Service CRM · Service Desk

Sandbox Demo Mode

Evaluate on a switchable dataset before any data moves

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QuipCRM Service sandbox demo mode dataset selector
In detail

What Sandbox Demo Mode 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

A demo toggle switches the desk onto a sandbox dataset for evaluation

02

Lets a prospect or new team try the full workspace before any real data is connected

03

The same toggle is what the pitch-kit screenshots were captured against

Where it fits

Everything an agent needs, on one screen

Sandbox Demo Mode is 9 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. 06Reply, 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. 09 · You are hereSandbox Demo ModeEvaluate on a switchable dataset before any data moves

The Service CRM workflow, end to end

Sandbox Demo Mode 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.

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