Request Management

Every request reaches the person who can resolve it — and every resolution makes the next one easier

Requests come from every audience and every channel — prospects and customers, partners and employees, through forms, email, chat, or your API. Each one lands as a structured record and routes to the right team on its own, while the requester sees progress the whole way.

Unlimited users · No per-seat pricing · No per-resolution fees

How every request gets resolved — and makes the whole company better at answering the next one

A sales question and an HR request aren't the same work, and pretending they are is why most queues stall — each type needs its own fields, its own routing, its own definition of done. But the person who can actually resolve it might sit anywhere: sales, product, IT, success. Per-seat tools lock most of them out. On one foundation, every request keeps its own structure and everyone can participate, without a licensing conversation. On top of that runs the full loop — capture, resolve, route, collaborate, inform, and improve. Traditional service tools stop at “close the ticket.” The sixth stage is the difference: every resolution becomes self-service that prevents the next request.

Capture Requests — Every request arrives as a structured record, not a generic ticket.

A prospect's sales question, a customer's bug report, a partner's deal-registration request, an employee's access or HR ask — each becomes a structured record with the right fields the moment it arrives, from a form, an email, live chat, or your API. No generic ticket sitting in a queue waiting to be triaged before anyone can act. The submission type sets the fields, routing, and workflow from the first second, so a bug captures reproduction steps, a feature request captures the use case, and an access request captures the system and approver — no follow-up email just to learn what someone needs.

Submit a Request
Choose a submission type and provide details — we'll route it to the right team.
What can we help with?
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bug_report Bug Report
help_outline Question
forum Feedback
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Contact
Alex Morgan
Account
Morgan & Co.
Subject
SSO login fails after IdP certificate rotation
Product
Enterprise
Category
Authentication & SSO
Description
Customer unable to log in via SSO after their identity provider rotated certificates last Thursday. Affects all 34 team members using SAML-based authentication. Direct login with email and password still works. Customer has confirmed the new certificate is active on their IdP side. Need to update the IdP certificate in SSO configuration, verify the metadata endpoint is accessible, and re-test the SAML assertion flow.
attach_file Drag files here or click to attach screenshots, documents…
Tags
SSO SAML Authentication Certificate Enterprise
link Linked to Live Chat #4835 · Agent: Emma Chen · Duration: 8 min
Cancel sendCreate Ticket

Resolve with AI — AI resolves the request before a ticket is ever created.

AI searches your trusted knowledge foundation to answer the question, complete the routine request, or walk the person through self-service — before a ticket is ever created. It cites the source so the answer is verifiable, personalizes by the requester's product, plan, or account, and takes real action where it's allowed to, not just replies with text.

Conversations
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This Session
Analytics API hitting 429s 2m ago
Engineering · APIs
Escalating to the platform team now.
Open
Automation workflow paused 1h ago
Platform · Automations
Resumed and re-synced.
Closed
Dashboard data lagging 3 days ago
Analytics · Platform
Refresh interval was the cause.
Closed
menu Support Assistant
AISupport Assistantnow
Hi there! I’m the support assistant. Ask me anything about the platform — and if you’d rather talk to a person, I can connect you with the team anytime.
API usage & limits Automation help Talk to a human
API usage & limits
AISupport Assistantnow
Sure — usage, rate limit, or a specific API error?
My automation keeps failing with a 429 from the Analytics API.
AISupport Assistantnow
That’s a rate limit on the Analytics API. Here’s what’s happening:
1Your workspace is capped at 600 requests/minute on that endpoint.
2Your automation fires on every record update, which spikes above that cap during bulk syncs.
3Batching updates or adding a short delay between calls usually clears it.
4You can watch real-time usage on the API dashboard before re-running the sync.
No action is needed on your end — I’ve flagged the workflow to retry automatically once traffic clears.
Can we just raise the limit instead?
AISupport Assistantnow
I can do a couple things here:
boltRequest limit increase chatChat with an agent
Ask about this product…
send

Route Intelligently — Routing and escalation happen without a triage queue.

AI and automation categorize, prioritize, assign an owner, apply the SLA, and trigger the workflow — based on request type, urgency, account, language, and skill required. Every rule runs the moment the request lands, so nothing waits in an inbox for a human to read it before it starts moving.

