Helpdesk settings
A map of everything under All Settings.
Click the gear icon, or Settings in the left menu. Type in the search box to find anything.
General
- Preferences: ticket numbers, emails to customers, reopening, closing by itself, ratings, spam and reply review
- Departments & teams, with a signature for each department
- Statuses: your own words, grouped as open, on hold and closed
- Business hours & holidays
- Time & billing: your rate an hour
Tickets
- Ticket templates and Saved replies
- Custom fields, including formula, lookup and encrypted fields on the plans that include them
- Layout & validation rules and Custom modules
- Import - see Move from another help desk
Channels
Email addresses, Web forms, Messaging & phone and Live chat.
Self-service
Help centres, Help centre sign-in, Guided conversations and Smart help & AI.
To use summaries, writing help and translation, add your own AI account key under Smart help & AI. You pay that service directly.
Automation
SLAs, Support plans, Workflow rules, Notification rules, Assignment rules, Time-based rules, Macros and Blueprints. See SLAs and automation.
Developers and security
API & webhooks, Team chat alerts, Custom roles and Audit log.
Invoices and documents
Numbering, printing, templates, cash and bank, and tax settings are shared with your other Ellibo apps.