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Switchboard · Closed beta

Every ticket to the right engineer.

Switchboard reads your unassigned queue and gets each ticket to the right person — matched by specialism, who's actually free, and current load. Keep a human in the loop, or let it assign automatically under your rules. It runs on the help desk Nexus is already connected to, so there's nothing new to plug in.

A private add-on, unlocked per-licence. It stays hidden in Nexus until your key includes it — and even then it's off until you switch it on, so nothing changes on your board until you're ready. There's no upsell wall, just nothing, until you're in the beta.

The Switchboard console in demo mode: six engineers with live presence, specialisms and load bars, and the unassigned queue routed by area — VPN login to Alex Rivera, Teams call audio to Sam Chen, Password reset to Jordan Lee — each one click from being assigned.
The Switchboard console — shown here on demo data. Every unassigned ticket matched to the right specialist by area, availability and load, each one click from being assigned.
How it decides

Four steps, every time.

Deterministic and explainable — no black box. The same inputs always reach the same engineer, and you can see exactly why.

The four routing steps

1

Classify

Read the ticket — subject and body, quoted history and signatures stripped — and tag its area (POS, M365, network, access, on-site and more) plus a P1/P2/P3 priority from the wording.

2

Match specialism

Find the engineers whose primary skill is that area, then their secondary specialists — the right person before the nearest person.

3

Check availability

Cross-reference your help desk's live agent presence: online beats away, on-site and at-capacity engineers are skipped.

4

Balance the load

Among equally-good options the least-loaded wins, with a fairness rotation — or it holds for the team when nobody's free.

Never a black box

Shows its working.

Every recommendation comes with a full trace — which specialists it considered, who was online, why it landed where it did. When it holds a ticket, it tells you that too, so nothing falls silently between the cracks.

Build the team once — names, specialisms, capacity, who can go on-site, who's hands-off — and Switchboard does the rest against the live board.

Classify"All tills are down at the venue" → POS · P1
SpecialistsPrimary POS: Priya (online), Sam (busy). Secondary: Dan (away).
AvailabilityOnline primary specialist found.
LoadPriya 2/5 · lowest of the eligible pool.
→ Recommended: Priya — Specialism match
On the wall, live

Not just a console — a board panel.

Switchboard now lives on the wallboard itself. The live feed panel streams every incoming ticket and the engineer it's headed to — new arrivals slide in, the queue clears with a flourish — so the whole team can watch routing happen across the room.

Engineer load bars — who's swamped, who's free, at a glance
Tap any row for the routing trace — or one-tap Assign
"Switchboard Command" preset — a one-click wall built around it
The 'Switchboard Command' board preset: the Switchboard feed panel — an engineer-load strip (Alex Rivera, Sam Chen, Jordan Lee, Priya Patel, Diego Santos, Mia Novak with capacity bars) then the routed queue, each ticket headed to an engineer with a one-tap Assign — sitting on a live board with at-risk tickets, agent status and open-by-status.
Manual or automatic

Recommend, or just do it.

Three modes — off, manual (it recommends, you click Assign) and automatic (it writes the assignment straight back to your help desk). Start with a dry run that records exactly what it would do, watch it for a day, then go live. It never re-assigns a ticket a human already touched.

Real-load capacity — caps each engineer by their actual open tickets, not a guess
Your rails — business-hours only, online-only, a per-minute cap, hold P1s, exclude whole areas
Optional AI for the tickets keywords can't call — your provider, your key, with the built-in engine as the fallback
A full audit trail — every automatic assignment (and dry-run preview) logged with its reason
The Routing tab: an Off / Manual / Automatic control set to Automatic, then the safety rails — dry run, business-hours-only, online-only, max assignments per minute, hold P1/P2/P3, exclude areas — and an opt-in AI-routing toggle that sends a ticket's subject and body to your own AI provider only when the keyword classifier is unsure, always falling back to the built-in engine.
Learns your team

Specialisms, from what they actually solve.

Not sure who's best at what? Switchboard reads each engineer's recently-solved tickets and proposes their specialisms — with the evidence in plain English. You review and apply; it never overwrites your roster on its own. No AI key? It generates a prompt for your own ChatGPT or Claude and safely decodes the code it gives back.

The specialty-learning review: each engineer with the primary and secondary specialisms learned from their solved history and a one-line rationale — Alex Rivera 75% Network & WiFi, 25% On-site work; Priya Patel 100% Hardware; Mia Novak 75% POS, 25% Ordering & returns — each with a tick to apply, then Apply to roster.
Proposed specialisms, learned from each engineer's solved history — "Alex: 75% Network & WiFi, 25% On-site work (8 solved)". You tick who to apply; nothing changes until you do.
What's in the box

Smart routing, your rules.

Specialism-first

Primary and secondary skills per engineer, so POS goes to your POS people and M365 to the M365 ones — automatically.

Availability-aware

Uses your help desk's live agent presence. Online beats away; on-site and at-capacity engineers sit out until they're free.

Load balanced & fair

The least-loaded of the right people wins, with a rotation so the same name isn't always first off the rank.

On-site to field engineers

Installs and site visits only ever go to engineers who can actually attend — never a desk-only specialist.

Holds, never drops

When nobody eligible is free, the ticket is held and flagged for the team rather than forced onto the wrong person.

Quick to set up

Built on the data Nexus already reads — Zendesk, Freshdesk, Freshservice, Jira SM, HaloPSA, SuperOps, NinjaOne or ConnectWise PSA. No new connector, and one click imports your agents as a starting roster — you just add their specialisms.

Automatic, on your terms

Flip from recommend to auto-assign when you're ready. Dry-run first, cap how many it does, hold your P1s, keep it to business hours — and watch every move in the audit trail.

AI for the hard ones

Opt-in. When the keyword classifier is unsure, your own AI provider picks the engineer from the eligible team — and it always falls back to the deterministic engine, so AI never blocks a routing.

Learns specialisms

Reads who resolves what from your solved history and proposes each engineer's primary and secondary skills — with the evidence. You review and apply; nothing changes on its own.

Closed beta

Built, and finding its feet.

Switchboard is in closed beta while we tune it against real teams. It's a private add-on — invite-only, unlocked per-licence — and honest about being early. It's manual by default: it recommends, you assign. Turn on automatic mode when you trust it, behind dry-run and the safety rails. Want a look? Tell us about your team.