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.



Tables and Fields

Database Schema

Agiloft adapts to meet the individual needs of your company without manual coding. Tables, fields, and relationships can be configured using your browser.

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Fields from External Database

Configurable Tables and Forms

Create tables and web forms with reports, charts, escalation rules, configurable fields, and workflows, using just your browser.

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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.

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Configurable date_fields

Field Types

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

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Configurable field types

Drag and Drop Layouts

Use our drag and drop editor to design custom layouts in minutes.

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Drag&drop

Multi-Tab Input Forms

Organize tabs to create a clear and intuitive interface.

Read more

Multi-tab input forms

Collapsible Form Sections

Group fields in collapsible sections to make forms more usable and readable.

Collapsible form sections

Choice Lists

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

Read more

Configurable choice tables

Relationship Diagrams

Create tree diagrams to visualize linked records relationships and dependencies between assets, tasks, contracts, personnel, and more.

Read more

Relationship Diagrams

Table Relationships

Structure relationships between tables to accurately model your entire business.

Read more

Configurable tables

Working with Records

Power User Dashboards

Increase user efficiency with individualized dashboards that include records, searches, charts, reports, and more.

Mass Edit

Easy Access Left Pane

Make daily tasks and common workflows easy by grouping tables together in the left pane and adding shortcuts to common saved searches.

Define specialized left pane configurations for the needs of different users. Users can also personalize their own left pane for their needs.

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Mass Edit

Data Views

Personalize views to show essential information without clutter.

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Configurable date_fields

Change the view with one click.

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Configurable Date Fields

Highlight critical records with icon notifications and row coloring.

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Configurable date_fields

Edit Multiple Records

Use the mass edit feature to efficiently update an unlimited number of records at once.

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Mass Edit

Quick Edit

Work faster by editing and saving fields directly from a table view with Quick Edit.

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Quick Edit

Keyboard Shortcuts

Navigate records and complete tasks more quickly with keyboard shortcuts. Staff can also personalize keyboard shortcuts for their own preferences.

Read more

Keyboard Shortcuts

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.

Save and Next

Save and Continue with a Single Click

Click Save and Continue to quickly save your changes without closing the form, or use the Alt+C keyboard shortcut.

Save and Continue

Linking Records

Link related records to manage them as a group.

Read more

Linked Tickets

Standard Solutions   

Streamline your customer support process by converting answers to frequently asked questions into standard solutions.

Searching for Standard Solutions

Technicians can save time by copying solutions directly into customer tickets.

Standard Solutions ready to insert

File Management

Attached Files

Attach files to a record from your local drive or from external sources like Google Docs. You can drag files directly into a record, use the uploader, or even email files directly to the system.

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Drag and Drop Files

Attached Document Version Control

Preserve multiple versions of documents, including the date and time of the version upload and the user who added it.

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Document Version Control


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.

Read more

Direct File Edit


Powerful Searching   

Full Text Search

Instantly find information in the database or even inside attached files with our full text search engine. You can even parse information from image and PDF files using OCR.

Read more

Simple Text Search


Complex Database Searches

Define advanced searches and complex logic in minutes using just a browser.

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Powerful Boolean Search

Search Result Sorting

Sort search results using any combination of available fields. Rearrange record order 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

Add saved searches to the left pane for easy access.

Read more

Saved Search in Left Pane


Run-time searches for reporting

Limit the number of reports you maintain by using run-time search filters. For example, you can report on all active contracts and limit the results to a specific company.

Custom date_fields


Charts and Reports   

Dashboards  

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

Create dashboard widgets for any information you want to show on the dashboard, including charts, tables, links, images, and numeric results.

Read more

Customizable Dashboard

Use responsive charts to filter data in real time and automatically resize to fit the window.

Responsive Graphical Chart

Drill down into charts to break down the data further, and configure multiple drill-down layers to make charts more flexible.

Read More

Drill-down Chart

Define and display key metrics to your exact specifications based on tables, fields, and more. Use color-coding to make data pop based on defined value ranges.

Read more

Numeric Dashboard Widget


Graphical Charts

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.

Read more

Graphical Charts

Organize information efficiently by choosing from a variety of chart types.

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Chart Wizard

Add charts to dashboards to make them easily accessible.

Read more

Dashboard with Chart Widget

Click on chart titles to see detailed report data. From the detailed report, you can access individual records that interest you.

Chart Detail View


Excel Reports

Pull report data into Excel to create customized dashboards and reports with PivotTables, PivotCharts, and other Excel tools.

Read more

Excel Report


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.

Read more

Trend Charts


Saved Reports

Create and save useful reports for periodic review.

Read more

Interactive Reports


Scheduled Report Distribution

Publish charts and reports on a set schedule. Automatically email reports to keep staff informed. Distributed reports are automatically filtered to each recipient's permissions, so you don't have to worry when sharing reports with large groups.

Scheduled Reports


Email, Chat, SMS

Email Integration   

Receive inbound email from internal and external accounts, protected with full SSL security, to generate and update records with text, attachments, and more.

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Incoming Email Configuration

Retain a full audit trail of all inbound and outbound email communications, including any files attached to inbound emails.

Email Audit Trail

Respond to email submissions with automatic confirmation messages.

Resulting Email


Outgoing Email Integration

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

Outgoing Email


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.

Automatic Escalation


Email Hyperlinks   

Include hyperlinks in emails that allow the recipient to easily open and view or update records.

Read more

Email Hotlinks

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.

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


SMS integration

Send SMS alerts and messages directly from the system.

