Service CRM · Service Desk

Ticket Record

Every field that decides what happens next, on the ticket

app.quipcom.ai
QuipCRM Service ticket record with customer and case details
In detail

What Ticket Record 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

Customer, order/reference id, category, severity, region and assignment on one record

02

Additional details (order value, environment, delivery slot and similar) captured per category

03

The record is what routing, SLA and escalation all read from — nothing lives off to the side

Where it fits

Everything an agent needs, on one screen

Ticket Record is 3 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. 03 · You are hereTicket 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. 09Sandbox Demo ModeEvaluate on a switchable dataset before any data moves

The Service CRM workflow, end to end

Ticket Record 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