OfferStream Customer Service

Customer support, done simply.

A clean, on-brand support desk your customers actually enjoy, and a fast, focused workspace your team actually wants to use. Tickets, knowledge base, SLAs, and automations, without the bloat. Launch in minutes.

OfferStream Customer Service agent ticket view
Minutes
To launch
100%
Your branding
One
Unified inbox
24/7
Customer portal
What's inside

Everything a great desk needs, nothing it doesn't.

The features that matter, designed to be obvious. No 30-tab admin maze.

Customer portal

Customers submit, track, and reply to tickets in a clean, branded portal, with attachments and live updates. No app to install.

Self-service help center

A searchable knowledge base, right in the portal. Customers find answers before they open a ticket, and relevant articles are suggested as they type.

Agent workspace

Queues for My Tickets, Unassigned, Open, and All. Assign, set state and priority, tag, and post internal notes, fast.

No-code automations

Build if-this-then-that rules in plain language. Auto-acknowledge, route by topic, tag, escalate, or reply, no developer required.

Reporting & insights

Volume, response and resolution times, SLA compliance, and backlog at a glance. Know where your team stands, every day.

SLAs & overdue alerts

First-response and resolution targets by priority, with clear overdue badges so nothing slips through the cracks.

Macros & canned replies

One click to apply a state change, set priority, and send a saved reply. Common answers, instantly.

Properties & tags

Capture product, order, source, and tags on every ticket, for sharper routing, faster search, and cleaner reporting.

Email notifications

Customers get an on-brand email the moment your team replies, with a link straight back to their ticket. No one waits in the dark.

Satisfaction ratings

Every closed ticket invites a one-click CSAT rating. Scores roll straight into your reports so you can see how customers feel.

Full activity trail

Every open, reply, assignment, and close is logged with who and when, per ticket and company-wide. Accountability, built in.

AI assistant

An AI helper answers customers from your knowledge base before they open a ticket, and drafts agent replies from the conversation. On your AI keys.

Your branding

Your logo, your colors, your name, applied across every screen, light and dark. It looks like you, not us.

For your team

A workspace that gets out of the way.

Triage from one screen. See the customer, the thread, and the controls, no context-switching.

  • Internal notes your customers never see.
  • Assign & prioritize in a click, with live queue counts.
  • Multi-company super-admin view to manage every tenant.
OfferStream Customer Service ticket list
OfferStream Customer Service reporting dashboard
Run a tighter desk

See everything. Automate the rest.

Know your volume, response times, and SLA compliance at a glance, then let no-code rules handle the busywork.

  • Live reporting on backlog, first-response time, and SLA met rate.
  • No-code automations to auto-acknowledge, route, tag, and escalate.
  • A built-in agent handbook so new agents are productive on day one.
Set the standard

Your SLAs. Your hours.

Set response and resolution targets per priority, and count business hours only, so the clock pauses nights and weekends.

  • Per-priority targets for first response and resolution.
  • Business-hours timers with your timezone and working days.
  • CSAT after every close, so you know how you're really doing.
OfferStream Customer Service SLA policy settings
OfferStream Customer Service AI assistant
Built-in AI

Answers, before the ticket.

An AI assistant answers customers from your knowledge base in seconds, and drafts agent replies from the conversation. Grounded in your articles, on your AI keys.

  • Customer self-service, the assistant answers from your published help articles.
  • One-click reply drafts for agents, from the ticket thread and your KB.
  • Cost-aware, it runs an efficient model since answers come from your content.
How it works

Three steps. That's it.

01 / Submit

The customer asks.

They open a ticket in your branded portal, or you create one for them. Attachments and all.

02 / Triage

Your team responds.

Tickets land in the right queue. Agents assign, reply, add notes, and apply macros to move fast.

03 / Resolve

Everyone's happy.

SLAs keep things on time, automations handle the busywork, and your customer gets a quick answer.

Why Customer Service

A support desk that launches in minutes, not a six-week rollout.

Live in minutes, not a six-week rollout

Portal, help center, agent workspace, automations, SLAs, and reporting, without the implementation project or per-agent pricing.

Support sees the whole customer

OfferStream Customer Service shares the same customer record used by OfferStream CRM, OfferStream Compliance, and the rest of OfferStream OS. Agents see the full customer story, not just the open ticket.

Clean for your team and your customers

A fast agent workspace and a branded self-service portal, without the bloat that slows everyone down.

Part of OfferStream OS

The Retain stage of the Growth Operating System.

OfferStream Customer Service is available standalone or as part of OfferStream OS, the Growth Operating System that runs the whole customer lifecycle on one platform. Inside the OS, OfferStream Customer Service powers the Retain stage.

LeadVaultCapture
OfferStream CRMManage
StageEngage
OfferStream ComplianceProtect
OfferStream Customer ServiceRetain
AffiliateExpand
One Login  •  Shared Data  •  Unified Experience
Manage → Retain

CRM → Customer Service

Customer Service agents can view customer history, activity, and relationship context from the shared customer record.

Retain → Manage

Customer Service → CRM

Support interactions become part of the customer timeline used across OfferStream CRM.

Engage → Retain

Stage → Customer Service

Customers and event attendees can receive ongoing support from the same customer record used throughout OfferStream OS.

Works with your stack

Plugs into the back office you already run.

Single sign-on, your way

SAML 2.0, OpenID Connect, Google Workspace, or Microsoft Entra ID.

Or skip the provider

Email magic-link and one-time-code login, built in.

Standalone or part of OfferStream OS

Run OfferStream Customer Service independently or as part of OfferStream OS, with shared customer data across the operating system.

Custom integrations

Need to connect something specific? We will build the integration.

Ready to delight your customers?

Take a two-minute tour of the live demo, no sign-up required, then make it your own.

Launch the demo

Looking for more than customer support?

OfferStream Customer Service is available as a standalone platform or as part of OfferStream OS. Organizations that need all of this can run everything from a single operating environment:

CRM Lead Management Presentations & Events Compliance Affiliate Growth Customer Support

One Login  •  Shared Data  •  Unified Experience

Explore OfferStream OS Request information

Interested in OfferStream Customer Service?

Whether you're evaluating Customer Service as a standalone platform or as part of OfferStream OS, our team can help determine the best fit.

We respond within one business day. Prefer to look around first? Try the live demo.