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Customer Support SOP Templates

Support quality depends on consistent processes. ReccordSOP captures how your best agents handle tickets, generates the SOP, and detects when procedures drift — so every agent follows the same playbook.

Ticket triage and assignment

  1. 1.Read customer message and categorize
  2. 2.Check for duplicate or related tickets
  3. 3.Set priority based on impact
  4. 4.Assign to appropriate queue
  5. 5.Send acknowledgment to customer

Refund processing

  1. 1.Verify order and refund eligibility
  2. 2.Calculate refund amount
  3. 3.Process in payment system
  4. 4.Update ticket with confirmation
  5. 5.Send refund notification to customer

Escalation procedure

  1. 1.Document troubleshooting steps taken
  2. 2.Summarize issue for next tier
  3. 3.Set escalation priority
  4. 4.Transfer to specialist queue
  5. 5.Follow up within SLA window

Knowledge base update

  1. 1.Identify recurring question or issue
  2. 2.Draft article with solution steps
  3. 3.Review with subject matter expert
  4. 4.Publish to knowledge base
  5. 5.Link from related tickets

Stop writing SOPs manually

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