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Requests, AI chat hand-offs and replies by email land in one shared inbox, right beside the customer's orders, products and claims. AI drafts a reply from your documents; your team reads it, makes it theirs and sends it. A person always decides.
#1047 · Steam wand sputters, descale light flashing
#1046 · Water tank leaks underneath
#1045 · Where's my replacement steam wand?
#1044 · Is the M1 drip tray compatible with…
Steam wand sputters, descale light flashing
UrgentHi Sam, sorry about the sputtering! After a descale, loosened scale can block the steam wand tip. Unscrew the tip, soak it in hot water with a little descaler for 10 minutes, then run a steam purge.
A closer look
Who they are and what they own, without leaving the conversation.
Sam Smith
sam.smith@dmail.com · 14:32 local time
2
Products
1
Claims
3
Requests
Verified, and how many orders
A customer who signed up with the email they ordered with is marked Verified, with their order count from your imports.
Products, claims, requests
The counts, each opening the list. Products come with their cover, claims with their parcels.
Every tab a team member needs
Timeline, products, orders, claims, AI chats, files and, if you've switched them on, signals.
A timeline of everything
Requests opened, claims moved, products registered, orders imported, in one list with times.
The reply box, with a saved reply chosen by typing a slash.
Hi Sam, sorry about the sputtering. After a descale, loosened scale can block the steam wand tip on the M2 Espresso Machine. Unscrew the tip, soak it in hot water with a little descaler for 10 minutes, then run a steam purge. I've attached the guide.
Steam wand guide · step 3
A deadline in working hours
First-reply targets per priority, counting only the hours you set. Amber in the last quarter.
Saved replies, found with a slash
Type / and the first letters. A saved reply can also set the ticket's status and tags.
Placeholders filled in
The customer's name, their product, the ticket number and your own first name, from the record.
Ask AI to change it
Shorter, warmer, in another language. The draft changes; sending stays with your team.
Send and set Pending
One click sends the reply and hands the turn to the customer. Their next message wakes the ticket.
They answer the email you sent, and the answer lands on the same ticket.
Their reply reopened the ticket Open
Answered from their inbox
A customer replies to the email a request sent them and their answer is added to the request, marked Sent by email. No login, no link to follow.
One subject, one thread
Every email for a request carries its own reply address and one subject with the request number, so mail apps keep the whole conversation together.
Only the new words
The quote of your email and their signature are cut off, so the thread reads like a conversation.
Photos and files come along
Pictures, short videos and PDFs go through the same checks as the help center's form. Anything that doesn't pass is skipped and named.
The ticket wakes up
A reply reopens the ticket or ends its snooze, so it comes back to your team's turn. Automated mail is ignored.
From Messages on your help center, from the chat bubble, and from an AI chat the customer handed over to a person. Your team can also start one from a customer's profile. Every ticket is tied to a signed-in customer.
Yes. Every email a request sends carries its own reply address, so a customer can answer from their inbox and the reply is added to the request, marked Sent by email, with any photos. It only counts when it comes from the address on their account and their mail provider vouches for it; anything else is not added, and the customer gets a note. They can always reply from your help center too, with their claims and products beside the thread. Team members reply from the inbox.
No. AI only drafts, a person on your team edits and sends. The only things AI writes by itself are a subject line for a new request and, if you switch it on, the parts it reads from a claim's description, marked as AI.
The rest of Docutize
Every part reads from the same products, orders, documents and customers.
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