Getting Started

• How Plumsail HelpDesk works
• HelpDesk installation
• Quick HelpDesk configuration
• License Installation
• YouTube Channel
• Community forum

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

User guide

• Home
• Ticket management
• Ticket search
• Knowledge base
• All tickets
• Contacts
• My contact
• Reports
• Canned responses
• Ticket merging
• Ticket splitting
• SLA policies

General

• Version history
• Data protection and security
• Data center location
• Licensing details
• Billing and subscription management
• Support plans
• Status page

Power Automate (Microsoft Flow) and Public API

• Power Automate (Microsoft Flow) connector
• Public REST API

How to

• Notifications
• Automations
• 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

Documentation › Advanced

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