The best way to prevent your ecommerce business from losing customers due to the lack of well-timed reliable support is to add a helpdesk service to the set of features already available on your website. We’ve already gathered the best helpdesk platforms in this post: Top Helpdesk Services and Tools, and below you will find a detailed description of Mirasvit Help Desk MX – one of the first helpdesk Magento 2 extensions.
With the help of this module (note that it is available for both Magento 2 and 1), you can provide your clients with an outstanding support. The extension gathers all inquiries, emails, and offline chat messages together, so you can easily collect and process them within a user-friendly interface. Furthermore, Mirasvit Help Desk MX for Magento 2 and 1 will prevent all inquiries from being lost assigning each message to the right department.
The number of returning customers partly depends on the quality of support you provide, therefore Help Desk MX is a must have extension, since it lets you to:
- utilize quick replies, so you can provide customers with rapid responses, saving their time as well as your own;
- Streamline the WYSIWYG editor for creating personalized replies and implementing personal approach to each customer;
- resolve issues as soon as possible due to the support for multiple departments and managers;
- effectively manage tickets auto-resolving with the help of smart workflow rules;
- run a post support survey, making your customer support even more user-friendly;
- evaluate your team achievements on the basis of advanced reports.
As a result, you not only help your customers with their issues, but also dramatically increase the quantity of user experience. Below, we will show, how Mirasvit Help Desk MX for Magento 2 and 1 looks from the perspective of admins and buyers.
Table of contents
- 1 Backend
- 2 Frontend
- 3 Advantages of Help Desk MX
- 4 Final Words
On the Tickets screen, you have a grid with all available tickets. You can apply filters to find certain tickets, besides it is possible to sort them according to the information available in each column (ascending/descending or alphabetical order depending on the content). The grid is highly customizable, so you can choose what columns should be displayed.
There are 16 columns available:
Now, let’s tap on a ticket to see how each ticket page looks like. On the top of the screen, you can see the ticket ID combined with its subject. Below, there are 4 tabs: General, Additional, Follow Up, and Other Tickets.
Next, the screen is divided into 2 columns: with general information on the left and messages on the right.
You can see a field with an email address of a customer in the first column, and a text field, where you can leave your messages, in front of it.
You can send a message right to a customer, leave an internal message (customer will not see it), send a message to a third party (customer can see it in the ticket history), or leave an internal message to a third party (customer will not see it). In case of Message to Customer and Internal Message, you don’t need to enter any additional emails, but they are required if you send messages to third parties.
As mentioned above, Mirasvit Help Desk MX for Magento 2 and 1 lets you insert quick responses. You only have to choose an appropriate template from a dropdown:
Besides, you can attach files to your messages.
Below the text field, there is a ticket history.
As for the column with general information, it contains a customer summary with the information about a customer and an order the ticket is assigned to.
There is also the Ticket Summary section with its current status, priority, and ticket owner as well as a field with additional information.
As for the Additional Information tab, it consists of such fields as Subject (of ticket), Store View, Channel (from where ticket comes from), External Link (you can send it to third parties), and Tags (it should be a comma-separated list). Besides, there is a table that contains Ticket History.
And this is how the ticket screen is designed if you use an external link to view the ticket:
It shows the subject of the ticket, its request ID, related department, priority, status, and order. It is also possible to post a reply here attaching files to it or close the ticket. Below, you can see the history of messages related to the ticket.
Now, let’s return to the Follow Up tab of the Ticket screen. You can set the period of follow ups, activate reminders and specify email addresses for sending them, and change status, priority and owner on this tab.
The Other Tickets tab contains all tickets related to the same customer.
You can create new tickets on the basis of the aforementioned example, just hit the Create New Ticket button on the Tickets screen.
This is a very useful feature that adds a lot of automatization to your daily helpdesk routine. Gateways provide the ability to connect your support team email boxes to Help Desk as well as convert email inquiries into tickets.
If you have several departments with their own email boxes for inbound inquiries, you can synchronize them with the Mirasvit Help Desk MX module, so it will automatically redirect all requests converting them into tickets for the appropriate department. Furthermore, you and your admins can also reply via email, and the extension will add these replies to appropriate tickets.
This is how the Gateways grid looks like:
To create a new gateway, you should specify a set of parameters: Title, Email, Login, and Password;
Status (Is Active), Host, Protocol, Encryption, Port, Fetch Frequency, Fetch Max, Fetch Only X Last Emails, and Remove emails after fetching;
Auto assign tickets to Store View, Auto assign tickets to department, and Notes.
On the Statuses grid, you can add new statuses, modify the existing ones, as well as apply filtering and sorting options. The grid consists of 5 columns: checkboxes, ID, Title, Sort Order, and Colour.
For each status, you have to specify such information as title, code, sort order, color (there are a lot of colors available; label example is available below), and store view.
Custom Fields is another screen available in Mirasvit Help Desk MX for Magento 2 and 1. It lets you add any custom field to your ticket form. The feature is very helpful if you want to get more information about a customer issue. You only have to ask him or her to specify details in the additional fields. Custom fields are available at native contact form, contact tab, ticket creating interface, as well as popup contact form.
This is how the Custom Fields grid looks like:
Each custom field contains the following options: Title, Code, Type (Drop-down list, Checkbox, Date, Multiline-text, Text), Description, Options list (fill this field only for Drop-down list type), and Active (status);
Besides, you can choose where to display the custom field (customer account, ticket form, contact us form), decide whether it is required for customers and stuff, and set a store view.
