Our agent portal services are temporarily unavailable. Our team is investigating with high priority. Updates: status page arrow-yellow-color

UI corner showing blue bullet list with three horizontal lines beside dark bar, indicating navigation or menu options. In this page Top-left corner of white page with black border and small blue checkmark; minimal UI element, possibly status indicator.
Digital interface corner with three blue dots and lines in dark bar, used to indicate list, settings, or menu structure. In this page Top-left corner of white page with black border and small blue checkmark; minimal UI element, possibly status indicator.

Ticket approvals module

We’ve enhanced the mobile app by integrating the Ticket approvals module, previously exclusive to the web version of the agent portal. With the Ticket Approval feature, your agents can conveniently create approval requests directly within the context of their tickets. Here are some examples:

  • Requesting approval from a manager for a 30% discount to be applied to a customer.
  • Seeking approval from a manager for the purchase of new hardware.

Dashboard displays 143 approval items; one shows 30% discount approved, three marked as pending; various statuses shown.

Task view shows “New” and “Normal” status at top, “Overdue by 24 minutes” mid-screen, and two “Pending” approvals listed.

Personalize portal settings from mobile device

Agents can now customize their portal experience directly from their mobile devices.

General settings are the basic settings that define the overall operation of a system. They can include the basic info, the default language, the time zone, and the ticket settings.

These settings provide a way for users to customize the system to their own preferences, which can help to make the system more user-friendly.

Clean account settings page showing basic info, localization, ticket settings, and a red Edit button at the top right.

Copy a ticket message for sharing

We have provided an option that allows users to conveniently copy the ticket message for sharing.

Chat window shows a user’s support message about their subscription plan, with copy and privacy icons positioned nearby.

Introducing the “Set as default” feature in Views

Views consist of predefined and saved filters designed to organize tickets on the home page. We have added a “Set as default” option that allows you to mark frequently used views as default; the selected view will be displayed when you open a ticket page. Customize your workspace to focus on what is most important to you, enhancing your overall user experience.

Mobile ticketing UI with “All Views” and “My Favourites” tabs; options to edit settings or set default.

Enhance your upload experience with camera capture option

The enhanced attachment functionality now includes camera capture options. Users can upload existing system files or take new photos with their camera and upload them directly through the mobile application.

Mobile app screen for uploading files; features “Click to upload,” attached JPGs, and Camera/Image/File options below.

 

 

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We are eager to show you the magic of BoldDesk.

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