Everything you need to deliver exceptional support

Explore the full Trelliss feature set across our core platform, administration tools, and enterprise capabilities.

AI & Intelligence - Trelliss Cortex

Codebase Intelligence

Extract API surfaces, error catalogues, and configuration references from your codebase. The AI understands your product - not just generic knowledge.

Documentation Ingestion

Ingest PDFs, Word documents, SharePoint sites, and Markdown files via the Cortex CLI. Procedures manuals, ops handbooks, and internal docs become AI knowledge.

Resolved Ticket Learning

Every resolved ticket is automatically indexed. The AI learns what worked last time for similar issues and gets smarter with every interaction - no setup required.

AI Maturity Model

Four levels of AI capability - from context surfacing (Informed) through draft responses (Assisted) and supervised handling (Augmented) to fully autonomous resolution.

Ticket Management

Ticket Creation & Conversation

Submit tickets with rich text, inline images, file attachments, and priority levels. Full threaded conversation view with colour-coded agent and customer messages.

Internal Notes

Private notes visible only to the support team - ideal for escalation context, handoff notes, and internal discussion without the customer seeing.

CC Recipients & Ticket Transfer

CC colleagues on any ticket thread. End users can transfer ticket ownership to a colleague, with the original requester automatically CC'd.

Ticket Merge & Bulk Operations

Merge duplicate tickets with consolidated tags and audit links. Bulk actions for status changes, assignment, transfer, and merge from the queue view.

Status Workflow & Activity Log

Structured progression (Open → In Progress → Awaiting Customer → Resolved → Closed) with an append-only audit trail of every change on every ticket.

Full-Text Search & Filtering

Search across ticket subjects, descriptions, and messages. Filter by status, priority, category, date, agent, tag, or any combination. Save filters as named views.

Agent Productivity

Configurable Dashboard

Drag-and-drop dashboard on a 12-column responsive grid. Reposition and resize widgets freely - layout persists per user. Enter Customise mode to tailor your workspace.

Dashboard Widget Library

15 built-in widgets across personal (My Queue, Unassigned, Recent Activity), team (Performance, Workload, SLA Compliance), and admin (Tenant Stats, System Health) categories.

Canned Responses

Reusable reply templates with automatic variable substitution - customer name, ticket ID, agent name, and organisation. Insert polished responses with one click.

Collision Detection

An amber banner warns agents when another agent is composing a reply on the same ticket, preventing duplicate responses and wasted effort.

Saved Filters

Save custom ticket queue configurations as named views and switch between them instantly. Build views for specific workflows, priorities, or categories.

Agent Profile & Signature

Agents maintain a rich profile with an auto-appended signature, skills, working hours, availability status, bio, and department.

Automation & SLAs

Automation Rules Engine

Configurable if/then rules triggered on ticket creation, update, or reply. Conditions support multi-group AND / OR / AND NOT logic with field-aware operators.

SLA Policies

Define response and resolution time targets per priority level with business-hours-aware countdown timers. Visual badges show whether tickets are within, approaching, or breaching targets.

Business Hours

Configure working hours, days, and holidays per tenant. SLA timers automatically pause outside business hours and on non-working days.

CSAT Surveys

Automatically send satisfaction surveys when tickets are resolved. Customers rate via a star scale with optional comments, aggregated in analytics.

Knowledge Base & Self-Service

Knowledge Base

Publish categorised help articles that end users can browse and search without raising a ticket. Create, edit, publish, and archive articles with full-text search.

In-App Help Centre

30 built-in help articles across three personas (User, Agent, Admin). Sidebar navigation with collapsible categories, screenshots, callouts, and step-by-step instructions.

Customer Portal

Dedicated end-user portal showing My Open Tickets, Closed Tickets, Organisation Tickets, and CC'd Tickets - with status badges, priority indicators, and unread markers.

PDF Guide Export

Download a branded PDF guide from the Help Centre. Includes cover page, table of contents, and all articles for the user's role - generated with Trelliss brand typography.

Analytics & Reporting

Analytics Dashboard

Ticket volume trends, resolution times, category distribution, and agent workload - with configurable date range and timeframe presets.

Reports & CSV Export

Summary cards and four visualisations (volume over time, status breakdown, priority distribution, agent workload). Export up to 10,000 rows to CSV.

CSAT Analytics

Customer satisfaction scores aggregated per agent, category, and time period. Individual ratings visible on each ticket with optional customer comments.

Real-Time Queue Metrics

Live queue badges, unread counts, and ticket numbers update across the agent interface as tickets flow through the system - no manual refresh needed.

Notifications & Email

Customisable Email Templates

Edit the subject and HTML body of all 12 outgoing email types with a rich text editor and variable picker. Ship with branded defaults, reset any time.

Reply-by-Email

Reply directly to a notification email and the response is appended to the ticket thread automatically, with signature and quote stripping.

In-App Notifications & Preferences

Real-time notification feed with unread counts. Fine-grained controls per user and per ticket - all updates, status-only, mentions-only, or mute. Email digest batching (15/30/60 min).

Email Quick Actions

Tokenised links in notification emails let agents resolve a ticket or set it to Awaiting Customer without opening the portal - act on tickets from your inbox.

File Management

Ticket Attachments

Attach files up to 25 MB per ticket or reply. Clipboard paste for screenshots. All uploads are virus-scanned via Microsoft Defender for Storage with real-time status badges.

File Library

A shared file store for software releases, documentation, and patches. Access can be scoped to the whole tenant, a specific organisation, or individual users.

Virus Scanning

Microsoft Defender for Storage scans every upload automatically. Real-time badges show Pending, Clean, or Quarantined status. Infected files are blocked from download.

Azure Blob Storage

Per-tenant storage accounts with connection strings secured in Azure Key Vault. Private content uses short-lived SAS tokens for direct secure download.

Administration

White-Label Branding

Upload your logo, set brand colours, customise the portal title, login background, and email branding - with live preview. Separate email branding configuration.

Flexible Authentication

Enable or disable auth methods independently for agents (Entra ID SSO, email/password) and end users (Entra ID, Google, email/password, magic links). Silent token refresh keeps sessions alive.

Role-Based Access Control

Customisable roles with per-resource permission levels (None, Read, Full). Default roles ship out of the box. Create custom roles and assign them to agents with full API and UI enforcement.

Custom Domain

Configure a custom subdomain or vanity domain with CNAME verification and automatic TLS provisioning. Your customers see your brand on every URL.

Organisation & User Management

Create client organisations, set domain restrictions, invite end users with optional Microsoft Entra B2B guest invitations, and manage role-based access.

Onboarding Wizard

Guided first-run setup: branding, auth config, agent invitations, category creation, and first organisation - operational in minutes, not days.

Security & Enterprise

Multi-Tenant Architecture

Database-per-tenant isolation on Azure SQL Elastic Pools. Each tenant's data is completely separated with independent backup and recovery.

GDPR / SAR Data Export

Self-serve data export for end users and tenant admins. Generates a ZIP archive of all user data (tickets, messages, attachments) with a 24-hour secure download link.

Security & Compliance

256-bit TLS encryption, Azure Key Vault for secrets, configurable password policies, email verification, and full audit logging across every action.

Azure Marketplace Integration

Purchase directly from the Azure Marketplace. Billing through your existing Azure subscription with automated tenant provisioning on purchase.

Progressive Web App

Installable as a native-like app on desktop and mobile with offline ticket list caching. Fully responsive with collapsible sidebar and touch-friendly interactions.

Skills Management

Define a shared skills taxonomy for agent profile tagging. Tag agents with their expertise areas for future skills-based ticket routing.