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Volixta Support – Helpdesk, Customer Support Ticket System & Customer Portal

开发者 volixta
更新时间 2026年11月9日 11:23
PHP版本: 8.1 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

customer support helpdesk ticket system support tickets customer portal

下载

1.4.1 1.2.0 1.4.0 1.4.2 1.0.1 1.1.0 1.2.1 1.3.1 1.3.2

详情介绍:

Volixta Support is a self-hosted WordPress helpdesk and support ticket system. Manage customer requests, conversations, priorities and replies from a dedicated administrator inbox. Give registered customers a private Support Center, or optionally accept tickets from guests without requiring an account. Keep support data in your WordPress installation. Organize requests by support product, provide support plans with ticket quotas and expiration rules, send branded email notifications, and optionally sell support access through WooCommerce. Ticket management Optional Volixta Task Manager Lite integration Connect Volixta Task Manager Lite to turn support tickets into linked project tasks. Carry over ticket subjects and priorities, organize work with Kanban boards, deadlines and checklists, and navigate between tickets and tasks. Existing linked tasks can be reopened without creating duplicates. Ticket statuses, messages and attachments are not automatically synchronized. This integration is optional. Customers and private Support Center Manage customers with plans, customers with tickets and contacts added manually. Link contacts to existing WordPress accounts or create Subscriber accounts when needed. Removing a manual contact does not delete its tickets or linked account. Add the private customer portal to a published page with: [volixta_support_portal] Signed-in customers can create tickets, read conversations, reply, review their ticket history and check assigned plans, ticket allowances, expiration dates and renewals. Eligible plans can be purchased through WooCommerce when enabled. The portal verifies ticket ownership using WordPress authentication. Optional account registration sends a secure password-setting email and requires acceptance of the published privacy policy. Customers can claim eligible earlier guest tickets after verifying their email and latest guest ticket number. Guest tickets and spam protection Enable guest tickets separately and place this shortcode on a published page: [volixta_support_guest_ticket] Visitors can submit tickets for active support products with no support-plan association. They receive an expiring private email link that provides access only to the individual ticket and its replies, not to an account or full ticket history. Email addresses already associated with WordPress accounts must use the sign-in flow. Configure up to three optional consent checkboxes, a honeypot, minimum submission time, rate limits and optional Cloudflare Turnstile. Consent responses are available to authorized administrators. External service disclosure: When enabled, Turnstile loads https://challenges.cloudflare.com/turnstile/v0/api.js and sends challenge tokens to https://challenges.cloudflare.com/turnstile/v0/siteverify. Cloudflare may process IP addresses, browser/device information and challenge data. A Cloudflare account and site/secret keys are required. See the Cloudflare Privacy Policy and Terms. Support products, plans and quotas Ticket eligibility and quotas are verified on the server. Products associated with a plan remain restricted even when the plan is inactive. Optional WooCommerce integration WooCommerce is not required for ticket management or local support plans. When installed, it can link purchasable WooCommerce products to support plans, grant or extend entitlements from eligible Processing or Completed orders, handle repeat purchases and quantities, and revoke only the entitlement from cancelled, failed or refunded orders. Customers can review relevant purchases and use supported add-to-cart actions in the private portal. Designs and email notifications Choose Standard, Immersive or Focus separately for the administrator workspace and customer portal. Responsive forms and branded HTML notifications follow the selected palette. Emails can display the WordPress logo or favicon and a customizable sender name. Use WordPress email delivery or configure built-in hosting SMTP with host, port, TLS/STARTTLS or SSL/SMTPS, optional mailbox authentication and a test-email tool. By default, SMTP applies only to Volixta Support messages; site-wide routing is optional. SMTP passwords are encrypted using key material derived from WordPress security salts. Gmail and Microsoft OAuth are not required. Optional encrypted ticket attachments Enable private retention in Settings > Portal & access > Private file storage. Configure permitted file extensions and separate upload permissions for signed-in customers and guests. Supported formats include images, PDF, TXT, CSV, ZIP and common Office files, subject to server-side extension/MIME validation, server upload limits and a 10 MB per-file maximum. Retained files use randomized names, customer/ticket storage folders and AES-256-GCM encryption. Authorized administrators can review, download and delete files; signed-in customers can access permitted files from their own tickets. Guest links cannot download stored attachments. Access requires permission checks and applicable security nonces. Files are stored under uploads/volixta_support_files. Apache/LiteSpeed access is blocked by an installed .htaccess rule; Nginx requires the additional access-denial rule shown in plugin settings. Do not serve these files directly. Newer attachments use a stable encryption key. A migration tool handles older files encrypted using WordPress salts. Back up the stable key, migrate older files and verify downloads before changing salts. SMTP passwords must be re-entered after salt rotation; existing guest links may also become invalid. With private retention disabled, administrators may still send supported email attachments without permanently storing them. Guided setup An eight-step wizard covers Design, Email, Products, Plan, Customer, Portal, Files and Ready. Configure appearance, email delivery, support products, plans, customer access, optional guest tickets and registration, public-form protection, and private attachment permissions. Advanced settings remain available after setup. Customer Satisfaction (CSAT) Enable optional 1–5 star ratings and comments for closed tickets. Signed-in customers and guests with valid private links can submit one review per ticket. View feedback in a dedicated administrator popup, track satisfaction statistics and optionally send review invitations by email. Configure CSAT in the Setup Wizard or Settings > Portal & access.

