Customer Support Tools

Customer Support
If you're looking for a customer support tool directory template, you've come to the right place. This template will help you get started with tracking and organizing your customer support tools. Your customer support tool directory is a list of the tools you use to support your customers. This can include everything from live chat software to ticketing systems and knowledge base software.

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This document should focus on your support tech stack and provide your team with the necessary information to get set up for a productive support shift.

Feel free to customise the example below to ensure this reflects your company's chosen platforms and processes.

Making sure you have everything prepared is the best way to start a successful, stress-free support shift and there are some essential tools you'll need to ensure everything runs smoothly. 

We'll take a look at the tools we use and point out the key features you'll need shortly, but here are the initial steps to set you up for success ✨

  1. Open Slack and check-in with unread messages in [key channels]

  2. Login to Intercom and open Mixpanel, Stripe and Trello

  3. Open inbox on Intercom and begin working through all tickets, ignoring any that have been assigned directly to another team member - unless instructed otherwise

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