Help · Support, chat and the AI agent
Support, chat and the AI agent
Tickets, SLAs, live chat, your help center, and the AI agent.
Macros and support automations
Save canned responses as macros agents apply in a click, and build automation rules that auto-assign, auto-reply, tag, set status, or drop an internal note the moment a ticket matches your conditions.
Set up SLAs and escalation
Set first-response and resolution targets per priority, pause and resume the timer when the ball is in the customer's court, and have KudosCRM escalate a ticket automatically the moment an SLA timer elapses.
The internal knowledge base
Write, publish, and search a vetted library of answers your support agents rely on. KudosCRM's knowledge base is internal and agent-facing today — articles carry slugs, draft/published/archived states, and helpful and view counters.
Build your own help center
Publish a public knowledge base for your customers — sections, articles, search, feedback and a contact form that files real tickets. Articles are drafts until someone publishes them.
Create, assign and reply to a ticket
The everyday loop: log a request, put it on the right person, answer the customer, and leave the record in a state your colleagues can read.
Live chat: appearance, greeting and starters
Make the widget look like your site and say something useful before anyone types — the accent colour, position, launcher style, greeting, welcome message and the starter questions.
Live chat: install the widget on your site
Drop one script on your site to put live chat in the corner. The step people miss is allow-listing the domain — without it the widget refuses to load and nothing appears.
Merge tickets and handle duplicates
When the same customer raises the same problem twice — by email and then by chat — merging puts the history in one place instead of two agents answering in parallel.
Support settings: channels and email aliases
Point a support address at KudosCRM so incoming mail becomes tickets, and understand which of the six channels have a real intake path behind them.
The conversations console
Where live chat is answered — the queue of visitor conversations, who is waiting, and how a chat becomes a ticket when it needs to outlive the session.
The support inbox and ticket board
Where support work lives — the queue, the board, and the statuses that decide what counts as open. Six channels can be recorded on a ticket, and knowing which ones have a real intake path saves confusion.
Ticket types and intake questions
Ask the right questions at the point a request is raised, so a ticket arrives with the details an agent needs instead of starting with a round of clarification.
Train the AI agent on your knowledge
Feed the agent what it should know — uploaded files, question-and-answer pairs, your help center, or a crawl of your website — and it answers from that rather than from guesswork.
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