Results found: 49

Solution SLA Indicators

Movidesk has several indicators to facilitate the analysis of Solution SLA data. Check out some of them below: Main indicators Pending tickets by due date Ticket resolution indicator by due date Ticket resolution indicator by team and due date Ticket resolution indicator by agent and due date Resol

14 - Hour Contract

  The Hour Contract module allows for complete management of the values of hours worked on tickets, as well as enabling the control of the hours contracted by the client, so they can see how those hours are being consumed. Watch the video or check out our complete article on the topic: Hour Contract

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

Active voice call in Tickets

Serve your customers by making active voice calls through Movidesk. Monitor and record information at the end of all calls in your service Tickets. Calls can be made in new tickets or in existing tickets that contain the phone number of the contact registered in our system. To use this feature,

01 - Service Catalog

 In this article, you will learn how to configure and consult services. The service catalog is a resource that allows you to clearly organize the activities performed by your company.  This video shows the step-by-step process and parameters for configuring services in your Movidesk base.  

10 - Visualization: Listing

This article teaches you how to organize a ticket view in a listing format. Creating a custom view allows you to adjust your workspace according to your needs. In Movidesk, you can view tickets in two formats: kanban or listing. In this guide, we will focus on how to create a detailed listing of tic

04 - Reopen tickets

In this article, you will learn how to reopen tickets   To reopen a ticket, you need to have permission in the access profile. To do this, you must go to settings > people > access profiles. In the tickets tab, enable the parameter allow reopen tickets.   It is possible to set a time limit for reope

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

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

Movidesk API - Activities

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

Movidesk API - Hour Contract - Hour Consumption

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 Hour Contract Consumption U

03 - Which tickets do I have by service?

-Ticket Summary by Service With the ticket report by service, we can get a quantitative view of all tickets for the period, grouped by service, status, and SLA deadlines.   Report Overview Allow Report Access Filters and Periods Export Data Generate Report Report Overview To view your report, go t

02 - Ticket-related variables

Variables Related to Tickets Variables Related to Tickets Here you can find all the ticket variables that can be used in Movidesk. It is possible to use these variables in ticket macros, in the configurable messages of the chat group, and in the HSM templates of ©WhatsApp Business Movidesk. GENERA

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

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

04 - What is the duration of tickets at each stage of the service?

Ticket Duration by Status With the duration report, we can see how long each ticket remains in each stage of the service.   Report Overview Allow Access to Report Filters and Periods Export Data Generate Report Report Overview To check your report, go to Movidesk Side Menu -> Icon -> Reports. Allow

09 - First Response SLA

With Movidesk's SLA module, it's possible to create rules stating that when a ticket is opened with certain criteria, it will have a time limit for the agent to respond to the customer. The first response SLA is calculated from the date and time of ticket creation until the moment the agent adds the

Step-by-step guide for Zenvia Voice/Movidesk settings

This article will help with the configuration and integration between Zenvia Voice and Movidesk Configurations Made in Zenvia Voice  Phone Numbers Extensions Queues IVR Tip Configurations Made in Movidesk Configurations Made in Zenvia Voice The first parameter we need to define is the one that

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,

Internal message

    Messages enable communication between system agents, facilitating communication among them and consequently speeding up internal ticket handling. It is possible to send messages both from the messages menu and directly from the ticket, keeping the conversation history associated and giving the r

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

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

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

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,

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

Movidesk API - Hour contract registration

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 Hour Contract

02. Satisfaction Survey for WhatsApp

Send Satisfaction Survey links for WhatsApp support through Movidesk, in order to gather feedback on your products and services. This allows you to analyze customer engagement and obtain valuable insights into your service. For example, after resolving a customer’s issue via WhatsApp, your company c

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

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,

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

04 - How to Set Up Chat Groups

Chat groups are teams of agents organized to manage and respond to customer conversations in a chat support environment. Their role is to direct interactions to different departments or teams, ensuring that each request is forwarded to the correct group according to the type of support, specializati

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'

Macros

In this article, you will learn about macros and how to use them.  A macro is an important tool for automating tasks when opening or handling a ticket. Whenever you have an action that repeats with some frequency, consider creating a macro. Macros are templates that can be used by the agent in respo

05 - Merge and Unmerge Tickets

In this article, we explain how to merge and unmerge tickets to optimize organization and customer support. Why Merge Tickets?In some situations, a customer may open multiple tickets for the same issue. To simplify management, it is possible to merge duplicate tickets, consolidating the information

Movidesk API - People

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 access hours and limits https://api.movidesk.com/public/v1 People   Note

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

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

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

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 - 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

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

03 - How to use statuses in tickets

In this article, learn how to use and configure ticket statuses in Movidesk. Statuses are essential for managing the lifecycle of a ticket, helping to organize, prioritize, and track services. Each ticket must have a status, indicating its current situation. In addition to the default statuses, you

web Forms

In this article, you will learn how to use web forms in your knowledge base.  What is the purpose of the form? The Movidesk form is a structured document designed to record suggestions, feedbacks, questions, or other actions, which can be customizable according to the context and needs of your compa

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

PinBoard

The Pinboard is a fixed panel on the home page that allows you to create a note containing announcements and general news.       Get to know the Pinboard This tool allows for more direct communication with your audience, whether they are agents or clients, enabling dynamic, fast, an

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

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

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