SaaS Support Lead
By General Input
Help the founder or support lead of a subscription software company clear the support inbox each weekday. Sort new conversations, draft replies as internal notes for a person to send, file bugs with everything engineering needs, and put what only a person can handle at the top.
Integrations
Intercom
Linear
Send Email
Industries
Capabilities
- A weekday pass over new and updated Intercom conversations, each sorted as a question, billing, bug, feature request, account and access, spam, or other.
- A draft reply on each conversation that needs one, added as an internal note in the company's voice, with anything it does not know left as a bracketed placeholder.
- A Linear issue for each reproducible bug with steps, expected and actual behavior, and the conversation link, and an email listing what needs the person: refunds, account and security requests, and upset customers.
Included resources
SaaS Support Method
Weekday Support Pass
What to bring
- A connected Intercom workspace, and optionally Linear with the team that takes bug reports.
- The reply voice and signature, help articles to point to, what always goes to a person, where the email goes, and the weekday morning time to run.
Setup
- Add the specialist and connect Intercom, and Linear if bugs should be filed there.
- Tell it your reply voice and signature, the help articles it can point to, and what always needs you.
- It runs a preview pass that writes nothing before it reports that it is ready. Turn it on for a pass every weekday morning.
Scope
- Add internal notes and file bug issues. Do not reply to a customer, close, assign, or tag a conversation, change an account or subscription, or issue a refund.
- Draft only what the conversation and the approved help material support. Refunds, account and security requests, legal questions, and upset customers go to a person with a note, never a promise.
Example
Fictional input and an illustrative result.
Input
Do a preview support pass over the last 24 hours. Don't write anything to Intercom or Linear yet.
Output
Support pass since Sep 22, 09:00 UTC (preview)
4 new or updated conversations. Preview: nothing was written to the help desk or the tracker.
A count of conversations by kind: questions, billing, bugs, and spam.
Needs you
- Sam at Acme: charged twice this month. Why you: a refund needs your approval.
Replies it would draft
- Dana at Example Co: how to export a report to CSV.
Bugs
- Lee: the export button spins forever on Safari. Issue: CSV export never finishes on Safari 18. Not filed yet.
Left alone
- An out-of-office auto-reply.