Results found: 31

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

03 - How to set up a redirect for a Movidesk email account

Create a new Movidesk email account (with sending and receiving enabled), using the same beginning of the account you want to configure, example: your account: teste1@gmail.com Movidesk account you will create: teste1@suabase.movidesk.com Access your email settings in the browser and set up a redi

Forwarding e-mails

In this article, we will break down the configurations into steps so that you can successfully set it up and make it work correctly. 1° You must create an email account of the type "Movidesk Account" (@cliente.movidesk) with the same name as the previous account, only changing the email (@cliente.mo

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

Registering Teams

 Here you will learn how to register your teams in Movidesk. You can register as many teams as you want, and in this way manage and define criteria according to the needs of your operation.   To register a new team, you need to have an administrator profile. Go to Settings > People > Teams and click

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

04 - Justifications

The justification is a classification used always in conjunction with the ticket status to determine the reason why the ticket is in that status. As the name itself indicates, it justifies the selection of that status. Normally, the justification is associated with the Stopped status, as it requires

Merge People

Merge People is an important feature to be used in Movidesk that facilitates the organization of people's records. As the email import and chat support features create a new person for each email provided by the user, it's common for people to have duplicate records for different emails if they use

09 - Delete tickets

In this article, you will learn how to delete tickets There are two ways to delete a ticket: one through the ticket view panel and another through the ticket itself. To delete a ticket, you need permission on the access profile. To do this, you should go to settings > people > access profile

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

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

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,

Movidesk API: What is it and how does it work?

The API (Application Programming Interface) is a set of rules and protocols that allow communication between different systems. In the context of Movidesk, the API makes it possible for your system to connect to Movidesk to automate tasks and obtain data, using methods such as GET, POST and PATCH. A

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

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

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 - 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

Article rating

In this article, you will learn how to configure and track article ratings in the knowledge base.  Article rating  To enable article rating, you must go to Settings > Knowledge Base > Article rating. In the article rating tab, enable the use the article rating module parameter. Below this parameter,

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

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

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

Multi-Factor Authentication (MFA)

Multi-Factor Authentication (MFA) is a security method that requires multiple factors to verify a user's identity before granting access to systems or accounts.  In Zenvia Service, MFA adds an extra layer of protection and security as it prevents unauthorized access.  This article provides instructi

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

02 - Sending and receiving emails

In this article, you will learn how to send and receive emails through Movidesk, according to the following topics: How email sending and receiving works in Movidesk Sending emails Receiving emails How to block addresses How to manage email sending and receiving How email sending and receiving wor

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

08 - Schedule

The agenda allows you to schedule events in Movidesk. These events can be linked to a ticket, enabling you to keep a history of all interactions on your ticket. Using the Movidesk agenda, you can organize meetings, scheduled maintenance, among other events, with the ability to select people or teams

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

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 - 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

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