Mirasvit Help Desk MX for Magento 2 and 1 lets you manage your support team permissions within a convenient interface. Separate the roles for your support divisions, so each division will manage only tickets, related to their duties.
The Permissions grid looks as follows:
To add a new permission, it is only necessary to specify its role, choose who will have access to tickets of departments, and enable/disable the ability to delete tickets.
Satisfaction Survey Results
The Satisfaction Survey Results grid has the following look:
Here, you can arrange post service satisfaction surveys, inserting them into email notifications footer. A tiny poll provides your customers with the ability to rate the quality of your support team members. Consequently, you can easily evaluate each employee performance with Mirasvit Help Desk MX for Magento 2 and 1.
On the Departments screen, you can see all teams that can respond to tickets. The departments grid consists of 4 columns: checkboxes, Title, Sort Order, and Active.
Each department screen is divided into two sections: General Information and Notification. In General information, you specify title, status, availability in frontend, sort order, sender email address, responsible department members, and store view.
In Notification, you specify whether to send notifications to all department members if a ticket is unassigned or not. Besides, you can leave an email for unsigned tickets to be mailed to.
The number of support departments is unlimited.
A grid with priorities is similar to the grid with statuses.
Each new priority level requires the following information to be specified: Title, Sort Order, Color, and Store View.
You can manage all your premade quick responses here:
To add a new quick reply, specify its internal title and status (Is Active), create a template (note that you can use variables), and choose a store view.
Mirasvit Help Desk MX for Magento 2 and 1 offers a reliable protection against SPAM. The Magento extension enables you to create various SPAM patterns, so you prevent yourself from receiving junk inquiries. Note that it is possible to create any amount of SPAM filters that are available on the Spam Patterns grid:
To create a new filter, you should specify its name and status, choose where to apply the filter (Scope: Headers, Subject, Body), and create a pattern.
With the help of workflow rules, you can manage your support team daily routine according to your requirements. For instance, you can create a rule to automatically close the ticket after 30 days from the last customer reply or set ‘In Progress’ status after the first support team reply. All your workflow rules are gathered in a grid:
For each new rule, there are 4 tabs of settings: General Information, Conditions, Actions, and Notifications. On the General Information tab, you specify rule name, status, priority, and whether further rules processing should be stopped.
As for Conditions, you choose the event and specify conditions.
In Actions, you can select what status, priority, department, and owner should be set; decide whether to move to or from archive; as well as specify tags to be added or removed.
And on the Notifications tab, you decide whether to send email to ticket owner, all department users, and customer or not. Besides, the extension lets you add additional email addresses to send notifications to. And you should enter email subject and body text here. The last option lets you attach files which were attached to the last message to a new notification.
Mirasvit Help Desk MX for Magento 2 and 1 lets you create working hours for various holidays. All schedules are gathered on the following screen:
To create a new schedule, choose its name, status, periods of activity (leave Active From and Active To for ordinary workflow), and store view;
Specify sort order, relation to holidays, timezone, and working days/hours;
Use variables to create open and closed messages.
Mirasvit Help Desk MX settings are divided into 9 sections: General Settings, Feedback Tab, Email Notification Settings, Customer Satisfaction Survey, Customer Account, Reports, Working Hours, Developer Settings, and Notification Settings. Thus, you can apply the most precise customizations to the extension.
From the perspective of a customer the helpdesk screen looks as follows:
There are all tickets with the information about a department to which each ticket is assigned, last activity and status. To create a new ticket, your customers only have to specify its subject, set priority and department, and leave a message. Besides, it is possible to attach files, select orders and specify other additional information.
On each ticket screen, there are such elements as short information related to the ticket, a text field for messages (with the ability to attach files), and history.
And this is the Contact Us page:
Contact Us Tab on the left:
As you can see, Mirasvit Help Desk MX for Magento 2 and 1 offers an intuitive interface, so your customers can rapidly get support. They can even set Priority and Department for each new ticket, but you should activate both options in settings. And the ability to attach files significantly improves the way buyers communicate with your admins.
Besides, Using Help Desk MX provides customers with simple ticket management, so they can rapidly reply or close a ticket. And a complete ticket history is always available on the same screen.
Support for Guest Users
As for guest users, they can get help via:
- Contact Us Tab on the left;
- Contact Us page;
- Email to support team.
Integration with Other Extensions
Mirasvit Help Desk MX can be connected to the company’s RMA extension allowing you to convert tickets into the RMA requests. Support manager only have to click the Convert to RMA button.
Besides, you can connect Help Desk MX to Mirasvit Knowledge Base. As a result, your customers will be able to search answers right in the feedback popup window even before creating a ticket.
Advantages of Help Desk MX
Mirasvit highlights the following advantages of the Help Desk MX Magento extension:
- The module is easy to use (we’ve just proved that it has intuitive customer and administrator interfaces);
- Various ways to contact your support team (even unregistered customers can get help);
- Attachments (customers can communicate with your support team more efficiently);
- Unlimited numbers of support departments (just mentioned this in the backend overview);
- Quick replies (the feature saves both your team time and customers time);
- Precise settings (the extension provides the ability to assign tickets to the most appropriate support team);
- Follow Up emails (so you can notify customers about new replies and statuses);
- Post support surveys (that help to improve your store user experience related to help services);
- Workflow rules (the extension offers advanced rules for support management);
- Help Desk reports ( which help to evaluate support team results).
Mirasvit Help Desk MX for Magento 2 and 1 offers a great extension that provides the ability to implement a helpdesk service right on your ecommerce website without any need to utilize third party platforms. The module costs $169 and you can get it here: