🚀 Quick Start

Welcome to Resolvo 👋

This Learning Center walks you through every feature — from your first issue to queue management, customer portal, knowledge base, API keys, 2FA, and AI-powered analytics.

📚 16 Modules ⏱ ~75 min total ✅ Track your progress 🖥 Works on all screens
🚀 Your First 5 Minutes
Follow these steps to go from zero to your first resolved issue.
1

Log In

Go to / (the app root). Enter your email and password. If you're the platform owner, you'll land on the Owner Dashboard. Brand admins and users land on the main app.

2

Explore the Dashboard

The dashboard shows your KPIs — open issues, SLA breaches, critical bugs, and resolution rate. Every number is clickable — click any stat to drill down into the exact issues behind it.

3

Create Your First Issue

Click + New Issue in the top-right. Fill in the title, priority (Critical / High / Medium / Low), module, and assign to a developer. SLA timer starts automatically based on priority.

4

Move It Through the Pipeline

Status flow: Open → Acknowledged → WIP → Testing → Resolved. Update status by clicking the status badge inside any issue. Each change is logged in the Audit Trail.

5

Check Reports

Click Reports in the left sidebar. See your personal issue report, all issues, user performance, email ticket stats, heatmap, leaderboard, and volume forecast.

resolvo — Dashboard
3
Critical Issues
12
Open Issues
2
SLA Breached
87%
SLA Compliance
Critical
Login page throwing 500 on mobileSLA: 1h left
High
Dashboard slow on large datasetsSLA: 4h left
Medium
Export CSV missing columnsSLA: 18h left
💡 Pro Tip: Every chart and stat on the dashboard is clickable. Click any number to see the exact list of issues behind it — no need to manually filter.

📊 Dashboard

Your command center. See everything that matters at a glance — and drill into any number instantly.

⏱ 5 min read🖱 Interactive charts
KPI Cards
The top row shows your most critical numbers. Every card is clickable.
🔴

Critical Issues

Count of open issues with Critical priority. Click to see exact list filtered by Critical + Open status.

SLA Breached

Issues that have exceeded their SLA deadline. Click → instant drill-down showing breached issues sorted by how overdue they are.

📊

SLA Compliance %

Percentage of open issues still within SLA. Calculated in real-time — updates every page load.

Avg Resolution Time

Average hours from Open → Resolved across the last 30 days. Drill down to see fastest and slowest resolved issues.

📬

New Tickets

Email support tickets in "new" status waiting for first response. Click → goes directly to the ticket inbox.

👥

Active Users

Users who have logged in or created issues in the last 7 days.

Charts & Drill-Down
Every bar, slice, and number opens a modal with the exact data behind it.

Priority Breakdown Chart

Bar chart showing issue count by priority. Click any bar → see those exact issues in a filtered list inside a modal.

Module Heatmap

Which modules (API, Dashboard, Auth...) have the most open issues. Click any module bar → filtered issue list for that module.

Issues Over Time

Line chart of issues created vs resolved over 30 days. Shows if your team is keeping up with incoming work.

Assignee Workload

Who has the most open issues. Click any agent name → see their specific open issues. Great for rebalancing workload.

💡 Drill-Down Modal: Every drill-down modal has an "Open in Issues →" button that takes you to the full Issues page pre-filtered to that exact data set.

🎫 Issues & SLA

The core of Resolvo. Track bugs, feature requests, and tasks with automatic SLA enforcement, assignments, and full audit history.

⏱ 8 min read📋 50+ fields
Creating an Issue
1

Click "+ New Issue"

Top-right button on any page. Opens a full-screen creation modal.

2

Fill Required Fields

Title (required), Priority (Critical/High/Medium/Low), Module (API, Dashboard, Auth...), Description. The SLA hours are set automatically from your SLA config.

3

Assign & Submit

Assign to a developer, add environment info, impact, and attachments. Click Submit Issue. The assignee receives an email notification instantly.

New Issue
Title: Login page 500 error on mobile
Priority: Critical
Module: Authentication
Assign To: dev@company.com
⏱ SLA: 4 hours (Critical) · Timer starts now
Issue Statuses

🔵 Open

Newly created. Not yet seen by the developer. SLA clock running.

🟡 Acknowledged

Developer has seen and accepted the issue. Still working on it.

🔷 WIP

Work in Progress — actively being fixed right now.

🟣 Testing

Fix is done, waiting for QA verification before marking resolved.

✅ Resolved

Fixed and verified. SLA clock stops. Resolution time recorded.

📦 Release Required

Fix ready but waiting for a release/deployment to go live.

SLA — Service Level Agreement
Every issue has a countdown clock. When it hits zero, the issue is marked as SLA Breached and appears in red everywhere.
PriorityDefault SLAVisual Indicator
Critical4 hoursRed countdown, always pinned to top
High8 hoursOrange when <20% time left
Medium24 hoursNormal until <20% time left
Low72 hoursGreen, relaxed timeline
💡 Custom SLA: Go to Settings → SLA & Workflow to change SLA hours for your brand. The new config applies to all future issues.
Issue Detail Features
💬

Comments & @Mentions

Add comments on any issue. Type @email to mention a user — they get an email notification instantly.

🔗

Dependencies

Link issues as "blocked by" or "blocking". The dependency graph shows you what can't start until what is done.

Time Logging

Log hours worked on an issue. Shows on user performance reports for billing and capacity planning.

📋

Post-Mortems

After resolving a critical issue, add a structured post-mortem: root cause, timeline, prevention steps.

👁

Watchers

Any user can watch an issue to get notified of every update, even if they didn't create it.

💰

Revenue Impact

Tag issues with ₹ revenue at risk. The Revenue Dashboard tracks total exposure vs protected.

🗂 Kanban & Sprints

Visual board for your team to drag-and-drop issues through stages. Sprint planning to time-box work into focused 2-week cycles.

⏱ 5 min read🖱 Drag & Drop
Kanban Board
Navigate to Kanban in the left sidebar. Issues are shown as cards across columns matching their status.
Kanban Board
Open (4)
Login 500 error
Critical · 2h left
Slow dashboard
High · 5h left
Acknowledged (2)
CSV export bug
WIP (3)
API rate limit fix
In progress · dev@...
Testing (1)
Auth token refresh
Resolved (8)
DB timeout fix ✓
💡 Drag & Drop: Drag any card to a different column to update its status instantly. The issue's audit trail records the change automatically.
Sprints
Navigate to Sprints in the sidebar. Group issues into 2-week time-boxed sprints for focused delivery.
1

Create a Sprint

Click New Sprint. Set sprint name, start date, and end date. Typically 2 weeks.

2

Add Issues to Sprint

From the issue detail or from the sprint board, assign issues to the active sprint. Issues outside sprints are in the backlog.

3

Track Velocity

The sprint board shows story points completed vs planned. At sprint end, all unresolved issues are moved to the next sprint or backlog.

Bulk Actions
Select multiple issues with checkboxes and apply actions to all at once.

Bulk Assign

Select 10 issues → assign all to one developer in one click. Great for onboarding new team members.

Bulk Status Change

Select issues → change status to Resolved, WIP, Testing, etc. for all at once.

Bulk Priority Update

Escalate or de-escalate a group of related issues simultaneously.

Bulk Delete

Remove multiple test/spam issues at once. Admin-only action.

📬 Email Ticketing Inbox

A full Freshdesk-style support inbox built in. Customers email you → tickets appear automatically → you reply from the platform and the reply goes back to their email.

⏱ 8 min read📧 Full email threading
Setting Up Email Ticketing
1

Go to Settings → Email & Ticketing

Admin only. Fill in your Gmail IMAP credentials: email address, app password (not your regular password — generate one in Google Account → Security → App Passwords).

2

Enable Email Ticketing

Toggle Enabled ON. Resolvo records the current timestamp — only emails received after this moment will be fetched. Your old inbox is never crawled.

3

Wait for First Ticket

The inbox polls every 5 minutes. Have someone send a test email. It will appear in Ticket Inbox in the sidebar within 5 minutes.

⚠ App Password Required: Gmail requires a 16-character App Password for IMAP access, not your normal login. Generate one at: Google Account → Security → 2-Step Verification → App Passwords.
The Inbox
Ticket Inbox
All Tickets 3
🆕 New (3)
🔵 Open (8)
⏳ Pending (2)
✅ Resolved (24)
NEW
Cannot login to my account
rajesh@acme.com · 5 min ago
NEW
Invoice download not working
priya@startup.in · 12 min ago
OPEN
API returning 403 errors
dev@enterprise.com · 1h ago · 3 messages
Replying to Tickets
1

Open the Ticket

Click any ticket row. You see the full conversation thread — customer messages on the left, your replies on the right (like iMessage).

2

Choose Reply or Internal Note

Reply to Customer — sends an email to the customer. Internal Note — visible only to agents, never sent to customer. Notes are shown in yellow.

3

Type and Send

Type your reply. Hit Send Reply →. The customer receives it in their email inbox within seconds, with your brand name and ticket reference in the subject.

4

Update Status

Use the status dropdown in the reply box to change ticket status as you reply. Or click the ✓ Resolve button at the top to mark as resolved and auto-send CSAT.

💡 Raise as Issue: If a ticket needs engineering work, click 🎫 Raise as Issue. It creates a linked issue in the main tracker — the ticket and issue stay connected.

⚡ Ticket Power Features

Advanced tools that make your support inbox faster and smarter — canned responses, CC threading, watchers, parent/child linking, SLA pause, and full audit DNA.

