Desk365 Features
Platform (7)
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Customization
Allows users to customize chat colors, text, logos, and branding.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Provides analytics tools that reveal important business metrics and track progress
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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
Ticket and Case Management (16)
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Ticket Creation User Experience
User Experience of creating and submitting a ticket
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Ticket Response User Experience
User Experience of responding and receiving a response
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Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
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Automated Response
Respond to common requests with standard reply
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Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
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Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
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Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
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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
Communication Channels (4)
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Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
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Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
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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
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
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
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.
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
Generative AI (6)
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
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
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
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
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