Bug Reports
Feature Requests
Sales Inquiries
Support Cases
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view_columnFields
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Request
Priority
Product Area
Status
Assignee
Export button crashes on large datasets
Critical
Reporting
Routing
Unassigned
Duplicate charge on invoice #8841
High
Billing
In Review
KOKai Osei
Add dark mode to reporting dashboards
Nice to have
Reporting Platform
Open
PPPriya Patel
Question about annual vs monthly pricing
Standard
Billing
Resolved
AIAI · Auto
Upgrade Nova Partners to Enterprise
Standard
Billing Access Control
Resolved
MRMarcus Reyes
Slack notifications arrive twice
Medium
Integrations
In Progress
DMDavid Martinez
Bulk-edit tags across requests
Nice to have
Platform
Open
Unassigned
API key stopped working after rotation
High
Developer Tools
In Progress
SKSarah Kim
Request to move seats between workspaces
Standard
Access Control
Resolved
AIAI · Auto
Mobile app crashes on file upload
Critical
Mobile
In Review
ECEmma Chen
Add SSO support for Okta
Nice to have
Access Control Platform
Open
JLJordan Lee
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1–11 of 42
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Collaborate & Resolve — The expert who knows the answer joins the record, license or not.

Your team and the requester resolve it from the same record — live chat, email, video, screen share, internal comments, and tasks in one thread. Internal discussion stays internal, customer-facing messages stay customer-facing, and anyone whose expertise is needed can be pulled onto the record without a support seat.

filter_listFilters dashboard_customizeContext + Chat + Item more_horiz
KO
Kai Osei Team Just now
Hi Rosa — I can see you've already worked through the standard troubleshooting steps, so let's skip ahead. This error usually shows up on larger accounts after a recent update. Try Settings → Advanced → Reset, then save again — that should clear it. Let me know how it goes.
RT
Rosa Tran Customer Just now
That worked, thank you! While I have you here — we've been growing pretty fast and I think we're ready to upgrade. Can you walk me through what's in the Enterprise plan?
KO
Kai Osei Team Just now
Absolutely! Let me give you a quick walkthrough — easier to show than explain.
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Video Call
Kai wants to video call
close videocam
Thanks for your patience, Rosa! Here's what Enterprise unlocks for a growing team: unlimited seats, advanced analytics, SSO, and a dedicated account manager. Happy to set up a walkthrough whenever works for you.
auto_awesomeAI Draft videocamVideo attach_file sentiment_satisfied_alt
Discard sendSend

Keep Requesters Informed — What the requester sees at 2am matches what your team sees at 2pm.

A self-service portal shows each requester exactly where things stand — status, updates, replies, files, and everything tied to their request — without pinging anyone for an update. What they see is the same record your team works from, not a summary that lags behind it.

All Issues
Billing
Platform
API
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Open 3
SUP-142
“Why did my automation stop mid-run?”
Workflow paused overnight with no error in the logs.
Open JL chat_bubble_outline 2m ago
SUP-145
“API key returns 401 after rotation”
Rotated the key this morning, requests still fail auth.
Open SK chat_bubble_outline 14m ago
SUP-139
“Can I export analytics to CSV?”
Need raw event data for a board report due Friday.
Open DM chat_bubble_outline 1h ago
In Progress 3
SUP-131
“Dashboard totals don’t match export”
Live dashboard reads 12% higher than the CSV pull.
In Progress EC chat_bubble_outline 18m ago
SUP-128
“Webhook retries aren’t firing”
Failed deliveries aren’t retried after the first attempt.
In Progress JL chat_bubble_outline 32m ago
SUP-136
“Bulk import stuck at 80%”
Job has held at the same progress for over an hour.
In Progress SK chat_bubble_outline 45m ago
Closed 5
SUP-119
“How do I add more users to my workspace?”
Onboarding five new teammates before next sprint.
Closed JL chat_bubble_outline Just now
SUP-102
“How do we upgrade to the Enterprise plan?”
Comparing seat limits before committing to a tier.
Closed EC chat_bubble_outline 3h ago
SUP-095
“Report builder chart won’t load”
Blank panel after adding a stacked bar chart.
Closed DM chat_bubble_outline Yesterday
SUP-088
“Where do I start setting up my first workflow?”
New account, looking for a starting template.
Closed JL chat_bubble_outline 2 days ago
SUP-071
“Can I move seats between workspaces?”
Consolidating two teams into one workspace.
Closed SK chat_bubble_outline 3 days ago
JL
SUP-119 — How do I add more users to my workspace?
Jordan Lee, Priya Patel
Closed
PP
Priya Patel · Customer 10:02 AM
We’re onboarding five new teammates next week — what’s the quickest way to add them all?
JL
Jordan Lee 10:06 AM
You can bulk-invite from Settings → Members → Invite — just drop in their emails separated by commas.
PP
Priya Patel · Customer 10:09 AM
Got it, invites are out. Do the new seats bill immediately or at renewal?
JL
Jordan Lee 10:10 AM
Prorated immediately, then folded into your normal renewal date.
JL
Jordan Lee 10:10 AM
Marking this resolved — let me know if any invites don’t land.
Message the customer… send