⏱ 8 min read⚡ 8 features
⚡ Canned Responses — Reply in 2 Seconds
Pre-written replies you can insert instantly. Never type the same reply twice.
1

Create Canned Responses

Go to Settings → ⚡ Canned Responses. Click + New Response. Add a title (e.g. "Thank You"), a shortcut keyword (e.g. thanks), and the full body text.

2

Insert with / Shortcut

In the reply box of any ticket, type / — a dropdown appears showing all your canned responses. Keep typing to filter: /thanks shows the thank-you response. Press Enter or click to insert.

3

Or Use the ⚡ Canned Button

Click the ⚡ Canned button below the reply box to browse and search all responses. Click one to insert into the reply box.

💡 Best Practice: Create canned responses for: acknowledgement, "we're investigating", "this is a known issue", "please send logs", and "issue resolved" messages.
👥 CC Threading — Loop In Multiple People
Add CC recipients to any ticket so every reply also goes to them.

Add a CC

In the ticket sidebar, click + CC next to the customer name. Enter the CC email. From now on, every reply you send also goes to the CC address.

Remove a CC

CC emails appear as chips in the sidebar. Click the × on any chip to remove that email from the CC list.

👁 Ticket Watchers — Stay Informed
Watch any ticket to get email notifications when it's updated, even if you didn't create it.

Watch a Ticket

In the ticket sidebar, find the Watchers panel. Click + Watch. You'll now receive email alerts for every reply and status change on this ticket.

Unwatch

Click the 👁 Watching button (shown in green when active) to stop watching.

🔗 Parent / Child Ticket Linking
One big outage → 20 customers email in. Create a parent ticket for the outage, link all individual tickets as children. When the parent is resolved, all children can be closed at once.
1

Link a Parent

In the Linked Tickets panel in the sidebar, click 🔗 Link Parent. Enter the parent ticket ID (e.g. TKT-AB12CD34).

2

View Children

Open the parent ticket. The sidebar shows all child tickets linked to it. Click any child ID to navigate to it.

⏸ SLA Pause — Waiting for Customer
When you're waiting for the customer to respond, pause the SLA timer so your team isn't penalized for their slow reply.

Pause SLA

In the SLA & Escalation panel (ticket sidebar), click ⏸ Pause SLA. The timer freezes. A yellow banner appears: "SLA Paused — waiting for customer".

Auto-Resume

When you reply to the ticket (as the agent), the SLA automatically resumes. Or manually click ▶ Resume SLA. The total paused time is added to the SLA deadline.

🧬 Ticket DNA — Full Audit Timeline
Every single action on a ticket is recorded with timestamp, user, and details. Perfect for SLA disputes or understanding what happened.

Open Timeline

In the SLA & Escalation panel, click the 🧬 DNA button. A modal opens showing the complete chronological timeline.

🧬 Ticket DNA — TKT-AB12CD34
⚡ First Response: 14 minutes
rajesh@acme.com created ticket — "Cannot login to my account" · 10:00
agent@company.com replied · 10:14 — "Hi Rajesh, we're looking into this..."
agent@company.com status changed · 10:15 — new → open
agent@company.com resolved ticket · 11:02 — CSAT email sent to customer
👍 1-Click CSAT
When you mark a ticket as Resolved, an email automatically goes to the customer with two buttons: 👍 Yes / 👎 No — "Was your issue resolved?"
ℹ How it works: Customer clicks a button in their email. They land on a simple thank-you page. The ticket's CSAT score updates instantly. You see it in the ticket sidebar and in Reports → Email Ticketing Report.

🤖 Ticket Automation

Set it and forget it. Recurring tickets, escalation rules, out-of-office auto-replies, and templates with required fields — Resolvo works for you even when you're away.

⏱ 7 min read🔁 5 automation types
🚨 Escalation Rules (Time Bomb)
Go to Settings → 🚨 Escalation Rules. Define rules that trigger when a ticket ages past a threshold.
1

Create a Rule

Click + New Rule. Set: Name (e.g. "2h no response"), Trigger After (e.g. 2 hours), Action (Notify by email), and the Notify Email (e.g. your manager's address).

2

How It Works

Open any ticket. In the SLA & Escalation sidebar panel, Resolvo shows the ticket age and any triggered escalation rules. You can see exactly which rules have fired.

💡 Suggested Rules: 2h → notify first-line agent · 4h → notify manager · 8h → notify director · 24h → owner alert
🔁 Recurring Tickets
Go to Settings → 🔁 Recurring Tickets. Schedule tickets that auto-create on a repeating schedule.
1

Create a Schedule

Click + New Schedule. Enter: Subject (e.g. "Weekly Security Scan"), Frequency (Daily / Weekly / Monthly), Priority, and a body with instructions.

