Common Ideas To Get A Robust Helpdesk System Through Automation

Arbab Ahmad
11 min readNov 30, 2022

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The ticketing process can be significantly sped up thanks to the wonderful capabilities of the Helpdesk automation solutions. Automating the helpdesk not only facilitates handling complicated issues, which are typically difficult for staff to deal with, but it also provides immediate clarifications in response to customer inquiries. The mission statement of the automated, robust helpdesk system is to shift focus away from laborious work and toward work that is more strategic. In this way, automation causes a digital revolution. It has dominated the field in such a way that no work could be done easily without it. That’s why automation has become essential in help desk software for organizations.

Despite the importance, there are also many challenges for organizations and help desk software developers. For organizations, there is a problem in choosing the best help desk software with excellent automation capabilities. For help desk software developers, developing ideal software for organizations with all the automation capabilities is challenging. In this way, it becomes difficult for organizations about what to seek and difficult for developers about what to provide. That’s why in this article, we have discussed some common ideas about automation that always helps to find & develop a robust helpdesk system. We hope it will help you find the best automation practices. So, let’s start with our main topic.

Ideas For A Robust Helpdesk System Using Automation

As we stated before that, automation in help desk software is becoming essential for organizations. In this way, the ideas related to it are also important. Following are some common ideas to get a robust helpdesk system through automation.

  1. Acquiring Promptness And Regularity In Status Updates

When a customer files a complaint, question, or request, they want to know as soon as possible how long it will be until they receive a resolution. Companies can show their customers that they care by using automated help desks to offer them regular updates on the status of their requests and the means to monitor their progress themselves. Doing so will reduce the time spent fielding the same questions and allow you to focus on more involved issues. If the resolution of a ticket takes longer than the allotted amount of time specified in the service level agreement, you can set up automatic alerts to be sent out.

2. Always Keeping an Eye on the System

In most circumstances, the service level agreements can be easily supported by an automated help desk system because of the system’s built-in monitoring and reporting mechanisms (SLAs). Managers of support teams can use this information to better understand ticket numbers, customer satisfaction, and hotspots for providing extra help. The team leader can reorganize the group such that it can more effectively address the problems after receiving these detailed insights. Ticket backlogs and the complaints they cause can be prevented with some diligence and regular monitoring of the system.

3. Use Knowledge Management That Works

A robust helpdesk system requires effective knowledge management. An efficient knowledge management system can automate standardized, well-structured, complex jobs and routine procedures. However, businesses need to deploy solutions that extend beyond standard knowledge management if they want to make their knowledge more dynamic and complete. For example, sophisticated tools may direct decision maps through automated workflows, which improves the system by making information more malleable.

Using helpdesk automation to build a wiki focused on your customers’ needs is a great way to lower your ticket volume by encouraging users to find answers to their own questions. In order to keep this going, it’s important to update the content frequently and incorporate user input. Solving the easy, recurring tickets, for instance, can be a fun and uncomplicated process when the corporation picks and chooses a system for deciding the order of grievance redressal. However, by implementing AI-based articles for those recurring concerns, the organization may stop the influx of tickets for the same problem.

4. Create a Multi-Channel User Journey

When it comes to automating your help desk in order to better serve your customers, having an multichannel presence is vital. With this function, an automated help desk may give seamless service to customers, making it difficult for human support staff to keep up. In addition, an omnichannel strategy allows for consistent two-way communication between the brand and the customer across all channels, regardless of the social media platform the customer prefers to use.

If a consumer calls in to speak with a representative, they will receive an automated email with a ticket number. The customer can ask more questions to the company’s support staff using the live chat option. Having to explain the problem repeatedly is frustrating for the customer, so they would rather continue where they left off. An omnichannel ticketing system aids employees in determining the nature of consumer complaints and setting in motion the most appropriate response. Globally, this effort accounts for 73% of all instances of customer loyalty.

5. Optimize Helpdesk How Long It Takes To Respond

One of the main advantages of an automated help desk is that it can respond to common issues without involving human support staff. Incorporating helpdesk automation can increase your brand’s responsiveness by allowing your employees to focus on more difficult issues while still receiving automated responses to common questions. Users will be less reliant on your support team if you provide them with the ability to perform tasks. Such as file transfers, business intelligence report runs, onboarding process launches, password resets, virtual machine reboots, batch process launches, and many more. Self-service operational tools and automated support services can greatly aid in doing things like saving money, reserving resources, streamlining service administration, and so on.

6. Assessment of Group Performance

Instead of manually compiling the metrics, it is often more useful to your brand to evaluate the big picture of your team’s performance. The company’s productivity can be measured by automatically collecting data from various sources. It includes the percentage of problems that are resolved on the first contact, the number of lost business hours, the mean time to resolve, the percentage of service level agreement compliance, the number of tickets and service requests that are logged each week or month, and the percentage of problems that are escalated. It doesn’t take much work on the part of the help desk manager to set up the right software application to display these analytics for each team member.

7. Automation Of Induction And On boarding

You can get a robust helpdesk system by automating induction and on boarding. Although induction and on boarding are two distinct procedures, they can be automated using self-service technologies. Manage and automate the software capabilities with the use of appropriate tools that enhance and optimize the use of process templates. Knowledge-based workflows, once implemented, can also aid in elevating user experience across all devices, which is essential for carrying out standardization. For example, email on boarding campaigns can range from straightforward (only sending the new users the basics until they respond) to intricate (sending a sequence of emails till the new users respond). These techniques can help speed up delivery, ensure that goals are achieved, simplify role-based programs, and cut down on the money needed to provide aid.

