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Help Desk Automation

Automation rules assist in creating customized workflows to perform recurrent manual tasks at each stage of the ticket life cycle, reducing manual effort and increasing agent productivity.

Automation rules

Automation rules allow you to set up a workflow that executes actions when certain conditions are satisfied. Ticket, requester, and contact group properties are available in the workflow. The supported actions are:

Update ticket properties

Updates ticket attributes such as status, priority, and custom fields, among others.

Send notification

Sends a custom email to the ticket requester or the assigned agent or group.

Add private note

Adds notes to tickets to remind an agent or to track events.

Add tags

Adds or removes ticket tags, which are used to segmentize tickets.

Auto-assignment rule

The auto-assignment rule watches incoming tickets and assigns them to a particular agent or group within your company based on the first matched rule.

Pick the right team automatically

A ticket is assigned to the correct team based on the condition configured in the rule, avoiding unnecessary redirecting between teams.

Evenly distribute tickets

Tickets are evenly distributed to available agents by round-robin logic.

Improve first-response time

Tickets will not remain unassigned for long thanks to automatic assignments..

Event-trigger automation rule

Event-trigger automation performs certain actions when a specified event occurs.

  • Rules will be executed because of events such as creating a ticket, adding a reply, adding a note, updating a property, and receiving customer feedback.
  • When the requester and agent reply count exceeds more than n number, the priority will be changed to high.
  • Send notifications to managers when receiving negative feedback.
Time-trigger automation rule

Time triggers enable automated rules to perform repeated sets of actions based on selected criteria for every hour. These triggers perform cleanup and maintenance tasks by doing the following:

  • Notifying a group if the ticket is not assigned to an agent for n number of hours.
  • Automating the follow-up to save an agent’s time.
  • Auto-solving the ticket if it waits on customer status for more than n number of hours.
  • Auto-closing the ticket if it is in a solved state for more than n number of hours.
Work schedule

A work schedule defines business hours and holidays for your support team.


Set a reasonable deadline

The service level agreement (SLA) sets realistic response and resolution due dates based on business hours.

Create multiple business hours

Your support team is responsible for several customers in various time zones. Help Desk allows you to create multiple business hours and holiday lists to fit your team's needs.

Define a rule based on business hours

You can set up notifications for customers when they create or respond to tickets during holidays using automation rules, and you can set those rules to execute during business hours, non-business hours, or holidays.

Service level agreement (SLA)

A service level agreement, or SLA, helps to automatically set the response and resolution times that your support team should provide for a ticket. Set different work hours and holidays for a support team distributed across different time zones in accordance with the business hours used in the SLA.

SLA performance metrics

SLAs enforce three metrics on the ticket to meet the service commitment given to customers:

    - First response time

    - Next response time

    - Resolution time

Reminder

To speed up the process, a reminder email will be sent to the agent before the response/resolution date.

Escalation

The SLA will be breached if the agent fails to react to the ticket within the SLA’s response/resolution date, and an escalation email will be sent.

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Getyn Helpdesk Features :
  • Ticketing system
  • Email, chat, voice, social messaging and more
  • Help centre
  • Standard bots
  • Prebuilt analytics dashboards
  • 300+ apps and integrations
  • Pre-defined responses (macros)
  • Custom business rules (triggers and automations)
  • Multiple ticket forms
  • Service level agreements (SLA)
  • Customer satisfaction ratings (CSAT)
  • Multilingual support and content
  • Self-service customer portal
  • Business hours
  • AI-powered Content Cues
  • Custom Domain
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$199/user/year $468
Getyn Helpdesk Features :
  • Ticketing system
  • Email, chat, voice, social messaging and more
  • Help centre
  • Standard bots
  • Prebuilt analytics dashboards
  • 300+ apps and integrations
  • Pre-defined responses (macros)
  • Custom business rules (triggers and automations)
  • Multiple ticket forms
  • Service level agreements (SLA)
  • Customer satisfaction ratings (CSAT)
  • Multilingual support and content
  • Self-service customer portal
  • Business hours
  • AI-powered Content Cues
  • Custom Domain
Buy Now

