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Support desk

Every client question gets an owner and an answer.

WhatsApp, SMS, app chat and phone calls land in one inbox. Each becomes a ticket with a status and a reply-time target, so 'nobody picks up' stops being the review clients leave.

Book a demo See the back office

Support desk · all channels

Support inbox

Sample data
  • Client 0388WhatsApp

    When will my HDL sale proceeds reach my bank?

    Open4 min
  • Client 1207App chat

    Contract note for 30 Oct is not showing

    In progress12 min
  • Client 0915SMS

    Please reset my portal password

    ResolvedDone
  • Client 0412Phone log

    Margin call question, wants a callback

    Urgent1 min

One inbox

All channels, one queue.

WhatsApp

Messages to your business number become tickets automatically.

SMS

Replies to alerts and margin calls are captured, not lost on a phone.

App and portal chat

Clients write from inside the app; the ticket carries their account details.

Phone log

Calls are logged against the client with a note and a follow-up.

Context on every ticket

Answer with the ledger already open.

A ticket shows the client's recent trades, settlements and payouts next to the message, so the first reply can be the right one.
  • Client ledger and holdings beside the conversation
  • Templates for common answers: payout timing, contract notes, password reset
  • Escalation to the accounts or risk desk with one click

Your Brokerage · all branches

Management dashboard

Sample data

Turnover today

Rs. 4.82 cr

+6.1% vs avg

Active clients

3,214

this month

Dormant 90+ days

1,087

re-engage list ready

Open tickets

14

2 past target

Turnover, last 7 trading days

Questions

About the support desk

Do we need a WhatsApp Business account?
Yes, WhatsApp messages need your own business number registered with Meta. We help you set it up.
Can managers see response times?
Yes. Open tickets, tickets past target and average first-reply time are on the management dashboard.

Related modules

Works with

Phase 1No new approval

Client app

Portfolio, ledger, collateral, top-ups, contract notes, alerts and support in one app with your name on it.

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Phase 1No new approval

Web portal and website

A fast, searchable website and a signed-in client portal that mirrors the app.

Explore
Phase 1No new approval

Account opening and CRM

Clients open accounts online with national ID, demat and Meroshare details; every lead is tracked to funded.

Explore
Phase 2No new approval

Back office

Client ledgers, settlement tracking, commission and SEBON/NEPSE fees, and payouts across branches.

Explore
Phase 2No new approval

Margin trading

Collateral valuation, haircuts, loan-to-value limits and automatic margin calls for licensed brokers.

Explore
Phase 2No new approval

Charts and market insights

Candlestick charts, indicators, screeners, watchlists and price alerts for your clients, without giving advice.

Explore
Phase 3Needs NEPSE approval

Web trading portal

Our own order screen and trading system, offered only once NEPSE approves it.

Explore

See LSNEP with your brokerage's name on it.

Book a 30-minute walkthrough. We show the client app, portal and back office on sample data, and talk through what your firm needs first.

Book a demo How it works