[
HelpDesk Reviews
](https://www.g2.com/products/helpdesk/reviews)

[
HelpDesk Reviews
](https://www.g2.com/products/helpdesk/reviews)

# HelpDesk Features

##### 
## Platform (6)

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.

Integration

Integrates with other customer service software to improve support and enhance functionality

Reporting

Provides analytics tools that reveal important business metrics and track progress

Dashboards

Displays important metrics relating to performance

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##### 
## Ticket and Case Management (6)

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

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

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##### 
## Communication Channels (3)

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

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

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##### 
## Self-Service Experience (5)

Knowledge Base

Provides a repository of information that can be used by those seeking support.

Searchable Articles

Makes articles in the knowledge base searchable on the web.

Community Forums

Enables users to engage with other users to solve common issues.

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Personalization

Gives the user targeted, personalized results based on their activity or preferences

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##### 
## Self-Service Platform (4)

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automation

Automates some or all operation related tasks

Artificial Intelligence

Utilizes artificial intelligence to improve workflows or customer experiences

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

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##### 
## Administration (6)

Database Management

Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.

Data Workflows

Operationalizes data delivery workflows to easily scale repeatable preparation needs

Issue Management

Provide workflows to create and escalate issues related to risks and requests

Integrations

Integrates with live chat, chatbots, help desk, or other customer service software

User, Role, and Access Management

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

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

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##### 
## Compliance (4)

Policies and Controls

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Data Governance

Ensures user access management, data lineage, and data encryption

Compliance

Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.

Auditing

Perform ad-hoc or ongoing IT audits at different levels of the company.

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##### 
## Data Security (4)

Risk Data Attributes

Identify risk data attributes such as description, category, owner, or hierarchy.

Data Transport

Protects data with some form of encryption as it leaves your secure or local network.

Access Management

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Multi-Factor Authentication

Requires a second level of authentication, such as sms messaging or customized tokens, to access data.

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##### 
## Channels (3)

Multi-Channel Coverage

Software incorporates multiple digital communications channels.

Open Listening

Allows incorporation of inbound contacts from non-marketing channels.

Physical Media

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

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##### 
## Design (5)

Communications Strategy Development

Allows planning and deployment of an overall communications strategy.

Create Content

Includes or integrates with content creation apps.

Personalization

Outbound communications are segmented and personalized.

Inbound Identification

Inbound contacts are identified and handled based on history.

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

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##### 
## Usability (3)

All-Employee Access

Permits use by job roles outside of service department

Supporting Documents

Allows linking of useful information such as screen shots

Two-Way Communication

Provides direct contact between CSRs and customers outside of milestones

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##### 
## Reporting (3)

Priority Case Alerts

Informs stakeholders of activity on escalated or high-value cases

Trend Analysis

Evaluates frequency of types of complaints

Performance Monitoring

Includes a dashboard or other means of performance monitoring

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##### 
## Knowledge Management (3)

Knowledge Base

Enables the creation of an internal repository of knowledge articles

Publishing Workflows

Provides workflows for writing, editing, approving, and publishing knowledge article content

Analytics

Helps users understand which knowledge articles are working and identifies areas of improvement

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##### 
## Customer Support (3)

Intelligent Search

Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query

Suggestions

Analyzes customer support tickets or conversations to suggest relevant knowledge articles

Decision Trees

Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues

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##### 
## Generative AI (8)

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.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

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.

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.

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##### 
## Agentic AI - Customer Self-Service (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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##### 
## 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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##### Categories on G2

[
Customer Self-Service
](https://www.g2.com/categories/customer-self-service)[
Help Desk
](https://www.g2.com/categories/help-desk)[
Customer Communications Management
](https://www.g2.com/categories/customer-communications-management)

[
Complaint Management
](https://www.g2.com/categories/complaint-management)[
Contact Center Knowledge Base
](https://www.g2.com/categories/contact-center-knowledge-base)

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