[
Desk365 Reviews
](https://www.g2.com/products/desk365/reviews)

[
Desk365 Reviews
](https://www.g2.com/products/desk365/reviews)

# Desk365 Features

##### ## Platform (7)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Customization

Allows users to customize chat colors, text, logos, and branding.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting

Provides analytics tools that reveal important business metrics and track progress

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Mobile Access

Access software remotely via mobile devices

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##### ## Ticket and Case Management (16)

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Ticket Response User Experience

User Experience of responding and receiving a response

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions

Automated Response

Respond to common requests with standard reply

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Customer/Contact Database

Central repository for account and contact information

Workflow Management

Create, design and manage workflows for repetitive tasks

Knowledge Base Management

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Ticket Management

Track, manage, or resolve user requests and IT incidents/issues

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Inbox Management

Organize, prioritize, and manage incoming communications

Support Ticket Management

Allow customers/users to submit support queries and service requests

Email Management

Manage, store and organize emails within the system or via third-party apps

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##### ## Communication Channels (4)

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Live Chat Support

Ability for customer service agents to communicate with customers via live chat to solve problems live

Video Chat

Chat with your counterparts over the video in real time

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##### ## Knowledge Pages (12)

Templates

Provides pre-made templates for wiki pages and knowledge articles.

In-Content Feedback

Allows users to leave feedback within a wiki page or knowledge article.

Versioning and Version History

Allows users to see version history and return to previous versions of wiki pages.

Decision Trees

Displays knowledge articles to be arranged in a decision tree.

Duplicate Detection

Detects any creation of already existing knowledge pages and alerts user

Content Editor

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

WYSIWYG Editor

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Rich Text Editor

Input different types of content and edit text formats, fonts, font sizes, and colors

Drag & Drop Editor

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Pre-built Templates

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

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##### ## Knowledge Dissemination (15)

Page Analytics

Provides data on wiki page and knowledge article use.

Permissions

Allows administrators to provide permissions and gate pieces of content based on role.

Knowledge Sharing

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifications

Notifies users when changes occur.

Advanced Search

Offers AI-based search capabilities

Browser Extension

Allows users to capture knowledge from the web

Organization

Allows knowledge pages to be organized into sections and subsections as needed

Other Integrations

Integrated with other tools to faciliate the sharing of information

Knowledge Integrations

Integrates with other knowledge repositories in the business

Full Text Search

Search for specific words or phrases within a document or database

Web Notifications

Set-up notifications and alerts for web browsers and apps.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Website Integration

Seamlessly integrates with 3rd party websites

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

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##### ## Asset Inventory (5)

Hardware Asset Inventory

Create an inventory of a company's hardware assets.

Software Asset Inventory

Create an inventory of a company's software assets.

Cloud Asset Inventory

Create an inventory of a company's cloud assets.

Mobile Asset Inventory

Create an inventory of a company's mobile assets.

Asset Discovery

Detect new assets as they enter a network and add them to asset inventory.

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##### ## Management (22)

Central Dashboard

Provide immediate insights, information, and updates on IT assets from a central dashboard.

Asset Policy Management

Design and implement custom or pre-built policies for asset management, onboarding, and maintenance.

Risk Management

Implement risk management policies, and push policy updates to various assets across a business network.

Integrations

Integrate with other software solutions, such as spend management and software asset management.

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Support Ticket Management

Allow customers/users to submit support queries and service requests

Requisition Management

Review, approve and cancel requests for goods/services to be purchased

Inventory Management

Track and manage inventory levels to maintain proper supply

Email Management

Manage, store and organize emails within the system or via third-party apps

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Workflow Management

Create, design and manage workflows for repetitive tasks

Problem Management

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Supplier Management

Manage all supplier data and operations

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

Knowledge Base Management

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Task Management

Create, manage and track all task activities and progression

Change Management

Track and monitor efficient handling of all changes/transitions

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

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##### ## Generative AI (6)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Generation

Allows users to generate text based on a text prompt.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Agentic AI - Knowledge Base (4)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Multi-Language

Manage and support multiple languages

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##### ## Agentic AI - Help Desk (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## Agentic AI - IT Asset Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Additional Functionality (102)

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Autoresponders

Create and automatically send premade copy in response to customer messages

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Real-Time Monitoring

Active monitoring of systems, applications, or networks

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Gamification

Games or game-like elements to track progress and reward accomplishments

Conversation Intelligence

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Customizable Fields

Customize data fields to support various needs and use cases

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Key Performance Indicators

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Voice Recognition

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Live Chat

Ability to chat online in real time

Task Automation

Automatically handle routine, repetitive tasks and processes without the need for manual intervention

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Language Detection

Identify different languages

Multiple Data Sources

Allows users to manage data from a number of sources

Predictive Analytics

Predict future data based on historical data sets

API

Application programming interface that allows for integration with other systems/databases

Alerts/Escalation

System alerts about the need to escalate an issue or request

Data Security

Protect sensitive data for digital privacy

Interaction Tracking

Track interaction history by documenting conversations for contacts

Prioritization

Arrange tasks based on the level of priority or urgency

Secure Data Storage

Securely stores data to prevent data loss or breaches

Macros/Templated Responses

Templated responses for responding quickly to recurring support requests

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Single Sign On

Allow users to access multiple services after entering their login credentials once

Mobile App

Access the system via a mobile application

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Email Templates

Pre-made examples and templates for emails

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Automated Responses

Automatic reply functionality for incoming messages

Data Import/Export

Import and export data to and from software applications

Personalization

Adjust communications based on previous interactions or personal preferences

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Content Library

Centralized repository to store content and assets

Document Classification

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

API

Application programming interface that allows for integration with other systems/databases

Customizable Branding

Add customized logos and colors to align with company branding

SEO Management

Optimize and manage the search engine optimization efforts for a website or digital content

Real-Time Reporting

Active reporting of data and metrics

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Mobile Interface

A way of interacting with a mobile application using items such as windows, icons, and menus

Catalog Management

Create and manage digital catalog of products/services with their details, specifications, and price

Online Forums

Email Alerts

Receive and/or send email notifications for urgent updates, requests, or other information

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Mobile Alerts

Notifications via mobile devices

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Document Storage

Store and organize documents in a centralized system

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Live Chat

Ability to chat online in real time

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Knowledge Management

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Wiki

An informational database that allows users to add, delete, or revise content

Text Editing

Edit text as needed

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Customizable Reports

Alter the layout and content of reports

Customizable Fields

Customize data fields to support various needs and use cases

Data Import/Export

Import and export data to and from software applications

Single Sign On

Allow users to access multiple services after entering their login credentials once

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Workflow Management

Create, design and manage workflows for repetitive tasks

Knowledge Base Management

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Activity Tracking

Track and document all activities across devices, networks, and other systems

Discussions/Forums

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Document Management

Store, manage, and track all electronic documents in a centralized location

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Prioritization

Arrange tasks based on the level of priority or urgency

Customizable Fields

Customize data fields to support various needs and use cases

Data Import/Export

Import and export data to and from software applications

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Customizable Branding

Add customized logos and colors to align with company branding

API

Application programming interface that allows for integration with other systems/databases

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Customizable Forms

Customize contracts and forms to collect specific information

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Data Visualization

Graphical representation of data

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Customizable Reports

Alter the layout and content of reports

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