Instant Messaging


Auditability   

Activity Logs and Reports

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

Read more

Activity Log Setup


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.

Ticket History


Automation

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, and flexible reassignment.

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

Quickly define business rules with Agiloft's wizard-driven interface.

Business Rules

Trigger rules with real-time events, periodic intervals, or 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 sensitive to location and time zone.

Business Rules


Alerts and Escalation

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.

Business Rules

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.

SLA Chart


Round Robin Assignment

Distribute work fairly with automatic round robin assignment.

SLA


Multi-language Support

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

Read more

Multi-language


Precise Access Control

Group Security Permissions

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

Menu Permissions

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.

Read more

User Groups


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 requirements to precisely match your information security standards.

Read more

Password Configuration


Record Level Permissions

Fine tune group permissions all the way down to specific record data. Sophisticated SQL-based permissions mean 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 fields in records they own.

Read more

Field Level Permissions


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.

Read more

Custom templates


Configurable Fonts

Choose fonts and colors to match your company website.

Custom fonts


Configurable Graphic Images

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

Custom graphic images


Configurable Interfaces

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.

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User Interface


Web Interface for Administrators

Manage essential business processes in our web interface for admins.

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Staff Interface


Power User Web Interface

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

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Staff Interface


Mobile Interface

Solve problems on the go with Agiloft's mobile interface. All Android and Apple devices are supported, and the interface is ADA compliant. End user interfaces are also dynamically resized for mobile use.

Read more

Mobile Interface


Prebuilt Integrations

Systems Integration

Take advantage of our pre-built integrations for standard systems like Salesforce, e-signature, and LDAP.

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Use custom scripts to integrate your existing systems with Agiloft, or allow our Professional Services team to do it for you.

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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


OAuth 2 and SAML 2

Provide the convenience and security of single sign-on to your users with OAuth or SAML.

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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


Salesforce Integration

Use bi-directional or one-way sync with Salesforce to synchronize contacts, companies, opportunities, and other record types.

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Jira Integration

Pass issues back and forth between Agiloft and Jira, so support personnel and engineers can work on the same bug or issue in either Agiloft or Jira and it will sync with both systems.

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Adobe Sign Integration

Pre-built Adobe Sign integration, coupled with simple per-envelope pricing, provides a seamless e-signature experience.

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DocuSign Integration

DocuSign provides an alternate legally enforceable e-signature capability, used by millions.

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Bomgar Integration

Launch remote support directly from your Agiloft knowledgebase and capture all relevant details in a customizable HTML report.

Read more


SCCM Integration

Integrate with Microsoft System Center Configuration Manager to monitor and manage the assets in an ITIL-based system.

Read more


Outlook and iCalendar Integration

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

Read more

Calendar


Google Maps and Google Docs Integration

Automatically generate maps and directions using Google Maps, and attach Google Docs directly to records.

Read more

Google integration


Installation and Upgrades

Installation Time

Download Agiloft directly from our website for an on-premise installation.

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Upgrades

Upgrade and automatically create a full backup of the knowledgebase with just a few clicks.

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Contract Management (Included with CLM Edition)

The CLM Edition includes several tools specifically tailored to contract creation and management.


OCR

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

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Automatic OCR


Print Templates for Word and PDF

Word and PDF templates allow users to arrange record data into printable, distributable formats that can be attached to records or emailed to stakeholders.

Read more

Word Template Example


Convert Documents Between Word and PDF

Convert Microsoft Word files into PDFs and PDFs into Word files directly from your Agiloft knowledgebase.

Read more

Convert Document Formats


Track Document Revisions

Use our redlining feature to compare document versions and create full audit trails of edits.

Read more

Document Comparison


Merge Documents into One

Take multiple PDFs or Word files and merge them into a single new PDF.

Read more

Merge Documents


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.

Read more

Automated Contract Authoring


Approval Workflows

Automate even the most complex approval routing process. Eliminate approval bottlenecks with automatic notifications and one-click email approvals.

Approval Workflows


Electronic Signature Integration

When contracts are ready to be signed, integrate with Adobe Sign or DocuSign to collect signatures digitally.

Electronic Signature Integration


ITIL (Included with ITIL Edition)

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.


Service Catalog

Share a user-friendly service catalog that automatically filters results for the user. You can also create subsidiary catalogs for specific types of services, and show quick links for common requests.

Service Catalog


Change Management

Easily manage change requests with automatic approval workflows and native calendar integration. To keep your calendars in sync, send your change calendar direclty to Outlook.

Read more

Change Management


Event Management

Automatically send event alerts, create incident reports, and link event resolutions with seamless event management.

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Event Management


Asset Diagrams

Manage your assets with visual diagramming that shows the full scope of related items and their relationships.

Read more

Asset Diagrams


Release Management

Plan, track, and deploy releases into live environments. Link releases to change requests or service requests, and see those requests and their tasks directly in the release record.

Read more

Release Management


Custom Portals (Included with Unlimited Edition)

The unlimited edition includes unlimited end-user access to portals that are configured and branded for different groups, such as your customers, vendors and partners.


Configurable Interface

Build end user portals and custom interfaces and insert Agiloft's macros to display dynamic elements like forms, tables, and status messages.

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Configurable Interface


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


Interactive FAQs

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

Read more

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.

Read more


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


ESA

Use ESA to pass XML messages between Agiloft and other systems according to your needs.

Read more


Web Forms

Host web forms directly on your own website so users can add records and submit forms more easily. Download a customizable HTML file and make adjustments so the form appears exactly the way you want.