30 days money back guarantee

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Key Product Features List
  • Customer Support Channels
    Email Channel
    50
    Help Center
    Upto 10
    Department
    Unlimited
    Advanced Web Forms
    Upto 20
    Social Media (Facebook & Twitter)
    1 per brand
  • Ticket Management
    Spam, Merge, Split & Clone Tickets
    Included in all plans
    Ticket History
    Included in all plans
    Quick Ticket View
    Included in all plans
    Ticket Tags
    Included in all plans
    Product-based Ticket Tracking
    Included in all plans
    Add Resolution as KB
    Included in all plans
    Suggested Articles
    Included in all plans
    Direct Assignment to Agents and Teams
    Included in all plans
    Work Modes
    Included in all plans
    Response Editor with Rich Text Support & Response Draft
    Included in all plans
    Advanced Search
    Included in all plans
    Faster Response Snippets
    Included in all plans
    Round-Robin Ticket Assignment by Load Balancing
    Included in all plans
    Ticket Sharing & Ownership
    Included in all plans
    Agent Collision Detection
    Included in all plans
  • Automation and Process Management
    Macros
    Included in all plans
    Workflow Rules
    Included in all plans
    Time-based Rules
    Included in all plans
    Service Level Agreements
    Included in all plans
    Multi-Level Escalations
    Included in all plans
    Customer-based SLA
    Included in all plans
    Contract Management SLA
    Included in all plans
    Tasks, Events & Calls
    Included in all plans
    Auto Time Tracking
    Included in all plans
    Advanced Process Management (Blueprints)
    Included in all plans
    Artificial Intelligence
    Included in all plans
  • Help Desk Customization
    Custom Email Templates
    Included in all plans
    Custom Tabs, Views, Status & Form Fields
    Included in all plans
    Custom Fields
    Included in all plans
    Ticket Templates
    Included in all plans
    Layout and Validation Rules
    Included in all plans
    Re-branding
    Included in all plans
    Multi-department Support
    Included in all plans
  • Analytics
    Pre-defined Reports
    Included in all plans
    Custom Reports
    Included in all plans
    Export Reports to CSV, XLS or PDF
    Included in all plans
    Customer Happiness Ratings Dashboard
    Included in all plans
    Custom Dashboards
    Included in all plans
    Ticket Overview & Status Dashboard
    Included in all plans
    Response, Resolution & FCR Dashboards
    Included in all plans
    Advanced Dashboards
    Included in all plans
    Schedule Reports
    Included in all plans
    Analytics Mobile App (Radar)
    Included in all plans
  • Agent Permissions & Data Security
    Profiles (restrict feature access)
    Included in all plans
    Roles
    Included in all plans
    Field-level Access Control
    Included in all plans
    Data Sharing Access
    Included in all plans
    GDPR Compliance
    Included in all plans
  • Support
    Email
    Included in all plans
    Phone
    Included in all plans
    Chat
    Included in all plans
Frequently Asked Questions
  • What is a help desk?

    Help desk software is a tool that serves a wide range of customer support activities. You can organize messages, give assistance, and exchange information with customers at a single point of contact (SPC). The help desk uses tickets for communication — that's why it's also known as ticketing system software.

    The data collected from tickets is a valuable source of customer information. You can analyze support stories and be well-prepared for new customer cases and issues.

  • How does a help desk work?

    A help desk system deals with support requests or emails (called tickets) from users. When users have specialized issues or need help, they send a support request through different channels like email, phone, or an online form on a website. The help desk team or software then sorts and prioritizes the tickets based on the nature and seriousness of the issue. The ticket is then assigned to the appropriate support personnel or team who work on fixing the issue. The help desk keeps track of the ticket's progress by providing updates and communicating with the user. Once the issue is resolved, the help desk gives the user a solution and closes the ticket.

  • Does Getyn HelpDesk provide 24/7 support?

    Yes, Getyn HelpDesk offers 24/7/365 support. Feel free to reach out to our helpful support heroes at any time for guidance.

  • How does Getyn HelpDesk handle tickets?

    Use Getyn HelpDesk to handle requests through a structured process and efficiently manage and respond to customer requests.

    1. Ticket creation: Users submit tickets through email, web forms, or social media, including all details.
    2. Ticket assignment: Tickets are automatically assigned to suitable agents based on predefined rules.
    3. Ticket tracking: The system tracks ticket status and updates, recording agent notes and actions.
    4. Ticket prioritization: Tickets are prioritized based on impact, urgency, or predefined SLA rules.
    5. Communication and collaboration: Agents communicate with users, request information, and collaborate with colleagues.
    6. Ticket resolution: Agents work on troubleshooting, providing instructions, or escalating to specialized teams.
    7. Ticket closure: Agents update ticket status, record resolution details, and gather user feedback.
    8. Reporting and analysis: Getyn HelpDesk systems provide reports on ticket volume, response times, resolution times, and customer satisfaction.

  • Is Getyn HelpDesk software safe?

    Getyn HelpDesk prioritizes the security and privacy of its users' data. Here are some features and measures that Getyn HelpDesk implements to provide security:

    1. Data Safety. Getyn HelpDesk complies with General Data Protection Regulation and holds Privacy Shield certification, ensuring strict data protection standards.
    2. Secure Connection. Getyn HelpDesk employs a 256-bit SSL secure connection, which encrypts data transmitted between users and the Getyn HelpDesk servers.
    3. Build-in Anti-Spam Protection. Getyn HelpDesk incorporates anti-spam protection to prevent spam emails from reaching users' accounts, ensuring a cleaner and more secure inbox.
    4. Audit Log. The Enterprise solution offers an audit log feature that tracks and logs activities within the system.
    5. Security Assistance. Getyn HelpDesk offers additional support and guidance to the Enterprise solution in implementing security measures and best practices.

    Discover security features

  • Is Getyn HelpDesk software free?

    Getyn HelpDesk provides a free 14-day trial to assess if our solution is the right fit for you before committing to payment. Following the trial, you can opt for the Team plan priced at $29 per month per agent (billed annually) or ask for the Enterprise solution based on your requirements.

  • How do you install Getyn HelpDesk?

    You don't need to install Getyn HelpDesk at all, as it's a browser-based solution. The only thing required to use the application is an internet connection. Sign up for a free 14-day trial to test it out!

  • Does Getyn HelpDesk software have any integrations?

    Yes, we offer a wide range of integrations with popular apps, including LiveChat, ChatBot, HubSpot, GitHub, Salesforce, Clearbit, Jira, and more. You can explore all the available integrations in the Getyn HelpDesk Marketplace.

  • Can Getyn HelpDesk automate tasks?

    Yes, Getyn HelpDesk can automate your ticketing process with automated workflows. It involves the automatic creation of support tickets, assignment to the right agent, prioritization, escalation, communication with customers, and resolution. Automation reduces manual effort, improves response times, and enhances customer satisfaction.

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