Helpdesk

by Akaunting Inc

Manage all tickets from a centralized place.

Businesses need to communicate with their customers about the service/product they provide. They need to keep all customer communication in one place where they can reach out to previous information about the customer and the communication history. This allows companies to increase customer satisfaction.

Both businesses and their customers can use Akaunting as the communication and interaction interface. The Helpdesk app attracts more companies to share info over the Akaunting client portal, and it also creates more incentives for customers of the companies to use the client portal and benefit from it.

Companies struggle to integrate customer information and communication with the account information. Fundamentally, the problem is either lack of information about customer data and/or difficulty accessing the necessary information about them. 

Main features:

  • Customers can create tickets from the client portal.
  • Staff members can also create tickets if they receive the data from other communication channels.
  • Ticket category to quickly identify the type of ticket and easily assign the proper agent.
  • Ticket status to follow up the resolution flow (Open, Pending, On Hold...).
  • Ticket priority to give attention to urgent tickets.
  • Ticket assignee (business staff members).
  • Attachments
  • Link invoices to tickets
  • Communication thread with all ticket replies visible on the ticket page.
  • Internal notes visible to staff only.
  • Automatic configurable emails on ticket creation, replies and ticket resolution.
  • Dashboard and Reports with all data related to tickets.

The customers also reach out to a company about their services/products on different communication channels (i.e. emails, chat forms...) It gets inconvenient to try and reply to requests from customers and keep the team aligned as the number of communication channels increase.

Manage your customers tickets from inside Akaunting

Main features: Customers can create tickets from the client portal. Staff members can also create tickets if they receive the data from other communication channels. Ticket category to quickly identify the type of ticket and easily assign the proper agent. Ticket status to follow up the resolution flow (Open, Pending, On Hold...). Ticket priority to give attention to urgent tickets. Ticket assignee (business staff members). Attachments Link invoices to tickets Communication thread with all ticket replies visible on the ticket page. Internal notes visible to staff only. Automatic configurable emails on ticket creation, replies and ticket resolution. Dashboard and Reports with all data related to tickets.