8. Receiving Comments From Customers

In addition to gauging the team’s efficiency, helpdesk automation can collect feedback on customers’ experiences. You can’t afford to put feedback last on your to-do list in today’s competitive business world. As a result, helpdesk automation technologies improve your ticketing system by soliciting comments from consumers without the intervention of your support staff. In addition, the efficiency and quality of a help desk can be evaluated by collecting and analyzing client feedback after each resolved inquiry or issue.

Ideas on Automating Customer Service Queue Management

To manage the ever-increasing number of support tickets or emails, you can employ various solutions. The technical difficulty of the query, topic matter, free vs. paid users, service level agreements (SLAs) of the team or skill sets of the individual colleagues, and many other criteria are considered for a successful function. The following suggestions can help you manage the automated customer care queue more effectively.

  1. Working From An Unassigned Queue

Most customer service desks automatically assign tickets to the first available agent. However, some businesses take a unique approach and have employees work from an unassigned queue. The developers spend a lot of time building tools that quickly resolve most problems. They can promptly retrieve the needed information for the clients because they have quick access to fundamental user information. As no one’s own queue is being used to hold up other people’s tickets, service times improve when this strategy is implemented. A customer’s response is immediately visible to all other users, who can then continue the conversation.

2. First-Come-First-Served Vs Picking And Choosing

For smaller customer support teams, the first-come, first-served approach, in which older issues are handled before newer ones, is generally considered to be the best strategy. In other words, the oldest tickets should be dealt with first. However, it’s also crucial to emphasize a selective approach. It’s a systematic approach to work in which quick responses are given to lesser situations while more difficult ones are given undivided focus.

3. To Triage And Not To Triage

In order to provide the best possible customer service, issues are typically triaged to team members based on their specific areas of expertise. In order to give each customer the attention they deserve, the team manager will sometimes switch who does the triage. As an alternative to triaging, tickets can be assigned to individual members of a team based on the nature of the issue they represent. It is also possible to automatically assign tickets to team members so that everyone is working, regardless of their expertise.

4. Positioning Roles

The response time of the support staff can be decreased by assigning specific responsibilities to different members of the team. Separating them into two groups, with one taking care of the older tickets and the other of the newer ones, is one option. The first group’s main responsibility is to address the newest requests and respond as quickly as possible to those inquiries. The second team is responsible for handling tickets that have been open for longer or require additional resources. The number of people waiting in line can be reduced rapidly with this strategy, and the positive image of efficiency on the part of the service provider can be maintained. The team’s spirits are high, and their drive is bolstered as the waiting time in the queue decreases rapidly.

5. Priority Support

As your customer base expands, it’s important to focus more on your paying customers. It should not be misconstrued as a lack of concern for the free users, as they are the ones who need the most help and who will likely provide the best leads. Free users often only receive email assistance, whereas paid users have access to both email and phone support. A very warm lead can turn ice cold if you take too long to respond to an email from a free plan user; after all, we all know that customer service plays a major role in whether or not someone decides to make a purchase.

How To Evaluate A Help Desk System?

The following are some of the most important factors to think about while conducting an honest evaluation of the helpdesk software.

  • Ease of Use: The help desk software should be simple to learn and use. The software must be created to make it easy for the customer service team to use and provide them with the technical support they need.
  • The user interface of the help desk software should be well-thought-out, with readable displays and straightforward menus. The interface must be capable of effectively communicating with the intended audience.
  • Cost is one of the most crucial evaluation factors because of the software’s role in the company’s bottom line. Access to each tier, as well as its associated cost, needs to be calculated.
  • The software should include built-in integrations that make it simple to link to other programs. When deciding on a program, it’s important to consider whether you’ll need any integrations and how much such integrations will set you back.
  • The features and functionality provided by the helpdesk software should include the following:
  1. Predetermined conditions that, when met, automatically assign tickets to the most qualified staff members.
  2. A centralized ticketing system for streamlined cross-channel interaction Statuses, owners, answers, and priorities can all be shared and updated simultaneously.
  3. Comprehensive monitoring and reporting on all ongoing activities.
  4. Customer-driven problem-solving using an online self-service portal.
  5. Knowledge management software that is both sophisticated and automated in order to answer questions rapidly.

The goal of automated ticketing is to give agents a helping hand in resolving any kind of problem, no matter how serious or minor. Therefore, any company serious about building a solid customer support system to retain customers should install the helpdesk ticket system. However, remember that your clients and service agents’ workflow needs must be considered while adopting a helpdesk ticketing system.

Conclusion

From all the above discussions, we have learned that automation is the main and basic component of building a robust helpdesk system. However, there is a constant problem for organizations and developers about the main aspects in which automation should play a role. There are many ideas to consider in this regard. We have discussed it in detail, and after a detailed discussion, we have discovered that some common ideas could help to build the best help desk software with excellent automation capabilities. These common ideas have been explained above. These ideas could improve your organization’s capabilities. These ideas would be definitely useful for the help desk software developers. That’s why we strongly recommend you adopt them.

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Arbab Ahmad
Arbab Ahmad

Written by Arbab Ahmad

I love when life gets hard, it means something better is coming.

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