Transform Customer Service

Transform customer service with Perfo

Make support easier and trackable

Keep all requests in one place, so nothing gets missed. Track response times, spot bottlenecks, and measure results with clear reports. Support becomes simple to manage and easy to improve.

Step 1

Centralize All Requests with Service Desk

Every customer inquiry, support request, or reported issue enters a unified Service Desk. Tickets are automatically categorized, prioritized, and assigned to the right team member—so nothing is missed.

Centralize all requests with Service Desk
Communication with Inbox
Step 2

Communication with Inbox

All related conversations, internal notes, and status updates are consolidated in the Inbox. Agents can respond, escalate, and collaborate directly—keeping everyone aligned and informed.

Step 3

Empower Customers with Client View

Offer clients a secure portal to check ticket status, review solutions, and provide feedback—without exposing internal data. Build trust while reducing repetitive follow-ups.

Empower customers with Client View
Maintain knowledge with Wiki KB
Step 4

Maintain Knowledge with Wiki KB

Document common questions, troubleshooting steps, and best practices in a searchable hub. Articles stay versioned and accessible to agents and customers alike.

Step 5

Accelerate Resolution with AI Helpers

Perfo’s AI suggests knowledge articles, drafts replies, categorizes tickets, and sends smart notifications—so agents focus on complex cases while routine tasks run instantly.

Accelerate resolution with AI helpers
Ensure security with project level access control
Step 6

Ensure Security with Project Level Access Control

Set granular permissions so only authorized team members can view or edit sensitive customer data. Maintain compliance and protect client privacy at every stage.

Other use cases to explore

Client Escalation Management

Assign and monitor high-priority tickets with clear accountability.

Feedback Loops

Collect and analyze client feedback via Client View and surveys.

Performance Reporting

Generate reports on ticket volume, resolution times, and CSAT.