Plumsail HelpDesk Online
Getting Started
Configuration guide
- Email settings
- Triggers
- Web widget
- Tab for Microsoft Teams
- Customize widget forms
- Customize ticket and contact forms
- Customer satisfaction survey (CSAT)
- Scheduling of tasks and reminders
- SLA policy
- Localization
- Appearance settings
- Color theme
- Customize ticket statuses
- Reports customization
- Ticket numbering customization
- Update HelpDesk
- Uninstall HelpDesk
General
Power Automate (Microsoft Flow) and Public API
How to
- Notifications
- Automations
- Automatically evenly assign tickets to agents
- Skill-based ticket assignment
- Assign tickets based on weights
- Assign ticket to first agent who replies
- Assign ticket to multiple agents
- Assign ticket to specific person
- Assign ticket based on forwarding address
- Detect changes made by others
- Edit ticket’s properties from mailbox
- Reassign ticket from disabled user
- Start a workflow with a trigger
- Close tickets if customer hasn't replied
- Create a new ticket in HelpDesk from a Twitter mention
- Submit tickets from an online form with the help of Power Automate (Microsoft Flow)
- Use SharePoint HelpDesk with Microsoft Teams for employee onboarding
- How to forward a ticket from one HelpDesk instance to another
- SLA
- Ticket management
- Custom forms, charts and views
- Advanced
- Create multiple HelpDesks for different departments and different mailboxes
- Asset management
- Track time spent to solve the ticket
- Send SMS notifications from help desk with Power Automate (Microsoft Flow) and Twilio
- Find the internal name of SharePoint column
- Manage permissions for SharePoint HelpDesk