2

Auto-Created Tickets

On schedule, Resolvo creates the ticket automatically with tag recurring. It appears in the inbox like any other ticket. The schedule shows the last run time.

Daily

Good for: daily backup verification, health check, daily standup tickets

Weekly

Good for: weekly security scan, performance review, client check-in

Monthly

Good for: monthly infrastructure audit, billing review, compliance check

🏖 Out-of-Office Auto Reply
Go to Settings → 🏖 Out of Office. Set up automatic replies when your team is unavailable.
1

Configure OOO

Enable the toggle. Set optional start/end dates (leave blank for always-on). Set expected response hours (e.g. 24). Write your auto-reply message.

2

When It Fires

When a new email arrives and OOO is active, an auto-reply goes to the sender immediately with your message and expected response time. The ticket is still created normally.

📋 Ticket Templates
Go to Settings → 📋 Ticket Templates. Define required fields for different ticket types so agents always collect the right information.
1

Create a Template

Click + New Template. Name it (e.g. "Bug Report"). Add required fields: Steps to Reproduce, Expected vs Actual, Screenshot URL. Add an initial body with fill-in instructions.

2

Template Examples

Bug Report: Steps, Expected, Actual, Browser · Feature Request: Business justification, Expected behaviour · Access Request: User email, Role needed, Approver

🤖 Auto-Resolve Rules
Go to Settings → Email & Ticketing → Auto-Resolve Rules. Automatically close tickets matching certain patterns.

Subject Pattern

e.g. tickets with "Out of office" in subject → auto-resolve immediately

Sender Pattern

e.g. emails from noreply@ or mailer-daemon@ → auto-resolve

Custom Reply

Optionally send an auto-reply message before resolving

📈 Reports & Analytics

Eight report tabs covering everything from individual performance to volume forecasts. Navigate to Reports in the left sidebar.

⏱ 8 min read📊 8 report types📤 CSV export
The 8 Report Tabs
👤 My Issues
🎫 All Issues
👥 User Performance
📬 Email Ticketing
🏆 Leaderboard
⚡ First Response
🗓 Heatmap
📈 Forecast
👤

My Issues Report

Personal stats for the logged-in user. Issues raised, resolved, SLA compliance, avg resolution time. Available to all users (non-admin).

🎫

All Issues Report

Admin only. Full issue database with filters: date range, module, priority. Stats: total, open, resolved, SLA compliance, avg MTTR. Export to CSV.

👥

User Performance

Admin only. Per-agent breakdown: issues raised, assigned, resolved, SLA compliance %, avg resolution time, tickets handled. Sortable table.

📬

Email Ticketing Report

Ticket volume, resolution rate, avg response time, top senders, tickets by status, daily bar chart. Date range filter.

🗓 Ticket Heatmap
Visual calendar of ticket volume over the last 90 days. Darker cell = more tickets that day.
Ticket Heatmap — 90 days
🔥 Busiest day: Mon Jun 2 — 12 tickets  ·  Total: 187 tickets in 90 days
ℹ Insight: Look for weekly patterns — if Mondays are always dark, you may need more staffing on Mondays. Post-release spikes show up clearly as sudden dark clusters.

🏆 Leaderboard, First Response & Forecast

Three data-driven reports that give you visibility into agent performance, response speed, and what next week looks like before it arrives.

⏱ 6 min read
🏆 Agent Leaderboard
Reports → Agent Leaderboard. Weekly gamified ranking of every support agent.
Agent Leaderboard — This Week
🥇
Naaz Ahmed
Support Team
14
this week
18m
first resp
96%
CSAT
🥈
Raj Kumar
Support Team
11
this week
45m
first resp
88%
CSAT
💡 Columns explained: This Week = tickets resolved in last 7 days · First Response = avg minutes to first reply · CSAT = % of "👍 Yes" responses from customers · Open = current unresolved count
⚡ First Response Time Report
Reports → First Response. How fast do your agents send the first reply after a ticket arrives?

Avg First Response

Average time across all tickets that have received at least one reply. Green = under 1h, Yellow = 1-4h, Red = over 4h.

Median Response

Middle value — less affected by outliers. If avg is 2h but median is 20m, one slow ticket is skewing your average.

Under 1 Hour

Count of tickets where first response was under 60 minutes. This is the gold standard for customer satisfaction.

Weekly Trend Chart

4-week bar chart showing whether your first response time is improving or getting worse over time.

ℹ First Response is tracked automatically when an agent sends their first reply to a ticket. No setup needed.
📈 Volume Forecast
Reports → Volume Forecast. Predicts next week's ticket count based on 8 weeks of history.

How the Forecast Works

Resolvo calculates your 8-week average, detects the week-over-week trend (increasing / stable / decreasing), and projects next week's expected volume with a 30% trend weight.

