Features list
Support channels
Mailbox | All e-mail messages will be converted into tickets and comments |
Web widget | Place the widget straight on your SharePoint or internal site for external users to submit a ticket and track it. |
Custom | You can integrate the HelpDesk with social networks and other sources using Microsoft Flow. |
Ticket management
Add private or public comments | Communicate with your team through a private channel and leave public notes for customers. |
Create public and private ticket views | Create different ticket views to display what is important the most. You can decide public or private view to create. |
Assign tickets to a group of agents | Assign a ticket to a group for them to work on a ticket together. For example, you could assign a ticket to your sales team instead of assigning it to the specific agent. |
Ticket activity history | See who, when, and how changed a ticket. |
Classify tickets with tags and categories | Tag tickets with keywords or classify them with categories. |
Search | Full-text search and quick navigation by ticket ID. |
Export tickets | Export all your tickets to Excel and use all the capabilities of Exсel to analyze them, and create pivots and charts. |
Filter tickets | Filter tickets on its properties. |
Agent efficiency
Knowledge base | Create a base with answers to the most common questions. Sharing is caring, right? |
Mark as read or unread | Mark tickets as you need for a better understanding of where to put your attention. If a ticket is modified by other person or a new reply from a customer is received, it is marked as unread. |
Detecting agent’s collision | Know if somebody is already assigned to the ticket. thus agents can avoid duplicate replies, save their time and eliminate customers' confusion. |
Overdue indication | The due date will be colorized to get your attention to an overdue ticket. |
Manage tickets from email | Reply to your tickets straight from the mailbox. Remote access to work is more simple than ever. |
Manage and view requester info from the ticket | All information related to the requester is shown by clicking on the requester’s name. It helps to provide more context on the ticket. |
Agent signature | Agents can have a unique signature which will add at the end of the each reply automatically. thus, there is no need to type it manually every time. |
Copy and paste images | the quickest way to add images to the ticket without saving it to a local PC. Just take a screenshot and paste it straight into a reply |
Attachments | You can easily add any attachment to provide more context. |
Automation
Triggers | Automate your message notifications, ticket routing and other business tasks with triggers. Just specify the condition for when to start it and what to do. For example, change ticket priority if there is a specific keyword in the ticket subject. there are hundreds of scenarios when you would use it. Read our documentation for more information. |
Automatic assignment | Assign tickets to specific agents based on ticket properties with a help of a trigger. |
Automatic notifications | Both sides of the support process are receiving notifications on every step of work. You can easily add new notifications. |
Repeating workflows | Do repeating tasks automatically with workflows that can be triggered by events and conditions or scheduled to run at particular times. |
Microsoft Flow integration | Expand abilities of HelpDesk with third-party tools. Microsoft flow allows you to integrate HelpDesk with other systems. For example SalesForce, twitter or other SharePoint sites. |
SharePoint workflow integration | Create more complex workflows with SharePoint Designer and integrate them with your HelpDesk. Automate routine according to your business processes. |
Reporting
HelpDesk overview | Built-in charts to measure HelpDesk in general. |
Agent performance | Built-in charts to measure agents’ performance with different metrics. |
Customer analysis | Know your customers better — see top requesters, the amount of overdue tickets. |
Customization
Fields and forms | Add new custom fields and forms to tickets with drag and drop. |
Triggers | Design your own triggers to automate notifications, ticket routing, or other business tasks. |
Color theme | Choose a color theme that applies to your HelpDesk. |
Reports | Create reports measuring the productivity of your team with the help of Dashboard Designer. Note that you need to purchase it separately. |
Navigation | You can configure the quick launch display setting and a list of HelpDesk navigation elements. |
Email templates | Besides preconfigured email messages, you can create your own messages which will be sent to the customer in certain circumstances. |
Security
Application security | We care about application security. See our security policyfor more information. |
Data security | We care about application security. See our security policyfor more information. |
Physical security | Data centers have been tested for security, availability, and business continuity. |
Compliance certification | Data centers are certified for ISO 27001, SOC I, II and III, HIPPA, and FedRAMP compliance. |