support business process is essential for any company that offers products requiring technical support. It ensures that all products needing technical assistance are organized, leading to improved support time and better customer management.\n\nThis process is especially beneficial for businesses that deal with a large number of products or have a significant customer base. By having a well-structured procedure in place, it reduces the time spent on managing support requests and allows for more effective allocation of resources. This ultimately enhances the customer experience as they receive timely and efficient support.\n\nAdditionally, this process aids in tracking and monitoring the performance of the support team. It can provide valuable insights into common product issues, the effectiveness of the support provided, and areas where improvements can be made. This can lead to the development of better products and services in the future.\n\nIn conclusion, the Product & Technical Support business process is a crucial aspect of customer service management. It not only improves the efficiency of the support team but also enhances customer satisfaction and loyalty.

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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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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