Anything you want
Agiloft to do, it can do.
This page provides information about Agiloft's features. We recommend viewing demos and tutorials for additional information. The Full Administrator Manual also provides detailed instructions regarding the use of Agiloft features.
Tables and Fields
Agiloft adapts to meet the individual needs of your company without manual coding. Tables, fields, and relationships can be configured using your browser.
Configurable Tables and Forms
Create tables and web forms with reports, charts, escalation rules, configurable fields, and workflows, using just your browser.
Configurable Data Fields
Add, remove, or modify fields as you like, without interrupting production use.
Accurately capture and manage your data with Agiloft's full range of data types.
Drag and Drop Layouts
Use our drag and drop editor to design custom layouts in minutes.
Multi-Tab Input Forms
Organize tabs to create a clear and intuitive interface.
Manage both built-in and made-to-order choice tables with our point and click interface.
Create tree diagrams to visualize linked records relationships and dependencies between assets, tasks, contracts, personnel, and more.
Structure relationships between tables to accurately model your entire business.
Working with Records
Power User Homepage
Increase user efficiency with individualized home pages that include records, searches, charts, reports, and more.
Personalize views to show essential information without clutter.
Change the view with one click.
Highlight critical records with icon notifications and row coloring.
Edit Multiple Records
Use the mass edit feature to efficiently update an unlimited number of records at once.
Work faster by editing and saving fields directly from a table view with Quick Edit.
One Click to Save and Open the Next Record
Use the Save and Next button to move smoothly from one ticket to the next or Save and New to open a new ticket.
Attach files to a record by email or web.
Link related records to manage them as a group.
Streamline your customer support process by converting answers to frequently asked questions into standard solutions.
Adopt ITIL painlessly with Agiloft's pre-configured ITIL solution. Because Agiloft includes the built-in structures and automation necessary for ITIL best practices, you can go live in a matter of weeks.
Attached Document Revision Control
Use our redlining feature to compare document versions and create full audit trails of edits.
Direct File Edit
Collaborate effectively by opening, editing, and saving files directly from your Agiloft knowledgebase. Know that your team is working with the latest file with automatic versioning and check-out controls.
File Check-in and Check-out
Facilitate collaborative work with our file check-in/out feature, which ensures all collaborators have access to the most current version of joint project files.
Drag and Drop Files
Upload files quickly by dragging the file from your local machine directly into an attached file field.
Full Text File Searching
Quickly find information within attached documents with full text searching functionality.
Full Text Search
Instantly find information in the database or attached files with our full text search engine.
Complex Database Searches
Define advanced searches and complex logic in minutes using just a browser.
Sort search results using any combination of fields in the searched records. Rearrange record order by clicking on column headings in the search view.
Access saved searches from the drop-down whenever you need them.
Run-time searches for reporting
Limit the number of reports you maintain by using run-time search filters. For example, you can report on recent repair requests and limit the problem type to hard drive issues.
Charts and Reports
Analyze the data most relevant to you with our robust charts and reports functionality. Review your company's profitability, productivity, and efficiency at a glance.
Organize information efficiently by choosing from a variety of chart types.
Arrange and re-arrange charts from multiple tables on your dashboard with our drag and drop interface.
Trend Charts and Reports
Trend analysis charts and reports reveal progress and business insights via graphical trajectories, allowing you to see how strategic decisions have impacted your business.
Create and save useful reports for periodic review.
Scheduled Report Distribution
Publish reports, charts, and dashboards on a set schedule. Automatically email reports to keep staff informed.
Email, Chat, SMS
Email Integration View Service Desk Demo
Retrieve email from multiple accounts, protected with full SSL security, to generate records and confirmation receipts in plain text or HTML.
Outgoing Email Integration
Simplify cumbersome email tasks by drafting messages with variables. In the example to the right, the user's name is represented by "$end_user_name".
Email Alerts and Escalation
Managers can stay on top of critical cases with automatic notifications and escalation rules tailored to your business protocols.
Alert your staff automatically when records are assigned or tasks are overdue.
Email Hyperlinks View Service Desk Demo
Send customers links to update records using email hyperlinks automatically generated by workflow rules.
Configure links to perform actions in a record, such as setting the status of an Approval field to Yes, and then directing the user to a URL.
Use the Agiloft chat feature to connect with customers and offer instant, cost-effective support.
Send SMS alerts and messages directly from the system.
Activity Logs and Reports
Track, record, and review any user activity with graphical charts, HTML reports, and Excel spreadsheets.
Audit Trail and History
Use Agiloft's history engine to create a fine-grained audit trail and a complete history of record changes for automatic compliance with regulatory requirements.
Control and process your data with agile workflows that let you model and manage your business.
Reduce administrative load and increase information flow transparency with automated email notifications, data updates, and flexible reassignment.
Business Rules Engine
Design and deploy rules to automate background processes and send progress notifications.
Business rules are integrated with the user interface, API, and email for dynamic, multi-system power and flexibility.
Eliminate human error by using business rules to run critical automation, including periodic data updates and notifications. Rules can interact with and update external database systems, preventing data from slipping through the cracks.
