Product capabilities

The structure to deliver consistently. The focus to keep work moving.

SpectoDesk connects the agent workspace, customer experience and operational controls your B2B service team needs—without turning everyday support into an enterprise implementation project.

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01

Ticketing and collaboration

Keep the full request in one place.

Give agents the context and collaboration tools to move work forward without crossing the customer conversation.

Configurable ticketing

Shape statuses, priorities, types, tags, teams, due dates and custom fields around your service.

One conversation timeline

Keep the original request, public replies, internal notes, attachments and activity together.

Rich email workflow

Use To, CC, BCC and reply-all with threaded inbound email, delivery tracking and retry.

Live collaboration

Mention agents, follow tickets and see who is viewing or composing before you respond.

Connected work

Create parent, child and linked relationships, or clone, split and merge tickets as work evolves.

Faster queue management

Search, filter, sort, export and apply bulk actions with reusable templates and saved responses.

02

Customer portals and context

A professional front door for every service.

Give agents the relationship context they need and customers the right place to ask for help.

Companies and contacts

Keep customer organisations, people, configurable fields and ticket history connected.

Multiple branded portals

Create portals with their own name, logo, colours, copy and optional custom domain.

Controlled access

Assign contacts to the right portals with contact roles and optional company-wide ticket visibility.

Customer self-service

Let customers raise requests, continue conversations, upload files and track progress.

Flexible ticket references

Choose number formatting and optional tenant or portal-specific prefixes.

Audited view-as-contact

Support customers in their own portal experience while recording impersonated activity.

03

SLAs and service operations

Make every commitment visible.

Define service targets across the custom priorities your organisation actually uses.

One policy, every priority

Set first-response and resolution targets for all active priorities within a single policy.

Business hours or 24/7

Let routine tickets follow business hours while critical priorities continue around the clock.

Versioned calendars

Schedule changes to working windows without rewriting the history of existing ticket targets.

Timezone-aware timing

Display ticket dates and calculate working time in the tenant’s configured timezone.

Ticket-level snapshots

Keep the policy and calendar basis applied to each ticket stable as configuration changes.

Optional escalation

Escalate breached tickets to the right team and record the action in the ticket timeline.

04

Automation

Automate routine decisions, not relationships.

Create consistent responses to ticket events while agents focus on the customer.

Event-based rules

Start a rule when a ticket is created or changed, then evaluate multiple conditions.

Routing actions

Assign the right team or agent based on priority, type, customer context or field values.

Field and tag updates

Update ticket properties, custom fields and tags as the workflow progresses.

Templated communication

Add a comment or send an email using ticket and custom-field values in the message.

05

Knowledge and live chat

Answer now. Capture what matters.

Turn repeat answers into trusted guidance and real-time conversations into tracked work.

Structured article studio

Build guides from sections, callouts, steps, lists, links and code without raw HTML.

Drafts and publishing

Preview changes, publish versions, restore earlier releases or unpublish while retaining history.

Internal and customer content

Keep whole articles, individual sections or supporting documents available only to staff.

Findable knowledge

Organise content with categories and tags, then search it from the agent or customer experience.

Shared live-chat queue

Set availability, claim conversations, exchange messages and close completed chats.

Chat-to-ticket conversion

Turn a conversation that needs follow-up into a ticket without losing its operational context.

06

Reporting and administration

Understand the operation and control the workspace.

Give managers visibility while keeping configuration, access and background work accountable.

Dashboard and CSAT

Track operational activity and review customer satisfaction responses after resolution.

Saved reports

Select columns and filters, run reports when needed and download the resulting data.

Scheduled exports

Generate CSV or JSON exports manually or on a recurring schedule.

Audit and operations

Review key configuration activity, support actions and background operational events.

Granular permissions

Control access across tickets, companies, contacts, reports, settings and administration.

Guided onboarding

Use a live readiness checklist that completes as teams, portals and service settings are configured.

See SpectoDesk with your workflow in mind.

A walkthrough is shaped around your team, customers, channels and service commitments—not a generic feature tour.

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