安装:

  1. Install the plugin using Plugins > Add New > Upload Plugin, or upload the volixta-support folder to /wp-content/plugins/.
  2. Activate Volixta Support and follow the setup wizard. Choose the administrator and customer portal designs, configure email delivery and add your support products.
  3. Create an optional support plan, or leave eligible products unrestricted. Add customer assignments when needed.
  4. Review the private Support Center page, or place [volixta_support_portal] on a suitable published page. Add the page to your site's menu.
  5. To accept tickets without accounts, enable guest tickets in Settings > Portal & access. Create a guest page or select a published page and use [volixta_support_guest_ticket].
  6. To enable account registration, publish and select your privacy policy in Settings > Privacy, then enable registration in the plugin's portal settings.
  7. Configure optional consent checkboxes, spam controls and Cloudflare Turnstile if you need them.
  8. In the wizard Files step or Settings > Portal & access > Private file storage, configure encrypted retention, separate upload permissions for signed-in customers and guests, and the permitted extensions.
  9. Add or review support plans in Plans & Products. Configure manual or role-based assignment, and WooCommerce linking if you sell plans.
  10. Test email delivery, ticket creation and replies, and authorized uploads and downloads. Confirm that the private portal and guest page display correctly in your chosen palette.
With Elementor, insert either shortcode using its Shortcode widget. You do not need to replace an existing page layout. Updating to 1.2.0 from 1.1.0 or 1.0.1: Back up your WordPress database, wp-config.php (including security salts), private encrypted attachments and any configured stable file key. Update the existing plugin in place; do not uninstall first. After upgrading, review the new upload permissions and allowed formats. Migrate older attachments when needed and verify their downloads before changing WordPress salts.

屏幕截图:

