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IT Support

Support requests come in from every channel, the queue and the SLA clock do not.

Rocketly links support requests from WhatsApp, email, web forms and phone notes to a single customer record. Contract scope, SLA reminders, licence renewals and the site visit plan stay on the same screen.

Where the Queue Jams in IT Support and Managed Services

Requests arrive in a customer WhatsApp group, on an engineer’s personal line and in the support mailbox, so no shared queue shows which ticket is open and which is closed.

The response and intervention window written into the contract sits in nobody’s calendar; as it runs down, no warning reaches the assigned engineer or the team lead.

Antivirus, backup, Microsoft and virtualisation licence end dates live in separate spreadsheets, so when a renewal approaches it is unclear who contacts the customer.

The site visit plan sits in an engineer’s own notes; with no confirmation sent beforehand, the team arrives at a closed office or the visit slides to the next day.

Because nobody measures how many tickets each contracted customer opens, retainer pricing and engineer capacity are planned on instinct.

Which Channels Support Requests Reach You On

WhatsApp Business

Most corporate customers report faults here; approved template messages schedule visit confirmations and maintenance notices.

WhatsApp Personal Line

Engineers usually message customer contacts from a personal number. That line can be connected too, so the thread does not stay on one phone.

Support Mailbox

Fault reports and attached screenshots landing in the support inbox are written into the queue and matched to a customer record.

Website Support Form and Chat Widget

A fault report form built with Form Builder and live chat turn a site visitor directly into a ticket.

Phone and Switchboard Records

With AloTech or Bulutfon connected, calls land on the customer record and phone faults enter the same queue.

Microsoft Teams and Slack

Notifications and internal threads for both customer teams and your own engineers connect to the same workspace.

What Rocketly Takes Off Your IT Support Team

Bring Support Requests into One Queue

WhatsApp Business and a personal line, the support mailbox, web forms, live chat, Telegram and the messaging channels your corporate customers use come together on one screen. Rocketly supports 12 channel types; the firm decides which ones to open.

Stage the Ticket from Triage to Closure

Build your own stages: New Request → Triage → Remote Work → Site Visit → Verification → Closure. The board shows which ticket is waiting at which stage, who owns it and what priority it carries.

Tie the SLA Window to Reminders and Tasks

Turn the response window written in your contract into a workflow condition: a reminder reaches the assigned engineer before it runs out and a notification reaches the team lead when it does. You define the thresholds.

Enrich the Contracted Customer Record

Keep contract type, out-of-scope rates, retainer period, authorised contact and site location in custom fields, so the engineer sees the contract scope on the same screen as the ticket.

Put Device and Licence Renewals on a Calendar

Store licence, maintenance and support package end dates on the record; when a renewal period approaches a task opens for the owner and a reminder draft is prepared, with the team deciding whether to send it.

Plan Site Visits as Appointments

Create the visit appointment from the record and sync it with Google Calendar; a confirmation message is scheduled and the engineer reads the day’s visit list from one calendar.

AI Reply Drafts and Ticket Summaries

AI drafts replies from the troubleshooting steps in your knowledge base and summarizes long ticket histories. It does not open a remote session or act on a system; the engineer edits the text and decides whether to send.

Quotes, Contracts and Retainer Invoices

Prepare project and out-of-scope quotes as PDFs, generate contract documents from templates, and follow recurring retainer invoices from the record. Your statutory accounting ledger stays with your accountant.

Customer and Queue Reports

With 38 ready-made report types, see with your own data which customer fills the queue, which category recurs and how ticket load is spread across the team.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in a Support Queue — and What It Never Touches

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft for recurring fault questions from the troubleshooting steps in your knowledge base; the engineer edits it and decides whether to send.

Summarizes Long Ticket Histories

Condenses a thread and note chain spread over days so the engineer taking over at handover sees the context without rereading it.

Suggests Category and Priority Tags

Proposes a category such as network, hardware, licence or user error from the message content; the team confirms the tag and the priority.

Does Not Connect to Systems or Intervene

AI opens no remote desktop, performs no action on a server or network device and runs no scripts. The technical decision and its execution belong to the engineer.

What Happens After a Support Request Enters the Queue

01 · CONTROLLED HANDOFF

From a WhatsApp "we cannot reach the server" message to closure

01

The customer contact writes on WhatsApp; the message lands in the queue, matches the contracted customer record and opens a new ticket.

02

AI drafts a reply from the first-check steps in the knowledge base; the on-duty engineer edits and sends it.

03

The ticket moves to Triage, gets a priority tag and an owner, and a reminder is set for the response window in the contract.

04

The remote session runs in your own RMM tool; the work done and the time spent are noted under the ticket.

05

Once the fix is verified the ticket closes, a closing summary draft is prepared and the team approves it before it goes out.

Running a licence renewal period without losing the date

Licences and maintenance packages approaching their end date are listed as a segment from the date fields on customer records.

When your chosen number of days remains, a task opens for the account owner and an information draft is prepared.

If the customer asks for pricing, the quote is produced from the record, shared as a PDF link, and view and approval status are tracked.

Once approved, the renewal record is updated and the next reminder date is written for the following period.

Planning a confirmed site visit

A ticket that cannot be solved remotely moves to the Site Visit stage and the location is read from the record.

A visit appointment is created and synced with Google Calendar, collecting the engineer’s day into one view.

A confirmation message is scheduled before the visit; if the contact does not reply, a confirmation task opens for the account owner.

