Current extension version: 1.3.5
Cover each aspect of customer ticket management.
Effectively handle customer tickets with the Magento 2 Help Desk Ultimate extension! Manage tickets by assigning/re-assigning them to particular departments and agents. Attach files to ticket threads and leave internal notes. Automate ticket actions, including email alerts, status/priority editing, changing responsible agents/departments. Resend tickets to CC recipients.
Built around most common use cases, backend interface closely matches actual admin workflow
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There are multiple steps from the moment the ticket is submitted until the moment it is resolved. Some of these steps are always the same, regardless of the content of the ticket. Automations allow delegating those steps to the extension, freeing up more admin time for tasks that matter.
Let’s take a look at a sample case of ticket processing to see how many steps may be automated:
You yourself may create any number of automations using very flexible settings. Combine trigger events with custom conditions with specific actions to create an automation that matches your particular business case.
Example 1 - Special treatment
Let’s say you have a few premium customers and you want them to get special attention whenever they need help. You may use automations to catch tickets from this specific customer group, assign them a higher priority, and even assign an agent responsible for premium customers.
Example 2 - Neglected ticket
A ticket has fallen through the cracks of admin work and is left without attention for an entire day. It happens. The immediate thing to do is to bring it to the attention of agent responsible by sending him a reminder and increasing ticket priority.
We have created 8 pre-defined automations for the most common use cases. It is up to you whether to apply them, delete them, or use them as a sample when creating you own automations.
When processing a ticket a support agent of Help Desk Ultimate might have to look up for a number of things. Is it an important client with a long purchase history? Is this a recurring issue with this client? What exactly was the order for? When was the order placed? Who was dealing with this client in the past? And the list goes on.
Every time an agent has to look up something, it’s another tab, another click, and another wasted minute. So we thought it paramount to include all relevant information right into the ticket processing area.
The information column contains info tabs about the ticket, client, past tickets, and past orders. The message thread column on the right allows sending messages and displays the entire ticket history, including system messages and internal notes. This way, all key elements of the ticket processing are side by side and no time is wasted going back and forth, or anywhere at all.
Ticket creation
A help desk tab is added to the customer account and may be used by the customer to create a new ticket.
While the native ‘Contact Us’ form remains unchanged, the extension intercepts all messages from this form and automatically turns them into tickets.
Upon creation, tickets may be delivered to the relevant departments in order to improve the ticket resolution time.
The store administrator can create a ticket from the backend by using the ‘create new ticket’ button within the extension.
Any email sent to an address used as the email gateway for the extension will be automatically converted into a ticket.
Multiple email gateways may be created, for example, to accommodate different departments.
Ticket processing
A ticket page includes information about the ticket (status, priority, agent, etc.), a message thread area, and auxiliary information about the client and his past orders and past tickets.
Limit the access to the Help Desk departments and ticket management for each administrator role.
Apart from containing agent-to-client communication, ticket replies allow for attachments, system messages, internal notes that are not visible to clients, and adding CC recipients.
The extension comes with a set of email templates that can be used by the store owner to reply to customer inquiries right after installation.
Automations
Automations allow taking various steps of ticket processing and having them performed automatically by extension, without admin input.
We have created a number of predefined automations that correspond to the most common processing cases.
Set up your own automations by specifying a combination of trigger events, event conditions, and extension actions.
Migrate to Magento 2 keeping your ticket history intact. The migration script introduced in version 1.2.0 allows for seamless ticket migration.
Extension settings
Select which of your admins will be responsible for processing the tickets, so that a shorter, more convenient agent list is used throughout the extension.
All emails that are sent to an email gateway address will be converted to tickets - you may use it to provide additional ticket creation options.
Customer features
Each customer will have its own help desk tab in the customer area containing existing tickets and a ticket creation form.
The help desk tab contains all tickets ever created by the customer and allows to track the progress on current tickets.
The ticket page contains the ticket status, message history, and a message thread area for sending replies and attachments.
Clients may participate in the ticket-related thread both from their customer area and by sending an email reply directly from their inbox.
Generate coupons right from ticket page and include them in your reply
Tanya Poleshchuk | Head of Customer Care
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