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Checklist For helpdesk support

Related products:Freshservice
  • July 25, 2024
  • 1 reply
  • 36 views

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While the knowledge base provides decent support, it would be nice to have a checklist possibility within fresh,

some agents don't know what to ask or search for, and this would give them a guideline to follow scripted in the ticket tool and not a separate excel or doc, on the other side this can then also be set up for end users, so they know what info to provide before creating a ticket and making the info more complete.

 

Would anyone have ideas on how to integrate this in fresh service?

1 reply

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  • Contributor
  • August 14, 2024

We create task scenarios for those types of situations and apply them to the ticket through the “three dot” menu > Execute Scenario.  It auto-creates the tasks that need to be accomplished and you can assign them to a tech.  We use this for purchasing, onboarding/offboarding inventory assets...because we haven’t mastered that yet, and other common things we do.