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A simple, intuitive, and easy-to-use system for your support team.
A ticketing system, also known as help desk ticketing software, is an online customer service tool used to perform support operations.
These support operations include:
Managing and tracking client support inquiries and requests.
Managing a support team’s workflow.
Troubleshooting problems associated with a company’s brands.
With automated help desk ticketing tools, customer service tasks are performed and managed online in a centralized platform.
The ticketing system workflow proceeds as follows:
Intuitive features provide an excellent user experience for your agents to provide seamless customer service.
Convert all incoming customer support emails into tickets and respond to them via email.
Apply advanced filter rules to tickets to move them to the appropriate folder.
Maintain multiple brand-specific customer-facing support portals and view all tickets in a unified agent portal.
Transform the process of resolving a ticket into smaller tasks or activities to boost agent productivity.
Features that elevate your support beyond the ordinary.
Create and respond to email tickets.
Create a ticket form based on brand.
To customize ticket forms, several types of custom fields are available.
Personalize the ticket view based on your preferences.
Detect spam email automatically to avoid creating unnecessary tickets.
Restrict ticket access using scopes and fine-grained role-based permissions.
Every aspect is carefully considered. Each feature is tailored to provide a great support experience for the agent and the user.
Use robust, advanced search filters to locate tickets, including custom fields.
Create or update a ticket on behalf of the customer. This feature is useful for recording customer updates when they contact your team by other channels.
Respond to tickets quickly with frequently used saved response templates.
Tagging is a helpful feature used for ticket categorization, filtering, and automation.
With grid and table layouts, the ticket list page is designed to be modern, user-friendly, and intuitive.
Forward support tickets to an external email address and create a forward activity.
Combine two or more tickets, as well as their attachments and messages, into a single ticket.
Split a single ticket into multiple tickets, allowing different agents to work on multiple support requests independently.
Cloning a ticket allows you to create a duplicate ticket by copying ticket metadata information from an existing ticket.
BoldDesk can automatically identify spam emails and move them to a separate view for further review.
Save tickets or messages for future use.
Correct any mistake in the message updated to the customer.
Delete public messages associated with a ticket update.
Various fields are available to sort tickets based on preference.
Using this view, you can quickly navigate and review tickets.
Change category, status, and assignee; add tags and private notes; and log work without opening a ticket.
Provide several keyboard shortcuts to perform ticket actions.
Use advanced filters to view a subset that you need.
Save and share filtered views with an entire organization or a specific group.
Set any view as the default view.
Export data to Microsoft Excel format.
Mark frequently used views as favorites.
Collaborate with internal teams by using private tickets or private notes.
Create private tickets in a customer’s name; these tickets are not visible, and no email notification is sent to the customer. Use this feature to record customer call logs or meeting minutes.
To collaborate with internal teams, add a private note to tickets. This information is not visible to the customer.
Using the share ticket feature, you can collaborate with teams in other departments that do not have access to the ticket.
Categories aid in ticket classification; for example, support, sales, marketing, and so on. BoldDesk supports two kinds of categories.
This category type is visible to both agents and customers.
This category type is only visible to agents. Only private tickets can be created for this category. It aids in the classification of internal tickets.
Using the link ticket feature, you can link a ticket with another ticket. Use this feature to split larger tickets into related or child tickets that are linked to the parent ticket.
Connect tickets that are related.
Connect child and parent tickets.
Link related contacts to a ticket for internal reference.
Link external web URLs to a ticket.
Several metrics related to a ticket can be viewed in the ticket’s insights section.
Record any changes done in ticket activity. Using the Ticket History tab, you can view change logs for auditing.
Field value changes are recorded.
Changes brought about by automation.
Alterations in response and resolution due dates and SLA breach logs.
Agents can record the amount of time they spend on each ticket.
Send surveys to customers to gauge their satisfaction with the services they receive.
Use CSAT reports to keep track of your CSAT scores over time.
Automate post actions when receiving negative feedback.
Customize the rating scale and text on the feedback rating page.
Include a ticket creation widget or form on any website.
By adding a short script, you can create a personalized help widget and embed it in any external website, such as WordPress.
Incorporate a contact form into any external website, such as WordPress. When a customer submits a request, a ticket is automatically created.
To automate ticket processing, leverage powerful no-code automation.
Use round-robin assignment to automatically route tickets to the appropriate agent.
Set response and resolution due dates based on business hours automatically.
Split a single ticket into multiple tickets, allowing different agents to work on multiple support requests independently.
Perform a repeated set of actions every hour.
Several prebuilt reports and dashboards are included in BoldDesk.
A one-stop dashboard for tracking current support status.
Support traffic dashboard.
Insights into adherence to SLAs.
Analyze customer feedback and CSAT scores.
Review agent responses for training and improvement.
To improve agent productivity and ticket resolution, break down the steps required to resolve a ticket into smaller tasks.
Integrate BoldDesk with third-party applications.
Using Zapier, integrate several third-party apps.
Sync status, priority, and comments from JIRA software.
Link related contacts to a ticket for internal reference.
Bring customer data from third-party apps and display it on the ticket sidebar to provide more context.
Use webhooks to integrate real-time data into your internal apps.
Use the developer API to pull data and integrate it with your internal apps.
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