ClientPoint CustomerOS vs Zupportly – WordPress Helpdesk & Customer Support Ticket System

ClientPoint CustomerOS® is your ultimate relationship transformation tool for your website! As the virtual front door to your website, this relationship sidebar plugin will revolutionize your connections and conversations with customers, prospects, and even your coworkers. Imagine effortlessly engaging with your website visitors—messaging, chatting, scheduling and hosting video meetings, sharing files, images, or other content, e-signing documents — all in one place. From sales and support to billing, the possibilities are endless. Instead of a chatbot, allow your customers to select who to talk to and easily sign in with their name and email to chat directly with live customer support or salesperson. Enable the full potential of your website. Allow your visitors to connect with you at the click of a button. Experience Better Conversions: Experience a 2.8x increase in purchases with live chat engagement. Delight your customers with live chat and watch your sales soar by 38%. Offer real-time support during purchases and witness a 44% boost in satisfaction. Implement CustomerOS for a remarkable 20% rise in conversion rates. Keep the Conversation Going: Even after guests leave, maintain seamless communication with the ClientPoint experience you’ve created. Transform your relationships like never before! Install and Activate ClientPoint CustomerOS® today! Claim a Free ClientPoint Workspace to explore all the functions available here Notes If you encounter any issues during the installation process, please reach out to your assigned Client Success Coordinator or contact the ClientPoint Support Team at [email protected] for prompt assistance.

Zupportly is a powerful, free, and self-hosted ticketing solution that eliminates monthly fees and per-agent costs. It features Unified Agent Management, Automated Ticket Routing, and Role-Based Access Control to securely manage unlimited departments while providing customers a polished frontend portal to track requests. Built with a privacy-first architecture, Zupportly is GDPR-ready, ensuring all support data stays securely on your own server with 100% ownership and no external tracking. Key features : Unified Agent System (WP User-Based) Front-end Customer Support Portal Intelligent Ticket Auto-Assignment Department-Specific Routing Read / Unread tracking with ticket count badge on admin menu Custom Short Code For New Ticket Page Floating Support Chat Bubble Auto-refresh on open ticket view — polls every 15 seconds for new replies; shows a pulsing “New reply!” button when updates arrive. Priority levels — Low / Medium / High / Urgent (set by agents only) Custom Agent Avatars & Display Names Live Agent Online Indicator Threaded Chat-Style Conversations Universal Ticket Transfer System Unique Ticket ID Tracking (ZT-XXXXXXXX) Automated Email Notification Engine Modern Card-Style Admin Dashboard Multi-Status Ticket Lifecycle Management Integrated Image Attachment Support Shortcode-Powered Ticket Lookup ([zupportly_tickets]) Inline Ticket Submission Form ([zupportly_ticket_form]) — embed on any page Full Admin Oversight & Team Stats Self-Hosted Data Security (No External APIs) Responsive UI Agent & Department Management – Agents are standard WordPress users with the Ticket Agent role — create them from Users → Add New. – Each agent gets a custom Chat Bubble Display Name (e.g. “Billing Dept”, “Sales Team”) shown to customers in the chat bubble — completely separate from their WordPress display name. – Upload a custom avatar per agent via the Settings page using the WordPress Media Library. – Avatars and department names appear in the chat bubble, ticket list, ticket detail view, and the frontend customer portal. Chat Bubble – A floating chat bubble appears on every page of your site, letting customers open a new support ticket in seconds. – The bubble header shows stacked agent avatars and a live green online indicator next to the “Support” label. – Customers choose a department/agent from a dropdown that shows the custom bubble display names. – The close (×) button reliably dismisses the form. Ticket Lifecycle – Every ticket gets a unique ID (e.g. ZT-XXXXXXXX) for easy reference and lookup. – Statuses: New (blue), In Progress (orange), Solved (green), Closed (grey). – Unlimited back-and-forth conversation with image attachments in every reply. – Both agents/admins and customers can close tickets; closed tickets disable further replies. Agent Assignment & Transfer – Tickets submitted via the chat bubble are automatically assigned to the chosen agent. – Agents see all tickets assigned to them plus all unassigned tickets in their list. – When an agent replies to an unassigned ticket, it is automatically assigned to them. – Any agent or admin can transfer a ticket to another agent at any time via the Assignment meta box. – Once transferred, only the new assignee and admins can reply. Admin Interface – Dashboard — stats overview (total, new, in progress, solved, closed), recent tickets table, and team overview with open ticket counts per agent. – All Tickets — beautifully