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Helpdesk Best Practices: 6 Proven Techniques For Making Your Helpdesk Work Smarter

by | Apr 6, 2023

The world of IT helpdesk support can be a wild and wondrous place—ask any service desk analyst. It’s a balancing act between responding to user questions, providing technical assistance, and staying organized enough to get things done. But fear not! With the right helpdesk best practices in play, your team will work smarter in no time.

Here are six proven techniques to help you get the most out of your service desk and make a big difference to your users.

6 Helpdesk Best Practices

1. Discover the power of AI

The first of the helpdesk best practices looks to AI for a boost in efficiency. Artificial intelligence can automate simple helpdesk tasks and speed up resolution time. Automating mundane tasks frees your staff to focus on more complex issues and ensures each customer receives a great experience.

AI chatbots can drastically improve helpdesk ticketing processes and increase employee satisfaction. Chatbots are the perfect partner for helpdesk teams. They can suggest helpful articles that empower users to proceed with self-service methods, relieving agents from answering redundant requests. Moreover, AI chatbots are “always on,” enabling customers to receive answers in real-time 24/7 – making it easier for helpdesk teams to increase efficiency by reducing wait times.

IT helpdesk teams are increasingly turning to AI solutions in today’s high-tech world. AI tech can automate mundane tasks that take considerable time manually, freeing up your staff to focus on more complicated problems and helping ensure a better customer experience. Additionally, AI can streamline processes and provide analytics to help IT teams make more informed decisions. With AI, helpdesk teams can become even more efficient and productive in their daily work.

2. Encourage proactive communication

Keeping customers in the loop is critical when it comes to helpdesk operations. Proactively reach out to users with updates on their requests and offer additional helpful information, like tips on troubleshooting similar issues they may encounter.

With advances in AI and automation, efficient communication is easier than ever before. Use automation to remind customers that their requests are being addressed and update them on their cases’ status. The more effort you put into communicating with customers, the better their experience will be.

illustration of capacity offering a user the choice of "yes" or "no" to the question "would you recommend this product to a friend" as well as a response from capacity saying "great, how would you rate your overall experience with us today" and then four stars out of five selected

Automate Your Work

Capacity’s enterprise AI chatbot can help:

  • Answer FAQs anytime, anywhere
  • Find relevant documents within seconds
  • Give surveys and collect feedback

3. Invest in automation

Helpdesk automation is quickly becoming a must-have when looking for helpdesk software. Automation capabilities can include:

  • Automated ticket creation: Reduce manual effort by automatically assigning tickets to the right persons or groups.
  • Automated routing: Automatically route incoming requests to the most competent and available team member.
  • Self-service options: Enable customers to find answers independently using a self-service portal.
  • Proactive notifications: Send customers automatic updates on the progress of their requests.
  • Automated reports and analytics: Gather essential insights into customer service operations.
2023 Helpdesk Best Practices-5 Helpdesk Automation Capabilities

Implementing automated processes allows helpdesk teams to save time without compromising the quality of service or support accuracy. Automation also helps reduce response times, meaning better customer satisfaction levels. Helpdesk automation platforms like Capacity can help streamline ticket queues with ease.

4. Use a knowledge base

A comprehensive and easily searchable knowledge base helps users find answers to commonly asked questions quickly and independently, reducing the workload for your service desk team. A well-stocked knowledge base is a valuable resource for both customers and your team, helping to reduce support tickets and improve customer service.

Additionally, a practical knowledge base can help provide context to customer queries and additional helpful information they may not have thought of. You can also use AI technologies like natural language processing (NLP) to build a more robust and comprehensive knowledge base.

5. Prioritize customer feedback

Collecting customer feedback is essential in ensuring their requests are met efficiently and on time. It also provides valuable insights on what you can do better to improve the user experience in the long run.

Suppose you wish to receive valuable feedback from your employees. In that case, the most efficient way is to set up triggers in your support software that automatically issue a survey when their tickets are completed. Ask questions regarding how satisfied they were with the service desk experience and how much effort it took them. Make sure to listen and respond to customer feedback promptly.

6. Monitor performance

Regularly tracking KPIs allows helpdesk teams to assess how well they’re doing when providing excellent support services – it can be used as a benchmark of success or highlight areas that need improvement.

Monitoring KPIs can provide valuable insights into how the helpdesk performs and which areas need more attention. Track metrics such as ticket resolution times, customer satisfaction rates, first contact resolution rate, average response time, and more. With this data, you’ll be better equipped to make informed decisions regarding helpdesk best practices.

Conclusion

These helpful tips will ensure that your IT helpdesk provides the best possible customer service experience and that operations are running smoothly. By implementing these helpdesk best practices, you’ll be well on your way to success!

Capacity is a powerful helpdesk automation platform that can drastically improve a company’s service desk operations. With Capacity, you can automate manual tasks like ticket creation and routing. This lets your team focus on more complex issues. And, Capacity provides detailed reporting and analytics so teams can make informed decisions about the performance of their helpdesk operations. All in all, Capacity helps to streamline processes and increase efficiency without sacrificing customer service quality.

Automate your helpdesk today! Try Capacity for free.

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