A three-pane service inbox that sits on the customer record. Sort by priority, hand each ticket to the right agent, fire a macro, and let the AI draft the reply for your approval, all while the response and resolution targets stay in view. No separate help desk to keep in sync.
Replaces a standalone ticketing tool whose database never sees the deal. Included on Business and Ultra.
The service inbox puts the queue, the conversation, and the customer context side by side. Pick a preset on the left, read and reply in the middle, and keep the deal and history in view on the right. Each row carries an ID in the form TK-#####, its priority, the agent it is on, and how its SLA target is tracking, so the whole team reads the same picture at a glance.
A ticket is only useful once it reaches the right person. Assign it to an agent, reassign it as priorities shift, and the owner stays visible on the row the whole time.
Set the first-response and resolution targets you promised your customers, per priority. Higher-priority tickets carry tighter targets, and each one shows on the ticket as your team works it.
Some answers go out a dozen times a day. A macro bundles the response, and the status or priority change that goes with it, into one step, so your agents stop retyping the same reply and stay consistent across the team.
On a ticket, the AI reads the thread and the customer record and drafts the reply for you. You approve it, edit it, or reject it, nothing reaches a customer on its own unless you have explicitly allowed it. Autonomy is graduated and starts safe.
There is also an embeddable, customer-facing answer-bot that replies from your verified articles. See the answer-bot.
Tickets and customer records are isolated to your workspace, and the AI never trains on or keeps your data.
A standalone help desk starts the agent from a subject line. In Laureo the ticket opens on the same record your sales team works from, so the contact, the company, the open deal, and the recent emails are already there. Context never has to be rebuilt.
Tickets are not a walled-off queue. The same workflow automation that runs across the rest of the CRM runs on tickets too, so a change in status or priority can start the next step instead of waiting on someone to remember it.
Each ticket carries its own conversation thread, so the back and forth on an issue lives in one place. When a ticket changes hands, the next agent reads the full thread beside the deal and picks up where the last person left off.
The ticketing help desk comes with the CRM rather than as a separate subscription. Business from $166.66/mo billed annually. Every plan starts with a 14-day trial for $2.99, credited to your first month.
Tickets sorted by priority, routed to the right agent, tracked against SLA targets, with macros and an AI that drafts under your control. Included on Business and Ultra.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.