Ensure that agreements are met
Configure alerts and escalations to let your staff know when SLA terms have or have not been met.
Review response time performance at a glance with charts, or drill down into the data with reports and History.
Rest easy knowing that our built-in backup utility preserves your data in the event of disk failures.
Take advantage of our multilingual support to communicate worldwide. Translate system messages, field labels, and instructions to communicate with customers around the globe.
Precise Access Control
Simplify and secure the login process with tools like LDAP, OAuth, and SAML 2.0.
Let users self-register to lighten the load of your IT staff.
Or, maintain control of user registration by disabling this feature.
Configure password requirements to precisely match your information security standards.
Record Level Permissions
Fine tune group permissions all the way down to specific record data. Sophisticated SQL-based permissions means users only see the records they should.
Field Level Permissions
For truly precise control, limit access to individual fields within records. For example, you can let group members view fields in all records, but only edit fields in records they own.
Group Security Permissions
Define access to records, fields, and menu items like mass edit, import, and export.
You can create as many groups as you like or use our default groups, which include admin, power, and end user groups.
Need to comply with rigorous privacy standards like HIPAA? Leverage our strict permission structures and deploy data encryption for maximum privacy protection.
Custom Look & Feel
Configurable Look and Feel
Change interface colors, fonts, and images in the Look and Feel wizard, without writing a line of code.
Choose fonts and colors to match your company website.
Configurable Graphic Images
Add any image to our graphics library to change icons, logos, and more.
Web Interface for End Users
Allow end users to submit requests, view FAQs, and upload or download files from a branded portal.
Use our dynamic GUI to adjust logins and greet your most important customers with their own company logo and branding.
Web Interface for Administrators
Manage essential business processes in our web interface for admins.
Power User Web Interface
Maximize power user productivity with an interface that makes it easy to identify assigned records and respond to issues.
Solve problems on the go with Agiloft's mobile interface. All Android and Apple devices are supported, and the interface is ADA compliant.
Take advantage of our pre-built integrations for standard systems like Microsoft Exchange, Salesforce, Adobe Sign, and LDAP. (See our integration page for details).
Use custom scripts to integrate your existing systems with Agiloft, or allow our Professional Services team to do it for you.
LDAP/MS Active Directory Integration
Eliminate the overhead of maintaining user accounts on multiple servers with LDAP or Active Directory and configurable attribute mapping.
Use OAuth authentication to integrate with a wide variety of systems and provide single sign-on to your users.
Automatically sync between Agiloft and a SAML server by updating user attributes with data from the SAML server during login.
Import / Export
Import and export data files in ASCII, XML, Excel or other public or proprietary formats, at regular or discrete intervals.
Microsoft Exchange Integration
Sync calendars, emails, important files, and more with our out-of-the-box integrations for file directories, Microsoft Exchange, and Excel.
Use bi-directional or one-way sync with Salesforce to synchronize contacts, companies, opportunities, and other record types.
Outlook and iCalendar Integration
Easily coordinate your Agiloft calendar with other applications from Google, Microsoft, Apple, and more.
Adobe Sign Integration
Pre-built Adobe Sign integration, coupled with simple per-envelope pricing, provides a seamless e-signature experience.
DocuSign provides an alternate legally enforceable e-signature capability, used by millions of users.
Rescue by LogMeIn Integration
Integrate with LogMeIn to provide seamless, remote support to any user, whenever they need it.
Launch remote support directly from your Agiloft knowledgebase and capture all relevant details in a customizable HTML report.
Installation and Upgrades
Download Agiloft directly from our website and let us tailor it to your precise needs it in just a few weeks.
Upgrade and automatically create a full backup of the knowledgebase with just a few clicks.
Contract Management (Included with CLM Edition)
Automatically convert image files such a .jpg, .png and .pdf into fully searchable documents while retaining the original image.
PDF / Word Print Templates
Word and PDF templates allow users to arrange record data into printable, distributable formats that can be attached to records or emailed to stakeholders.
Convert Document Format and Merge PDFs
Convert Microsoft Word files into PDFs or merge multiple PDF files into one directly from your Agiloft knowledgebase.
Automated Contract Authoring
Create a complete contract with one click. Seamlessly place dates, fields, and formulas into a document without using ActiveX or client-side software.
Custom Portals (Included with Unlimited Edition)
The unlimited edition includes unlimited end-user access to portals that are custom configured and branded for groups such as your customers, vendors and partners.
Build end user portals and custom interfaces using tools like Dreamweaver or CoffeeCup and insert Agiloft's macros to display dynamic elements like forms, tables, and status messages.
Greet customers from different companies with interfaces specially branded to match each company's corporate standards.
Give staff or customers answers to common questions with the fully integrated FAQ interface.
APIs (Included with Enterprise Edition)
Python and Perl Scripting
Pre-built Python and Perl integrations makes it easy to deploy specialized business logic or communicate with external systems when relevant records are created or modified.
Web Services API
Need advanced server-side scripting or batch processing? Agiloft supports a full web services API.