Category: 02. Features

Results found: 60

01 - Tickets

Tickets represent every request received by support. Whenever a customer reaches out, whether by chat, email, phone, or form, it becomes a ticket in the system. If the customer has direct access to the platform, they can open a ticket themselves. How to access a ticket In the side navigation menu,

03 - Ticket distribution

In this article, you will learn how to set up automatic ticket distribution Automatic ticket distribution involves assigning tasks equally among each agent on a team. This operation prevents agents from choosing the tickets they will resolve. You can edit the order of agents for ticket distribution,

05 - Merge and Unmerge Tickets

In this article, we will explain how to merge and unmerge tickets, helping you organize and optimize customer service. In some situations, a customer may open multiple tickets about the same issue. To make management easier, you can merge duplicate tickets, consolidating the information into a singl

07 - Scheduled ticket opening

Scheduled ticket creation is another very interesting feature available in your Movidesk. This functionality adds greater dynamism to the system regarding ticket creation, making it perfect for situations with periodically repeated activities, preventing forgetting or even redoing the creation of a

07 - Workflow

         Workflow is a feature that enables the automation of processes either fully or partially, where activities are transferred from one participant to another, so that actions can be taken according to a set of rules and procedures, enhancing them through two intrinsic components: technology an

11 - Visualization: Kanban

The Kanban system offers more detailed control over your tasks, providing a clear and organized view of the entire process. It is widely used alongside Scrum, two agile software development methodologies. In Movidesk, you can choose the Kanban model to view your tickets, in addition to the tradition

Importing people

  Movidesk allows you to automate the registration of people, who are your clients or agents. By using the import feature, we can associate companies with the people linked to each company.   It is important to understand the Movidesk workflow related to this registration before importing people. Cl

Knowledge Base App: Settings

In this article, you will learn how to configure the application in the knowledge base. Movidesk provides the Knowledge Base application to enhance customer service. Through the application, it is possible to perform a quick search on a specific topic, which will return the articles from your base.

Multilingual knowledge base

This article will help in setting up the multilingual knowledge base in your Movidesk.   The multilingual knowledge base, when enabled, can be made available in three languages: Portuguese, English, and Spanish. This means that your customer will have the freedom to choose the most accessible langua

Placeholders

Placeholders are variables that can be used to customize the content of some Movidesk functionalities. You can use these variables in triggers, macros, email sending, chat, and time contracts. The use of placeholders is essential when it comes to automatic customization of standard messages. You can