NexlifyDesk Documentation

Empowering WordPress Users to Take Control of Their Websites

NexlifyDesk Key Features

NexlifyDesk provides a wide range of powerful tools designed to streamline your customer support operations from start to finish. Discover all the features that make NexlifyDesk a comprehensive support solution.

🚀 Complete Support Solution

From customer-facing forms to advanced analytics, NexlifyDesk covers every aspect of professional customer support management.

Frontend Customer Experience

🎫

Ticket Submission & Management

A user-friendly interface for customers to easily submit new support tickets, view their complete ticket history, and track the progress of their requests.

Real-time Updates

An AJAX-powered interface ensures a dynamic experience with live status updates and instant notifications for new replies without needing to reload the page.

📎

File Attachments

Allows customers to attach multiple files to their tickets. It supports various file types with configurable size limits and security validation to prevent malicious uploads.

📱

Responsive Design

The entire frontend experience is fully optimized for all devices, ensuring a seamless experience on desktop, tablet, and mobile.

Advanced Admin Dashboard

🎛️

Centralized Ticket Management

A powerful dashboard where agents can filter, search, and perform bulk actions (like changing status or assigning) on multiple tickets at once.

📊

Real-time Statistics

Key performance indicators are displayed prominently, including total ticket counts, average response times, and agent performance metrics.

👥

Agent Assignment

Supports both manual assignment and intelligent auto-assignment rules based on agent workload and availability, including load balancing.

🔄

Status Management

Comes with five pre-configured ticket statuses (Open, In Progress, Pending, Resolved, Closed) and supports automated workflows between them.

Agent Roles & Permissions

👔

Custom Agent Positions

Create an unlimited number of custom agent roles (e.g., "Tier 1 Support," "Technical Lead") with granular permissions for each.

🔐

Capability Management

Fine-tune what each agent role can do, including controlling access to ticket viewing, assignment, category management, and settings.

📈

Agent Performance Tracking

Monitor individual agent performance by tracking key metrics like response times, resolution rates, and current ticket workload.

🔄

Orphaned Ticket Management

Automatically reassigns tickets from a deleted or disabled agent to a designated fallback agent or department, ensuring no ticket is lost.

Professional Communication Tools

📝

Internal Notes

Allows agents to add private notes to a ticket that are only visible to other support staff, facilitating seamless internal collaboration.

📧

Email Notifications

Highly customizable email templates that can be modified with dynamic placeholders (like customer name or ticket ID) for personalized communication.

🔔

Notification Control

Granular settings to control exactly when and for what events email notifications are sent to customers and agents.

🎨

Professional Templates

Includes a suite of pre-designed, professional email templates for common scenarios like new ticket creation, agent replies, and ticket resolution.

Intelligent Automation

🔍

Enhanced Duplicate Detection

A three-layer system that identifies duplicate tickets by matching the exact subject, recognizing order numbers, or analyzing content similarity to merge related conversations.

🤖

Auto-Assignment

Intelligently distributes incoming tickets to available agents based on current workload to ensure a balanced and efficient workflow.

SLA Monitoring

Automatically tracks Service Level Agreement (SLA) targets for response and resolution times, and sends notifications to managers if a breach is imminent.

Auto-Closure

Automatically closes tickets that have been marked as "Resolved" after a configurable period of customer inactivity (e.g., 48 hours).

Email Piping & Integration

📫

Multi-Provider Support

Seamlessly converts emails into support tickets from various providers, including standard IMAP/POP3, AWS WorkMail, and Google Workspace.

⚙️

Flexible Email Management

Offers the choice to either keep emails on your server or delete them automatically after they have been successfully imported as tickets.

🛡️

Advanced Spam Protection

A robust system that includes spam keyword filtering, email address blocking, and rate limiting to prevent ticket queue flooding.

WooCommerce Integration

🛒

Order History Access

Agents can view a customer's WooCommerce order by searching with the order number, admin can control giving excessive permission to the agents.

📋

Customer Context

Provides crucial context by displaying relevant order information (like purchase date, items, and status) alongside the customer's support request.

🔗

Order-based Duplicate Detection

Intelligently links new tickets to existing conversations if they are related to the same WooCommerce order number.

Reporting & Analytics

📊

Performance Metrics

Track key helpdesk metrics, including ticket volume over time, first response times, and overall agent performance.

📈

Visual Charts

Displays data in easy-to-understand visual charts, showing ticket trends, status distribution, and priority breakdowns.

🔴

Recent Activity Feed

A real-time feed that shows all recent support activities, such as new tickets, replies, and status changes, as they happen.

Developer Features

🎨

Template Override System

Allows for complete customization of frontend templates (forms, ticket lists) by placing modified files in your theme folder.

Flexible Shortcode System

Powerful shortcodes for embedding ticket forms and lists anywhere on your site, with attributes to customize their behavior.

🗄️

Data Management

Includes tools for data retention and purging, allowing you to configure how long ticket data is stored to comply with privacy policies.

🚦

Rate Limiting

Protects your support system from spam and abuse by limiting the rate at which tickets can be submitted from a single IP address.

Caching System

An intelligent caching layer that optimizes database queries and improves the performance and speed of the helpdesk.

🎯 Ready to Get Started?

These powerful features work together to create a comprehensive support experience. Start with the basic setup and gradually enable advanced features as your support needs grow.