[
InvGate... Reviews
](https://www.g2.com/products/invgate-service-management/reviews)

[
InvGate... Reviews
](https://www.g2.com/products/invgate-service-management/reviews)

# InvGate Service Management 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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##### 
## Incident Management (6)

Automate Ticket Routing

Routes tickets automatically to the appropriate user.

Ticket Prioritization

Prioritizes tickets based on factors configured by the user.

Ticket Notifications

Notifies the IT team when a ticket needs action.

Knowledge Base

Provides a forum for answers to common questions.

Knowledge Base/Ticket Integration

Integrates knowledge base articles into a ticket.

Real-Time Notifications

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

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##### 
## Reporting (4)

Dashboards

Displays important metrics relating to performance.

Time Tracking

Tracks time worked on a ticket.

Surveys

Provides surveys to measure employee satisfaction.

Activity Tracking

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

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##### 
## Access & Usability (5)

Mobile

Enables access to service desk features via mobile device.

Self Service

Enables employees to view the status of their tickets.

Active Directory

Provides a directory of all users within an organization.

Multi-Channel Access

Enables access to service desk features through multiple channels such as email, phone, or the portal.

Mobile Access

Access software remotely via mobile devices

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##### 
## Administration (21)

Change Management

Tools to track and implement required IT changes in a system.

Asset Management

Tools to organize and manage all IT assets within an organization.

Reports & Analytics

A means to view and analyze a large amount of data in order to gain business insights.

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Knowledge Management

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

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Service Level Agreement (SLA) Management

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

Task Management

Create, manage and track all task activities and progression

Service Request Management

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Release Management

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Configuration Management

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

Ticket Management

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

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

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Support Ticket Management

Allow customers/users to submit support queries and service requests

Knowledge Base Management

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

Capacity Management

Monitor service demand and performance to plan for adequate resources that meet business needs

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Inventory Management

Track and manage inventory levels to maintain proper supply

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##### 
## Service Desk (4)

Help Desk

A place for users to submit tickets when they require IT help.

Incident Reports

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

Process Workflow

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Customizable Reports

Alter the layout and content of reports

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##### 
## Functionality (4)

Ticketing System

Provides a service desk for users to submit tickets for IT-related issues.

Performance Logging

Tracks action-by-action asset performance with machine- or human-readable logs.

Alerting

Creates alerts when tracked assets encounter errors or performance issues.

Automation

Automates repetitive tasks associated with IT service operations and maintenance.

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##### 
## Management (6)

Reporting

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Administration Console

Provides administrative tools for routine maintenance, upkeep, and tracking.

Access Management

Gives administrators control over user privileges and accessibility for IT assets.

Asset Management

Gives administrators control over hardware and software resource allocation and tracking.

Policy Dictation

Controls policies and configurations across business applications and hardware.

Real-Time Reporting

Active reporting of data and metrics

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##### 
## Generative AI (3)

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.

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##### 
## Agentic AI - Service Desk (6)

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

Third-Party Integrations

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

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##### 
## Agentic AI - Help Desk (2)

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 Service Management (ITSM) Tools (8)

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

Third-Party Integrations

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

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

Multi-Language

Manage and support multiple languages

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##### 
## Additional Functionality (113)

Prioritization

Arrange tasks based on the level of priority or urgency

Service History

Track work performed and resources used for past customers, sites, or assets

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Customizable Forms

Customize contracts and forms to collect specific information

AI Copilot

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

API

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

Service Catalog

Database containing accurate and up-to-date information on all operational services

Real-Time Notifications

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

SSL Security

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

Activity Dashboard

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Generative AI

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Drag & Drop

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

Self Service Portal

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

Alerts/Notifications

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

Automated Responses

Automatic reply functionality for incoming messages

Customizable Branding

Add customized logos and colors to align with company branding

Customizable Templates

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

Support Ticket Tracking

Track the status of support tickets/escalations as they move through the service queue

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Macros/Templated Responses

Templated responses for responding quickly to recurring support requests

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.

Reporting & Statistics

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

Customizable Fields

Customize data fields to support various needs and use cases

Activity Tracking

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

Search

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Alerts/Escalation

System alerts about the need to escalate an issue or request

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Dashboard Creation

Creation and customization of dashboards

Remote Access & Monitoring

Control system behavior and appearance, and access and report on system status/health from a distant location

Asset Tracking

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

Chat/Messaging

Communicate using direct chat or messages within the system

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Audit Trail

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

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

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Procurement Management

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

CMDB

Configuration Management Database

AI Copilot

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

Generative AI

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

IT Risk Management

Manage risks related to IT systems

Service Catalog

Database containing accurate and up-to-date information on all operational services

Inventory Management

Track and manage inventory levels to maintain proper supply

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Chat/Messaging

Communicate using direct chat or messages within the system

Change Management

Track and monitor efficient handling of all changes/transitions

Reporting & Statistics

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

Task Management

Create, manage and track all task activities and progression

Email Templates

Pre-made examples and templates for emails

Benchmarking

Compare key metrics for the business against prominent players in the industry

Localization Automation

Adapt content to display differently based on viewer location

Real-Time Reporting

Active reporting of data and metrics

Customer Support

Provide online support for your customers through live chat or help desk functionality

Scheduled/Automated Reports

Set a time to generate routine reports automatically

Alerts/Escalation

System alerts about the need to escalate an issue or request

Release & Deployment

Planning, coordinating, and executing the deployment of software or system changes into a live or production environment

Email Management

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

Contract/License Management

Track, store, and access client contracts or licenses

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

Analytics

Tools for the systematic analysis of various types of data or statistics

Service Level Agreement (SLA) Management

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

Configuration Management

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

API

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

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Live Chat

Ability to chat online in real time

Customizable Reports

Alter the layout and content of reports

Incident Management

Manage and track all disruptions and incidents

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Support Ticket Management

Allow customers/users to submit support queries and service requests

Customizable Templates

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

Customizable Branding

Add customized logos and colors to align with company branding

Show More

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##### Categories on G2

[
Help Desk
](https://www.g2.com/categories/help-desk)[
IT Service Management (ITSM) Tools
](https://www.g2.com/categories/it-service-management-itsm-tools)[
Service Desk
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