Keep support agents on top of discount evidence and tickets

Support agents miss discount spreadsheet updates, creating evidence gaps and refund delays. Rows become accounting tickets with contact and attachments so agents route and resolve cases.

Overview

Support agents lose refund evidence when discount spreadsheet updates go un-ticketed, risking SLA breaches and frustrated customers. This workflow captures updated rows as accounting tickets with mapped contacts and attachments, eliminating evidence gaps and ensuring faster routing plus clear audit trails.

Notable Features

Create accounting tickets from rows
Attach evidence files to tickets
Map contacts from spreadsheet emails