A high-volume consumer help desk for B2C app and subscription companies handling user account, billing, app, and product questions in Taskade.
What's Included
- High-Volume Queue: Board view with priority lanes — App-Breaking, Billing, How-To, Feedback
- User Database: Table view with user, plan, last login, device, and ticket history
- AI Triage Agent: Custom agent handles 70% of tier-1 tickets autonomously — drafts and sends after confidence check
- Self-Updating KB: Resolved tickets feed the knowledge base; agent answers improve weekly
- Multi-Channel Sync: Bidirectional sync — email, in-app chat, and social DMs in one queue
- Volume Dashboard: Tickets per topic per day — surfaces release-day spikes
Why This Template Wins
- 70% tier-1 deflection without breaking trust: The agent only auto-sends when confidence is high; the rest go to a human queue
- Multi-channel one queue: Whether the user emails, DMs on Twitter, or chats in-app, the same ticket and the same agent serve them
- Release-day surge handled: When a release breaks something, the volume dashboard surfaces the topic in real time — not in next month's review
How to Use
- Clone this template into your Taskade workspace
- Customize lanes, confidence thresholds, and brand voice
- Connect your inbox, in-app chat, and social DMs
- Train the AI Triage Agent on past tickets and KB articles
- Set up automation triggers for spike alerts and CSAT follow-ups
FAQ
How accurate is the auto-send threshold?
Tunable per category. Most teams set it at 90% confidence so only the top tier auto-sends; the rest queue for human review.
Does it handle Twitter and social DMs?
Yes. Connect Twitter and other social channels via the integrations directory; the agent normalizes them into the queue.
What plan supports a million-user B2C app?
Business ($40/mo) is the floor for high-volume reporting. Enterprise ($400/mo) adds custom retention and dedicated support.
CTA
Try this template free in Taskade. For multi-channel setup, see /learn/automation/automations-execution. To generate a custom version, try the AI Customer Service Generator. Browse B2C apps in the Community Gallery.