Email-to-ticket
Monitor Microsoft 365 and IMAP mailboxes — several at once. New mail becomes a ticket; replies thread onto the right ticket by conversation ID, message ID or ticket number, with sender verification to stop hijacking.
Ticket workspace
Table and Kanban views, multi-select status, priority, customer and contact filters, bulk assign / status / priority changes, and a resizable ticket drawer with inline editing.
Replies, internal notes and CC
Reply to customers or leave internal notes that are stripped server-side before anything reaches the portal. CCs pre-populate from conversation history; attachments go out as real email attachments.
Customers and contacts
Company and person records. Set a company's email domain once and every future email from that domain files itself under the right account, creating the contact automatically.
Client portal
A separately branded self-service portal: instant registration with a ticket number or email-verified sign-up, ticket creation with attachments, threaded replies, and a company-scoped knowledge base.
Knowledge base
Rich text editor with media library, unlimited category nesting, four visibility levels (public, internal, restricted, company-specific), drafts, tags, featured articles and helpfulness voting.
SLA engine
First-response and resolution targets per priority in business minutes, with a business-hours calendar, timezone and holiday list. Deadlines are computed at ticket creation and reported on.
Reports and analytics
Overview, Customers, Contacts, Agents and Sources tabs; date presets from Today to Last 12 Months plus custom ranges; dual SLA compliance; response-time distribution; agent leaderboard; CSV export that matches the on-screen filters.
Branding and email templates
A full palette of interface colors applied live without a rebuild, separate client-portal branding, and six editable HTML email templates with documented merge fields and live preview.
Team notifications
Five configurable events with their own recipient lists, a daily report at the time you choose, weekly and monthly digests, and a Send Test action for each event.
Roles and AI-agent boundaries
Four staff roles with explicit permission sets. AI-agent accounts have separate "reply to customer" and "suggest answers" switches that the server enforces on the reply endpoint.
Complete REST API
JWT and API-key authentication, CSRF exemption for server-to-server calls, and endpoints for tickets, messages, customers, knowledge base, reports, SLA, notifications, email sources and more.