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Help desk ticketing · Autessa Support Desk

Proactive outreach

For your teamFor your customers

Autessa Support Desk includes proactive outreach: tell customers about something you noticed before they ask. Each person gets their own personalized email and their own ticket, so replies stay private and come straight back into the queue, already waiting on them.

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Reach out · Tell customers before they askSample
Who to reachEveryone at Northwind (4) · lee@contoso.example
TemplatePlanned maintenance notice
RoutingLet triage decide

What they’ll get

To Lee Park
Hi Lee, on Saturday from 2 to 3 a.m. exports will be paused while we upgrade storage…

Each person gets their own email and their own ticket, so replies stay private. Tickets wait on the customer.

The problem it solves

Bulk email breaks the conversation

When you warn customers about an outage or a billing change with a mass email, replies scatter across inboxes and nobody tracks who answered. Outreach from the help desk keeps every reply attached to a ticket with an owner.

What you get

  • Pick recipients by searching customers or companies, add everyone at a company, or type any email address (new customers are created).
  • Start from a reply template and personalize with variables per recipient.
  • See exactly what each person will get before sending.
  • Choose priority and category, and a group and subcategory or “Let triage decide”.
  • Each person gets an email from your support inbox with your signature, and it also shows in their Help Center under My requests.
  • Tickets are assigned to you (if you are on the Team list) and are left waiting on the customer.

How it works

How does proactive outreach work in Autessa Support Desk?

  1. Write the message

    Open Reach out, write a subject and message or start from a template.

  2. Choose who

    Search customers and companies or type addresses. Everyone at a company can be added at once.

  3. Check the preview

    Review each person’s personalized copy.

  4. Send

    Every recipient gets their own email and their own ticket; replies thread back into that ticket.

Every option

Outreach options

OptionWhat it does
RecipientsExisting customers, everyone at a company, or new email addresses.
TemplateOptional reply template as the starting point.
PersonalizeVariables filled in per recipient.
RoutingPriority, category, and group / subcategory or Let triage decide.
Status after sendingEach ticket waits on the customer (Pending).

Permissions

Who can do what?

WhoCan
Support team (Agent, Senior agent, Team lead, Admin)Send outreach to customers and companies.
Customer (signed in to your Help Center)Receives a personal email, replies by email or in the Help Center under My requests.

Connected

How it connects to the rest of Support Desk

FAQ

Questions about proactive outreach

Straight answers. If something is not covered here, book a demo and ask us directly.

Can I message customers proactively from the help desk?

Yes. Reach out sends each recipient their own personalized email and creates their own ticket, so replies come back into the queue.

Do recipients see each other?

No. Each person gets a separate email and a separate ticket, so replies stay private.

Can I email everyone at one company?

Yes. Add the company and everyone at it is included.

Try proactive outreach in Autessa Support Desk

Autessa Support Desk sends proactive outreach where each customer gets a personal email and a ticket of their own, and their replies come back into it.

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Make Autessa Support Desk fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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