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Client requests

Give every request a clear next step

Bring connected email and portal requests into conversations your team can assign, prioritize and follow through to resolution, with the client record close at hand.

Staff view: the conversation queue with ticket status, priority and client details.

Bring mailboxes together

Connect Microsoft 365 or Google Workspace mailboxes to bring email threads into a shared inbox. Provider credentials and administrator consent are part of setup.

Make ownership clear

Assign each request to the right person and set its status and priority. Link conversations to the company, contact or asset involved.

Track service deadlines

Configure SLA policies for first response and resolution, with business hours and pause rules. Follow deadlines and breach notifications as work progresses.

Keep useful views close

Filter the queue by status, priority, assignee or tags. Save views for the work you return to regularly.

Learn from customer feedback

Configure customer-satisfaction surveys after ticket completion. Review ratings and CSAT reports to see where service can improve.

Works with

Continue the work across UnifyDesk product areas.

Integrations

Microsoft 365

Available

Manage connected Microsoft mailboxes as shared conversations.

Google Workspace

Available

Bring connected Gmail mailboxes into the shared inbox.

View integrations and setup requirements

Try it with your team

Explore client work in one workspace.