  • Create a Customer Support Ticket — Start a new support ticket from the WordPress dashboard with a guided form for selecting a customer, entering ticket details, writing a message and reviewing the request before sending.
  • Reusable Support Reply Templates — Create, edit and organize reusable customer support response templates. Insert saved messages into ticket replies for faster, more consistent communication.
  • Support Plans and Ticket Quotas — Configure support plans with ticket allowances, durations, quota renewals and assignment conditions, including optional WooCommerce purchase-based access.
  • Support Product Management — Create and manage local support products that customers can select when submitting tickets, independently of WooCommerce products.
  • Customer Support Plan Assignments — Search WordPress users and manually assign support plans. Set access start dates, expiration dates and status from the customer management dashboard.
  • Email Notifications and Hosting SMTP — Configure support notification emails, sender details, SMTP authentication and encryption, and send a test email from the WordPress dashboard.
  • Customizable Helpdesk and Customer Portal Designs — Choose Standard, Immersive or Focus interface modes separately for the WordPress administrator workspace and customer support portal.
  • Customer Portal Access and Private Attachments — Find the Support Center page and shortcode, configure optional private ticket file storage and review customer access protections.
  • Built-in Help and FAQ — Access guidance for setting up support tickets, customer portal access, support plans, email notifications and optional WooCommerce integration.
  • Customer Portal Support Plans and Products — Let logged-in customers view their support plan allowance, renewal information, covered products and available support access.
  • Customer Portal with Support Plan Purchase Option — Show available support products and an optional WooCommerce add-to-cart action when a customer needs an eligible support plan.
  • Customer Support Ticket Submission — Give customers a private frontend form to choose a product and priority, enter a subject and message, and submit a new support request.
  • Customer Ticket Conversations and Replies — Customers can follow ticket statuses, read support team replies, view product and plan details, and continue conversations from their private Support Center.
  • Guided WordPress Helpdesk Setup Wizard — Configure administrator and customer portal interface modes during the initial setup process, alongside email, products, plans and customer access.
  • Mobile Support Inbox and Ticket Management — Access the WordPress support inbox from a mobile device with a responsive helpdesk interface. Search tickets, filter conversations by status, review customer requests and manage support priorities.
  • Mobile Support Ticket Details and Conversations — View customer ticket information, status, priority, associated products and support plans on mobile. Read customer messages and follow support conversations through a mobile-friendly interface.
  • Mobile Support Replies and Ticket Actions — Respond to customer tickets directly from a mobile device using reusable reply templates. Write and send responses, close resolved tickets or delete tickets through a responsive support workspace.

升级注意事项:

1.2.0 New attachment controls, popups and security improvements. Back up the database, encrypted files and keys, then upgrade in place without uninstalling. Database schema checks run automatically. Test file access and SMTP. Migrate old files before rotating WordPress salts. 1.1.0 Back up the database, files and wp-config.php. Update from 1.0.1 without uninstalling. Migrate older encrypted attachments and verify downloads before changing WordPress salts. Existing tickets and plans are retained.

常见问题:

Can visitors submit a ticket without creating an account?

Yes. Enable guest tickets and publish a page containing [volixta_support_guest_ticket]. Visitors receive a private, expiring link for their individual conversation. They cannot browse other tickets. Addresses already registered on the site are directed to sign in.

Why are no products displayed in the guest ticket form?

The guest form only lists active products that have never been linked to a support plan. Check the product's status and plan associations. A product attached to an inactive plan is still restricted.

Can visitors create an account and recover their earlier tickets?

Yes, if registration is enabled and the site has a published privacy policy. New accounts are created as Subscribers and receive an email to set their password. Customers can claim eligible earlier guest tickets after verifying their email address and providing their latest guest ticket number.

Can I customize the consent checkboxes?

You can configure up to three checkboxes independently, including their text, optional linked text and URL, and whether each response is required. The recorded answers are visible to authorized administrators.

What protects public forms against automated submissions?

Optional protections include a honeypot, minimum form-completion time, request rate limits and Cloudflare Turnstile. Turnstile must be configured with your own Cloudflare keys and requires the external service described above. Reliable email delivery is important for guest access links and registration emails.

Do customers need a WordPress account to be added to Customers?

No. You can maintain manual contacts and use them when creating tickets without registering them as site users. Linking an existing account or creating a new Subscriber account is optional. Removing a manual contact does not delete its tickets or a linked account.

Where can I view a customer's earlier tickets?

Open a ticket in Inbox and choose History in the ticket header to view other requests, including closed conversations. Choose Files to review the ticket’s saved incoming and outgoing attachments. Signed-in customers also have their own ticket history in the private Support Center. Guests can open only the specific tickets for which they have valid private links.

Do I need WooCommerce to use Volixta Support?

No. The inbox, private portal, guest tickets, local products, support plans, quotas and notifications work without WooCommerce. The integration is optional and is used to sell support-plan access through qualifying orders.

Can I provide unrestricted support or unlimited plans?

Yes. Products without a plan association can accept unrestricted requests, and support plans can have unlimited ticket allowances. You can also limit tickets and set renewal or expiration rules. Products already linked to a plan remain protected when the plan is inactive.

Can a support plan cover more than one product?

Yes. A plan may cover multiple local support products. If the plan has a limited quota, tickets for those products count against its shared allowance.

Can I assign plans without selling them?

Yes. Assign plans to individual WordPress users or use role-based assignment rules. WooCommerce is only necessary if you want qualifying orders to grant or extend entitlements.

