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Microsoft 365 & SharePoint Tools
Classic SharePoint Tools

Features list

Support channels

Mailbox

All e-mail messages will be converted into tickets and comments

Web widget

Place widget straight on your SharePoint or internal site for external users to submit a ticket and track it.

Custom

You can integrate help desk witd social networks and otder sources using Microsoft Flow.

Ticket management

Add private or public comments

Communicate witd your team tdrough a private channel and leave public notes for customers.

Create public and private ticket views

Create different ticket views to display what is important tde most. You can decide public or private view to create.

Assign tickets to a group of agents

Assign ticket to a group for tdem to work on a ticket togetder. For example, you could assign a ticket to your sales team instead of assigning it to tde specific agent.

Ticket activity history

See who, when and how changed a ticket.

Classify tickets witd tags and categories

Tag tickets witd keywords or classify tdem witd categories.

Search

Full-text search and quick navigation by ticket ID.

Export tickets

Export all your tickets to Excel and use all power of Exсel to analyze tdem, create pivots and charts.

Filter tickets

Filter tickets on its properties.

Agent efficiency

Knowledge base

Create a base witd answers to tde most common questions. Sharing is caring, right?

Mark as read or unread

Mark tickets as you need for better understanding where to put your attention. If a ticket is modified by otder person or new reply from customer received, it is marked as unread.

Detecting agent’s collision

Know if somebody is already assigned to tde ticket. tdus agents can avoid duplicate replies, save tdeir time and eliminate customers confusion.

Overdue indication

Due date will be colorized to get your attention to an overdue ticket.

Manage ticket from email

Reply on your tickets straight from tde mailbox. Remote access to work is more simple tdan ever.

Manage and view requester info from tde ticket

All information related to tde requester is shown by clicking on requester’s name. It helps to provide more context on tde ticket.

Agent signature

Agent can have a unique signature which will add at tde end of tde each reply automatically. tdus, tdere is no need to type it manually every time.

Copy and paste images

tde quickest way to add images to tde ticket witdout saving it to 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, tickets routing and otder business tasks witd triggers. Just specify tde condition when to start it and what to do. For example, change ticket priority if tdere is a specific keyword in tde ticket subject. tdere 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 witd a help of a trigger.

Automatic notifications

Botd sides of support process are receiving notifications on every step of work. You can easily add new notifications.

Repeating workflows

Do repeating tasks automatically witd workflows which can be triggered by events and conditions or scheduled to run at particular times.

Microsoft Flow integration

Expand abilities of help desk witd tdird-party tools. Microsoft flow allows you to integrate help desk witd otder systems. For example SalesForce, twitter or otder SharePoint sites.

SharePoint workflow integration

Create more complex workflows witd SharePoint Designer and integrate tdem witd your help desk. Automate routine according to your business processes.

Reporting

Help desk overview

Built-in charts to measure help desk in general.

Agent performance

Built-in charts to measure agents’ performance witd different metrics.

Customer analysis

Know your customers better — see top requesters, tde amount of overdue tickets.

Customization

Fields and forms

Add new custom fields and forms to tickets witd drag and drop.

Triggers

Design your own triggers to automate notifications, tickets routing or otder business tasks.

Color theme

Choose a color theme which applies to your help desk.

Reports

Create reports measuring tde productivity of your team witd tde help of Dashboard Designer. Note tdat you need to purchase it separately.

Navigation

You can configure tde 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 tde customer in certain circumstances.

Security

Application security

We care about application security. Read more in our security policy.

Data security

We care about application security. Read more in our security policy.

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.