Planfix is a universal team-management tool. Along with other business processes, our support team works in Planfix. In this case, we're going to discuss how we use the…
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting…
Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company's…
A CRM strategy defines exactly who owns each lead, how fast the team responds, when follow-ups happen, and how results are measured. It is not the software — it is the…
Customer support calls in courier and last‑mile businesses are dominated by a few predictable questions: “Where is my order?”, “When will it arrive?”, “Why did it…
In today's rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are…
In today's interconnected global economy, businesses face unprecedented opportunities to expand internationally and serve diverse customer bases. However, language…
We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where…
SLA tracking in task management means turning service promises into measurable targets and then monitoring every task against those targets. Instead of saying “as soon…
Planfix's AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual…
Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually…
We're going to discuss a Planfix feature that's easy to miss but could help you organize workflows related to task distribution. The topic we're going to discuss is…
A help desk in Planfix is built from regular tasks: support email and messenger messages become tasks, and the team replies in comments. There is no single SLA switch; reports measure response and resolution time, and scripts alert before a breach. These articles show how to set up the full help desk workflow.
