Overview

The IXXO Hub dashboard provides a centralized view of your customer support operations, task management, and various plugins. This guide will help you understand key sections, including Tasks, Support Tickets, and Plugins.

1. What's Been Happening Section

This section provides a snapshot of important updates, categorized into multiple tabs

Tabs Available

• Tasks: Displays overdue and upcoming tasks
• Reminders: Keeps track of important reminders
• Notes: Latest internal notes for quick reference
• Orders: Shows pending and processed orders
• Support Tickets: Lists recent support interactions
• Live Chat: Monitors real-time conversations
• Schedule Hub: Upcoming scheduled events and meetings
• Form Flow: Online form submissions

Tasks Overview

Under the Tasks tab, users can see a list of pending and overdue tasks

Task Columns:

• Task Name: Title of the task with an icon
• Board: The category or project the task belongs to
• Section: Status within the workflow (e.g., Quote Accepted, My Tasks)
• Due Date: The deadline, highlighted in red if overdue
• Reference: Additional details or linked messages
• Actions: Options to manage tasks, including edit, mark as complete, or delete

Example Tasks:

1. Customization - GWY-BME-7JE (Belongs to "IXXO Cart", status: Quote Accepted, Overdue)
2. Invoice Vinologie (Belongs to "Michael To-Do", Overdue)

Tip: Click View All to see the full list of tasks.

2. Support Tickets Section

This section provides an overview of all customer support tickets

Support Ticket Metrics:

• Total Tickets: 563
• Open Tickets: 60
• Closed Tickets: 503

A progress bar visually represents ticket statuses, helping administrators track workload distribution

Tip: A higher number of open tickets may indicate a need for additional support staff or improved resolution times

3. Key Features and Actions

• Task Actions: Users can edit, complete, or delete tasks directly from the dashboard
• Support Ticket Tracking: Monitor open vs. closed tickets for efficient customer service
• Plugin Tabs: Quickly navigate to key modules like Live Chat, Scheduling, and Form Flow

4. Best Practices for Efficient Use

1. Regularly Check the "What's Been Happening" Section to stay updated on pending tasks
2. Resolve Overdue Tasks Promptly to maintain workflow efficiency
3. Monitor Support Ticket Trends to improve response times
4. Utilize Plugins to enhance customer support and task management

For further assistance, visit our Help Center or contact IXXO Hub Support

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