Quick Guide to Building a Customer Support Tool
Welcome to your step-by-step guide for creating a Customer Support Tool using the Five platform. In this guide, we will cover three essential steps to get your application up and running!
Step 1: Set Up Your Application
1. Create a new application in Five by clicking on Applications and then the yellow Plus icon. Name your application Customer Support Tool and save.
2. Enable multiuser functionality to allow multiple support agents and customers to interact with the tool. Save your changes and deploy your app for the first time.
Step 2: Design the Database
1. Using the Table Wizard, create tables for Tickets, Customers, and Responses. Define the necessary fields for each table:
- Tickets: Ticket ID, Customer ID, Issue Description, Status
- Customers: Customer ID, Name, Email
- Responses: Response ID, Ticket ID, Response Text, Timestamp
2. Establish relationships between these tables ensuring Tickets can link to Customers and Responses respectively.
Step 3: Build the User Interface
1. Create forms using the Form Wizard for agents to view and respond to support tickets, and for customers to submit new tickets.
2. Add a menu structure that allows agents to navigate between tickets, customer information, and responses.
3. Finally, run your application and ensure everything is functional by testing ticket submissions and responses.
Conclusion
Congratulations on creating your Customer Support Tool! You now have a functional application to manage customer support efficiently. Don’t forget to explore additional features like reports and charts to enhance your tool further!
For further assistance, refer to Five’s documentation or community for support.
