Try for Free

Helpdesk software

Helpdesk software by industry

How to set up a shared helpdesk for 40 industries: queues, SLAs, reply templates and staffing, with Copilot drafting replies and AI customer service handling the routine share. See pricing.

What does a helpdesk need to do differently in each industry?

Queues, SLAs, reply templates and staffing all follow the shape of the industry: when customers contact you, how urgent their problems are, and which questions need a specialist. A property management team needs 24/7 emergency triage; an online course business needs fast refund and access handling at launch.

Each guide below shows how to set up Inbox for one vertical: queues and SLA targets, reply templates for the hardest conversations, team coverage, the metrics to watch, and where Copilot and Agent take load off the team.

Financial services: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Bankscard lost/stolen and freezes, disputes, transfersAI customer service
Credit unionsmembers not customers, membership eligibility, shared branchingAI customer service
Mortgage lenders and servicersOrigination (application status, documents, rate lock questions) and servicing (paymentsAI customer service
Insurancepolicyholders, policy documents, billingAI customer service
Crypto exchanges and walletsVerification/KYC status, deposit and withdrawal delays, network feesAI customer service

Healthcare: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Telehealthpatients, visit scheduling and tech checks, prescriptions status (no clinical advice)AI customer service
Pharmaciesrefill status, transfers, delivery trackingAI customer service
Dental practicesPatients, booking and rescheduling, new-patient formsAI customer service
Veterinary clinicsPet owners (clients) and patients (pets), appointments, vaccine recordsAI customer service

Commerce: how should the support team be set up?

IndustryTypical conversationsCompanion guide
RetailBOPIS, store inventory, returns across channelsAI customer service
Marketplacesbuyers and sellers/hosts/providers, disputes between parties, payoutsAI customer service
Food deliverylate/missing items, wrong orders, refunds and creditsAI customer service
Restaurantsreservations, online ordering issues, catering inquiriesAI customer service
Subscription boxesSkip, pause, swapAI customer service
Fashion and apparel brandsSizing and fit, exchanges, returns windowsAI customer service
Beauty and skincare brandsShade matching, ingredients, reactions (adverse reaction reports must escalateAI customer service
Furniture and home goods retailersLong lead times, delivery scheduling and white-glove windows, damage on arrival with photosAI customer service

Travel and hospitality: how should the support team be set up?

IndustryTypical conversationsCompanion guide
HotelsGuests, pre-arrival requests, booking changes and cancellations per rate rulesAI customer service
AirlinesPassengers, delays and cancellations, rebookingAI customer service
Car rental companiesRenters, reservation changes, pickup requirementsAI customer service
Travel agencies and tour operatorsTravelers, itinerary changes, supplier issuesAI customer service
Vacation rentalscheck-in codes, house rules, maintenance issues mid-stayAI customer service
Event ticketingTicket buyers, delivery of tickets, transfersAI customer service

Real estate: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Real estatebuyer and seller leads, showing requests, listing questionsAI customer service
Property managementResidents/tenants and owners, maintenance requests and emergencies (escalate), rent paymentsAI customer service

Energy and utilities: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Energy and utility companiesbills, meter readings, payment plansAI customer service
Telecom and internet providersoutages, plan changes, billing disputesAI customer service
Solar companiesproject status from sale to permission to operate, installation scheduling, financing/lease questionsAI customer service
Logistics, 3PL and courier companiesshipment status and exceptions, delivery rescheduling, proof of deliveryAI customer service

Education: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Online course creators and academiesStudents/learners, access and login, refundsAI customer service
Universities and collegesProspective and current students, parents, admissions questionsAI customer service

Professional and B2B services: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Marketing agenciesretainers, deliverables, reporting questionsAI customer service
B2B companiesmultiple contacts per account, entitlements and SLAs by contract tier, orders and invoicesAI customer service
Staffing agenciescandidates/workers (shifts, timesheets, pay) and client companies (ordersAI customer service
Law firmsProspective clients (intake, conflict check info, consultations) and current clients (case statusAI customer service

Software and digital: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Mobile appsin-app support, subscriptions purchased via App Store/Google Play (refund routes differ), account recoveryAI customer service
Gaming companiesPlayers, account recovery and hacked accounts, purchases and refundsAI customer service

Local services: how should the support team be set up?

IndustryTypical conversationsCompanion guide
Home services and HVAC companiesbooking and rescheduling jobs, technician ETA, quotes and estimatesAI customer service
Car dealershipsSales leads (inventory, test drives, trade-insAI customer service
Gyms and fitness studiosMembers, memberships, freezes and cancellations (keep cancellation easy)AI customer service

Frequently asked questions

Do I need a different helpdesk for each industry?
No. You need the same helpdesk configured differently: queues, SLA targets, routing rules and reply templates that match how your customers contact you. Each guide gives a starting setup.
How long does it take to move to Aftersales?
Most teams finish migration in an afternoon, and on the Growth and Scale plans Aftersales runs the migration with you.
What does a helpdesk seat cost?
Starter is $24, Growth $69 and Scale $109 per seat per month billed annually. Lite seats for people who only view and comment are free: 20 on Growth and 50 on Scale. See pricing.
AS
The Aftersales teamCustomer service product specialists

See what Agent resolves in your industry

Start a 14-day free trial and measure your resolution rate on your own conversations.