Results found: 43

Movidesk Service Requests

In this article, we will present the main scenarios in which our team is available to handle your requests. Below, we list the services performed by the team. If your request is not on the list, please contact us! 😊 Free Service Requests Paid Service Requests Free Service Requests Queue cleanup (

Movidesk API - Telephony - No queue control

Important: Our APIs have a limit of 10 requests per minute to ensure healthy usage behavior. If you have a specific scenario that requires increased usage, please contact our support team for feasibility analysis. Learn more about API timings and limits https://api.movidesk.com/public/v1 Telephony

Installation of Google Analytics in the Knowledge Base

Google Analytics is a free service from Google that provides tracking data for your Knowledge Base, such as page views, audience location, average time on page, most accessed time, device used, among other information. If you don’t have a Google Analytics account created yet, follow Google’s article

Hi, nice to see you here 🙂

Welcome to the Movidesk Knowledge Base! 🚀 This knowledge base has been created to assist you in finding information, resolving doubts about the product, helping you configure features when necessary, and providing relevant knowledge about the system. The base is divided into searchable topics, avai

Bulk Actions - people registration

      Practicality in editing records in Movidesk. This is the purpose of the "Bulk Actions" feature in the people registration. With this feature, it is possible to make simultaneous changes to multiple records with just a few clicks, or even edit a single record directly from the ticket grid, with

05 - Urgencies

The purpose of urgency is to identify the ticket according to its level of criticality. When you created your Movidesk account, the urgencies Urgent, High, Medium, and Low were created. However, you can create new ones or delete the initially created urgencies. Urgency is a definition that is no

01 - Indicators

In Indicators , it is possible to get an overview of open, resolved, canceled, and reopened tickets from agents and clients in the selected period. The Indicators are presented in a graphical format, structured top-down. By default, there is an agent indicator panel and a client indicator panel. Th

Movidesk API - Maintenance and manipulation of additional fields

Important: Our APIs have a limit of 10 requests per minute to ensure healthy usage. If you have a specific scenario that requires increased usage, please contact our support team for a feasibility analysis. Learn more about API schedules and limits https://api.movidesk.com/public/v1/ticketCustomFiel

02 - Categories

In this article, you will learn how categories work in tickets The category identifies the type of request that was made in the ticket. By default, four categories are already registered in the system: question, problem, service request, and suggestion. It is possible to delete them or create new on

04 - Registering a rule within the SLA Contract

The SLA module in Movidesk manages deadlines for ticket response and resolution. Main Definitions: Rules Service Hours Holidays SLA Pauses Rules Rules define criteria and settings to determine ticket due dates, considering different scenarios. A contract can contain multiple rules. To create a rule,

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.

01 - Hours Contract

          The Hour Contract Module allows for complete management of the values of hours worked on the ticket, as well as additional expenses (toll, food, fuel). It also enables control of the hours contracted by the client and how those hours are being consumed. It can be used for one or more clien

People Registration

In this article, you will learn how to register people.   The registration of people is one of the most important modules of Movidesk. People can be both the agents, who provide the service, and their clients. They can be individuals, companies, or departments. It is only a definition in the person'

Access profiles

In this article, you will learn how to create and configure your access profiles.   The configuration of access profiles is what allows the administrator to grant or restrict user permissions within the system according to your company's needs. To configure access profiles, you should select setting

05 - Chat Distribution

         If you thought of dynamism in customer service, you thought of the automatic chat distribution module. Another great feature of your Movidesk, automatic chat distribution adds a lot of quality and agility to chat distribution  in a simple, fair, and effective way, aiming for an equal distri

03 - Register an SLA contract

A SLA (Service Level Agreement) contract is a digital document that defines the response and resolution times for support services based on pre-established rules. The SLA contract is used to ensure that services are provided within an agreed-upon timeframe, helping to manage customer expectations an

Webhook

In this article, you will learn how to use webhooks in your Movidesk. Webhooks are automations that allow you to send data from Movidesk to another system instantly, provided specific requirements are met. When the criteria are fulfilled, the information is sent and the receiver must be prepared to

Asset importation

Through this functionality, you will be able to import your assets into Movidesk from an Excel spreadsheet. The system can both create new assets and update already registered assets. It is necessary that before you perform the asset import, you clearly understand Movidesk's flow regarding this regi

Article publication

In this article, you will learn how to publish articles.   To publish articles in the knowledge base, you need to have your base already set up. Click here to learn how to do this.     Once your base is set up, to publish your first article, go to the menu and click on Settings. In the Knowledge B

Additional fields for people

In this article, you will learn how to configure and query additional fields for people. The additional fields for people work similarly to ticket fields. They provide extra information to enhance service, allowing the creation of new informational or registration fields. These fields help collect m

Movidesk API - Satisfaction Survey - Responses

Important: Our APIs have a limit of 10 requests per minute to ensure healthy usage. If you have a specific scenario that requires increasing the usage, please contact our support team for a feasibility analysis. Learn more about API schedules and limits https://api.movidesk.com/public/v1 Satisfactio

06 - Chat operation parameters

In this article you will learn the chat operation parameters.  Parameters  The parameters presented in this article define the chat operation. Use the chat support module This parameter indicates whether chat support will be activated in your Movidesk account. If it is unchecked, no options relate

01- How many tickets do I have per customer?

