Customer Service & Support
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Key Benefits
Faster service delivery through predefined processes
Higher customer satisfaction through transparency
Reduced manual effort through automation
Full overview of customers, contracts and equipment
Scalable for growing service organizations
Connect OTRS with your existing solution
OTRS is one of the most widely used service management systems, and it can be seamlessly integrated with existing applications, such as SAP, Salesforce or HP Service Center. The generic interface and the XSLT mapping module of OTRS allow both the integration of existing systems and also the individual combination of several OTRS solutions. This significantly reduces the risks, effort, and costs involved in creating and maintaining conventional interfaces.
Included Business Processes
Incident and Repair Request Process
Customers submit incident or repair requests via the customer portal or supported communication channels. Each request is automatically linked to the affected machine or configuration item as well as the related service contract.
From the first interaction, agents have full visibility of warranty status, SLA definitions and equipment history. Requests can be prioritized, assigned and tracked based on predefined rules.
The result is faster response times, improved first time resolution and reliable compliance with service agreements.
Maintenance Request Process
The Maintenance Request process supports both planned and ad hoc maintenance activities. Customers can request maintenance services through the portal while service teams can proactively schedule recurring maintenance based on contracts or service intervals.
For non warranty cases, invoice relevant data is calculated automatically using predefined pricing rules, effort and material. All maintenance activities are fully documented and linked to the corresponding equipment.
This ensures transparent billing, complete service documentation and predictable maintenance operations, which can be syncronized to your ERP-Solution.
Customer Self Registration Process
The Customer Self Registration process allows new or potential customers to register themselves via the external portal without manual involvement from service teams. During registration, customer data is validated and processed according to predefined rules.
After approval, users gain access to the customer portal where they can submit service requests, view contracts and track appointments and service activities.
This process accelerates onboarding, reduces administrative effort and enables scalable customer growth.
Field Service Management Process
The Field Service Management process centralizes the handling of on site service requests. Tickets, appointments, equipment and service contracts are combined in a single workflow.
Agents can plan, assign and reschedule field service visits efficiently. Service technicians receive all relevant information in advance, including machine data, service history and contractual details.
Time Tracking can be syncronisded with your internal tools.
This increases first visit success, reduces coordination effort and improves service quality.
Success Story with OTRS for Customer Service & Support
Customer Portal Experience
- Customers access a central portal showing:
- Open and closed requests
- Service contracts and SLAs
- Machines and configuration items
- Appointments and planned service activities
This transparency reduces follow-ups and accelerates resolution.
Service Team Advantages
- Organize field service requests with full context
- Plan and manage appointments efficiently
- Automatically identify affected equipment and contracts
- Import and export machines and contracts
- Use predefined templates for consistent communication
Reporting and Insights
- Built-in reports for:
- Training requests
- Incidents and repairs
- Maintenance activities
Gain visibility into workload, trends, and service performance.
AI Services to Accelerate Customer Service
The OTRS Customer Service solution can be extended with powerful AI services that help service teams respond faster, reduce manual effort, and maintain high service quality even at scale.
AI Classification
AI Classification automatically analyzes incoming tickets and assigns relevant categories, priorities, services, or queues. This reduces manual triage, shortens first response times, and ensures requests reach the right team immediately. Customers get help faster while agents can focus on resolution instead of sorting and routing.
AI Summary
AI Summary creates concise summaries of complex or lengthy ticket conversations. This is especially valuable when cases are handed over between agents, escalated, or reviewed after longer processing times. It also supports a quick understanding of translated content, enabling teams to get a clear overview without reading the full history.
Together, these AI services improve efficiency, support consistent service quality, and significantly reduce cognitive load for service agents, making customer service faster, clearer, and more scalable.
Why OTRS Customer Service?
- No long implementation projects
- Best practice processes included
- Designed for real service operations
- Immediate time-to-value
A complete customer service solution, not just a ticketing system.
Discover the OTRS Solutions
Choose the solution that fits your use case or combine them on one platform.