Daily Breakdown

The forecast is split by day of week using historical weights — Mondays typically get 20% more tickets, weekends 50-60% less. Plan your staffing accordingly.

💡 Use this for: Scheduling agent shifts · Knowing when to prep canned responses for high-volume days · Planning feature releases away from busy periods.

⚙️ Settings — Complete Guide

All 12 settings tabs explained. Navigate to Settings in the sidebar (Admin-only access required for most tabs).

⏱ 8 min read🔐 Admin only
🏢 General
SettingWhat It Does
App NameChanges the platform title shown in the sidebar and emails sent to users
Logo URLYour company logo shown in the brand sidebar header
Support EmailThe "from" address used in outbound system emails
Accent ColorThe primary color of your brand's UI — applies to buttons, charts, badges
ThemeOverall color scheme: Midnight (dark), Arctic (light), Forest, Sunset, Ocean, Nova
📬 Email & Ticketing
SettingWhat It Does
IMAP Host / PortGmail: imap.gmail.com:993
Email / App PasswordYour Gmail address + 16-char App Password from Google Account
Enabled ToggleTurns email polling on/off. When disabled, no new tickets are created from email
Triage LabelGmail label to watch — only emails with this label become tickets
Sender BlocklistComma-separated emails to ignore — auto-populated when you mark tickets as spam
Reset Crawl DateMoves the "start from" date to right now — useful to start fresh
Auto-Resolve RulesRules that auto-close tickets matching subject/sender patterns
⏱ SLA & Workflow
PriorityDefault HoursCustomizable?
Critical4h✅ Yes
High8h✅ Yes
Medium24h✅ Yes
Low72h✅ Yes
💡 SLA changes only apply to new issues created after the change. Existing issues keep their original SLA.
⚡ Features & Plan
Toggle individual features on/off for your brand. Useful for limiting what users see.

Kanban Board

Enable/disable the visual kanban drag-drop board

AI Features

Gemini AI integration — root cause clusters, regression detection

Email Ticketing

The entire email inbox system

Custom Fields

Add extra fields to issues beyond the standard ones

Time Logging

Log hours worked per issue for billing/capacity tracking

Peer Review

Require a second agent to review before marking resolved

🔗 Integrations

Gemini AI

Paste your Google Gemini API key to enable all AI features — root cause clusters, CSAT analysis, revenue dashboard

Slack Webhook

Post issue alerts to a Slack channel. Paste your Slack webhook URL

External API / Jira

Push new issues to Jira, ServiceNow, GitHub, or any REST API automatically

Digest Emails

Daily or weekly email summary of issue status sent to specified recipients

🤝 Team & Users

Manage who has access, their roles, and what they can do. Settings → Team & Roles.

⏱ 5 min read
User Roles

👑 Admin (Major Admin)

Full access to everything. Can manage users, settings, email ticketing, reports, and brand configuration. One per brand (your main admin email).

👨‍💻 Developer

Can create and update issues, comment, log time. Cannot access Settings or Reports. Assigned to issues by Admin.

👤 Viewer

Read-only access. Can see issues and comments but not create or edit. Good for stakeholders and clients.

Inviting Users
1

Settings → Team & Roles → Invite User

Click + Invite User. Enter their email, name, and select their role (Developer / Viewer).

2

They Receive a Welcome Email

Resolvo sends them an email with their login link, temporary password, and instructions to log in and change their password on first login.

3

First Login Password Change

On first login, users are prompted to change their temporary password. Until they do, firstLogin: true is shown on their profile.

Teams
Group users into teams (Frontend, Backend, QA, Support...) for better organisation and assignment.

Create Teams

Settings → Team & Roles → scroll to Teams section. Add team name and optional description. Then assign users to teams via their user edit form.

Use Teams in Filters

Issues list can be filtered by team. The assignee dropdown shows which team each developer is in.

Security
FeatureDetail
Password Hashingbcrypt with cost factor 10 — industry standard
Session Duration8 hours normal · 30 days with "Remember Me"
Rate Limiting5 failed login attempts per IP per 15 minutes
Data IsolationEach brand has its own separate database file — no cross-brand data leakage
Audit TrailEvery action logged with user email, timestamp, and issue ID

🔄 Smart Queue Engine

Auto-assign tickets to agents using round robin, skill-based, priority, domain, and time-based routing — with admin controls to manage any agent's workload.

⏱ 8 min read🔄 18 features
Setting Up the Queue
1

Go to Settings → 🔄 Assignment Queue

Enable auto-assignment and choose distribution mode: Round Robin (rotate evenly) or Least Busy (assign to agent with most capacity).

2

Add Agents

Check the agents you want in the queue rotation. You'll see their live capacity bar (current open tickets vs max). Uncheck to exclude someone temporarily.

