YuDesk · Customer Engagement Platform

Every conversation, one desk

Tickets, WhatsApp, leads and video KYC in one platform. Your team answers faster, your customers stop repeating themselves, and nothing falls between two inboxes.

Book a DemoSee What It Does
  • Email, WhatsApp and chat
  • AI triage and routing
  • SLAs on every ticket
  • Video KYC built in
01 · Ticketing platform

One queue for every message your customers send

Email, WhatsApp and web chat land in the same place, as tickets your team can assign, track and close.

  • Replies thread back to the same ticket
  • Acknowledgements sent automatically
  • Bounces and out-of-office excluded
#4412 · Loan statement not receivedAwaiting reply
ops@acme.co09:12The annual statement for policy 143N066V02 still hasn’t arrived.
Systeminternal09:12Acknowledgement sent automatically.
Anita R.internal09:20Email on file has bounced twice — address looks stale.
Priya Nair09:31Can you send it to this number instead? And update my email.
Priya Nair09:44Uploaded address-proof.pdf
Priya Nair09:45And is the policy still active after all this?
AI assisted reply
Drafting from your knowledge base…
Reading the thread…

Tickets from email

Every mail to your support address becomes a ticket with a number, an owner and a status — and replies thread back into it instead of starting a new one.

Tickets from WhatsApp

A WhatsApp message raises a ticket the same way. The agent answers inside YuDesk; the customer sees a normal WhatsApp reply.

Summaries and suggested replies

Long threads arrive summarised, with a reply drafted from your past tickets and knowledge base. The agent edits and sends.

Resolve in chat

Customers keep chatting until the issue is closed, and agents see the whole history — so nobody explains the problem twice.

Public replies and internal notes

One thread holds both. Notes stay between your team; replies go to the customer with CC, BCC and attachments where needed.

Structure, audit and export

Custom fields, tags and categories to classify tickets; a field-level audit trail of every change; bulk export to CSV or XLSX.

02 · AI and routing

Only the tickets that need a person reach one

Everything else is handled before it reaches the queue. What is left arrives routed, summarised and on a clock.

Intakelive
ops@acme.conow

“Our refund for 14 invoices still hasn’t landed — and separately, the company card was declined twice at checkout yesterday.”

AI reads the thread
Auto-filled
PriorityHigh
CategoryDispute
Tagsrefund · card

2 unrelated issues detected — splitting into separate tickets

Routed to the on-call agent
#4418Refund not received — 14 invoicesPayments · Anita Rao on callOn Track
#4419Card declined twice at checkoutCards · Dev Menon on callOn Track
SLA statesOn TrackAt RiskBreachedPaused
Queue SLA applied · first response due in 30m

AI resolves the repeat questions

Balance queries, document checklists, status updates — the AI answers them from your knowledge base and closes the ticket. Your agents never see the ones that did not need them.

Escalation, with the context attached

When the first answer does not land, an expert picks the thread up — and when a person is needed, they arrive holding the full conversation and a summary. The customer is never asked to start over.

AI auto-fill on intake

An email arriving as a ticket gets its priority, queue, category, tags and custom fields populated on the way in. Anything a human sets wins, and if the AI call fails the ticket is still created — triage never blocks intake.

One thread, as many tickets as it needs

A mail raising two unrelated problems becomes two tickets, each with its own queue, owner and clock — instead of one ticket that closes when only half of it is done.

Automatic assignment

Tickets route by topic, language, channel, customer tier or load, and reach the right queue in seconds — not a shared pile someone triages by hand.

Migration without the weekend

Bring tickets, contacts, canned replies and history across from your current helpdesk. Your numbering, statuses and tags come with you, so nothing has to be relearned.

What happens when the first answer is not enough

Most chats end at the automated reply. The ones that do not are the whole test — and they are handed on inside a minute, with everything said so far attached.

Web chat · Priya Nairauto-replying
The whole conversation moves with it — nobody is asked to start again
03 · Queues, on-call and SLAs

A ticket at 2am reaches whoever is actually on call

Queues hold the work, rosters decide who owns it right now, and the handover happens on a schedule instead of in someone’s head.

Queues with their own membersQueues

Create a queue per team, product or service. Members carry On-call Agent and On-call Manager flags, and on-call users can see every ticket in the queues they cover.

Per teamPer productShared visibility
2 rolesOn-call Agent · On-call Manager
Time-bound on-call rostersRosters

Rosters run on a schedule, so cover changes hands automatically at the end of a shift. Import a quarter of rota in one CSV instead of entering it by hand.

ScheduledAutomatic handoverCSV import
1 CSVA quarter of rota at once
An SLA engine, not a fieldSLA engine

Policies at global, queue and product × priority level. Breach detection runs every 60 seconds and every SLA event is kept against the ticket, so a missed target is a record rather than a recollection.

