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Proactive Self-Service Support

Why wait for a ticket to be submitted to get a resolution? With SimplifyIT's help desk, users are shown real-time suggestions based on topic selection - so many issues get resolved before they even click 'Submit'.

Resolve Issues Before They Escalate

Most help desks are reactive: users submit tickets, and IT jump in to resolve them. We flipped that model. As users fill out a ticket, our platform instantly offers potential fixes - either displayed onscreen in real time or linked from your internal knowledge base.

Smart Suggestions. Real-Time Fixes.

  • Inline Results: Suggestions appear without reloading or navigating away.
  • Links to Known Solutions: Articles, policies, or troubleshooting steps embedded directly.
  • Optional Ticket Creation: If the user finds what they need, they can skip the ticket entirely.

Fewer Tickets. Faster Service.

By deflecting repetitive requests - like remote access questions or printer issues - your IT staff can focus on more complex work. The result? Fewer tickets, faster service, and happier staff.

Track Every Resolution - Even the Ones That Don't Become Tickets

When a user clicks a suggested solution instead of submitting a request, that action can still be logged with a simple prompt (Did this help? Yes/No). This helps track common issues, identify gaps in documentation, and demonstrate to auditors exactly how you're improving efficiency.

See It In Action

Watch the 5-minute demo or schedule a personal walkthrough to see how smart self-service can work for your institution.

 
 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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