Templates

Help desk templates you can copy and use today

Three starting points for running a support desk: an SLA policy you can fill in, an escalation matrix that says who picks up what, and a checklist for the first thirty days. Copy them straight off the page - no form, no download, no email address.

1. SLA policy template

Fill in the two right-hand columns with targets you can actually meet during your own operating hours. Targets you miss every week are worse than no targets at all, because the breach report stops meaning anything. Start conservative and tighten later.

PriorityWhen to use itFirst responseResolution
CriticalService is down or unusable for many people, and there is no workaround30 minutes4 hours
HighA core task is blocked for one person or a small group, or a workaround exists but is painful2 hours1 business day
NormalSomething is wrong but work continues; the default for most requests1 business day3 business days
LowQuestions, small changes and anything with no deadline attached2 business days5 business days

Before you publish it, settle these four:

Operating hours. A ticket that arrives at 6pm Friday should not be judged against overnight time nobody was going to work.
Holidays. Decide whether public holidays pause the clock, and which country's calendar applies.
Waiting on the customer. Decide whether the timer pauses while you wait for a reply. Most teams pause it, otherwise every slow customer becomes your breach.
Who gets the breach alert. An alert nobody owns is noise. Name a person or a group.

Setting this up in practice: the SLA guide walks through priorities, operating hours and breach alerts.

Prefer to work it out rather than copy it? The SLA policy workbook walks you through the six decisions and assembles your own.

2. Escalation matrix template

Escalation goes wrong when it is a feeling rather than a rule. Write down the trigger, the owner and what actually happens, so an agent never has to decide in the moment whether something is bad enough to pass on.

LevelTriggerOwnerWhat happens
L1Any new ticketSupport agent on the queueAcknowledge, diagnose, resolve or move to L2 within the first response target
L2Needs a specialist, or L1 has had it for half the resolution target with no progressNamed senior agent or the relevant teamReassign in the ticket with a note on what has been tried. Customer is told it has moved on
L3Suspected defect, data problem, or anything needing a change to the product or infrastructureEngineering contactRaise the underlying issue and link it to the ticket. The ticket stays open and owned by support
ManagementSLA breached on a Critical or High, a complaint, or a named account at riskSupport leadLead takes ownership of the communication, agrees a plan with the customer and sets a follow-up date
Escalation is not reassignment. Someone stays accountable for the customer even after the work moves.
Tell the customer. Silence during an escalation is what turns a technical problem into a complaint.
Review what escalates. If the same category climbs every week, the fix is upstream, not a faster escalation path.

3. First 30 days checklist

Moving off a shared mailbox goes wrong when everything is designed on day one. Get requests flowing first, then shape the structure around what the tickets actually show you.

Week 1

Get tickets arriving

Create the workspace and invite your agents. Connect the existing support address so mail lands in the queue. Create one group for the whole team - do not design a routing tree yet. Send a test message and watch it become a ticket.

Week 2

Add the clock

Set one SLA policy using the table above, with your real operating hours. Decide who receives breach alerts. Turn on the customer portal so people can check status without emailing to ask.

Week 3

Look at what came in

Read a fortnight of real tickets. Create categories that match what you actually received rather than what you expected. Split into groups only where the queue is genuinely different work. Agree the escalation matrix.

Week 4

Reduce the repeats

Write knowledge base articles for the five questions you answered most. Turn on satisfaction ratings. Check first response time, resolution time and reopen rate, and set a target for the next month based on what you saw, not on what sounds good.

A fuller walkthrough of each step: using Raiseaticket as a ticketing tool.

Put these to work in a free help desk

SLA policies, escalation, reporting and a knowledge base are all part of the free plan - 5 agents and 500 tickets a month, no credit card and no expiry.

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