GlobalPer queueProduct × priorityAudit trail
60sBreach detection interval
Working hours that match the deskCalendars

Each queue gets its own working-hours calendar and holiday list, and a queue that needs tighter targets overrides the global policy. A clock that runs through a bank holiday measures nothing.

Business hoursHoliday listQueue override
Per queueCalendar and holiday list
A Slack channel per queueAlerts

Point each queue at its own Slack channel. Ticket updates and breach alerts land where that team already works, not in an inbox nobody is watching.

Ticket updatesBreach alertsPer-queue routing
1 channelPer queue, not one firehose
Why it matters

Nobody owns a ticket by accident.

Queue, roster, SLA clock and Slack channel are configured once and applied to every ticket that arrives — including the ones at 2am on a bank holiday.

04 · Customer portal

Your customers stop having to ask

A portal of their own, switched on per client. Fewer chasing emails for your team, and no customer left guessing where a ticket got to.

Your ticketspriya@example.in
Check your emailWe sent a 6-digit code to priya@example.in
Code expires in 10 minutes
One-time code · no password to create or reset

Sign in with an email OTP

No password to create, forget or reset. A one-time code to the address already on the ticket is enough to prove who they are.

See every ticket they have raised

Status, history and replies in one place — so “any update on this?” stops arriving as a separate email.

Raise and reply, with attachments

Customers open new tickets and answer existing ones from the portal, attaching whatever the agent asked for.

Acknowledged automatically

Every ticket raised and every reply sent gets an immediate confirmation email, so nobody wonders whether it landed.

05 · Dashboard and reports

What is happening, while it is still happening

Queue load, SLA risk and agent performance visible during the shift they describe.

YuDesk Analytics24h7dLive
Tickets1,284this week
First response6m−18% this week
Resolved93%+4% this week
SLA breached2.1%−0.5% this week
Resolution trend
Tickets / day
Ticket status
Resolved68%In progress19%Awaiting reply11%Breached2%
Funnel
Acknowledged99%
First response in SLA94%
Picked up by an agent72%
Resolved93%
Resolved within SLA89%
Reopened3%
Tickets answered inside five minutes resolve 2.3× faster. Put your busiest queue on a tighter SLA.
Tickets1,284Last 7 days
Uptime99.9%live
Resolved93%

A live board, not a weekly report

Volume, first-response times, resolution rate and SLA breaches on one screen, moving through the shift they describe.

Filter and sort the whole queue

Slice the ticket list by queue, owner, priority, status or SLA state, and keep the view you work from.

Agent performance reports

Volumes handled, resolution times and SLA attainment per agent, so coaching conversations start from evidence.

Export, with permissions

Bulk export to CSV or XLSX, gated by role — the people who should not be extracting the whole ticket history cannot.

06 · WhatsApp inbox

WhatsApp, with a real queue behind it

WhatsApp is a support channel, not a side door. YuDesk gives it the same queue, the same ownership and the same history as everything else.

A shared inbox, not a personal phone

Every WhatsApp conversation is visible to the team. Anyone can pick one up, hand it over, or see what was already said.

Approved templates

Send pre-approved WhatsApp templates for updates, reminders and confirmations — compliant by default, no copy-pasting.

Turn a chat into a ticket

One click converts a conversation into a tracked ticket with an owner and an SLA, and keeps the chat attached to it.

Customer context beside the chat

Past tickets, open leads, documents and KYC status sit next to the message, so the agent answers without going looking.

Priya Nair+91 ····· 4821 · WhatsApp#4412
Hi, I uploaded my documents yesterday but the status still says pending.
Hi Priya — I can see both documents. The PAN is verified; the address proof is in review and should clear today.
Thanks! Do I need to do the video call as well?
Yes, one short video KYC. I can send you a link for a slot this evening.
Suggested: send “Video KYC slot” template
Context
Customer sinceMar 2024
Open tickets1
Lead stageQualified
Documents2 of 2 received
KYC pending
07 · Leads management

From first enquiry to signed customer, in one pipeline

The same platform that answers your customers also tracks the people who are not customers yet — with stages your team can actually see.

PipelinePipelineAll leads97+5ForecastQ4 2026
Leads97
New42
Qualified17
Won06
This quarter₹1.6 Cr open
New42
new
Meridian FinanceWebsite form · not yet contacted
InboundBFSI05/01/26
Value₹12L
new
Kestrel Logistics
₹4L05/01/26
Contacted28
warm
Northwind Bank
₹28L06/01/26
warm
Harbour Mutual
₹7L07/01/26
Qualified17
hot
Aspero MarketsSecurity review booked
2 files08/01/26
Value₹46L
hot
Volta Energy
₹9L09/01/26
Proposal09
hot
Sunteck Realty
3 files10/01/26
Value₹61L
hot
Larkfield Group
₹18L11/01/26
Won06
won
Zenpay
₹33L04/01/26
won
Orchid Capital
₹21L02/01/26

Capture from every source

Website forms, WhatsApp, inbound email, campaigns and imports all create leads in the same pipeline — no spreadsheet in between.

