New Guide The Help Desk AI Maturity Journey: A Support Team’s Guide Download Now

Dynamic Forms

Accelerate responses with dynamic customer service forms

Collect information in a more structured way than email, with forms. Customize your forms to ensure those looking for support provide all the relevant data the first time.

By providing your agents with everything they need straight away, tickets can be solved quicker with less back and forth.

Forms

Supercharge your customer support

Build a happier customer base with more efficient logging of issues and effective support from agents. Forms help to streamline your support and allow for more personal interactions.

1

Gather specific details

Get the exact information you need for specific issues so your support team are set up for success from the start.

1 Gather specific details
2

Get personal

Automate workflows to run depending on ticket data, ensuring issues are sent to the best departments and agents.

2 Get personal
3

Quickly resolve the issue at hand

With all the useful data right at your agents' fingertips they can utilize productivity tools to respond and solve customer issues efficiently.

3 Quickly resolve the issue at hand
4

Great job! Another satisfied customer

4 Great job! Another satisfied customer
CUSTOMIZATION

Your help desk, your forms, your rules

Take complete control of your ticket form layout. Customize your forms so that you ask your customers exactly what's required for your agents to diagnose and solve their issue. Decide what information your agents need to see and adjust your forms accordingly.

Your help desk, your forms, your rulesYour help desk, your forms, your rules

Collect customer information in the format that suits you best

Your form layouts can collect any combination of information that you require in a number of display formats. Here are some of the display options that Deskpro's dynamic forms can include:

Radio Buttons

Pre-defined choices where only one answer can be selected.

Single-Line Text Box

A single line of text that customers can input into; up to 136 characters.

Multi-Line Text Box

A larger text input box that accepts multiple lines of information.

Drop Down

Pre-defined choices in a drop down menu with only one selected answer.

Multiple Select Box

Pre-defined drop down menu with a multiple selection option.

Checkboxes

Pre-defined boxes with multiple select function.

Toggle

A simple binary checkbox that is either on or off.

Currency

Allows customers to input monetary values into forms.

DYNAMIC FORMS

Change with your customers needs

Different types of issues require different information from customers. Dynamic forms change to reflect the information that is required from your customer to help your agents solve their specific problems.

Routing on forms ensures that every enquiry is delivered straight to the right team of agents.

Change with your customers needs

custom fields

More than just a customer profile

From toggles to dates, attachments, and more, Deskpro gives you the flexibility to utilize a multitude of different custom fields.

Your customers can submit everything that your agents need to solve their problems, so they don't have to keep chasing them for more details.

An organized help desk for everyone

Forms on Deskpro allow you to organize your customers exactly as you wish in the most secure way possible.

Departments

Control access to support by structuring your help desk with departments.

Permissions

Decide which customers or end-users you want to have access to your forms.

Full REST API

Create tickets directly from forms on your website, a more secure option than email.

attachments

A picture is worth a thousand words

Bring instant context into any conversation. Whether it is a screenshot of a tech issue, a photo of a damaged parcel, or debug log, give your customer the ability to upload files and screenshots to forms.

multi-brands

Multiple forms for multiple brands

Give customers of your separate products, services, or audiences their own request forms. Deskpro gives you greater control over how your different customer segments can contact you, perfect for when you are providing localized support. Your customer's queries will always reach the right team.

Multiple forms for multiple brandsMultiple forms for multiple brands
implementation

Make it easy for customers to reach you

Forms can be used in different places across your help desk, website and organization. They can be used externally for customers as well as internally for employees and staff.

Website
Messenger
Pre-Chat • Contact
Help Center
Community Forum

Website

Website

Embed forms into any webpage that you like, so that you can capture different information from separate locations.

Messenger

Messenger

Give customers a simple and fast form they can fill out from within the Messenger widget.

Pre-Chat / Contact

Pre-Chat • Contact

Ask customers questions before they can access Live Chat. Perfect for giving your agents more context. And when live chat isn’t available, the completed form gets turned into a ticket on your help desk.

Help Center

Help Center

Create one form that dynamically changes on the same page, rather than sending users to different contact forms.

Community Forum

Community Forum

Interacting with customers doesn’t always mean tickets. Forms in Community allow you to collect specific feedback from customers and manage it in an organized way.

automate it

Custom workflows for your organization

Because forms give you a much more structured way of requesting information from customers, you can do so much more than email to provide great support.

Fields on a form can be used alongside your organization workflows to ensure that tickets are organized and resolved in the best possible way.

Ticket Deflection

Reduce unnecessary tickets

When customers are filling out a contact form, Deskpro can suggest articles in your Help Center that are likely to solve your customer's question before they submit a ticket. By utilizing self-service content it can improve your resolution times and reduce incoming tickets.