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NexlifyDesk

开发者 nexlifylabs
teejay
更新时间 2025年7月11日 15:28
PHP版本: 7.4 及以上
WordPress版本: 6.8
版权: GPLv2 or later
版权网址: 版权信息

标签

customer service customer support support helpdesk support ticket system

下载

1.0.0

详情介绍:

NexlifyDesk is a comprehensive, enterprise-grade support ticketing system for WordPress that transforms your website into a professional customer service hub. Built with scalability and efficiency in mind, it provides everything you need to deliver exceptional support experiences while maintaining complete control over your customer data. Documentation: Full Documentation & Setup Guide

安装:

  1. Upload the Plugin: Upload the nexlifydesk folder to /wp-content/plugins/ via FTP, or install directly through WordPress admin by uploading the ZIP file.
  2. Activate: Activate the plugin through the 'Plugins' menu in WordPress.
  3. Initial Configuration: Navigate to NexlifyDesk > Settings to configure:
  4. Email notification preferences
  5. File upload limits and allowed types
  6. Default ticket priority and category
  7. SLA response time targets
  8. Auto-assignment rules
  9. Create Frontend Pages: Set up user-facing pages:
  10. Ticket Submission Page: Create a page and add [nexlifydesk_ticket_form]
  11. Ticket History Page: Create another page and add [nexlifydesk_ticket_list]
  12. Link these pages in NexlifyDesk > Settings for proper navigation
  13. Agent Setup (Optional): Configure your support team:
  14. Create user accounts for support agents
  15. Assign the "NexlifyDesk Agent" role
  16. Define custom agent positions with specific capabilities
  17. Set up auto-assignment rules

屏幕截图:

  • **Customer Ticket Dashboard**: User-friendly interface showing ticket history, status, and progress tracking.
  • **Frontend Ticket Conversation**: Detailed ticket view with threaded conversation, attachments, and reply functionality.
  • **Admin Dashboard**: Comprehensive ticket management interface with real-time statistics, filtering, and bulk actions.
  • **Admin Ticket Details**: Professional single-ticket view with sidebar controls, internal notes, and conversation history.
  • **Category Management**: Easy-to-use interface for organizing tickets with custom categories and descriptions.
  • **Comprehensive Settings**: Extensive configuration options for email notifications, file uploads, SLA targets, and automation rules.
  • **Agent Positions & Permissions**: Granular control system for defining agent roles and capabilities.
  • **Email Template Editor**: Visual editor for customizing all notification emails with dynamic placeholders.
  • **Reports & Analytics**: Professional reporting dashboard with charts, metrics, and performance insights.

升级注意事项:

1.0.0 Initial release of NexlifyDesk. No upgrade steps necessary for new installations.

常见问题:

How do I create a support ticket submission form?

Create a new WordPress page and add the shortcode [nexlifydesk_ticket_form]. You can customize it with optional attributes:

  • show_title="no" - Hides the default form title
  • The form includes fields for subject, message, category, priority, and file attachments

How can customers view their submitted tickets?

Create a page with the shortcode [nexlifydesk_ticket_list]. Logged-in users will see their tickets, while agents with appropriate permissions will see their assigned tickets. Optional attributes:

  • show_title="no" - Hides the default page title

Can I customize the email notifications?

Yes, completely! Go to NexlifyDesk > Email Templates to customize all notification emails:

  • New Ticket: Sent when a ticket is created
  • New Reply: Sent when someone replies to a ticket
  • Status Changed: Sent when ticket status is updated
  • SLA Breach: Sent when response time targets are missed Available placeholders include {ticket_id}, {subject}, {user_name}, {status}, {ticket_url}, and many more.

How do I set up support agents?

Basic Setup:

  1. Go to Users > Add New and create user accounts for your support team
  2. Assign them the "NexlifyDesk Agent" role Advanced Setup:
  3. Go to NexlifyDesk > Agent Positions to create custom roles
  4. Define specific capabilities for each position (e.g., "Level 1 Support", "Technical Lead")
  5. Assign agents to positions via their user profiles
  6. Configure auto-assignment rules in Settings

What file types can be attached to tickets?

By default: JPG, PNG, PDF, and common document types. You can customize:

  • Allowed file extensions: Modify the list in NexlifyDesk > Settings
  • Maximum file size: Set size limits per attachment
  • Security: All uploads are validated and stored securely

How does the SLA monitoring work?

Set your target response time in NexlifyDesk > Settings (in hours). The system:

  • Automatically tracks when tickets approach or exceed SLA targets
  • Sends breach notifications to administrators and assigned agents
  • Displays SLA status in the admin dashboard
  • Includes SLA metrics in performance reports

Can I integrate with WooCommerce?

Yes! NexlifyDesk includes built-in WooCommerce integration:

  • Order History page: Look up customer orders directly from the admin
  • Order-based duplicate detection: Links tickets mentioning order numbers
  • Customer context: View order information when handling support requests

How does automatic ticket assignment work?

The smart assignment system:

  1. Finds available agents: Checks users with the NexlifyDesk Agent role
  2. Balances workload: Assigns to the agent with the fewest open tickets
  3. Fallback options: Can assign to administrators if no agents are available
  4. Handles changes: Automatically reassigns orphaned tickets when agents are removed

What happens to closed tickets?

  • Manual closure: Agents can close tickets at any time
  • Automatic closure: Resolved tickets automatically close after 48 hours of inactivity
  • Reopening: Closed tickets can be reopened by administrators
  • Customer interaction: Customers cannot reply to closed tickets and are prompted to create new ones

Is my data safe when uninstalling?

By default, YES! NexlifyDesk preserves all data (tickets, replies, attachments, customer information) even after plugin deletion. You can change this behavior in NexlifyDesk > Settings if you prefer to remove all data during uninstall.

How do internal notes work?

Internal notes are private messages between support team members:

  • Only visible to agents and administrators
  • Never sent to customers via email
  • Perfect for sharing context, escalation notes, or internal updates
  • Added via the "Add Internal Note" tab in the admin ticket view

Can I customize the appearance?

Yes, several ways:

  • CSS Styling: Override the plugin's CSS in your theme
  • Template System: Copy template files to your theme for structural changes
  • Settings Panel: Customize colors, labels, and behavior options
  • Email Templates: Full control over all notification email content and styling

更新日志:

1.0.0