Web formsWhatsAppEmailImports

Assign and follow up

Give each lead an owner and a next action with a due date. Overdue follow-ups surface instead of quietly ageing.

OwnerNext actionDue date

Score and prioritise

Rank leads by source, engagement and fit, so the team works the ones most likely to close first.

SourceEngagementFit

Convert to a customer

When a lead closes, it becomes a customer record with its full history — every conversation that got it there stays attached.

Full historyConversations kept
08 · Video KYC

Verify a customer the way the case deserves

Five modes, from a fully automated avatar session to a live advisor call. Same checks, same audit trail — you choose how much human time each journey is worth.

Fully automated

How it works

An AI avatar walks the customer through the session on video — asking for each document, confirming what it received and prompting for the liveness check. No agent is scheduled and no slot is needed.

Best for

High-volume onboarding where customers arrive at all hours and the flow is the same every time.

Session · Priya Nair00:00recording
AI avatarLook straight at the camera
LivenessRunning
Photo matchWaiting
Document checksWaiting
Consent captureWaiting
Approved automatically
Evidence stored against case #KYC-2291

Checks inside every session

Whichever mode you pick, the same four checks run and the same evidence is stored against the case.

Check 01

Liveness

Confirms a real person is present, not a photo, a recording or a replayed screen.

Rejects photos, recordings and replays
Check 02

Photo match

Matches the live face against the photo on the submitted ID.

Compares the live face with the ID
Check 03

Document checks

Reads the document, validates its fields and flags tampering or mismatched details.

Flags tampering and mismatched fields
Check 04

Consent capture

Records the customer’s on-camera consent and timestamps it with the session.

Stores consent, timestamped to the session
09 · Platform and admin

The half nobody demos, and every desk needs

The unglamorous half: permissions, audit, retention, reporting. It is the half that decides whether the platform survives its first compliance review.

Routing rules

Send tickets to the right queue by topic, language, channel or customer.

Canned replies

Saved answers your team can insert and edit, kept in one shared library.

Multilingual replies

Read and answer in the customer’s language without leaving the ticket.

Knowledge base

Articles your agents and the AI both draw on, so answers stay consistent.

Integrations

Connect your CRM, core systems and internal tools so context flows both ways.

Roles and permissions

Admin, Manager, Agent and On-call Manager built in, plus a custom role builder for anything else.

Google SSO and invites

Sign in with Google; onboard the rest of the team by email invitation.

Multi-workspace

Run separate workspaces side by side, each with its own queues, roles and config.

Working hours and holidays

Business calendars and holiday lists that SLA clocks actually respect.

In-app and Slack notifications

Ticket events in-app, and queue-level Slack channels for updates and SLA breaches.

Admin config, no redeploys

Users, queues, rosters, ticket fields, SLA policies, roles and feature flags are all configured in the UI.

Reports and analytics

Volumes, response and resolution times, SLA performance, agent and queue load — exportable to CSV or XLSX by role.

Audit trail

Field-level history — every status change, reassignment and edit recorded with who and when.

Document capture

Collect, store and validate customer documents against the right case, with attachments on every reply.

Fraud and duplicate signals

Flags repeat applications, mismatched details and suspicious patterns.

Data retention

Retention and deletion policies you set, applied consistently across records.

10 · Benefits

What changes for the people doing the work

Platform consolidation is the mechanism. These are the things your team notices in the first fortnight.

01

Faster first response

Tickets arrive routed and summarised with a reply already drafted, so the first message back goes out in minutes rather than at the end of a triage pass.

Minutes, not a triage pass
02

Fewer repeat questions

The AI closes the ones it can answer from your knowledge base. Agents spend their day on the cases that actually need judgement.

Agents keep the judgement calls
03

One view of the customer

Tickets, chats, leads, documents and KYC status against a single record — so nobody asks a customer something the company already knows.

Nobody asks the same thing twice
04

No more tool-switching

Helpdesk, WhatsApp, CRM pipeline and video KYC in one place. Less context lost between systems, fewer things to license and maintain.

One platform, not four
05

Compliance evidence by default

Consent, documents, check results and an audit trail are captured as the work happens, not assembled afterwards when somebody asks.

Captured as it happens, not assembled later
06

Visibility for managers

Queue load, SLA risk and agent performance are visible while the day is still running, not in a report that arrives next week.

During the shift, not next week
Next steps

See YuDesk on your own tickets

Bring a week of real conversations. We will show you what the AI would have closed, what it would have routed, and what your team would still be answering.

Migration from your current helpdeskPilot on one queueNo change to your numbering