OneDesk 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
Ticket and Case Management (8)
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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
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
SLA Management
Offers tools for managing and tracking service-level agreements (SLAs)
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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
Customer/Contact Database
Central repository for account and contact information
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
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
Tasks (8)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
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Issue Tracking
Track issues at the project or task level, and manage resolutions.
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Templates
Provide standards templates that can be customized by users to create new projects.
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Critical Path
Automatically calculate the critical path for projects and update it when projects change.
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Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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Dashboards
Deliver dashboards that display project data and KPIs in real time.
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
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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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
Communication (6)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Stakeholder Communication
Allows key stakeholders to relay requirements to product or service development teams and other interested parties.
Internal Communication Enablement
Foster intra-company collaboration between teams working on product or service development.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Administration (3)
Requirements Listing
Deliniate minimum requirements for a new product or service.
Centralized Information
Consolidate all requirements information and progress to a central location.
Traceability
Track each requirement over its lifetime, including creation, progress, and modifications.
Procedural (1)
Automated Creation & Testing
Create, adjust, and test requirements automatically.
Generative AI (10)
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.
AI Text-to-Speech
Simulates human-like speech from text inputs.
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.
Agentic AI - Google Workspace Project Management (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Project 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
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
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

