MODULES

Helpdesk and Cases Module Overview

The Cases module in AgilityPortal streamlines support by organizing helpdesk requests in one place. It keeps teams aligned, ensures timely responses, and improves collaboration. It’s the perfect solution for managing issues efficiently and boosting customer satisfaction.

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Helpdesk & Zendesk
Streamlined. Supportive. Always On Point.

The AgilityPortal Cases Module is your all-in-one hub for managing employee support requests—whether it’s HR inquiries, IT issues, or general assistance. Track, prioritize, and resolve cases in one place, with the ability to sync tickets seamlessly with Zendesk. Simplify internal support, boost response times, and keep your team connected—no matter where they work.

Description

The AgilityPortal Cases Module is a powerful helpdesk and support management tool built to streamline internal service requests across your organization. Whether it's an HR query, IT issue, or a facilities request, employees can submit and track their support needs all in one centralized location. Designed with hybrid and remote teams in mind, the Cases Module enhances visibility, accountability, and responsiveness by bringing structure to internal communications. Support teams can categorize, prioritize, and assign cases with ease, while built-in workflows ensure nothing slips through the cracks. Integration with Zendesk allows for seamless ticket syncing, so your support ecosystem stays connected and up to date. Employees receive real-time updates, reducing back-and-forth emails and improving resolution times. Managers and support agents can monitor case volumes, track performance metrics, and generate insights that help optimize service delivery. Whether you're handling onboarding questions, IT troubleshooting, or employee grievances, the AgilityPortal Cases Module adapts to your workflow, empowering teams to provide timely, effective support. With mobile access and intuitive design, support is always within reach—no matter where your employees are.

Support. Streamline. Resolve.

AgilityPortal’s Cases module enhances internal support by offering a unified platform to streamline communication and resolution processes. Easily create, track, and manage requests through a centralized dashboard with user-friendly categorization. Set SLAs, automate case routing, and use custom tags to prioritize tasks efficiently. With real-time status updates and smart filtering, teams can collaborate seamlessly and respond faster. Export reports, monitor trends, and gain insights to continuously improve support performance. It’s a smarter, more intuitive way to keep internal services running smoothly and your employees empowered.

Features:

Centralized Case Dashboard – View, manage, and organize all employee support requests from multiple departments.
Integration – Seamlessly sync support tickets with other helpdesk apps for a connected helpdesk experience across platforms.
Automated Case Routing – Automatically assign cases to the right team or individual based on category, priority, or custom rules.
Custom Categories & Tags – Create and apply custom tags and categories to organize cases for easy tracking and filtering.
Real-Time Case Updates – Enable instant updates and notifications to keep both employees and support teams informed.
Case Reporting & Export – Generate detailed reports and export case data for performance analysis and continuous improvement.

Benefits:

Easy Case Reporting - AgilityPortal’s intuitive interface makes it simple for employees to submit support requests.
Quick Complaint Resolution - Optimize resolution time with centralized case details, and an accessible internal knowledge base.
Build Your Knowledge Base - Convert resolved cases into a searchable knowledge base, empowering employees to find solutions.
Improved Team Productivity - Real-time updates available, teams can collaborate effectively, resolve issues without overlap.
Data-Driven Insights - Built-in reporting and analytics help managers track case trends, monitor performance.
Seamless System Integration - Syncs with tools like Zendesk, allowing you to manage support across platforms without data silos.

See it in action

Manage all employee support requests from one centralized hub.

No internal help desk? No problem! With AgilityPortal, you can build a fully integrated support system right into your intranet—streamlining the user experience and making ticket management effortless.

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Frequently Asked Questions

Some common questions we get about AgilityPortal

What is AgilityPortal?

AgilityPortal Bookings is an intuitive appointment scheduling software that enables businesses to effortlessly manage meetings with clients, teams, or stakeholders—no more back-and-forth emails. Meetings are scheduled based on your real-time availability, and AgilityPortal automates everything from reminder notifications to payment collection and follow-ups.

What are the benefits of using the Helpdesk (Cases Management) Module on AgilityPortal?

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