Customer Action Desk

Don't escalate. Solve.

Let support handle the fixes that keep going back to developers.

Your developers connect the actions your team needs once. Support can then use them whenever they’re needed.

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Approval-aware Auditable Support-ready
customeractiondesk / support
Customer

Anna Becker

Approval required
Issue trial expired

Anna's team lost access while evaluating a paid workflow.

Plan Trial workspace

12 users, CRM import connected, no payment method.

Available action

Extend trial by 30 days

  1. Extend trial by 30 days prepared
  2. Approval required policy
  3. Approval requested manager
  4. Approved granted
  5. Action executed complete
  6. Activity recorded audit log
Activity

Preparing a controlled support-side fix for Anna Becker.

case-1842

How Customer Action Desk works

Customer Action Desk starts with deliberately selected customer data and operations, then turns them into a controlled workspace for support.

How Customer Action Desk works: developers connect approved actions once so support can use them repeatedly with permissions, approvals and logging.

  1. Pick what your team needs.

    Add a button for every action your team needs.

  2. Request it. Devs connect it.

    When you add an action, CAD creates a setup request for your developers to connect it to the right data, API or backend function.

  3. Give power, keep control.

    Decide who can use each action, when approval is required, and keep every use logged.

  4. Use it again and again.

    Once an action is connected, support can use it whenever it's needed — without opening another dev ticket each time.

Interactive product concept

Try an example workspace

This example shows CAD after setup: the actions and customer data have already been connected by the company’s developers. Resolve a customer request using CAD.

Try Customer Action Desk

Explore the interactive example in a full-screen view.

Open interactive demo