Improve Continuously — Every resolution becomes the answer that prevents the next request.

Every resolved request feeds back into the knowledge foundation. AI spots the gap that generated the request, drafts the article from the resolution, and the next identical request answers itself before it's ever filed.

Customer Enablement Support Questions
Resolved more_horiz
RT
Rosa Tran Customer 5 min ago
I've tried everything in the troubleshooting guide — cleared cache, restarted, checked my connection — but I still get the same error every time I try to save.
KO
Kai Osei Team Just now
This usually shows up on larger accounts after a recent update. Try Settings → Advanced → Reset, then save again — that should clear it. Let me know how it goes.
RT
Rosa Tran Customer Just now
That worked, thank you! While I have you here — we've been growing pretty fast and I think we're ready to upgrade. Can you walk me through what's in the Enterprise plan?
KO
Kai Osei Team Just now
Absolutely! Let me give you a quick walkthrough — easier to show than explain.
videocam
Video Call
Kai wants to video call
close videocam
Context close
Conversations
Assistant
auto_awesomeGenerated from conversation
Save Error on Large Accounts After Update
Summary
Users hit a persistent save error after a recent platform update. Standard troubleshooting (cache clear, restart, connection check) doesn't resolve it.
When It Happens
  1. Log in with a larger account
  2. Make any change and click Save
  3. Error appears
Fix
Settings → Advanced → Reset, then save again — clears the cached state conflicting with the update.
Tags
Save Error Large Accounts Reset
descriptionCreate Article
auto_awesome Ask AI anything… send

One flat price, however much you use it

Unlimited users — no seat cost

No per-resolution fees

One platform replaces 4–6 tools

See pricing
Customer stories

What changes when every resolution feeds the system that resolves the next one

Teams that resolve requests on the same foundation as their knowledge watch volume fall as the foundation gets more complete — the same question stops coming back, and the team spends its time on what actually needs a person instead of re-answering what's already known.

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FAQs

Service management software — questions from support and ops leaders

Common questions about capturing, routing, and resolving every request — from prospects, customers, partners, and employees — on one foundation, answered for support and operations leaders.

When our team resolves a complex issue or uncovers a knowledge gap in a conversation, there's no easy way to capture that as an article, a project, or a task. Can AI help close those gaps from within the conversation?

Yes — AI can generate new knowledge articles, create projects, log tasks, or produce any content type directly from conversation context, so insights captured during support don't stay buried in closed tickets.

Support conversations are the richest source of intelligence in most companies. Your team discovers undocumented workarounds, identifies product issues worth tracking as projects, and resolves questions that should become knowledge articles. But capturing any of that means switching to another tool, manually copying context, formatting it, tagging it, and publishing it. Nobody has time. So the workaround stays in the agent's head, the product issue gets mentioned on Slack and forgotten, and the same question generates another ticket next week.

MatrixFlows lets agents create any content type directly from a conversation — with AI doing the heavy lifting. Spot a recurring question? AI drafts a knowledge article from the conversation context, pre-tagged with the right product, topic, and audience. Uncover a product issue? Create a project or bug report with the details already populated. Need to assign a follow-up? Generate a task linked to the conversation. Everything flows into your knowledge foundation as structured content — searchable, reusable, and immediately available to AI assistants and self-service apps. The gap between "we learned something" and "everyone benefits from it" closes inside the conversation itself.

Our agents spend too much time searching for answers across different tools before they can respond — is there a way to surface relevant knowledge and draft responses automatically?

Yes — AI connected to your knowledge foundation surfaces relevant articles, similar past conversations, and draft responses the moment a new conversation arrives, before your agent types a word.

