Customer service management template

Deliver great service experiences to external customers, fast.

Customer service management portal Bancly support from Jira Service Management


The customer service management template is designed to help teams efficiently deliver great service experiences to their customers. Set SLAs, answer customer questions, prioritize requests and collect feedback to ensure your external customers or business partners can quickly get the help they need.

Customer service management template

Jira Service Management
Ideal for

Teams needing a branded support experience to support external customers

Request types

• Licensing and billing questions
• Other questions
• Product trial questions
• Report a bug
• Suggest a new feature
• Suggest improvement
• Technical support
• Emailed request

How to get started with the customer service management template

Starts icon

1. Bring your brand to your portal

Give customers a seamless experience from start to finish with a simple, branded, and intuitive portal that makes it easy for them to get help quickly, and enables your teams to streamline incoming work.

List icon

2. Optimize your queue

Your queue brings together requests from email, chat tools, your service project, and other channels to help you track, triage, and assign incoming requests.

Thumbs up icon

3. Improve customer satisfaction

Measure customer satisfaction and improve the service experience with Service Level Agreements (SLAs). Keep track of deadlines based on elapsed time or request categories, and use automated notifications and alerts to prevent breaches.

Additional resources

More templates for service management

Guides and articles

Direction icon

What is ITSM? A guide to IT service managment