Anything you want
Agiloft to do, it can do.

– Suzy Berman, Metrico Wireless

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.

See our Agiloft Edition Comparison page to learn more about the features included in the free edition of Agiloft.



Tables and Fields

Database Schema

Agiloft adapts to meet the particular needs of your company with configurable tables, fields, and relationships - all without writing a line of code.

Read more

Fields from External Database

Configurable Tables and Forms

Create tables and web forms, each with the full power of reports, charts, escalation rules, configurable fields, and workflows, using just your browser.

Read more

Configurable tables

You can create a task management webform like this one in just 25 minutes.

Configurable Forms

Configurable Data Fields

Add, remove, or modify fields as you like, without interrupting production use.

Read more

Configurable date_fields

Field Types

Accurately capture and manage your data with Agiloft's full range of data types.

Read more

Configurable field types

Drag and Drop Layouts

Use our drag and drop editor to effortlessly design layouts.

Read more

Drag&drop

Multi-Tab Input Forms

Organize tabs as you see fit to create a clear and intuitive interface.

Read more

Mutli-tab input forms

Choice Lists

Manage both built-in and made-to-order choice tables with our simple point and click interface.

Read more

Configurable choice tables

Table Relationships

Structure relationships between tables to model the reality of your business architecture.

Read more

Configurable tables

Working with Records

Staff Homepage

Orient users with individualized home pages that include the most useful records, searches, charts, reports, etc.

Read more

Mass Edit

Data Views

Personalize views to show all the essential information without clutter.

Read more

Configurable date_fields

Change the view with a click of your mouse.

Read more

Configurable Date Fields

Highlight critical records with icon notifications and row coloring.

Read more

Configurable date_fields

Edit Multiple Records

Use the mass edit feature to efficiently update several related records at once.

Read more

Mass 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 with just one click.

SLA

Attached Files

Attach files of any kind to a record by email or web.

Read more

Attached Files

HTML Editor

Create rich online content anywhere in the system with our integrated HTML editor.

HTML Editor

Linking Records

Link related records to manage them as a group.

Read more

Linked Tickets

Easy Hyperlinks

Enter text in URL form (e.g. http://bit.ly/IqT6zt) and Agiloft will automatically convert it into a working hyperlink.

Automatic Hotlinks

Standard Solutions   

Streamline your customer support process by categorizing answers to common questions and searching standard solutions.

Searching for Standard Solutions

Technicians can copy solutions into customer tickets in a snap.

Standard Solutions ready to insert

ITIL Support

Adopt ITIL painlessly with Agiloft's pre-configured ITIL solution. With all of the structures and automation necessary for ITIL best practices built in, you can go live with minimal configuration and no need for custom coding.

ITIL


Document Management

Attached Document Revision Control

Control access to documents with granular permission settings and effortlessly create audit trails of edits. Use our redlining feature to compare document versions.

Read more

document revision


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.

Read more

Checkin-checkout-example


PDF / Word Print Templates

Communicate more productively with Word and PDF templates that arrange record data into printable, distributable formats. Documents can be attached to the record or easily emailed to stakeholders.

Read more

PDF/Word Print Templates

Word Template Example


Full Text File Searching

Avail yourself of full text searching functionality within attached documents.

Read more

Full Text File Searching


OCR

Automatically convert image files such a .jpg, .png and .pdf into fully searchable documents while retaining the original image.

Read more

Automatic OCR


Automated document assembly

Create a complete contract with a single mouse click: seamlessly place dates, fields and formulas into a document without messing with ActiveX or client controls.

Read more


Powerful Searching   

Full Text Search

Instantly find information anywhere in the database or attached files, with our full text search engine.

Read more

Simple Text Search


Complex Database Searches

Define advanced searches with complex logic in a flash with our intuitive graphical user interface. No coding required!

Read more

Powerful Boolean Search


Database Sorting

Sort search results using any combination of fields in the searched records. Rearrange the order instantly by clicking on column headings in the search view.

Search and Sort


Saved Searches

Name your saved searches for reuse and efficiency.

Saving a Database Search

Access saved searches from the drop-down whenever you need them.

Read more

Accessing a Saved Search


Run-time searches for reporting

Limit the number of separate 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.