styled ticket list with card rows, colour-coded status border accents, ticket number chips, stacked customer info, agent avatars, and inline row actions. – Ticket Detail — structured details panel, chat-bubble conversation thread (agent right/blue, customer left/green), and a clean reply composer with image attachment support. – Create Ticket — agents and admins can create tickets on a customer’s behalf with an agent picker showing avatars. – Settings — unified agent table pulling directly from WordPress users; set the Chat Bubble Display Name and avatar per agent; configure the frontend Ticket View Page URL. Frontend Customer Portal & Shortcodes – Shortcode [zupportly_tickets] places a ticket lookup portal on any page. Customers enter their email to see all their tickets, or enter their email and ticket number to jump straight to a specific conversation. – Shortcode [zupportly_ticket_form] embeds the full ticket submission form directly on any page — great when the floating chat bubble is turned off or you want a dedicated contact/support page. – Modern card design with a gradient header, status pill, chat-style bubbles with agent avatars, and an inline reply input. – The ticket view is wider and fully responsive for mobile. Email Notifications – Agent notified on new ticket assignment with ticket details. – Customer receives confirmation on submission with their ticket number and a link to the view page. – Both parties notified on new replies (with image links if attached). – Ticket view page URL included in all notification emails. Security & Performance – All inputs sanitized and escaped. Nonces on every AJAX action. – Agents only access their own tickets plus unassigned ones — proper capability checks throughout. – All data stored in your own WordPress database — nothing leaves your server. ⭐ Zupportly Pro — Take Your Helpdesk Further Get Zupportly Pro → Upgrade to Zupportly Pro and unlock a complete professional helpdesk suite built on top of everything you already have in the free version. No migration, no data loss — just more power. 🧩 Custom Form Fields Add unlimited custom fields to your ticket form — short text, long text, dropdown, checkbox, number, and URL types. Drag and drop to reorder every field (including built-in fields like Name, Email, Subject) in any order you want. Rename any field label and set custom placeholder text. Custom field values are saved with every ticket and displayed in the admin ticket view. 📚 Knowledge Base Create a full Knowledge Base with categorised articles and a professional article layout. A smart suggestion popup appears directly below the Subject field as customers type — showing matching articles before they submit, reducing your ticket volume. Helpful vote counters (👍 Yes / 👎 No) track article usefulness. Agents can search KB articles from inside any ticket. Mark any WordPress Page or Post as a KB article with one click. ⚡ Canned Responses Speed up replies with one-click pre-written responses. Agents can insert responses from a searchable modal filtered by category. Agents can also save their own personal responses directly from the reply composer — just write a reply and click “💾 Save Current Reply.” 🛒 WooCommerce Integration Link WooCommerce orders and products to support tickets. Customers can search by Order ID when submitting a ticket. Agents see full order details, purchase history, and linked products in the ticket sidebar. Configurable agent access permissions — restrict order data to admins only if needed. ✉️ Branded HTML Emails Replace plain-text notification emails with beautifully designed HTML emails. Upload your logo, choose a brand colour, customise the “From” name and footer text. Includes a live browser preview. ⏱ Ticket Auto-Close Automatically close tickets that have been inactive for a configurable number of days. Sends a reminder email before closure. Choose which ticket statuses to apply auto-close to. 🔒 Private Notes Agents can add internal-only notes to any ticket. Private notes are stored separately from the conversation thread and are never shown to customers. ⭐ CSAT Surveys Automatically send a 1–5 star satisfaction survey when a ticket closes — via email and as an inline widget in the customer portal. Results appear in a WP Dashboard widget showing average score and per-star breakdown. 🔔 Auto-Refresh & Live Updates Configurable auto-refresh keeps the dashboard and ticket list current. A Refresh button with a live unread count badge is added to the dashboard. Set the refresh interval (15–600 seconds) from Pro Settings. 🏷 Custom Ticket Statuses Add unlimited custom statuses alongside the four built-in ones. Each status has a custom label, URL slug, and colour picker for visual clarity in the ticket list. 📋 Audit Trail & Activity Logs Every action on every ticket is automatically logged — replies, status changes, assignments, private notes, auto-closes, and CSAT ratings. View per-ticket logs in the Activity Log meta box. Export as Excel/CSV or print as PDF. 💾 Backup & Restore One-click JSON export of all tickets and Pro settings. Import on any Zupportly site to restore or migrate data. → Get Zupportly Pro