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Customer Support & Service / Shared Inbox & Chat Triage

Chat-to-Ticket Logger

Paste a live-chat, WhatsApp, or SMS transcript and get a clean, structured support ticket — summary, customer, issue, resolution, and open action items — that an agent reviews and approves before it's saved and exported to your helpdesk.

BeginnerAn afternoonBuilds onNext.js (App Router) on VercelSupabase (Postgres, Storage, Auth + RLS)Resend (email notifications)
What you'll build

A private internal tool where a support agent pastes a raw chat transcript, an AI drafts a structured ticket with explicit follow-up action items, the agent edits and approves it, and the ticket is saved with the raw transcript attached and exported as a helpdesk-ready CSV row.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

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Before you start

  • A free Supabase account
  • A free Vercel account
  • A free Resend account (optional, for notifications)
  • A spreadsheet or CSV of your known customers

The problem this kills

Live chat is where the real support work happens — and where it quietly disappears. An agent solves a problem over WhatsApp or SMS, promises a callback, agrees to a refund, or flags a recurring bug, and then the chat window closes. Nothing lands in the helpdesk. There's no record of who the customer was, what was decided, or what was promised. Next week someone asks "did we ever fix this?" and nobody knows.

Manually re-typing every chat into a ticket is tedious, so it doesn't happen. Promises slip. Patterns go unnoticed. Customers repeat themselves to the next agent.

This tool closes that gap. Paste the transcript, get a structured ticket in seconds, and never lose a chat to the void again.

What you'll build

A small, private web app for your support team:

  • An agent pastes a raw chat transcript (live chat, WhatsApp, or SMS).
  • An AI reads it and drafts a structured ticket: a plain-language summary, the matched customer, the core issue, the resolution and its status, and — most importantly — every explicit follow-up or promise as a tracked action item.
  • The agent reviews the draft, fixes anything the AI got wrong, and approves it.
  • Only on approval does the ticket save — with the original raw transcript attached for proof — and become available as a clean CSV row in exactly the columns your helpdesk expects.

It logs in so only your team can use it, keeps each organization's tickets private, records who approved what and when, and refuses to log the same chat twice.

What's inside the Implementation Plan

The plan is a complete, paste-and-go runbook for an AI coding agent (Claude Code). You don't write code — you paste, answer questions, and approve.

It opens by interviewing you about your business. Before building anything, the agent asks how your chats actually look, what channels you use, how you name and match customers, what your resolution statuses are, and the messy exceptions you hit — then it tailors the ticket fields, the customer matching, and every later step to your real workflow. You're not getting a generic template; you're getting a tool shaped to how your team actually works.

Inside you'll find: the discovery interview, the exact data model, the customer-matching logic, the AI-drafting step, the human review-and-approve screen, the audit trail, duplicate protection, and the CSV export — each step ending with a ready-to-paste prompt.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls that make a tool safe to trust with customer records:

  • Login so only your team can get in.
  • Row-level security so each organization only ever sees its own tickets.
  • A full audit trail — who drafted, who edited, who approved, and exactly when.
  • A hard human-in-the-loop gate — the AI only ever drafts; nothing is saved or exported until a real agent reviews and approves it. The AI never silently logs a ticket.
  • Duplicate guards keyed on a transcript fingerprint or chat session ID, so the same conversation can't be logged twice.

Who it's for

Support agents and team leads handling live chat, WhatsApp, or SMS with no automatic ticket creation — anyone who's tired of watching chat work and chat promises vanish without a trace.

You've got this. Paste the first prompt and let the plan interview you.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.