Post-Go-Live Support & Handover

Keep clients steady after go-live by routing issues, tracking resolutions, and closing the handover without manual chasing.

67 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Post-go-live support requires consolidating requests from multiple channels, manually logging tickets, and searching scattered documentation to answer client questions.

Automation monitors all incoming channels, logs requests with duplicate detection, retrieves relevant documentation instantly, and publishes knowledge base articles automatically.

Key features
Monitor incoming requests across email, messaging, and phone channels simultaneously
Log support tickets automatically with customer and priority assignment
Detect and prevent duplicate ticket creation from the same issue
Search deployment documentation and knowledge base for existing solutions
Route requests to the correct support engineer based on expertise and availability
Publish knowledge base articles automatically once drafted and reviewed

How The Automation Works

The full workflow, from trigger to completion.

1. Support Request Arrivestrigger

A new email, message, or phone note is received from the client. The automation platform monitors all three channels and captures the request with metadata (sender, timestamp, channel, subject).

2. Route

The request is automatically logged with the correct customer, priority level, and assigned team based on the issue category. Duplicate detection prevents the same request from being logged twice.

3. Analyze Issue and Search Knowledge Base

The automation reads the request, searches the knowledge base and deployment documentation, and determines if an answer already exists. If a match is found, the automation retrieves the relevant article.

4. Answer Found?

If a knowledge base article or documented solution exists, the automation sends it to the client. If not, a new article must be drafted by a human engineer.

5. Send Solution via Email

The solution and relevant knowledge base link are automatically sent to the client, with the ticket marked as awaiting confirmation.

6. Draft New Knowledge Base Article

If no solution exists, a support engineer manually drafts a new knowledge base article with screenshots and step-by-step instructions. This step remains manual because it requires judgment and domain expertise.

7. Publish to Knowledge Base

Once drafted, the article is automatically transferred, tagged with keywords, and linked to the open ticket.

8. Update Handover Checklist

The automation updates the handover checklist, marking the relevant item as complete and recording the ticket resolution date and knowledge base article link.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
67hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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