Getting Started
Everything needed to get started on Mojo Helpdesk
User roles and permissions
User role hierarchy Let's start with the definition of user: User: anyone with a Contact or Staff profile record that can create a ticket on the helpdesk. Contact A contact is a user that creates tickets. They typically will be customers, employees, team members, or the general public. Contact...
Manage Notifications with the Notification Center
The notification center allows each agent to select which kind of notifications their receive. For each topic (e.g.: new ticket created, ticket assigned to me, etc…) agents can choose from the following options: web notification (white bell icon, notifications displayed in the notification cen...
Onboarding
All hands presentation
Follow these quick steps to customize the all hands presentation for your team: Download a copy of this presentation and save it to your computer/drive Replace all [COMPANY] and [TEAM] with your information We suggest you emphasize that:Mojo makes it easy to get in touch with your team Mojo w...
Introducing Mojo via email
When you are ready to launch, the best way by using multiple channels to make your announcement. Customize the email below to share Mojo with requesters at your company. Happy Launch Day! Hi Team,At {Company} we value using new, innovative tools that enable each and every one of us to work bette...
Mojo user portal and how to create a ticket (video)
This training video was created for contacts or anyone who creates a ticket in Mojo. Admins can share this with ticket creators to help them become familiar with the Mojo user portal. The video covers how to create a ticket in the help desk, along with a tour of the Mojo user portal, where users ...
Setting up auto-assignment of new tickets
Admins and Managers can create Mojo bots to automatically assign tickets to Agents. Mojo bots are an efficient way to automate workflows based on certain conditions of a ticket. Whenever a ticket is created, updated or deleted, and the ticket meets certain conditions, then the Mojo bot will execu...