This is where disconnected tools cost the most time per interaction. A customer asks about a configuration issue. The agent searches the knowledge base — finds something vaguely related. Checks an internal doc — maybe helpful. Pieces together a response from memory and whatever they found. Multiply that research time across every conversation and your team is spending hours a day just looking for information they know exists somewhere.

MatrixFlows AI analyzes every incoming conversation — the topic, the product, the context — and instantly surfaces relevant knowledge articles, similar resolved conversations, and a draft response grounded in your verified content. Agents see what's relevant before they start working. Every suggestion shows its source so they can verify in one click. If no good content exists, the system flags it as a gap instead of guessing. Agents respond faster because the research happens automatically — and the responses stay consistent because everyone is working from the same foundation.

We handle support across live chat, email, and want to use video for complex issues — is there one inbox that connects all these channels to our knowledge base?

Yes — manage live chat, email, and video conversations from one unified inbox where every channel is connected to the same knowledge foundation, AI assistance, and conversation history.

Most support teams piece channels together separately. Live chat through Intercom, email through Zendesk, video through Zoom or Teams. Each channel has its own interface, its own history, and no shared context. A customer starts on chat, follows up by email, and the agent on email has no idea what happened in chat. Worse, none of these channels are connected to your knowledge — agents search separately for answers regardless of which channel they're working in.

MatrixFlows Inbox brings chat, email, and video into one workspace. Live chat for real-time conversations with AI-suggested responses from your knowledge foundation. Email for longer threads where full history and attachments stay alongside relevant knowledge. Video and screen sharing for complex issues where showing is faster than explaining — launched directly from any conversation without switching tools. Every channel sees the same customer context, the same conversation history, and the same AI-powered knowledge assistance. A customer who starts on chat and follows up by email picks up exactly where they left off.

Our support team is in Zendesk but our internal collaboration is in Slack and Confluence — is there a platform where internal and external conversations happen in the same place?

Yes — unified platforms combine internal team collaboration (projects, knowledge, discussions) and external support (customer, partner, employee conversations) in one workspace, so agents don't switch tools and context doesn't get lost.

This is one of the biggest hidden costs in support. A customer emails about a complex issue. The agent needs input from engineering. They switch to Slack, ask the question, wait for a response, switch back to Zendesk, and type the answer. The Slack thread has the real troubleshooting context. Zendesk has the customer-facing response. Neither system knows about the other. If the customer follows up next week, a different agent has no idea about the Slack discussion. The real resolution knowledge stays invisible.

MatrixFlows brings internal collaboration and external support into one platform. Reply to a customer in the same workspace where you discuss the issue with engineering. Internal comments stay internal. Customer-facing responses go to the customer. The full resolution context — internal discussion, customer interaction, knowledge referenced, solution reached — lives in one place. No switching between Slack, Confluence, and Zendesk. No lost context. And because there's no per-agent pricing, your entire company can participate in support when their expertise is needed.

We handle more than just support tickets — feature requests, feedback, sales inquiries, onboarding questions — but everything lands in one generic queue. Is there a better way?

Yes — platforms with custom submission types let you define different fields, statuses, and routing for each type of interaction, so a feature request follows a different path than a support case.

Most help desks treat everything as a ticket. A customer reporting a bug fills out the same form as someone requesting a feature or asking a billing question. Your team triages manually before they can even start working. Feature requests get lost in the support noise. Sales inquiries sit in queue behind password resets. Everything gets the same workflow even when it shouldn't.

MatrixFlows supports custom submission types — cases, feature requests, feedback, sales inquiries, onboarding questions, internal requests — each with its own fields, status workflows, and routing rules. A feature request captures use case context and routes to product. A sales inquiry captures company details and routes to the right rep. Each type collects the right information upfront and follows the right path. Your queue stays organized, your teams get structured input, and simple requests can resolve without human intervention.

How is this different from a ticketing system like Zendesk or Jira Service Management?

A ticket queue tracks the request until someone closes it — then the knowledge walks out with the ticket. MatrixFlows runs the same intake, routing, and resolution, but the request and the knowledge live on one foundation, so every resolution becomes reusable self-service instead of a closed record nobody reads again. A ticket tool’s volume grows with your customer base; a closed-loop foundation’s volume drops as the foundation gets more complete.

Resolve the request, then never answer it again

Intake, route, and resolve with full context — and every answer becomes knowledge the next person finds themselves.