What this solution does
The Help Desk ticketing system for Bitrix24 streamlines customer support operations. For businesses, it is crucial to resolve client issues quickly and efficiently to maintain trust and loyalty. However, tracking inquiries across multiple channels can be a complex and labor-intensive process. Companies often face challenges such as duplicate tickets, inefficient task distribution among support agents, and a lack of transparency in ticket handling. These issues result in delayed responses, customer dissatisfaction, and a decline in overall satisfaction levels.
HelpDesk (Service Desk) is a ticket tracking and processing system designed to automate support department operations in the on-premise version of Bitrix24. The tool collects and stores information about customer inquiries and their resolutions in a centralized location, providing reports and statistics to analyze efficiency and improve service processes.
Advantages of the on-premise version
The on-premise HelpDesk for Bitrix24 ensures full data control. Information is stored locally on the company's servers, guaranteeing the security of confidential data and preventing access by third parties.
The boxed version of the Help Desk module for Bitrix24 requires a one-time investment, eliminating monthly subscription fees and delivering cost savings over the long term.
The licensing model does not charge per additional user, allowing businesses to scale their teams without increasing operational costs.
Local deployment provides organizations with full control over their data and greater management flexibility. This solution is suitable for companies that prioritize data security and require the ability to expand their workforce freely.
Use Cases
User Support: The system is designed to handle requests related to software, hardware, and other technical issues.
The Help Desk system for Bitrix24 is designed to process requests for products and services, including inquiries, payment processing, and returns or exchanges. It also supports equipment repair and maintenance workflows, enabling coordination with third-party service organizations.
The platform facilitates project management and task coordination among various participants. It provides tools for logging and resolving customer complaints and claims in accordance with company procedures and policies. Specific use cases vary depending on organizational requirements.
Key differences from standard Bitrix24 tasks:
- private comments for internal staff within a ticket;
- dedicated directories for companies, contacts, contracts, service objects, and equipment;
- automatic assignment of a responsible manager based on the linked company, contact, or service object.
The Help Desk module for Bitrix24 allows hiding sensitive fields from clients, including time spent, the responsible manager, and the planned resolution date. Specialized reports and cross-entity links are implemented, enabling the viewing of ticket lists by company, responsible person, contract, or service object.
SLA configuration allows defining rules to calculate the planned resolution date and response time based on ticket type, priority, company, and service schedule.
The system supports notifications for responsible staff and clients via PUSH, email, and SMS. Responsible parties and observers receive alerts upon ticket creation, assignment or unassignment of responsibility, comment addition, status change, rating submission, and approaching the planned resolution date. Clients are notified about ticket creation, public comment addition, and status changes.
User role management includes: Administrator with full access; Senior Specialist with full access excluding system configuration; Specialist with access limited to their own tickets or those where they act as an observer; and Client (contact person) with access restricted to their company's tickets or personal tickets if no company is specified.
General iT can install “Help Desk (Service Desk) ticket tracking system for Bitrix24”, configure its settings and verify its operation in the existing project.