After the visit, the work done, parts replaced and out-of-scope items are noted on the ticket, and an extra quote is prepared if needed.

Taking a new corporate customer through onboarding

A request from a web form or a referral opens as an opportunity, with headcount and device inventory written into custom fields.

A discovery meeting is booked; the meeting notes and scope items land on the same record.

The managed service quote is prepared, the contract document is generated from a template and the signature process is followed from the record.

When the contract starts, the onboarding checklist opens as tasks: inventory, monitoring setup, backup verification, contact list.

At the end of the first month the ticket volume and category mix are reviewed in a report and the retainer scope is revisited.

Flows You Can Build for SLA, Renewals and Site Visits

Use these examples to discuss triggers, owners and review points before configuring your own process.

Ticket Triage and Ownership

So a newly opened ticket never waits unowned

1

Trigger: a new support request opens on a connected channel.

2

Condition: if the customer is under contract, route it to the engineer group matching the priority tag.

3

Action: move the ticket to Triage, assign an owner and prepare a reply draft.

4

If nobody takes ownership within your chosen interval, notify the team lead.

SLA Window Reminder

Keeping the contracted response window visible

1

Trigger: a timer starts for the SLA counter when the ticket opens.

2

Condition: the ticket is still open and the assigned engineer has not replied.

3

Action: remind the owner before the window runs out and notify the team lead once it does.

4

When the ticket closes, the counter stops and the elapsed time is written to the report.

Licence and Maintenance Renewal Follow-Up

So contracts nearing period end do not slip

1

Trigger: the licence or maintenance end date on the customer record approaches.

2

Condition: the renewal decision has not yet been recorded.

3

Action: open a task for the account owner and prepare an information draft and a quote.

4

If no reply arrives, open a second-contact task and keep the customer in the renewal segment.

Connections That Suit an IT Support Operation

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Template messages for fault reports, visit confirmations and maintenance notices

Email (IMAP/SMTP)

Native connection

Support mailbox reports landing in the queue and on the customer record

Google Calendar

Native connection

Site visit and planned maintenance appointments synced with the engineer calendar

Microsoft Teams

Link / manual flow

Critical ticket notifications landing in the team channel

AloTech

Native connection

Support calls from the switchboard attached to the customer record

Webhook

Webhook connection

Opening a record from an alert in your monitoring dashboard

Where Setup Starts in an IT Support Firm

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the team and permissions

Create on-duty engineer, field team and account manager users; limit which role sees which customer record and conversation.

2

Build the customer record with contract fields

Add custom fields for contract type, retainer period, out-of-scope rate, location, authorised contact and licence end date.

3

Shape ticket stages and priority tags

Name the New Request → Triage → Remote Work → Site Visit → Verification → Closure flow the way your firm works, and define priority tags.

4

Connect your channels

Start with the channel that brings the most requests — for most firms WhatsApp and the support mailbox — then add the web form and chat widget to your site.

5

Fill the knowledge base and build three flows

Write the first-check steps for common faults; test triage, SLA reminders and renewal follow-up on sample records first.

6

Open reports and clarify the system boundary

Set up per-customer ticket load and category reports. RMM, monitoring, backup and EDR tools keep running in parallel; Rocketly is the communication and follow-up layer.

The Rocketly Capacity Available to Your IT Support Firm

0

Channel types where support requests land

0

Templates for SLA and renewal follow-up

0

Report types covering the support queue

0

Interface languages for multi-country clients

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Questions IT Support and MSP Firms Ask

Rocketly is a CRM layer for customer communication and request flow: support requests from connected channels attach to a customer record, stages are tracked from triage to closure, SLA reminders and contract renewals become tasks, and the queue is reportable. It does not take over the job of your remote access tool, monitoring dashboard or backup console; it works alongside them as the communication and follow-up layer.

Yes, it is designed to run alongside them. Remote sessions, monitoring, patching and backup stay in your own tools; Rocketly holds where the request came from, who owns it, whether it falls inside the contract scope and what was said to the customer. If you want to connect the two sides, a webhook can open a record from your own system.

The SLA window is a commitment written in your own contract, and Rocketly makes it visible. When a ticket opens, a workflow fires: it uses customer type and priority tag as conditions, and produces a reminder for the owner before the window runs out and a notification for the team lead once it does. You define the thresholds and who gets alerted.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, the support mailbox over IMAP/SMTP, web forms, the live chat widget and Telegram appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

Yes. The customer record holds custom fields such as contract type, retainer period, out-of-scope rate and authorised contact, and segmentation groups contracted customers into their own list. When a ticket opens the engineer sees the scope on the same screen, and out-of-scope work starts its own quote flow.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build reminders and tasks for approaching licence end dates, maintenance package renewals and support contract period ends using your own intervals.

No. AI produces assisting output only: reply drafts based on your knowledge base, summaries of long ticket histories and suggested category or priority tags. It does not open a remote desktop, act on a server or network device, or run scripts. Final review of customer-facing content and sending authorization stay with the engineer.

With the AloTech and Bulutfon telephony integrations, call records land on the customer record and call analysis can produce a summary and a topic tag. We do not operate our own VoIP switchboard; the connection is made to the system you already use. Phone requests are written into the same queue, so the process runs on one history.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. Changing plan as the team grows does not cost you your data.

IT Support & MSP Firms

Put Your Support Queue and Contract Calendar on One Screen

Keep the ticket, the owner, the SLA reminder and the renewal date in one workspace.

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