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Planner

Planner is a powerful work management application that empowers teams to streamline their workflows, collaborate effectively, and deliver results with greater efficiency. Whether you're managing customer support tickets, tracking project tasks, or coordinating team initiatives, Planner provides a unified platform to organize, prioritize, and resolve work across your entire organization.

Key Features​

Centralized Issue Management​

Keep all your work items in one place, regardless of which team or department they belong to. Planner provides a single source of truth for tracking issues, requests, and tasks across your entire organization, eliminating silos and improving visibility.

Flexible Workflow Customization​

Tailor Planner to match your team's unique processes. Create custom issue types and statuses that reflect how your organization actually works, ensuring that the tool adapts to your workflow — not the other way around.

Multi-Channel Integration​

Never miss a request. Planner automatically creates issues from incoming messages across multiple channels including Email, Phone, and WhatsApp, ensuring that every customer inquiry, support request, or task is captured and tracked.

Shared Inbox​

Enable seamless team collaboration with a shared inbox that consolidates incoming messages from all integrated channels. Your team can work together to triage, respond to, and resolve customer communications efficiently.

Intelligent Auto-Assignment​

Automatically route issues to the right team members using Groups while intelligently balancing workloads. Planner ensures that work is distributed fairly and efficiently, preventing bottlenecks and ensuring timely resolution.

Advanced Filtering & Analytics​

Quickly find what you need with powerful filtering capabilities, and gain insights into your team's performance with built-in analytics. Track trends, identify bottlenecks, and make data-driven decisions to continuously improve your processes.

Getting Started​

This guide will walk you through setting up Planner for your organization:

Customize Your Workflow​

Documentation coming soon.

Set up Automatic Issue Creation​

Documentation coming soon.

Set up Shared Inbox​

Documentation coming soon.

Set up Automatic Assignment​

Documentation coming soon.