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Click on '+ Operator', enter the Name and Email Address of the operator you want to add and select the access level of the operator. Click 'Invite' and an invitation email will be sent to your operator's mailbox. The operator simply needs to click on the confirmation link and choose a password to be able to login and start processing customer tickets immediately.
Click on '+ Operator', enter the Name and Email Address of the operator you want to add and select the access level of the operator. Click 'Invite' and an invitation email will be sent to your operator's mailbox. The operator simply needs to click on the confirmation link and choose a password to be able to login and start processing customer tickets immediately.
Go to Settings: Departments and click on '+ Department'. Enter the department title, select the Operators who would have access to the department, enter a mailbox address and click 'Save'. Your new department is ready to use. You can create as many departments as you want. Each department comes with its own mailbox for accepting customer requests.
Go to Departments and click on the Department you want to integrate with your website/application. In the Mail Forwarders section enter the email address you want to make publicly available to your customers (note that you must create a forwarder from that address to the department's system email address which is listed above as Incoming Email Address - if you have any problems with this step, please get in touch with us and we'll help you). Click Save and every email sent to your public email address will be automatically captured in Aikidesk (in the proper department). You can have multiple public addresses that log support requests in different departments. The video includes a demonstration of an email sent by a customer which automatically appears in the New Tickets section of Aikidesk.
Go to Departments and click on the Department you want to integrate with your website/application. In the Mail Forwarders section enter the email address you want to make publicly available to your customers (note that you must create a forwarder from that address to the department's system email address which is listed above as Incoming Email Address - if you have any problems with this step, please get in touch with us and we'll help you). Click Save and every email sent to your public email address will be automatically captured in Aikidesk (in the proper department). You can have multiple public addresses that log support requests in different departments. The video includes a demonstration of an email sent by a customer which automatically appears in the New Tickets section of Aikidesk.
Once a customer request is logged in Aikidesk, it automatically appears in the New Tickets section. Assign an operator to move the request to the Open Tickets section. Every assigned operator can send a reply to the customer. Whenever you post a reply, the ticket is automatically put On Hold (awaiting customer response). When the customer issue is resolved, change the ticket status to Closed and move on to the next request. It's as simple as that!
A business is only as good as its customer service including its handling of its helpdesk, and Aikidesk has never let Tax Insider down. We use it for both managing customer enquiries and for internal product development/enhancements. The system has always been glitch free and its simplicity in dealing with tickets from creation to closing is seamless. Given the fact that there is a complete log of correspondence between our internal team and the end customer makes resolving any issues about what was said simplicity itself. A highly recommended ticketing system indeed.
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