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
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
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
02 - Access parameters for SLA settings
The parameters that allow (or deny) access to SLA settings in Movidesk are located in the agent access profile.
You can find these settings by clicking on Settings > People > Access Profile.
Once there, access the desired access profile and navigate to the “Settings” tab, where you’ll find the SLA
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
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 - SLA (Service Level Agreement)
The Movidesk SLA module helps manage response and resolution times for tickets.
What is SLA?
SLA (Service Level Agreement) is a commitment between the company and the client, defining timeframes for resolving tickets related to the provided services. These timeframes can be formalized in a contract
06 - Creating Notifications for the SLA
Movidesk enables the creation of various automations, including SLA alerts that can be sent via email and/or internal message.
To create a notification trigger, click on Settings > Automations > Triggers.
Select the criterion “Ticket: Due Date” and one of the available operators, such as the percent
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,
Automations
Triggers
What do I need to know to create a trigger?
How to automatically change the ticket owner via a trigger?
How does the editing and/or deletion of triggers work?
How to direct an open ticket to a team via trigger?
What is the difference between "responsible team" and "team owner" in a trigger
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,
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
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
10 - First Response SLA Indicator - Pizza
In this article, you will understand how to use the first response SLA indicator with your team and how to create surveys within it.
Within the Movidesk indicators catalog, there are some that are very useful for obtaining data from your team. For those who use SLA in their daily routine, it is esse
SEO and article indexing
Article indexing helps to facilitate Google search and improve search results.
To do this, you need to enable SEO in Movidesk and register with Google Search Console to perform page indexing.
In this article, you will see:
How to enable SEO for articles in Movidesk
How to integrate with Google Sear
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
06 - Tags
Tags serve as markers, a way to classify tickets.
It can be used to identify a situation, such as an email sent or a version type where a problem occurred.
In this article, you will see:
Parameters for using tags
How to create tags
Usage example: email notification via trigger
Parameters for using
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
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
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: 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
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
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
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
02 - Registration of chat applications
In this article, you will learn about the concept and how to register chat applications.
Chat applications are plugins that can be installed on websites of your choice so that customers can contact your support team.
How to register?
Go to Settings > Chat > Applications. On this screen, you will se
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
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
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