How can I improve support triage?
ArtifactUnderstand the issue, identify the priority, and route it to the right owner.
Enrich with company data
Create recordEvery ticket comes with context, an answer, and a next step. WorkBase helps support teams resolve issues faster without making agents chase the work around the ticket.
Tickets don't pile up because agents are slow. They stall because triage, research, follow-ups and next steps all happen after the conversation — usually while the queue keeps filling.
22.5 hours a week on non-customer conversations. That's 55% of a support agent's time spent moving work instead of resolving it.
One trigger. The work is done. The reply is ready, the ticket is updated, and the next step is underway.
Libra
Refund request received
Customer is requesting a refund for a duplicate charge.
Hi team, customer is requesting a refund for a duplicate charge. Order ID: #A19288.
Choose a repeatable support task. Connect the systems it needs. Give it an instruction once. WorkBase keeps the workflow moving.
Understand the issue, identify the priority, and route it to the right owner.
Enrich with company data
Create recordPull the relevant context and draft a clear response grounded in your support knowledge.
Update statusPackage the issue, customer history, reproduction details, and impact before handing it over.
Pull ticket statusSalesforce, HubSpot and Pipedrive are systems of record. They tell you what happened. WorkBase reads from them and knows what to do next.
| Dimension | Traditional CRM | Libra WorkBase |
|---|---|---|
| Ticket triage | Agent reads and routes | Auto-updated from email, meetings and calls |
| Follow-ups | Agent researches and writes | Drafted from the meeting context, ready to send |
| Escalations | Explain the issue again | Context travels with the handoff |
| Customer history | Spread across systems | Connected around the ticket |
| Follow-through | Agent remembers | Workflow keeps moving |
WorkBase pulls together the customer, conversation, product, and support context an agent needs without making them search for it.
Connectors for support
Salesforce
LinearNo. Salesforce, HubSpot and Pipedrive stay your system of record. WorkBase reads from them and writes back to them, so agents stop typing what the tools could have captured.