3

Click "⚡ Distribute Now"

If you have existing unassigned tickets, click the green Distribute button to spread them to all agents instantly. Future tickets auto-assign on arrival.

💡 Bucket Fill: When an agent resolves a ticket, the system automatically pulls the next unassigned ticket to fill their bucket to capacity. Agents always have the right amount of work.
Routing Rules

🎯 Keyword Routing

Subject contains "billing" → route to finance agent. Set in Settings → Queue → Routing Rules.

🌐 Domain Routing

Emails from enterprise.com → dedicated account manager automatically.

🚨 Priority Routing

Critical tickets always go to the agent with most available capacity.

⏰ Time Routing

9am-6pm → Day shift agent. 6pm-10pm → Evening agent. Set by hour.

Admin Queue Controls

🟢🟡🔴 Set Agent Status

Admin can change any agent's status: Available / Busy / Away. Away agents are skipped in rotation and their tickets redistributed.

↩ Drain Agent Queue

Move ALL of an agent's open tickets back to unassigned pool in one click. Great when an agent goes on leave.

↩ Return Single Ticket

In any ticket detail, admin can click ↩ Unassign to return that ticket to the pool.

❄ Freeze Queue

Pause all auto-assignment instantly (e.g. during a system outage). Unfreeze to resume.

My Queue — Agent View

Ticket Inbox → My Tickets

Shows only tickets assigned to you that are not resolved. This is your personal work queue.

Ticket Inbox → Unassigned

Shows tickets nobody has taken. Click ✋ Take inside any ticket to self-assign it from the pool.

Auto-navigate on resolve

When you mark a ticket resolved, the system waits 1.5s for the queue to assign the next ticket, then automatically opens it for you.

📅 Appointment Booking

Let customers book appointments directly from a shareable link. Slots auto-create tickets, send confirmations, and reminders go out 1h before.

⏱ 6 min read📅 Shareable booking page
Setting Up Booking
1

Settings → 📅 Appointment Booking

Enable booking, set page title, slot duration (e.g. 30 min), and buffer between slots (e.g. 15 min).

2

Set Working Hours

For each day of the week, set start time, end time, and whether the day is available. Saturday/Sunday default to off.

3

Share the Booking Link

Your booking page URL: app.resolvogroup.com/book/your-brand. Copy and share with customers via email, website, or WhatsApp.

What Customers See

Customer opens booking link

Sees a clean form: Name, Email, Phone, Topic, Date picker, Time slot grid.

Picks a time slot

Only available slots shown. Taken slots shown as strikethrough.

Confirmation email sent

Customer receives a beautiful confirmation email with date, time, topic, and reference number.

Ticket auto-created

A ticket is automatically created in your inbox tagged "appointment" with full booking details.

💡 1h Reminder: System automatically sends a reminder email to the customer 1 hour before their appointment. No manual action needed.
Booking Link in Ticket Replies

Click 📅 Book Call in reply box

When replying to a ticket, click the "📅 Book Call" button. It inserts your booking link into the reply so the customer can schedule a call directly.

View All Appointments

Go to Reports → 📅 Appointments to see:

Today's Schedule

All appointments happening today, sorted by time. Never miss one.

Full Table

All appointments with customer name, email, topic, status, and linked ticket.

🗓 My Calendar

Click "🗓 Calendar" in any ticket → see your month's appointments in a clean calendar view.

✅ Tasks & Follow-ups

Checklists inside tickets, scheduled follow-ups, SLA promises to customers, and a daily digest to keep your team on track.

⏱ 5 min read
✅ Ticket Checklists

Open any ticket → ✅ Checklist panel in sidebar

Add tasks like: "Call customer", "Check server logs", "Send follow-up email". Each item has a checkbox.

Track progress

A progress bar shows X/total items done. Ticket card shows the ratio so team leads can see at a glance how complete it is.

💡 Best practice: When creating a ticket template, add standard checklist items so every agent follows the same process for that issue type.
⏰ Follow-up Scheduler
1

In ticket detail → click ⏰ Follow-up

Set a date and optional note. E.g. "Follow up on Wednesday — check if customer received the fix."

2

Get reminded

On that date, the ticket appears in Reports → ⏰ Follow-ups Due highlighted in red. Background job also sends you an email at 8am.

3

Mark as done

Once followed up, click "Done ✓" to clear it from your follow-up list.

📅 SLA Promise to Customer

In ticket detail → click 📅 Promise

Set a date (and optional time). Customer receives an email: "We'll resolve your issue by Friday 5pm." This creates accountability and reduces follow-up calls.

ℹ The promise date is shown in the ticket sidebar as a banner so agents always know what they committed to.
📋 Daily Agent Digest

Every morning at 9am, agents receive an email summary:

SectionWhat's included
📬 Open TicketsCount + list of tickets assigned to you
📅 Appointments TodayAll scheduled calls for today
⏰ Follow-ups DueAny follow-ups you set that are due today
💡 Enable it: Admin goes to Settings → Email & Ticketing → Digest Emails → Enable daily digest. Each active user gets their personalized summary.

