BoldDesk by Syncfusion
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Introduction
Automate customer support with AI & automations.
BoldDesk by Syncfusion Product Information
BoldDesk: Next-Gen AI Customer Service Software for Smarter Support
BoldDesk is an all-in-one customer service platform designed to help teams resolve inquiries efficiently using AI-powered automation, omnichannel capabilities, and enterprise-grade features. It targets startups, small businesses, and enterprises seeking scalable, secure, and cost-effective help desk software with easy migration and onboarding.
Overview
- Centralizes ticketing, live chat, omnichannel inbox, knowledge base, task management, and CRM in one platform.
- Leverages Generative AI and automations (AI Copilot) to reduce support volume and boost efficiency.
- Offers extensive customization, analytics, and integration options to fit diverse business needs.
- Promises enterprise-grade security, seamless migration, and scalable plans across industries (SaaS, E-commerce, Banking & Finance, Healthcare).
How It Works
- Sign up and configure your BoldDesk workspace (no heavy setup required).
- Connect channels (email, live chat, WhatsApp, Instagram, SMS, Facebook) and import or create knowledge resources.
- Use AI Copilot to automate repetitive tasks, create workflows, and deliver instant AI-assisted answers.
- Manage tickets, tasks, and customer data from a unified interface with analytics to optimize performance.
Features
- Ticketing System: Efficient, end-to-end ticket management for support teams
- Live Chat: Real-time customer support on websites or apps
- Omnichannel Inbox: Unify Email, WhatsApp, Instagram, SMS, and Facebook conversations
- Knowledge Base: Central self-service repository for customers
- Task Management: Create and manage tasks related to tickets
- AI Copilot: Generative AI with automations to reduce workload
- Workflows: Automate repetitive processes across the desk
- Contact Management (CRM): Organize customers and companies
- Customization: Tailor software to business needs
- Reports & Analytics: Measure and analyze performance metrics
- Mobile App: Support from anywhere
- Customer Portal: Fully customizable portal
- Apps & Integrations: Connect BoldDesk with popular apps; BoldDesk APIs for developers
- Embedded Help Widgets: Capture queries from external sites/apps
- Satisfaction Survey (CSAT): Measure customer satisfaction
- Multilingual Capabilities: Support across languages
Use Cases
- Startup, Small Business, Enterprise configurations
- SaaS & Tech: Manage high-ticket volumes with AI-powered ticketing and omnichannel support
- E-commerce & Retail: Personalize customer journeys, manage returns/shipping inquiries, live chat
- Banking & Finance: Secure, compliant, and efficient service with enterprise-grade security
- Healthcare: Compliance-ready tools for reliable patient support
Why BoldDesk
- Enterprise-grade security and reliability backed by 23+ years of Syncfusion expertise
- Easy switch with free migration support and zero risk onboarding
- Cost-effective, scalable pricing designed for growing teams
- 24/5 or 24/7 support options and selection of rapid onboarding resources
How to Get Started
- Sign up for a free trial (no credit card required)
- Explore product updates, roadmaps, and tutorials in the Learning Center
- Access Support Portal, Documentation, and API docs for advanced integrations
Safety and Compliance
- Designed for secure handling of customer data with enterprise-grade security measures
- Compliance-ready workflows especially for regulated industries
Core Features
- Ticketing System
- Live Chat
- Omnichannel Inbox
- Knowledge Base
- Task Management
- AI Copilot
- Workflows & Automations
- Contact Management (CRM)
- Customization
- Reports & Analytics
- Mobile App
- Customer Portal
- Apps & Integrations
- BoldDesk APIs
- Embedded Help Widgets
- Satisfaction Survey (CSAT)
- Multilingual Support