Custom date_fields


Charts and Reports   

Graphical Charts

Analyze the data most relevant to you with our robust charts and reports functionality. Review your company's profitability, productivity, and efficiency all at a glance.

Graphical Charts

Graphical Charts

Design and modify charts in minutes with our easy-to-use wizard.

Read more

Chart Wizard


Dashboards  

Arrange and re-arrange charts from multiple tables on your dashboard with our drag and drop interface.

Read more

Defining Graphical Charts

Click on charts to drill down into the report data.

Raw Chart Data


Trend Charts and Reports

How have your strategic decisions impacted your business? Trend analysis charts and reports reveal progress and business insights via graphical trajectories.

Read more

Trend Charts


Interactive Reports

Create and save useful reports for periodic review.

Read more

Interactive Reports


Scheduled Report Distribution

Publish reports, charts, and dashboards on a set schedule. Automatically email reports to keep staff in the loop.

Scheduled Reports


Communication & E-mail Integration

Read more

E-mail Integration    View Service Desk Demo

Pop email from multiple accounts with full SSL security to generate records and confirmation receipts in plain text or HTML.

Read more

Incoming E-mail Configuration

This is an example of an automatic confirmation message sent after submission of a repair request.

Resulting E-mail


Outgoing E-mail Integration

Simplify cumbersome email tasks like mail merges by drafting messages with variables. In the example to the right, the user's name is represented by "$end_user_name".

Outgoing E-mail


E-mail 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.

Automatic Escalation


Email Hyperlinks    View Service Desk Demo

Send customers a link to update particular records using email hyperlinks automatically generated by workflow rules.

Read more

Email Hotlinks

Or configure these links to perform actions in a record, such as setting the status of an Approval field to Yes, and then direct the user to any URL.

Email Hotlinks


Chat Integration

Use the Agiloft chat feature to connect with customers and offer instant, cost-effective support.

Read more

Chat Interface


Broadcast Messaging

Send broadcast messages to specific users or teams in real time.

Instant Messaging


Auditability   

Activity Logs and Reports

Track, record, and review any user activity with graphical charts, HTML reports and Excel spreadsheets.

Read more

Activity Log Setup


Audit Trail and History

Need to comply with government record-keeping rules? Use Agiloft's powerful history engine to create a fine-grained audit trail and a complete history of record changes.

Ticket History


Automation

Asset Polling

Take advantage of Agiloft's asset polling functionality to retrieve essential information about machines and devices on your network. Coordinate it with business rules to automate management of your IT infrastructure.

WMI Support


Graphical Workflow  

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, reassignment, and flexible script actions.

Read more

Sample Workflows


Business Rules Engine

Design and deploy rules to automate background processes and send progress notifications.

Read more

Business Rules


Business Rules Wizard

Effortlessly define business rules with the wizard-driven interface.

Business Rules

Trigger rules to run during real-time events, periodic intervals, or based on any combination of conditions.

Business Rules

Business rules are integrated with the user interface, API, and email for dynamic multi-system power and flexibility.

Business Rules

Running a global business? Our rules are location and time zone sensitive.

Business Rules

Eliminate human error by setting up business rules to run critical automation, with data updates and notifications along the way. Rules can interact with and update external database systems, ensuring no data slips through the cracks again.

Business Rules


Ensure that agreements are met

Configure alerts and escalations to let your staff know when SLA terms have or have not been met.

SLA

Review response time performance at a glance with charts, or drill down into the data with reports and History.


Round Robin Assignment

Distribute work fairly with automatic round robin assignment.

SLA


Automatic Backups

Rest easy knowing that our built-in backup utility protects your data against disk failures.

Read more

Automatic Backup


Brandable Portals

Configurable Interface

Build end user portals and custom interfaces using tools like Dreamweaver or CoffeeCup and simply insert Agiloft's macros to display dynamic elements like forms, tables, and status messages.

Read more

Configurable Interface


Configurable Look and Feel

Change the colors, fonts, and images in the Look and Feel wizard, without writing a line of code.

Read more

Custom templates


Multiple Brandings

Greet customers from different companies with interfaces specially branded to match each company's corporate standards.

