Service CRM · Service Desk

Reply, Email & WhatsApp

Answer in the thread or on the customer's own channel

app.quipcom.ai
QuipCRM Service reply panel with assign, email and WhatsApp options
In detail

What Reply, Email & WhatsApp does

Part of Service Desk in QuipCRM — Service CRM. One screen per ticket: the queue, the whole conversation, and the AI that reads both.

01

Reply inline in the ticket thread, or send by email or WhatsApp from the same screen

02

Assignment and channel choice shown together before sending

03

Every outbound reply, whichever channel, lands back on the same ticket record

Where it fits

Everything an agent needs, on one screen

Reply, Email & WhatsApp is 6 of 9 modules in this area. Each one works on the same record.

  1. 01Ticket WorkspaceQueue, conversation and AI in one screen — no tab switching
  2. 02Queues, Folders & TagsThe inbox organised the way the team already works
  3. 03Ticket RecordEvery field that decides what happens next, on the ticket
  4. 04Conversation ThreadThe whole exchange, inbound and outbound, in order
  5. 05Ticket ActionsAssign, re-prioritise, escalate or refund without leaving the ticket
  6. 06 · You are hereReply, Email & WhatsAppAnswer in the thread or on the customer's own channel
  7. 07AttachmentsEvidence attached to the record and previewed in place
  8. 08Self-Service IntakeThe requester finds the answer before it becomes a ticket
  9. 09Sandbox Demo ModeEvaluate on a switchable dataset before any data moves

The Service CRM workflow, end to end

Reply, Email & WhatsApp supports this flow alongside the other Service CRM modules.

  1. 01

    Raise

    The requester picks a department, sees the matching knowledge base, and only files a ticket if the answer is not already there.

  2. 02

    Route

    Category and tags set the SLA tier; the assignment strategy picks the agent; the notification matrix tells everyone who needs to know.

  3. 03

    Resolve

    The agent works one screen — thread, record, actions and QuipAI — while the SLA clock runs against business hours.

  4. 04

    Learn

    Deflection, accuracy, CSAT and SLA compliance are measured per category, which is what tells you where to let the AI take more.

Who uses it

Who works with Reply, Email & WhatsApp

Support Agent

Own the queue, reply, act on the ticket, escalate when it is warranted.

  • Queue, conversation and AI on one screen
  • A drafted reply to edit instead of a blank box
  • Reply in the thread, by email or on WhatsApp from one place

Bring one real support queue.

We’ll set up your categories, SLA tiers and escalation live, and show QuipAI drafting replies on sample tickets.

Request a demo