Help Desk Software

Distribute

Process

Accept

Receive messages from a variety of communication channels and respond through Planfix.

Easily connect different messengers.

Integrate the system via telephony or digital chat.

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Distribute

Group clients based on their request type.

Keep company conversation dialogs and contact cards.

Handle incoming requests with delegation and distribution.

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Process

Planning helps you create comfortable workspaces for your employees and clients.

Prioritize requests.

Distribute requests to support lines or route them to other teams.

Connect chatbots for automated customer help.

Customize workflows for teams, projects, or customers.

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Time Management

Track the support team's actual working time, both internally and remotely. Use predefined answers for the same customer questions and automatically distribute incoming requests.

Time tracking

Automatic incoming request allocation

Quick response feature

Planfix Data Tags

Automation

Delegate routine task distribution requests between teams to Planfix helpdesk ticketing system. You can use automatic feedback to control employee performance and track the speed at which requests are processed.

Planfix Automation

Task Scripts

Set up automatic sequences of operations on tasks that are linked to specific events and sets of conditions.

Buttons

Add additional buttons to tasks and contacts for completing sets of operations.

Status Sets

Define what statuses a task or object created based on a task can have during its lifecycle.

Omnichannel

Build communication across multiple channels in your web based help desk. Reply to clients from Planfix, no matter which communication channel they use to write to you.