- Admin
A staff member within your company who has administrator access to configure and customize your helpdesk.
- Agent
A staff member within your company who uses Deskpro to provide help to your customers and Users.
- Agent Profile
The menu where you can view and manage your Agent preferences.
- Application Panel
The panel on the right hand side of the interface where you can navigate between various helpdesk applications; Agent IM, Notifications, User profiles.
- Article
In the context of Deskpro, an article refers to a piece of Knowledgebase content.
- Assignment
A ticket can be assigned to an Agent or a Team to track who is dealing with that Ticket.
- CC
A User who is CCed on a Ticket will receive notifications about its progress. The equivalent for Agents is following.
- Chat
Real-time instant messaging between Agents and Users; may be available to Users from the Help Center or integrated into a webpage.
- Chat App
The chat menu where you manage your notifications and status for User-facing chat.
- Community
Suggestions from Users submitted through your Help Center; e.g. a feature request or new product idea.
- Content Panel
The central panel in the interface where you can work on individual items such as Tickets or articles.
- Content Properties Pane
Attached to the content panel, the Content Properties Pane stores any information about the content you are viewing.
- CRM
The app used for managing Users and assigning them to organizations and usergroups; short for Customer Relationship Management.
- Files
Useful downloable files you provide to Users through your Help Center; e.g., software drivers or product manuals; maintained in the Publish app.
- Following
An Agent added as a follower of a Ticket can get notifications and see it in the Tickets I Follow filter; useful for keeping track of a Ticket without being assigned to it.
- Global Search
A search tool that enables you to search the whole helpdesk for any content you need using keywords.
- Glossary
Part of the Publish app used to maintain definitions of terms which are automatically displayed in Knowledgebase articles.
- Help Center
The User-facing web interface of Deskpro - can be integrated into your own website; information and content on the Help Center is maintained using the Publish app.
- Knowledgebase
Part of the Help Center which contains rich-text help articles.
- Navigation Bar
The left most bar on the Agent and Admin interfaces that enables you to switch between the Deskpro app components, such as Tickets, CRM, Tasks.
- Navigation Panel
The panel that lets you filter your view of content across the helpdesk interfaces.
- News
Part of the Help Center which displays news posts chronologically; useful for product announcements.
- Organizations
Used to track the company or other enterprise a User belongs to; you can assign Users to organizations using the CRM app, or Deskpro can automatically assign organizations based on User email addresses.
- Permissions
Settings which control what an Agent or User can do with Deskpro; your Agent permissions are set by your Admins and might, for example, prevent you deleting Tickets; a User’s permissions depend on their usergroup.
- Publish
The app used to maintain content for the Help Center: knowledgebase articles, news posts, downloads and glossary entries.
- SLAs
Short for Service Level Agreements; goals for dealing with Tickets that your helpdesk aims to meet, e.g. that you must reply to a new Ticket within 4 hours; shown in the Tickets app.
- Snippets
Short pieces of text which you can quickly insert into messages to Users; useful to save time entering standard greetings, phrases, canned answers etc.
- Status
A Ticket’s status is used to track who needs to act on a Ticket next: awaiting Agent means the helpdesk must do something related to that Ticket; awaiting User means the helpdesk is waiting for the User to reply; resolved means the issue that Ticket represents has been resolved; Pending means the Ticket cannot be actioned yet because you are waiting for something else to happen first, e.g. waiting on an update from a 3rd party.
- Tasks
An app used to track “to-do” items for Agents.
- Teams
Agents are grouped into Teams to enable group Ticket assignment.
- Ticket
Represents a User question, problem or complaint; can be created automatically from incoming User email, or by a User from the Help Center, or by an Agent on a User’s behalf.
- Ticket email account, or just email account
An email account that is linked to Deskpro so that incoming emails are turned into Tickets e.g.
support@example.com
.- User
One of the people the helpdesk is trying to help.
- Usergroup
Users belong to usergroups which determine what they are allowed to do and see when interacting with Deskpro; created by Admins, assigned with the CRM app.
- View Panel
The panel where you view any filtered content; there are various interface viewing modes, from here you can manage the content you want to work on.
- Voice App
The voice menu where you manage your notifications and status for the call center functionality on the helpdesk.
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