🆕 New Features Guide

Everything added recently — Customer Portal, Knowledge Base, API Keys, 2FA, Approval Workflows, Roadmap, GDPR Tools, Cost Reports, Agent Coaching, and more.

⏱ 10 min read🆕 15+ new features
🌐 Customer Self-Service Portal
Your customers get their own login at /portal/your-brand. No more "what's the status of my ticket?" emails.
1

Share the portal URL

URL: app.resolvogroup.com/portal/konnect — share with customers via email or your website.

2

Customer logs in with email OTP

No password needed. Customer enters email → gets 6-digit code → sees all their tickets.

3

Submit new requests from portal

Customer fills a form → ticket auto-created in your inbox → routed through your queue.

💬 Embeddable Widget
Add a floating "Support" button to any website with one line of code.

Add one script tag to your website

<script src="app.resolvogroup.com/widget/konnect/embed.js"></script>
A chat bubble appears. Customer fills name + message → ticket created instantly with page URL and browser info.

📖 Knowledge Base
Settings → 📖 Knowledge Base. Write FAQ articles. Publish them at /kb/your-brand. Reduces ticket volume by 30-40%.

Create Articles

+ New Article → title, content (markdown), category, publish/draft toggle.

Track Views

Each article shows view count. See which FAQs are most popular.

Draft Mode

Write articles internally before publishing. Only published articles are public.

🗺 Public Roadmap
Settings → 🗺 Roadmap. Share what you're building. Customers vote on features.

Add roadmap items

Status: Planned / In Progress / Shipped. Public or private. Customers see your roadmap at /roadmap/your-brand and can vote.

🔑 API Keys
Settings → 🔑 API Keys. Integrate any external tool with Resolvo via REST API.
EndpointWhat it does
POST /api/v1/issuesCreate issue from external system
GET /api/v1/ticketsPull tickets into BI tools
POST /api/v1/ticketsCreate ticket from website form
💡 Authentication: Pass key as Authorization: Bearer YOUR_KEY header.
🔒 Two-Factor Authentication (2FA)
Settings → 🔒 Two-Factor Auth. Adds extra security to your login.
1

Click "Enable 2FA"

A QR code appears. Scan with Google Authenticator or Authy app.

2

Enter the 6-digit code

Type the code from your authenticator app to verify and enable.

3

Every login requires the code

After password, you'll be asked for the rotating 6-digit code.

✅ Approval Workflows
Settings → ✅ Approval Workflows. Require sign-off before issues can be resolved.

Request Approval

Inside any issue → click "Request Approval" → select approver → add note. Approver gets email.

Approve / Reject

Approver opens Reports → ✅ Pending Approvals → one click to approve or reject with reason.

Auto-Resolve

When approved, issue automatically moves to Resolved status.

🛡 GDPR & Privacy Tools
Settings → 🛡 GDPR & Privacy. Compliance tools for data rights.

Right to Erasure

Enter customer email → click Erase. All ticket data for that email is permanently anonymized.

Data Export

Export all data held for a specific customer as a JSON file. Send to them on request.

⚠ Erasure is irreversible. All ticket content from that email becomes "[deleted]". Cannot be undone.
💰 Cost Report & Agent Coaching
Reports → 💰 Cost Report and 🎯 Agent Coaching

Cost Report

Enter hourly rate → see total support cost by agent and module. "API issues cost ₹1.2L/month to support."

Agent Coaching

Performance insights per agent: CSAT trend, first response time, what to improve, what to celebrate.

Issue Impact Score

Reports → 💥 Issue Impact. Every open issue ranked 0-100 by combined priority + age + revenue + SLA.

🔔 In-App Notifications
Bell icon in top-right. Real-time alerts without email.

Click the 🔔 bell

See SLA breach alerts, follow-ups due today, system events. Badge shows unread count. Click "Mark all read" to clear.

ℹ Auto-populated: SLA breach warnings, follow-up due alerts, and owner-pushed notifications appear automatically.
⚡ Owner-Controlled Feature Flags
Brand Admins can NO longer toggle features. Only the platform owner controls what each brand can access.

What Brand Admin sees

Settings → ⚡ Features & Plan shows a READ-ONLY list: ✅ Enabled / ⛔ Disabled with "Contact platform admin" message.

What Owner controls

Owner Portal → brand → Features → change tier OR toggle individual features ON/OFF per brand.

Tier system

Free → basic. Pro → kanban, AI, ticketing, queue. Enterprise → API keys, portal, widget, GDPR, cost reports.

