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Insightly Service
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0
Insightly Service is the newest addition to the Insightly unified suite of customer relationship management applications. It’s a service and support application that’s built natively within Insightly, connecting seamlessly with all the applications you use today to run your business. What does that mean to you? Mission-critical customer data is available to all your teams, in real time, empowering them to have more relevant conversations that drive customer satisfaction and success.
Ask anything of Insightly Service with Workflos AI Assistant
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Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
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Insightly Service Plan
Plus
29
1 seat per agent/ month (All prices USD, billed annually)
Ticket auto-assignment
Ticket email auto-response
Escalation rules and queues
Knowledge base
SLA tracking and management
Web-to-object and ticket
Configurable email settings
Built-in business intelligence dashboards
Configurable, customizable reports
Create new opportunities and tasks from existing tickets
Role-based permissions
Configurable roles and page layouts
Email templates and macros
Custom fields
Public API
Professional
49
1 seat per agent/ month (All prices USD, billed annually)
Everything in the Plus Plan +
Service Level Agreement (SLA) management
Business hours (single schedule in Plus)
Dashboard cards (customize with Pro and Enterprise)
Knowledge base articles (multiple versions, languages with Pro and Enterprise)
Customizable role-based permissions
Configurable page layouts
Community forums
Portal customization
Custom objects
Custom queues
Field-level security
Ticket sentiment and keyword analysis*
Customer satisfaction surveys*
Integrations