Tickets per Customer The Tickets per Customer report allows you to view the list of tickets that each customer has opened in your support structure, according to the applied filters. Report Overview Filters and Periods Export Data Generate Report Report Overview  To review your report, access the

02 - Call Reception

          Unify and simplify the management of services on a single platform. This is the goal of the Movidesk - Telephony integration. Transform phone calls into new tickets (or link them to existing tickets) with links to the call recordings, monitor the flow of services in real time, and gain gre

05 - Solution SLA applied to the tickets

After registering and configuring the contracts and SLA rules, the system will be ready to define the due date on the tickets. Within the ticket, the Solution SLA is presented in the “Solution Forecast” field. This field will be automatically filled in whenever the ticket meets the conditions of any

06 - Tickets Approval

If you use Movidesk internally in your organization, or even if you are a service provider performing activities based on the requests of your clients' employees, the ticket approval module can be an important tool for your organization. With it, you can establish specific criteria where tickets can

Bulk Ticket Actions: How to Execute Batch Actions in Movidesk

What is Bulk Action?Bulk Action is a Movidesk feature that allows you to update or apply the same action to multiple tickets simultaneously [cite: 1]. This batch action feature optimizes operation time, eliminating the need to open and edit tickets one by one [cite: 1]. What batch actions can be ex

08 - How to allow customers to remove copy emails (Ccs) from the ticket

It is possible to allow customers to remove CCed emails from a ticket through access profile settings. This way, you ensure more security and freedom for your customer, so that only those who need to receive the ticket's email updates will follow them. There are two ways to allow your customers to r

05 - Technical information about emails and accounts in Movidesk

This article aims to detail technical and security aspects that involve the flows of sending and receiving emails during the operation of a Tenant (support base) in Movidesk. Here, you will see: Mailgun Direct Access Mailgun The email accounts provided by Movidesk are a subdomain registered for th

Movidesk API - Knowledge Base Articles Query

The Movidesk API offers features that allow you to consult information from the Knowledge Base directly via HTTP requests. With this API, it is possible to integrate the search for articles into your system, automating queries and retrieving specific content. API Administration To use the API, a Au

01 - Email Account Settings

Emails are essential for communication with your clients. Therefore, it is important to ensure that the settings are correct. Movidesk can import received messages or use them for sending notifications. To configure, go to: Settings > Email > Accounts. The system will display a default email account

Movidesk API - Satisfaction Survey - Questions

Important: Our APIs have a limit of 10 requests per minute to ensure healthy usage. If you have a specific scenario that requires increased usage, contact our support team for feasibility analysis. Learn more about API hours and limits https://api.movidesk.com/public/v1   Satisfaction Survey Questio

Additional fields for tickets

In this article, you will learn how to configure and consult the additional fields for tickets. Additional fields are extras that allow collecting more detailed information during the ticket registration process. They offer flexibility to create custom fields, tailoring the system to your needs. Var

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,

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

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

Movidesk API - Telephony - With queue control

Important: Our APIs have a limit of 10 requests per minute to ensure healthy behavior in their use. If you have a specific scenario that requires increasing the usage, please contact our support team for feasibility analysis. Learn more about API schedules and limits https://api.movidesk.com/public

01. Triggers, learn everything here!

Triggers are an important tool for you to customize your Movidesk and automate a series of functions. Through triggers, you can execute actions when one or more conditions are met within a ticket. These can be triggered by a user's action or even by temporal issues, such as reaching a ticket time l

01 - Active call

The active call is a telephony feature that allows you to make calls from Movidesk and log them as actions in existing tickets. By default, the active call parameter is disabled. Therefore, to make calls, you need to enable it and link the extension to the agent who will make the calls. In this arti

Movidesk API - Services

Important: Our APIs have a limit of 10 requests per minute to ensure healthy usage. If you have a specific scenario that requires increased usage, contact our support team for feasibility analysis. Learn more about API hours and limits https://api.movidesk.com/public/v1 Services URL: /service

02 - Time tracking

  Being able to control the time worked by the agent on each ticket is essential for many companies, especially those that provide services and charge clients based on hours worked. By default, this module is disabled, but if you want to use it, simply activate a few parameters so that you can trac

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

Asset management

In this article you will learn: - How to enable the asset management module - How to assign permissions for asset registration - How to perform additional registrations - How to register an asset - How to apply an asset to a ticket - How to apply an asset to a macro - How to apply an asset to a trig