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

To help build a knowledge base in your company, we provide the codes used in Movidesk's knowledge base. Attached is the file ("Base.zip") that contains the codes to set up the knowledge base. In this article, you will see: What you need to do before transferring the codes to Movidesk How to insert

The processing center enables asynchronous data extraction and makes the file available for download for 30 days.   Export Data Processing Center  Export Data When requesting the export of report data to the file, it will be generated and made available through the Processing Center. Through an asyn

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

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,

Access Control The access control report allows you to view user access according to the applied period. Report Overview Allow Report Access Filters and Periods Export Data Generate Report Report Overview To check your report, go to the Movidesk Side Menu -> Icon-> Reports - > Audit and Contr

-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

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

Time worked on tickets Movidesk provides some management reports to control the time worked by agents. Important: To ensure that the worked time is accurately recorded, it is essential that time tracking is enabled in Movidesk. To learn how to enable it, access the link: Time Tracking. Report Overv

Satisfaction Survey Result The satisfaction survey result report allows monitoring evaluations and comments on the tickets. Report Overview Allow Access to the Report Filters and Periods Export Data Generate Report See also: How to use the satisfaction survey indicator? Report OverviewReport  To ch

Ticket Time per Responsible This report provides information about service efficiency by tracking the time each ticket spends under the responsibility of different agents. Report Overview Allow Access to the Report Filters and Periods Export Data Generate Report Report Overview To view your report,

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

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

In this article, you will learn how to use the ticket action as an article.   As an agent, you can suggest creating an article from a ticket. This feature can be very useful in the case of an agent's response to a customer about a specific feature or information that does not yet have an articl

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

 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

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

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

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

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

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

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

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

  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

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