All use cases

When a ticket changes hands

Reassign a ticket and the next tech gets the whole story in one note, ready to work.

The problem

Handovers are where time disappears on a busy desk. A ticket moves on with "can't print, tried rebooting". The next tech starts from scratch, calls the user back, asks the same questions and repeats the same checks. The SLA clock keeps running, and the client wonders why nobody's fixed it.

How we build it

  • Perfect Handover. The whole story in one note for the next tech, the moment a ticket is reassigned. It reads every user email, tech reply and internal note, then sets out the problem, who is affected, what was tried, what is ruled out, the likely cause and the next steps from your knowledge base and trusted sources. If nothing was recorded, the note says so, and the gap is plain to see.

Your team stays in charge

The receiving tech decides what happens next. The handover is an internal note on the ticket, so the user never sees it, and your techs read it in the PSA they already use. It adds the note, changes nothing else and leaves the work to your tech.

What the future looks like

Every reassigned ticket picks up where the last tech left off. Nobody asks the user "have you tried rebooting" twice. Tickets close in fewer passes, SLAs hold, and your senior techs spend their time fixing, not re-diagnosing. You get more from the team you already have.

Questions

When does the handover note get written?

Every time a tech reassigns a ticket to another tech or team, so the note is there when the next person opens it.

Can the user see the handover note?

No. It is an internal note on the ticket, written for the next tech. The user only sees the replies your techs send.

What if the last tech wrote nothing down?

The note says so. The next tech knows straight away that nothing was recorded, and still gets the problem from the user's own emails and the next steps from your knowledge base.

Who is behind Cobotic?

Cobotic is an Australian business. We build AI for Australian MSPs, working in the PSA your desk already uses. The handover note is tested on your own past tickets before it goes live.

Next use caseWhen a ticket is resolved

What it looks like

The same ticket, before and after.

Perfect Handover

The next tech gets the whole story, not a one line note.

Before: what the last tech left
AssignInternal NoteEmail User
[ID:0004132]

Cannot print to accounts printer

TriageIn ProgressEscalatedResolved
Alex Wood
Reassigned to 2nd Line Support

cant print, tried rebooting

After: what the next tech reads
AssignInternal NoteEmail User
[ID:0004132]

Cannot print to accounts printer

TriageIn ProgressEscalatedResolved
Cobotic
Internal note
Handed over because
Needs print server access.
Problem now
Accounts cannot print. Jobs stop in the queue.
Affected
Four users in accounts
Tried
Rebooted the PC: no change. New driver: no change.
Ruled out
The user's PC. Other users have the same fault.
Likely cause
Stuck print spooler on the server.
Waiting on
Told Priya we would call by 3pm.
Next step
Clear the spooler on the print server.

Want this running in your business?

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