Custom templates

Create a new look in just a few minutes.

Custom templates


Configurable Graphic Images

Add any image to our graphics library to change icons, logos, and more.

Read more

Custom graphic images


Configurable Fonts

Choose fonts and colors to match your company website.

Read more

Custom fonts


Multilingual Support

Take advantage of our multilingual support to communicate worldwide. Translate system messages, field labels, and instructions to communicate with customers around the globe.

Read more

Multi-language

Multi-language


Interactive FAQs

Give staff or customers answers to common questions with the fully integrated FAQ interface.

Read more

FAQ Interface


Precise Access Control

Single Sign-On

Simplify and secure the login process with tools like LDAP, OAuth, and SAML 2.0.

Read more

Single Sign On


Self Registration

Let users self-register to lighten the load of your IT staff.

Or, maintain control of user registration by disabling this feature.

Read more

Self Registration


Password Configuration

Configure password security requirements as you see fit.

Read more

Password Configuration


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.

Read more

Record Level Permissions


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 them in records they own.

Read more

Field Level Permissions


Group Security Permissions

Define access to records, fields, and menu items like mass edit, import, and export.

Read more

Menu Permissions

You can create as many groups as you like, or just use our defaults, which include admin, staff, and registered and unregistered end user groups.

Need to comply with rigorous privacy standards like HIPAA? Use our strict permissions and deploy data encryption for maximum privacy protection.

User Groups


Configurable Interfaces

Web Interface for End Users

Allow end users to submit requests, view FAQs, and upload or download files from a branded portal.

User Interface

Let our GUI dynamically adjust to logins from your most important customers, each greeted by their own company logo and branding.

Read more

User Interface


Web Interface for Administrators

Administer essential business processes through our fluid web interface for admins.

Read more

Staff Interface


Web Interface for Staff

Maximize staff user productivity with an efficiently designed interface that makes it easy to identify assigned records and respond to issues.

Read more

Staff Interface


Mobile Interface

Solve problems on the go with Agiloft's mobile interface. All Android and Apple devices are supported, and the mobile-friendly interface is ADA compliant.

Read more

Custom date_fields


System Integration and API's

Systems Integration

Take advantage of our prebuilt integration for standard systems like MS Exchange, Outlook, Excel and LDAP. (See our integration page for details).

Read more

With the power of custom scripts, there's nothing you can't do. Don't have time to integrate your other systems with Agiloft? Allow our consultants to quickly set up extra APIs for you.

Read more


LDAP/MS Active Directory Integration

Eliminate the overhead of maintaining user accounts on multiple servers with LDAP or Active Directory and configurable attribute mapping.

Read more

LDAP Integration


Scripts API

Deploy specialized business logic with code in common languages like Perl, Java, or Python; data is pushed through the XML transport layer when relevant records are created or modified.

Read more

Full Scripting Support


Web Services API

Need advanced server-side scripting or batch processing? Agiloft supports a full web services API.

Read more

Web Services API


REST API

Want a simpler way to interact with external systems like user forms, Javascript, or AJAX? Use REST for the essential CRUDS operations: Create, Read, Update, Delete, Select.

Read more


Import / Export

Import and export data files in ASCII, XML, Excel or other public or proprietary formats, at regular or discrete intervals.

Read more

Import-Export First Screen


WMI Support

Capture the hardware, OS and software information you need from user PCs with WMI integration.

Read more

WMI Support


QuickBooks Integration

Sync data with external systems like Quickbooks and Excel automatically with our powerful synchronization subsystem.

Read more

Custom date_fields


Outlook and iCalendar Integration

Easily coordinate your Agiloft calendar with other Calendar applications from Google, Microsoft, Apple, and more.

Read more

Custom date_fields


MS Exchange Integration

Sync your most important files whenever you like with our out-of-the-box synching functions for file directories, MS Exchange, QuickBooks, and Excel.

Custom date_fields


Installation and Upgrades

Installation Time

Install our sophisticated software in just a few minutes. Then, let us tailor it to your precise needs it in just a few weeks.

Read more

Upgrades

Upgrades just take a few mouse clicks and automatically create a full backup of the Knowledgebase.