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Customer Success & Support template

Help desk room

Requests triaged, queued and answered by the right specialist, as one link the people you send it to can explore, ask questions in and act on.

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A live example

Built with WZRD. Explore it and ask its agent anything.

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Explore the room and ask its AI agent anything. It can talk, so you may want sound on.

What's inside

A support room that collects requests, gathers the details needed to triage them, routes them to the right specialist, and lets customers find answers or track request progress. WZRD AI fills these tabs from your material.

  • Get help

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

FeaturesInteractive documentsPricingUse casesFree toolsTemplates
How can we help?, Tell us what you need and Quick answers

  • My requests

    Request status and Request details

  • Help center

    Browse help articles and Find the right team

  • Its AI agent: Support Guide

    Help visitors find approved answers, gather the right details for triage, and direct requests to the appropriate documented specialist or support path. Explain request status and escalation steps only from available information. Never invent policies, response times, product behavior, or case details, and do not reveal information the visitor is not authorized to access.

    • Who it's for

    • Made by Support Leader, Support Agent, CSM and Operations Manager
    • For customers, end users, account admins and new customers
    • In SaaS, Services, Telecom and Retail

    When to use it

    • When a customer needs help: a Support Leader sends it to the customers
    • After a product release: a Support Agent sends it to the end users
    • During peak season: a CSM sends it to the account admins
    • After hours: a Operations Manager sends it to the new customers
    • When an issue is escalated: a Support Leader sends it to the customers

    What WZRD needs

    • Help center + FAQs
    • Support policies + macros
    • Or just a sentence describing it

    Start from this

    Use the template, add your material, then change anything.

    Create a help desk room for SaaS when a customer needs help, using my help center + FAQs.
    Use this template

    Questions

    What is a help desk room in WZRD?+

    Requests triaged, queued and answered by the right specialist, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Serviceroom.

    What do I need to make one?+

    Usually help center + FAQs and support policies + macros. A sentence describing what you need is enough to start; files, links and notes make it specific.

    Who is it for?+

    It is made by Support Leader, Support Agent, CSM and Operations Manager, for customers, end users, account admins and new customers.

    Can I change it after it's made?+

    Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.

    Can ChatGPT or Claude make it for me?+

    Yes. With WZRD connected, ask for it in your own words, for example: "Create a help desk room for SaaS when a customer needs help, using my help center + FAQs." WZRD finds this template and builds the room.

    Related templates

    • Customer onboarding portal→
    • QBR / EBR room→
    • Customer training hub→
    • Front desk reception room→
    • Patient reception room→
    • IT service desk room→
    • All templates→

    Also for

    • Templates for saas & technology→
    • Templates for retail & e-commerce→
    • Templates for customer success teams→

    Let's make a room

    Describe what it's for or drop in a file. No sign-up needed to start.

    Make a roomSee plans
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