Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting Planfix CRM and Project Management System

Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Keep every client platform safe and compliant while you control queues, SLAs, and reporting from one operations workspace.

Keep Every Client Platform Safe, Compliant, And Auditable — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Keep Every Client Platform Safe, Compliant, And Auditable

Your clients expect safe communities and clear proof of compliance. Planfix captures every report, automated flag, and escalation in one workspace and routes it to the right team. Conditional queues and SLAs keep risk visible and audits straightforward.

Policies And SLAs

Turn client policies and SLAs into queues, workflows, and status sets that mirror each contract and playbook.

Policies And SLAs — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Unified Intake

Capture every user report and automated flag in one workspace with structured fields, tags, and client identifiers.

Controlled Triage

Triage, route, and resolve incidents under SLA using Planner boards, conditional queues, and automation rules that balance workload.

Transparent Reporting

Report outcomes, trends, and quality with live dashboards, data tags, and client dashboards that prove service value.

Start With One Controlled Queue — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Start With One Controlled Queue

Start by funneling every content report and automated flag into a single controlled queue. Planfix creates tasks from email, chat, and webhooks with client, policy area, and SLA already set so you see real risk and backlog in one place.

Show Value Fast

Display a unified Planner board where every client queue, risk level, and SLA lane updates in real time during reviews.

Communicate Daily Operations

Give clients structured catalogs of policies, categories, and SLAs mapped to queues and fields so operations feel transparent and predictable.

Support Quality And Renewals

Back quality, risk, and renewals with clean numbers on volume, SLA, incident mix, and QA samples instead of fragile spreadsheets.
Challenges You Face Every Day — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Challenges You Face Every Day

You juggle client tools, spreadsheets, and chat to keep up with reports and incidents. Numbers for QBRs take days and policy details live in memory, so you keep firefighting instead of running a predictable Trust and Safety operation.

Reactive SLA Management

You chase SLA breaches instead of seeing risk early and reshaping work before incidents become escalations.

Uncertain Client Reviews

You feel exposed before reviews because performance numbers, evidence, and rationales live in scattered tools and private notes.

Weak Audit Evidence

You struggle to prove decisions during audits when rationale, evidence, and policy versions do not align in one place.

Margin Risk During Spikes

You lose margin and sleep when volume spikes, policies change late, and nobody sees impact across clients in time.

Turn Policies Into Executable Workflows

Run Intake, Triage, And Routing From One Planner

Make Decisions, Log Rationale, And Close The Loop

Report Performance And Risks Without Spreadsheets

Turn Policies Into Executable Workflows — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Turn Policies Into Executable Workflows

Map client policies to objects, fields, and status sets so every incident type has a consistent lifecycle.
Use transition rules so moderators can only move cases through valid states that reflect each policy area.
Store policy documents, examples, and edge cases in linked tasks that sit beside active incident work.
Track policy versions and changes by client using projects and portfolios for transparent reviews.
Status Sets In Planfix
Run Intake, Triage, And Routing From One Planner — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Run Intake, Triage, And Routing From One Planner

Turn every report and automated flag into a task with client, channel, language, and SLA prefilled.
Group cases by risk, language, or queue using conditional Planner lists that update automatically.
Drag cards between lists to reassign ownership or priority while Planfix rewrites fields in the background.
Use automation scripts and AI Dataminer to classify content and set queues for faster first response.
Planner Chronicle
Make Decisions, Log Rationale, And Close The Loop — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Make Decisions, Log Rationale, And Close The Loop

Capture decisions as statuses, fields, and tags instead of only free text notes on the case.
Attach evidence, screenshots, and user history directly to tasks for a complete audit story.
Use QA tasks and checklists to sample decisions, coach moderators, and reduce escalations.
Link escalations and appeals to the original task chain so you retain full context.
Checklists In Planfix
Report Performance And Risks Without Spreadsheets — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Report Performance And Risks Without Spreadsheets

Use data tags to log time, effort, and severity so costs and workloads stay visible per client.
Roll up volumes, SLA compliance, and response times with Project Totals fields across portfolios.
Build dashboards with charts and tables that refresh in real time from operational data.
Share selected reports through client dashboards so customers see live safety trends.
Reports In Planfix
Run A Predictable Trust And Safety Operation — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Run A Predictable Trust And Safety Operation

You run a Trust and Safety operation that feels controlled and transparent. Queues and SLAs stay clear across clients, while incidents, trends, and costs live in one workspace. You feel calm during spikes and confident before audits, reviews, and renewals.

Reduce Common Barriers

Reduce Common Barriers — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Reduce Implementation Complexity

Start with one client queue, then copy and adapt the intake flow using templates as you add platforms.
Reduce Common Barriers — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Reduce Tool Resistance From Teams

Let teams keep familiar channels while Planfix turns messages into tasks and shows simple boards behind the scenes.
Reduce Common Barriers — Content Moderation / Trust & Safety Outsourcing - Tickets, Policies, Reporting

Integrate With Client Systems

Use webhooks, API, and directories to sync identifiers and context instead of rebuilding each client platform.

Replace Spreadsheets And Chat

Replace scattered spreadsheets and chat threads with structured tasks, queues, and audit trails that withstand reviews and internal scrutiny.

Replace Generic Help Desk Tools

Outgrow generic help desks with Planner conditional lists, Project Totals, and data tags tailored to Trust and Safety operations.

Replace Client Native Tools Only

Add a neutral operations layer across clients so you standardize workflows while still honoring each platform and policy set.
With Planfix you keep every client platform safe and compliant, grow Trust and Safety contracts, and reduce surprises across incidents, trends, and costs.

Run Content Moderation And Trust And Safety In Planfix

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