Example Workflow

SaaS Customer Support

Engineers answer password resets. Founders answer billing questions at 11pm. Trial users go quiet and nobody notices until the trial has already expired.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Ticket or chat arrivesFrom the helpdesk, in-app widget or support inbox.
  • Agent triagesCategorised and prioritised against defined rules.
  • Resolves tier oneDocumented answers applied to the user's specific situation.
  • Escalates properlyGenuine bugs reach engineering with reproduction steps.
  • Feeds backRecurring questions reported so documentation can close the gap.
Responsibilities

Who does what

Agent responsibilities

  • Resolve documented tier-one issues without engineering involvement
  • Triage and prioritise incoming tickets accurately
  • Write reproducible bug reports rather than forwarded complaints
  • Follow up stalled trial users on the agreed cadence
  • Book demos for genuinely qualified inbound interest

Client responsibilities

  • Maintain documentation the agent can actually work from
  • Define escalation criteria for what reaches engineering
  • Grant scoped support-role access, not production admin access
  • Review recurring-question reports to close documentation gaps

Suggested starting crew

2–3 blended agents covering tier-one tickets, chat and trial follow-up.

Illustrative daily volume

Calls plus tickets plus live chat, weighted toward whichever channel has the tightest response target.

Tools

Helpdesk, In-app chat, CRM

Possible KPIs

First response time, Tier-one resolution rate, Trial-to-paid follow-up completion, Escalation accuracy

Escalation flow

Anything requiring code-level investigation is triaged with reproduction steps and escalated to engineering rather than guessed at.

Pricing starting point

$2.99/hr per agent, live chat support

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.