Skip to content
Customer service

Tickets, tasks and a team inbox in one place

Run support from a single team inbox, with tickets and tasks auto-created from the events that matter and assigned by role.

  • Team inbox
  • Auto-created tickets
  • Roles for the team
  • Dispute opened
  • Payment failed
  • Feedback submitted

A ticket, ready to work

Created, categorised and assigned the moment the event lands.

One inbox for the whole team

Email, tickets and tasks live together, so nothing slips between people and every customer thread has an owner. Sort by ticket category, assign by role, and route work with task rules instead of forwarding emails around.

New in Team inbox
#482Refund not received Jane Cooper· via EmailCreated
Hi, my refund hasn't arrived yet. Can you check?Jane · 2m
On it, issuing the refund now. You'll have it shortly.Alex · Support · 1m
Task: issue refund Billing Support team
Auto-assigned by role

Tickets that create themselves

Disputes, failed payments, feedback and sign-ups can open a ticket or task automatically, so the team reacts to what's actually happening. Feedback forms and ratings feed straight in, giving you a steady read on how support is doing.

Auto-routed
Events become ticketsAuto-opened from what's happening
Failed paymentPro plan · card declined#491
Trial endingAcme Inc · 2 days left#492
Churn riskUsage down 60% this week#493
Feedback feeds in Ticket opened

Answer faster, sound consistent

Email templates and autoresponders cover the repeats, so the team spends its time on the conversations that need a human. Save the answers you send most, and let new tickets get an acknowledgement without anyone lifting a finger.

Autoresponder
Reply from a template#482·Write a reply
Templates
Refund requestHow-to guideThanks & close

Hi Jane, we've issued your refund of $129.00 back to your card. It usually lands within 5–10 business days. Anything else I can help with?

Alex M. Send reply

Support, end to end

  • Every conversation in one inbox

    Tickets, tasks and a shared team inbox in one place, auto-created from disputes, feedback and sign-ups so nothing slips.

  • Tickets
  • Tasks
  • Team inbox
  • Outbox
  • Feedback forms
  • Ratings & feedback
  • Autoresponders
  • Email templates
  • Ticket categories
  • Task rules
  • Assign by role
  • Auto-created from events

Works hand in hand with

Bring support into the platform

Open one team inbox next to your billing and customer data. Start free on the StartUp plan, no card.

SettleBoard uses essential cookies to keep the site running, remember your preferences, and keep you signed in. We don't use them for advertising. See our Privacy policy.