Try · 3 minutes · no account
Fill in a sample request
Answer a team’s real starter questions and open the team view. Nothing is submitted.
Resources
Organized by what you want to do next. The recordings use the product with fictional records, the overview is an animated illustration, and every film has captions or a transcript.
Watch
Start with the 32-second overview of every work profile or the 90-second ticket story for the whole loop, then pick the workflow closest to yours.
Short on time? The ticket story also comes as a 29-second cut.
Do
Try · 3 minutes · no account
Answer a team’s real starter questions and open the team view. Nothing is submitted.
Set up · about an hour
Create a workspace, choose a work profile, shape one request type, open a portal and follow a test request from submission to knowledge.
Read the guideUnderstand · 5 minutes
Who can see what, what AI does on its own and what waits for a person, and what to ask us directly.
Read trust & controlsKeep up
Replies have an editable To field that starts with the requester, plus CC and BCC with suggestions from the people on the ticket. Recipients are saved with drafts, and each sent reply shows who it went to.
On small screens the recipient fields, editor and Send button stay reachable, even under a tall ticket header.
Preview the customer-visible conversation, add a note, choose the sending mailbox and forward it to any address. Internal notes, attachments and private portal links are left out.
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