A support agent workflow on a Mac: replies, screenshots and case notes
A support agent copies and pastes all day. NotchStar adds three short helpers: clipboard history for lines you copied earlier, a tray for screenshots you send, and a scratchpad for a case number. It does not connect to a help desk or keep canned replies.
Reuse something you copied
- Copy the order number, the link or the reply as you normally would.
- Later, open the notch and choose Clipboard. Type a few letters to filter. Search ignores case and accents.
- Click the row. It goes back on the clipboard. Paste with Command + V.
The list holds the last 50 copies, up to 10 images, and shows one line per item. Clicking copies all of it. It stores plain text, so formatting is lost. Because it is a history, a line you want every day belongs in a text file or your help desk’s own saved replies.
Send a screenshot
Take the screenshot, check the thumbnail under the notch for private data and drag it into the chat. For two or three, Command click and drag together. If a chat does not accept a drop, right click the thumbnail and choose Copy, then paste. The full steps are in sending a screenshot in a support chat.
Hold a case number
Open Quick Note and type the case number, the customer name and the next step. It saves as you type and it is one note, so clear it when the case is closed. It is stored on your Mac and not synced.
Time a call
For a call with a limit, start a countdown in Timers. For handling time, use the stopwatch and write the number in your system, since NotchStar keeps no history.
Privacy and company rules
Customer data in the clipboard stays in memory on your Mac, and NotchStar does not send it anywhere. Anything an app does not mark as concealed is recorded, though, so do not copy a password or card number unless you must. Quit and reopen NotchStar to clear the history at the end of a shift if your rules call for it. Your company may have its own limits on tools, so ask first.
Limits
- It does not integrate with Zendesk or any other help desk.
- It does not keep saved replies, tags or templates.
- Screenshot Tray shots last five minutes, up to 12.
- Timers and the clipboard reset when NotchStar quits.
The Clipboard page and the Screenshot Tray page list every control.