📋 Full Feature Cheatsheet

Every single feature in Resolvo, one place. Bookmark this page for quick reference.

50+ featuresAll modules

🎫 Issue Tracker

Create / edit issues
5 status stages
Auto SLA timers
SLA breach alerts
Priority levels x4
Module tagging
Assign to developer
@Mention in comments
Revenue impact tagging
Issue dependencies
Time logging
Post-mortems
Issue watchers
Custom fields
Bulk actions
Issue templates
Peer review
Full audit trail
Duplicate detection
Pinned issues

🗂 Kanban & Sprints

Drag & drop kanban
Sprint creation
Sprint backlog
Velocity tracking
Sprint burndown
Saved filters

📬 Email Ticketing

IMAP email polling
Auto ticket creation
Reply sends email
Internal notes
CC threading
Canned responses
/ shortcut insert
Ticket watchers
Parent/child linking
SLA pause & resume
Ticket DNA timeline
1-click CSAT on close
Spam blocklist
Auto-resolve rules
Raise ticket to issue
Live typing indicator
Bulk ticket actions
Tag management
Priority & assignment
First response tracking

🤖 Automation

Recurring tickets
Escalation rules (time bomb)
Out-of-office auto reply
Ticket templates
Auto-resolve rules
Email source routing
Daily digest at 9am
Appointment reminders (1h)
Follow-up nudge at 8am
CSAT auto-send on resolve
Queue bucket fill on resolve
Auto-reassign on Away

🔄 Queue & Assignment

Round robin distribution
Least busy routing
Keyword routing rules
Domain routing rules
Priority routing (Critical first)
Time-based routing
VIP customer flag
Admin: set agent status
Admin: drain agent queue
❄ Freeze/unfreeze queue
⚡ Distribute all unassigned
Queue performance report

📅 Appointments & Tasks

Customer booking page (/book)
Working hours config
Slot duration + buffer
Auto-ticket on booking
Email confirmation
1h reminder email
Agent calendar view
✅ Ticket checklists
⏰ Follow-up scheduler
📅 SLA promise to customer
Follow-ups report tab
📅 Book Call in reply box

📊 Reports & Analytics

My Issues Report
All Issues Report
User Performance
Email Ticketing Report
Agent Leaderboard
First Response Stats
Ticket Heatmap (90 days)
Volume Forecast
Queue Performance
Follow-ups Due
Appointments Calendar
CSV export (21 columns)
Custom date range filters
Clickable drill-downs
Revenue dashboard

🧠 AI Features

Root cause clusters
Regression detection
Revenue impact AI
CSAT sentiment analysis
Customer health score
Churn risk prediction
Predictive SLA
AI query log

⚙️ Settings & Configuration

Brand themes & colors
Custom SLA config
Feature flag toggles
Team management
Custom fields
Integrations (Jira/Slack)
Backup & restore
Audit trail
User invite & roles
Rate limiting
bcrypt passwords
Session management

🔑 Keyboard & Quick Actions

ActionHow
/ in reply boxOpens canned response picker
Enter (in reply)Submit reply / note
Click any dashboard statDrill-down into that data
Click kanban cardOpen issue detail
Drag kanban cardChange issue status
Checkbox on issue rowSelect for bulk action
@email in commentMention & notify that user
🧬 DNA buttonFull ticket audit timeline

🆕 Customer-Facing Features

Customer Portal (/portal/:brand)
OTP login (no password)
Embeddable widget (/widget/:brand/embed.js)
Widget auto-captures page URL + browser
Knowledge Base articles
KB draft/publish workflow
Public Roadmap (/roadmap/:brand)
Customer voting on roadmap

🔐 Security & Compliance

Two-Factor Auth (TOTP)
QR code setup via authenticator app
GDPR right to erasure
Customer data export
API Keys (Bearer token)
bcrypt passwords
Rate limiting (5/15min)
Session expiry + remember me
Owner-controlled feature flags
Per-brand data isolation

💡 Intelligence & Analytics (New)

Issue Impact Score (0-100)
Agent Coaching Dashboard
Cost Report (time × hourly rate)
Customer Sentiment Trend
In-App Notification bell
Pending Approvals report

✅ Approval Workflows

Request approval on any issue
Approver gets email notification
Approve with comment
Reject with reason
Auto-resolve on approval
Reports → Pending Approvals tab

🏗 Platform & Integrations (New)

REST API with Bearer token
PWA — installable on phone/desktop
SLA Policies per customer domain
Custom SLA per domain/tier
Per-brand email profile (SMTP)
35 owner-controlled feature flags
Tier-based access (Free/Pro/Enterprise)
Settings tabs hidden if feature disabled
🎉

You've mastered Resolvo!

100+ features. Multi-tenant. AI-powered. Owner-controlled. Time to put it all to work.

→ Open the App 📄 Pitch Deck