Handle client requests as tickets with a promised response time

A client opens a ticket, the right person is told, and the due date is visible to both sides.

Handle client requests as tickets with a promised response time. A YuktiBOS use case.

The problem

What goes wrong without a system.

Client requests for a consultancy or agency arrive through email, chat and calls. Without one list, requests are forgotten and promised response times are missed.

How YuktiBOS handles it

5 steps, with a person at every decision.

  1. Client raises a ticketA client clicks New ticket in their portal and describes the request.
  2. Staff triageFilter by status and priority, see the SLA due date, and reply. Tickets assigned to you also show in My work.
  3. Discuss inside the teamUse the inbox for chats and channels. Type @Yukti in any conversation and Yukti answers using only what has been said there.
  4. Get notified at the right timeA client waiting past the promised time is one of the few things that interrupts you. The rest waits in a daily digest.
  5. Report backShare finished work as a report on the client portal or by link.

Features and tools used

What is behind each step.

Tickets, inbox and messages

Requests, chats and social messages, each in the right place.

Client portal

Clients see their own reports, tickets and plan, and nothing else.

Notifications and the daily digest

The bell tells you only what needs you. The rest reaches you once a day.

Ask Yukti and outside AI agents

Ask in plain words in the app, or connect your own AI assistant.

Reports and deliverables

What you did, in a form a client can read and keep.

Questions people ask

Does a ticket start work automatically?

A client ticket starts work and passes one human review, with no hidden second gate.

Can clients see internal chats?

No. Client conversations live on the ticket, and the inbox is for the team.

Related use cases

Want this running on your business?

Tell us what you do and what you would like off your plate. We will say what exists, what is half built and what is not started.