Customer Support Glossary
15 min
track progress
For every support specialist, especially in the first month. After reading you will understand the words used in tickets, reports, QA and client conversations.
Track: Customer Support · Role: Support Agent, CSR · Time to complete: 15 min
Tickets and channels
| Term | Meaning |
|---|---|
| Ticket | One customer request tracked in the ticketing system, with all messages and notes. |
| Queue | The list of tickets waiting for agents. |
| Channel | How the customer contacts: email, chat, phone, social, SMS, form. |
| Omnichannel | Handling all channels in one place, so one customer's messages are linked. |
| Triage | Reading, tagging and prioritizing a new ticket. |
| Priority | Urgent, High, Normal or Low, based on impact. |
| Status | New, Open, Pending, On-hold, Solved, Closed. |
| Pending | We are waiting for the customer. |
| On-hold | We are waiting for someone inside the business or a vendor. |
| Internal note | A note only the team sees. Never sent to the customer. |
| Public reply | A message the customer sees. |
| Tag | A label on a ticket, such as the contact reason. |
| Root cause | The real reason the customer had to contact us. |
| Merge | Combining two tickets from the same customer about the same issue. |
| Master ticket | One ticket that links all tickets about the same outage or bug. |
| Macro | A saved reply, sometimes with saved actions. |
| Knowledge base | The library of help articles. |
| Concurrency | How many chats an agent handles at once. |
| Warm transfer | Passing a caller to someone else after briefing them, so the customer does not repeat anything. |
| Cold transfer | Passing a caller with no briefing. Not allowed at Narqix. |
Tiers and roles
| Term | Meaning |
|---|---|
| Tier 1 | Front line. Common questions, in-policy actions, triage. |
| Tier 2 | Senior support. Complaints, exceptions, disputes, troubleshooting. |
| Escalation | Passing a ticket to someone with more authority or knowledge. |
| Refund and Exception Matrix | The client's written rules on who can approve what, up to which amount. |
| Authority limit | The highest refund or credit you may approve alone. |
| QA | Quality assurance: scoring samples of work against the scorecard. |
| Calibration | Reviewers scoring the same items and agreeing on the rules. |
| Auto-fail | A mistake serious enough to score the whole interaction zero. |
Metrics
| Term | Meaning |
|---|---|
| FRT | First response time. Time until a person first replies. |
| SLA | Service level agreement. The response or resolution times the client expects. |
| Service level | For phones: share of calls answered within a set time (80% in 20 seconds). |
| Abandon rate | Share of callers who hang up before an answer. |
| AHT | Average handle time per contact. |
| FCR | First contact resolution: solved on the first contact. |
| One-touch resolution | Solved with a single agent reply. |
| Reopen rate | Share of solved tickets the customer reopened. |
| CSAT | Customer satisfaction: good ratings divided by all ratings. |
| Backlog | Unsolved tickets. Backlog age measures how old they are. |
Orders, payments and refunds
| Term | Meaning |
|---|---|
| WISMO | "Where is my order?" The most common support question in online retail. |
| Tracking number | The carrier's reference for a parcel. |
| Carrier trace or claim | A request to the delivery company to find a parcel or pay for a lost one. |
| RMA | Return merchandise authorization: approval and reference for a return. |
| Return window | The number of days a customer has to return an item. |
| Store credit | Value added to the customer's account to spend later. |
| Goodwill gesture | A small credit or refund offered when service fell short. |
| Partial refund | Returning part of the price. |
| Original payment method | The card or account the customer paid with. Refunds go only here. |
| Chargeback | When a customer asks their bank to reverse a payment. |
| Pre-authorization | A temporary hold on a card that may look like a charge but drops off later. |
| Proration | Charging or refunding only for the part of a billing period used. |
Accounts and security
| Term | Meaning |
|---|---|
| Identity verification | The client's method of confirming the customer is the account owner. |
| Account takeover | Someone other than the owner gaining control of an account. Urgent. |
| 2FA | Two-factor authentication: a second code or prompt when logging in. |
| Phishing | Fake messages that try to steal logins or money. |
| Redact | Hide or remove sensitive data (like a card number) from a ticket. |
Methods at Narqix
| Term | Meaning |
|---|---|
| Answer-First reply | Personal line, answer, details, next step, sign-off. |
| STEER Method | Settle, Tell it back, Empathize and own, Execute with a time, Record the root. |
| Tell it back | Restating the customer's problem in their words. |
| Personal line | The first line of a reply that proves you read the message. |
Check yourself
- What is the difference between FRT and FCR?
- What does WISMO stand for?
- Why do refunds go only to the original payment method?
- What is a pre-authorization, and why do customers sometimes think it is a double charge?
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