Product features: human support
when the agent cannot help, the user can hand off to a person. Admins enable it per agent, assign local support colleagues or authorize a support group, and handle tickets at the s
Source help/en/product-features/human-customer-service.md
In user language: when the agent cannot help, the user can hand off to a person. Admins enable it per agent, assign local support colleagues or authorize a support group, and handle tickets at the support desk.
How users use it
- While talking to an agent with human support enabled (Messages or a module action assistant), the shortcut bar above the composer ends with Human support (someone must be on shift). If nobody is on shift, only Submit a ticket remains.
- Open it, briefly describe the issue, submit.
- After a support colleague takes the ticket they contact you via Contacts; you can view My support requests at
Workspace collaboration → Support queue → Requests. - If nobody has taken it yet, you can withdraw the request.
Note: agents without human support do not show this button.
How admins / creators configure
Work agents
- Open
My agents, open Manage on the agent to configure. - Switch to the Human support section.
- Tick Enable human support and name local support colleagues; if a support group is already authorized, you need not tick local people.
Help agent (workspace-level)
- Open
Workspace collaboration → Support queue → Local support(must be a workspace admin). - Enable human support and name local seats; or go to Authorize external groups so a support group takes tickets.
After enable, members can also tap Human support on the help agent or action assistant.
How support colleagues use it
If you are named as a local support seat, or added to a support group:
- The top bar shows Support (a number badge when tickets wait).
- Click to enter the support desk: one top row — title on the left; scope, on-shift status, and refresh on the right.
- Left segments: Live support (waiting / mine / in progress / closed), Tickets, Service hours; middle pick a conversation; right see the user’s question and Take ticket, then Contacts them on the page.
- When done, tap Mark closed.
- If you belong to a support group: the right combobox switches Local support / Group desk. The group desk only shows customers this group is authorized for and already in service scope — not every workspace. Taking another customer’s ticket does not change the current workspace in the top bar.
If you are an admin but not on the seat list and not a group member: no top-bar Support button; enter from Feature menu (grid) → Support desk to view or help configure. Day-to-day taking tickets is still seats or the support group.
Support groups (one team serving several customers)
When the same colleagues take tickets for several customer workspaces:
- In this team’s workspace open
Workspace collaboration → Support queue → Our group; an admin creates a support group and adds members. - Apply to serve using the other party’s workspace number, or give the group number to the customer admin to invite.
- The customer workspace admin opens
Authorize external groups(approve or invite). Both sides must agree before the group can list that customer in service scope. - Three things must all be true before a member can see and take that customer’s tickets: you are a member, that customer is in service scope, the customer has authorized.
- Authorization only lets members do support; it does not add them as customer workspace members, and they cannot see the customer’s knowledge base.
Relation to Support queue in Workspace collaboration
- Support desk: day-to-day handling UI (left segments + queue + detail + chat).
- Workspace collaboration → Support queue: left of the page is Requests, Local support, Our group, Authorize external groups. Day-to-day lists and jump to the desk go through Requests; configuration is the last three.