Tasks, automation and AI

Use AI actions on a ticket

Catch up on a ticket, improve a reply, or prepare an internal handover with a clearly priced AI preview.

See the cost before you run an action

Every ticket AI action costs 1 credit. The cost appears on the button or menu item before you select it. The credit is used when generation starts. If generation fails, QuickDesk refunds it automatically; discarding a successful preview does not refund it.

Catch up on a ticket

Choose the AI tools icon beside the paperclip and select Catch me up. The preview separates the customer need, key facts, actions taken, commitments, open questions, risks, and recommended next steps. It can use internal notes because the summary stays inside the support workspace. Copy it or close it without changing the ticket.

Improve a reply

Write a public reply, then choose AI tools beside the paperclip and select Improve my reply. QuickDesk creates a polished preview from the public conversation and your current draft. Internal notes are excluded. Your original reply remains untouched until you choose Use improved reply.

Create an internal handover

Choose AI tools beside the paperclip and select Create internal handover. Review the generated note, then choose Post internal note to add it to the timeline. Generating the preview costs 1 credit; posting or retrying a failed post does not use another credit. Choose Discard to leave the ticket unchanged.

Keep a human in control

Check names, dates, promises, policies, and recommended actions against the ticket. AI output is a starting point, not an automatic decision or message.