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Documents, Operations & Support

Helpdesk Ticketing Agent

H1ST-SUP-TKT-001

A support request shouldn't fall through the cracks

When a user raises an issue, they should be able to see it's in hand, and you should be able to prove it. The agent gives data managers, project managers, and site users a single place to raise issues, follow their status, and see resolutions, with tickets captured in structured detail, assigned to the right queue, and tracked through their lifecycle to closure. Support requests stop scattering across email and chat and become a managed, measurable workflow.

The grind you know

A support request shouldn't fall through the cracks

Support requests reach you over email, calls, and side channels, so nothing is centrally tracked and items slip through the cracks. Users can't see where their issue stands, so they re-ask, and the noise grows. And your support team has no reliable record of volume, aging, or the problems that keep coming back.

Part of the Study Support Desk family

AI-triaged help desk for every user.

When a user raises an issue, they should be able to see it's in hand, and you should be able to prove it. The agent gives data managers, project managers, and site users a single place to raise issues, follow their status, and see resolutions, with tickets captured in structured detail, assigned to the right queue, and tracked through their lifecycle to closure. Support requests stop scattering across email and chat and become a managed, measurable workflow.

Explore the Study Support Desk family

How it works

  1. 1

    Submit

    Users raise a ticket with structured detail about the issue and its context.

  2. 2

    Assign

    The agent routes the ticket to the correct queue or owner and sets its initial state.

  3. 3

    Resolve

    Owners work the ticket through its lifecycle to resolution, with status visible to the requester.

Capabilities

What it takes off your plate

Structured Ticket Intake

Users submit issues with guided fields for category, affected study, and severity to speed triage.

Lifecycle Tracking

Each ticket moves through defined states from open to resolved with a full activity history.

Queue Assignment

Tickets are routed to the appropriate support queue or owner based on category and study.

Requester Visibility

Users see live status and updates on their tickets, reducing duplicate requests and follow-ups.

What you get

  • Centralized ticket register
  • Ticket lifecycle and activity history
  • Queue and ownership assignments
  • Ticket volume and aging reports

In practice

What this looks like on a real study

Where the agent shows up in the day-to-day of a live trial — the moments the grind usually lives in.

A request that used to land in an inbox

A data manager reports an EDC issue that would normally arrive by email and get lost. Structured ticket intake captures it with category, study, and severity, routes it to the right queue, and tracks it to closure.

A user checking status without re-asking

A site user wants to know where their issue stands. Requester visibility shows live status and updates, so they stop re-raising the same request and adding noise.

Seeing what keeps coming back

Support wants to know which problems recur. Volume and aging reports over the centralized register reveal the repeat issues and backlog the team couldn't see across scattered channels.

Proof

The impact on your study

100%
Support requests centrally tracked
40%
Fewer duplicate requests
30%
Faster average resolution

Figures shown are pre-launch targets based on internal benchmarks, not guaranteed outcomes.

Works with your stack

  • Email

    Email

Who it's for

Built for the teams who run trials

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Peace of mind

Built to the standards inspectors expect

Every output is generated inside a validated, audit-ready platform, kept under human-in-the-loop control, and mapped to the regulatory and CDISC standards this agent supports.

Frequently asked questions

See the Helpdesk Ticketing Agent on your study

Walk through it on your own workflow with a clinical-trials expert — no pressure, no obligation, and honest answers, including on the limits.