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Understanding the EasyPass feature in trakdesk
The EasyPass feature in Trakdesk is a pay as you go service that works hand-in-hand with part time / temporary agent accounts. The EasyPass feature is literally built to save you money. A great scenario would be; Let's say you have an e…
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Understanding full time and part time agents
There are two (2) types of agent accounts you can setup in your helpdesk; Part time and Full time. While both of them can be configured to work parallel to each other, and with access to all of the features available in your subscription, there is ju…
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Converting a customer to an agent account
Have a customer account or perhaps a manager from another department that you need to convert into a support agent in your helpdesk? No problem! Trakdesk allows you to convert existing customers to support agents at anytime in a single click. …
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Automatic ticket assignment with round robin
Stop manually assigning tickets to agents and let Round Robin evenly assign them for you. Trakdesk automatic ticket assignment (Round Robin) works like magic. With built-in functions and smart technology, Round Robin automatically and intelligently a…
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Restricting your agents access with roles and permissions
Controlling access in your helpdesk is important for any business. If you are like most businesses, you may have a hierarchy structure as to what your managers should have access to things that your agents should not be able to access.With Trakdesk r…
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Keeping your agents organized in groups
With trakdesk agent groups control, you can simply keep your agents organized in specific groups like: Information Technology, Product Support, Management and Sales. Dividing your agents into groups allows you to easily assign tickets, enable round r…
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