What happens when a WooCommerce order is cancelled or refunded?

Volixta Support revokes the entitlement contributed by the affected order without removing unrelated purchases or assignments. Existing WooCommerce orders are not deleted by the plugin.

Can I customize the helpdesk and portal separately?

Yes. Standard, Immersive and Focus can be chosen separately for the administrator workspace and customer portal. The selected portal palette also styles registration and guest ticket forms.

Can I use my hosting email account to send notifications?

Yes. Configure SMTP host, port, encryption, authentication and sender details in the plugin settings, then send a test email. By default, the transport applies only to Volixta Support messages. Site-wide SMTP routing is optional.

Can I attach files without permanently storing them?

Yes. When private retention is disabled, administrators may still include supported files in outgoing ticket emails. When retention is enabled, files are encrypted and available through authorized downloads.

How are private attachments protected?

Stored attachments use AES-256-GCM encryption and access-controlled downloads. The plugin blocks direct HTTP access with a .htaccess rule on Apache/LiteSpeed. On Nginx, administrators must add the server rule shown in settings.

What is the safest way to update Volixta Support?

Back up your WordPress database, private encrypted attachment directory, and wp-config.php (including the original security salts). Keep an exact, secure backup of VOLIXTA_SUPPORT_FILES_KEY if configured. Try the update on staging first, then update or replace the existing plugin in place using the WordPress update flow. Never uninstall the old version to perform an upgrade; uninstall is destructive.

Do I need to run the Setup Wizard again after updating?

No. An in-place update retains the existing setup. Review Settings > Portal & access, file storage, the permitted extensions and customer/guest upload permissions. Then test the ticket list, support plans, customer portal, replies, email delivery, uploads and protected downloads.

How should I check older attachments and encryption keys after upgrading?

Keep the original WordPress security salts until any older salt-derived attachments have been migrated in Settings > Portal & access > Private file storage. Run the migration in batches of up to 15 records, resolve failures and verify representative older downloads. A batch ceiling of 15 does not mean 15 files are stored. Never lose or unexpectedly replace the stable encryption key: it may be in the database or explicitly provided through the 64-character hexadecimal VOLIXTA_SUPPORT_FILES_KEY constant in wp-config.php. Rotating WordPress salts can also affect encrypted SMTP credentials and previously issued guest links.

How can I safely roll back a failed update?

Avoid uninstalling. Restore the plugin code together with a matching database, private attachments and the correct keys from one known-good backup. Restoring only a previous ZIP may leave database changes behind. Test the restore on staging before applying it to production.

Can I update directly from version 1.0.1?

Yes. Version 1.2.0 retains the upgrade path introduced in 1.1.0 and is designed to upgrade the existing installation while retaining its original nine support tables, tickets, products, plans and settings, and adding a table for manual contacts. Do not uninstall the older version first. Back up your data and run the old-attachment migration after updating. Test the upgrade on a staging site before production.

Why should I preserve WordPress salts when updating?

Older encrypted attachments may rely on keys derived from the salts in wp-config.php. Keep those values unchanged until you have migrated older files in Settings > Portal & access > Private file storage, using Scan / migrate up to 15 attachments as needed (each batch examines up to 15 attachment records), and verified that downloads succeed. New retained files use a separate stable encryption key that must also be preserved.

What happens to my data if I deactivate or uninstall the plugin?

Deactivation keeps the data. A successful uninstall permanently removes the plugin's dedicated tables, tickets, messages, support plans, settings and stored private attachments. It does not delete WordPress accounts or WooCommerce orders. Manually selected or customized pages remain; plugin-created default pages are removed only when they can be safely identified. If private-file cleanup fails, the plugin preserves database records and encryption keys to avoid irreversible loss; some already-removed files may still be missing. Back up important data first.

更新日志:

1.4.2 - 2026-11-09 1.4.1 - 2026-11-09 1.4.0 - 2026-11-05 1.3.2 - 2026-10-31 1.3.1 - 2026-10-26 1.3.0 - 2026-10-26 1.2.0 – 2026-10-26 1.1.0 – 2026-10-25 1.0.1 – 2026-10-10 1.0.0 – 2026-10-10