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Getting Started

  • Introduction
  • Quick Start
  • Project Structure

Configuration

  • Environment Variables
  • App Configuration

Authentication

  • Authentication
  • OAuth Providers
  • Two-Factor & Passwordless
  • Enterprise SSO (SAML)

Database

  • Database
  • Migrations

Teams

  • Teams & Organizations
  • Permissions & RBAC

Payments

  • Payments & Billing
  • Stripe Setup
  • LemonSqueezy Setup
  • Polar Setup
  • Payment Webhooks

Api

  • API Layer
  • tRPC
  • GraphQL

Ai

  • AI Features

Email

  • Email
  • Email Templates

Infrastructure

  • Infrastructure
  • File Storage
  • Background Jobs

Ui

  • UI & Theming

I18n

  • Internationalization

Content Management

  • Content Management

Admin

  • Admin Panel

Security

  • Security

Monitoring

  • Analytics & Monitoring

Modules

  • Module Architecture

Plugins

  • Plugin System
  • AI Kit Plugin
  • CRM Plugin
  • Helpdesk Plugin
  • Email Marketing Plugin

Deployment

  • Deployment
  • Troubleshooting

Upgrading

  • Upgrading Codapult

Developer Tools

  • MCP Server
  • Testing
Plugins

Helpdesk Plugin

AI-native support ticket system with SLA tracking, canned responses, AI auto-resolve via RAG, satisfaction surveys, and analytics.

Overview

The Helpdesk plugin adds a full-featured customer support system to your Codapult project. It combines traditional ticket management (priorities, assignments, SLA policies) with AI capabilities — automatic ticket classification, RAG-powered response suggestions, and optional auto-resolution for common questions using your help center content.

Package: @codapult/plugin-helpdesk · Price: $39 (one-time)

Install with:

npx @codapult/cli plugins add @codapult/plugin-helpdesk

Features

Ticket Management

Full ticket lifecycle with thread-based conversations:

  • Status machine — enforced transitions: open → pending → in_progress → waiting_on_customer → resolved → closed
  • Priorities — low, medium, high, urgent
  • Agent assignment — assign tickets to team members
  • Internal notes — private messages visible only to agents
  • Tags — categorize tickets with custom tags
  • Threaded messages — conversation thread with agent, customer, AI, and system messages

SLA Tracking

Service-level agreement enforcement:

  • Per-priority policies — define first-response and resolution time targets for each priority level
  • Deadline calculation — automatic SLA deadlines based on ticket priority and creation time
  • Breach detection — cron job checks for approaching and breached SLA deadlines
  • Escalation alerts — email notifications and in-app alerts when SLA deadlines are at risk
  • Compliance dashboard — SLA compliance percentage tracked in analytics

AI Auto-Classification

Reduce triage time with automatic categorization:

  • Priority assignment — AI analyzes ticket content and assigns the appropriate priority level
  • Category detection — automatic category tagging based on the ticket subject and description
  • Configurable — enable/disable classification per organization in support settings

AI Response Suggestions

RAG-powered draft responses for agents:

  • Knowledge base search — searches your help center MDX articles and custom indexed content using Codapult's built-in RAG pipeline
  • Suggested response — generates a draft response with confidence score
  • Source citations — shows which help articles were used to generate the suggestion
  • Agent control — agents can accept, edit, or dismiss suggestions with one click
  • Suggestion history — all AI suggestions are stored for review and quality tracking

AI Auto-Resolution

Automatically resolve simple tickets without human intervention:

  • Confidence threshold — configurable minimum confidence level per organization (e.g., 85%)
  • Automatic response — when confidence exceeds the threshold, AI sends the response and closes the ticket
  • AI resolution flag — tickets resolved by AI are flagged in analytics and ticket list
  • Safety net — customers can reopen auto-resolved tickets if the answer was insufficient
  • Toggle per org — organizations can enable/disable auto-resolve independently

Canned Responses

Reusable templates for common questions:

  • Template library — create and manage response templates per organization
  • Usage tracking — track how often each canned response is used
  • Quick insert — agents can insert and customize templates in ticket replies

Satisfaction Surveys (CSAT)

Measure customer happiness:

  • Post-resolution surveys — automatically sent after ticket resolution
  • 1–5 star ratings — simple rating scale with optional comment
  • Per-agent tracking — CSAT scores tracked per agent over time
  • Analytics integration — satisfaction trends visible in the support dashboard

Email Notifications

Keep customers and agents informed:

  • Ticket confirmation — email sent to customer when ticket is created
  • Agent reply — notification when an agent responds
  • Resolution notice — email when ticket is resolved
  • SLA breach alert — notification to agents when SLA deadlines are at risk

Dashboard Pages

The plugin adds 5 pages under /dashboard/support/:

PagePathDescription
Ticket List/dashboard/support/ticketsAll tickets with filters and search
Ticket Detail/dashboard/support/tickets/[id]Conversation thread, AI suggestions, SLA
Canned Responses/dashboard/support/cannedResponse template management
SLA Policies/dashboard/support/slaSLA policy configuration
Analytics/dashboard/support/analyticsVolume, SLA, AI stats, agent metrics

API Routes

All routes are served under /api/plugins/helpdesk/. The plugin registers 27 API routes including:

  • GET|POST|PUT /tickets + POST /tickets/assign|close|reopen + GET|POST|DELETE /tickets/tags — ticket lifecycle
  • GET|POST /messages — conversation thread
  • GET|POST|PUT|DELETE /canned — canned response management
  • GET|POST|PUT|DELETE /sla — SLA policy configuration
  • GET|PUT /settings — per-org support settings (AI toggles, thresholds, from email)
  • GET /analytics/overview|ai|agents — reporting endpoints
  • POST|GET /satisfaction — CSAT submission and retrieval
  • POST /ai/suggest — generate AI response suggestion for a ticket

Database Tables

The plugin creates 8 tables prefixed with support_:

TablePurpose
support_ticketTickets: status, priority, SLA timestamps, AI resolution
support_ticket_messageConversation messages (agent, customer, AI, system)
support_ticket_tagTicket tags (composite PK)
support_canned_responseReusable response templates
support_sla_policyPer-priority SLA time targets
support_settingsPer-org AI and email configuration
support_satisfaction1–5 star ratings per ticket
support_ai_suggestionAI suggestions with sources and confidence scores

Environment Variables

VariableDefaultDescription
HELPDESK_FROM_EMAIL—Sender email for notifications
HELPDESK_FROM_NAME"Support"Sender display name
HELPDESK_AI_MODEL"gpt-4o-mini"Model for classification and suggestions
HELPDESK_AUTO_RESOLVE"false"Enable AI auto-resolve globally
HELPDESK_SLA_CHECK_CRON"*/5 * * * *"SLA breach check interval (cron expression)

Integration with Core Modules

ModuleHow Helpdesk Uses It
retrieveContext()RAG search for AI suggestions and auto-resolve
sendEmail()Ticket confirmation, agent reply, resolution, SLA alert
enqueue()Background jobs: classify, SLA check cron
createNotification()In-app notifications for assignments and replies
Vercel AI SDK (ai)Classification, response generation
checkOrgQuota()Enforce supportTickets resource limit
logActivity()Audit trail for ticket lifecycle events
requireOrgMembership()Access control on all routes
onUserDeletedReassign/anonymize tickets when agent is deleted
CRM PluginEmail Marketing Plugin