Customer Support Automation — Prototype PRD

1. Product Overview

This app automates customer support for financial service firms. It streamlines query resolution and enhances customer experience. The target is mid-sized financial services firms looking to reduce operational costs.

2. Users

Primary User: Customer Support Agent — manages and resolves customer inquiries.
Secondary User: Customer Service Manager — oversees team performance and analytics.

3. Core Workflow

Customer submits a support ticket via the app.
Support agent reviews the ticket in the dashboard.
Agent accesses suggested responses and resolutions.
Agent resolves the ticket and notifies the customer.

4. Key Features

Ticket Submission — Customers submit tickets with issues or inquiries.
Agent Dashboard — Centralized view for agents to track and manage tickets.
Suggested Responses — AI-driven suggestions for common customer inquiries.
Performance Analytics — Managers view ticket resolution metrics and agent performance.
Notification System — Alerts agents of new tickets and updates.

5. Sample Data

Ticket 1: ID: 001, Customer: Jane Doe, Issue: "Billing question", Status: "Open"
Ticket 2: ID: 002, Customer: John Smith, Issue: "Account access issue", Status: "Resolved"
Ticket 3: ID: 003, Customer: Emily Tan, Issue: "Loan inquiry", Status: "Pending"

6. Design Notes

Single-page Next.js app, Shadcn UI, Tailwind CSS, dark mode.
Dashboard layout with sidebar navigation.
Realistic mock data throughout, no empty states.
Core workflow only — no auth, no settings.
Common lucide-react icons (Home, Settings, BarChart3, Users, FileText, Search, Bell, ChevronRight).

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21d ago

Now I have the design direction — a dark, professional financial SaaS dashboard with a deep dark background, subtle borders, and a blue primary accent. Let me build all the components now.

The ClearDesk prototype is complete. Here's what was built across 10 files:

Agent Dashboard — 12 realistic financial support tickets with a filterable table (by Open, Pending, In Review, Resolved), 4 live KPI cards, and per-row priority + status badges.
Ticket Detail View — Full message thread, a right-side info panel with customer data and agent assignment, and an AI suggestions panel that pre-fills the reply box when you click "Use" on any suggestion. Agents can also mark tickets as resolved from this view.
Analytics View — Weekly ticket volume bar chart, status distribution donut, resolution time by category horizontal bar chart, and an agent performance leaderboard — all powered by Recharts.
Notification Panel — Bell icon with unread count badge opens a dropdown with color-coded alerts (critical, warning, info, success) and a "Mark all read" action.

21d ago

Customer Support Automation — Prototype PRD

1. Product Overview

2. Users

Primary User: Customer Support Agent — manages and resolves customer inquiries.
Secondary User: Customer Service Manager — oversees team performance and analytics.

3. Core Workflow

Customer submits a support ticket via the app.
Support agent reviews the ticket in the dashboard.
Agent accesses suggested responses and resolutions.
Agent resolves the ticket and notifies the customer.

4. Key Features

Ticket Submission — Customers submit tickets with issues or inquiries.
Agent Dashboard — Centralized view for agents to track and manage tickets.
Suggested Responses — AI-driven suggestions for common customer inquiries.
Performance Analytics — Managers view ticket resolution metrics and agent performance.
Notification System — Alerts agents of new tickets and updates.

5. Sample Data

Ticket 1: ID: 001, Customer: Jane Doe, Issue: "Billing question", Status: "Open"
Ticket 2: ID: 002, Customer: John Smith, Issue: "Account access issue", Status: "Resolved"
Ticket 3: ID: 003, Customer: Emily Tan, Issue: "Loan inquiry", Status: "Pending"

6. Design Notes

Single-page Next.js app, Shadcn UI, Tailwind CSS, dark mode.
Dashboard layout with sidebar navigation.
Realistic mock data throughout, no empty states.
Core workflow only — no auth, no settings.
Common lucide-react icons (Home, Settings, BarChart3, Users, FileText, Search, Bell, ChevronRight).

Now I have the design direction — a dark, professional financial SaaS dashboard with a deep dark background, subtle borders, and a blue primary accent. Let me build all the components now.

The ClearDesk prototype is complete. Here's what was built across 10 files:

Agent Dashboard — 12 realistic financial support tickets with a filterable table (by Open, Pending, In Review, Resolved), 4 live KPI cards, and per-row priority + status badges.
Ticket Detail View — Full message thread, a right-side info panel with customer data and agent assignment, and an AI suggestions panel that pre-fills the reply box when you click "Use" on any suggestion. Agents can also mark tickets as resolved from this view.
Analytics View — Weekly ticket volume bar chart, status distribution donut, resolution time by category horizontal bar chart, and an agent performance leaderboard — all powered by Recharts.
Notification Panel — Bell icon with unread count badge opens a dropdown with color-coded alerts (critical, warning, info, success) and a "Mark all read" action.

21d ago