Provider Overview, previously known as Assistly, is a Salesforce-owned helpdesk platform whose stated goal is to revolutionize customer service in a social world - specifically for the new “social, mobile, global consumer.” Assistly was founded in 2010 by Alex Bard, Gary Benitt, Jeremy Suriel and Brad Birnbaum. In 2011, it was bought by Salesforce, which was an investor, and the brand became known under its current name of The acquisition of Assistly expanded Salesforce’s customer service solutions for small businesses, and complemented Salesforce’s existing platform, Service Cloud. Pricing and Services

Intended Customers Small to Midsize Businesses

Free Trial 14-Day Trial on Any Plan


  • Ticket Management
  • Multichannel Integration
  • Helpdesk Management
  • Customer Self-Service
  • Customer Relationship Management
  • Reporting & Analytics
  • Free & Paid Extension Marketplace
  • Security
  • Service & Support

All Available Plans & Services

 StarterStandardProBusiness Plus
Billed Annually$3 (3 Agent Fixed Bundle)$20$60$100
Billed MonthlyNo$25$75$125
Ticket Management    
Ticket MergingYesYesYesYes
Ticket SplittingYesYesYesYes
Custom Fields & TagsNoYesYesYes
Custom Views & Group ViewsYesYesYesYes
Email NotificationsYesYesYesYes
Ticket NotesYesYesYesYes
Automatic Ticket RefreshYesYesYesYes
Agent Collision DetectionYesYesYesYes
Assume Agent IdentityNoNoNoNo
Multichannel Integration    
Email Integration1 AccountYesYesYes
Facebook Integration1 AccountYesYesYes
Twitter Integration1 AccountYesYesYes
Web WidgetYesYesYesYes
Mobile AppYesYesYesYes
Call IntegrationNoNoYesYes
CTI Toolkit & IntegrationsNoNoYesYes
Live ChatNoYesYesYes
Helpdesk Management    
Translated Agent InterfaceNoYes (8 Languages)Yes (8 Languages)Yes (8 Languages)
Light AgentsNoNoYes (Paid Per Hour)Yes (Paid Per Hour)
SLA ManagementNoNoNoNo
Multiple SLA PoliciesNoNoNoNo
Game MechanicsNoNoNoNo
Customer Self-Service    
Knowledge BaseYesYesYesYes
Community ForumsYesYesYesYes
Language PacksNoYes (Up to 3 Languages)Yes (50+ Languages)Yes (50+ Languages)
Branded Support CentersNoYesYesYes
Multiple Unique Support CentersNoNoUp to 3 BrandsUnlimited
Customer Relationship Management    
Contacts & Ticket HistoryYesYesYesYes
Custom Tags & FieldsNoYesYesYes
Customer Satisfaction RatingsNoNoYesYes
CSAT PredictionNoNoNoYes
Reporting & Analytics    
Overview DashboardNoNoYesYes
Agent & Group PerformanceNoYesYesYes
Customer AnalysisNoNoYesYes
Industry ComparisonNoNoNoNo
Custom ReportsNoNoYesYes
Export ReportsNoYesYesYes
Add-Ons & Extensions    
Developer APIYesYesYesYes
SSL EncryptionYesYesYesYes
Single Sign OnNoYesYesYes
Two-Factor AuthenticationYesYesYesYes
Sandbox Test EnvironmentNoNoNoNo
HIPAA ComplianceNoNoNoNo
Disaster RecoveryYesYesYesYes
Service & Support    
Knowledge BaseYesYesYesYes
Community ForumsYesYesYesYes
Email SupportNo12/524/524/5
Phone SupportNo8/512/512/5
Chat SupportNoNoNoNo
Service Level GuaranteeNoNoNoNo
Custom ImplementationNoNoNoNo


Editor’s Bottom Line of is Salesforce’s small business customer support platform. It provides a unified inbox for customer support cases originating from multiple channels. These channels include email, live chat, phone, Twitter and Facebook, with the capacity to monitor social mentioning on the latter two networks. Agents can filter their case inbox, attach labels, apply macros and respond to cases from within the platform. Administrators can get more particular with settings, and add custom fields for cases, customers and companies, create and configure rules based on specific events or passage of time, manage integrations, create new inbox filters, write knowledge base articles, add flex agents and so on. Various helpdesks take different approaches to the concept of ‘light agents’. Some allow a certain number depending on your subscription. Others allow the purchase of day passes. Each solution grants light agents a varying degree of autonomy in the platform; in some solutions, they can only make internal notes and work collaboratively, while in others, they can communicate with customers.’s approach is ‘Flex time’; users who are not full-time agents can participate in the support experience, and their access is billed by the hour - currently, Flex usage is accrued in 5-minute increments and billed at $1.75 per hour. Free Flex hours are earned when users set up their Desk account. Account owners can create as many Flex accounts as they like and the billing reflects cumulative Flex usage; Flex ‘bundles’ can be purchased at discounts. The ticketing features available to support agents feels somewhat limited. Agents are able to alter case properties - status, priority, group, agent assignment and so on - while responding to the ticket as normal. They can alter the contact or company properties as well. There aren’t really any built-in collaboration features aside from internal notes, nor access to a reporting dashboard (which is available to the admin). One very nice feature is that the case inbox updates automatically with cases from all channels. Customer service agents for a company with active social media accounts could feasibly spend the bulk of their productive time within the platform. And perhaps the lack of options granted to individual agents keeps them focused on their core discipline out of necessity. There is a discernable lack of CRM-like features within Moreover, the only CRM with which Desk offers an official integration is Salesforce, which isn’t terribly surprising. On the other hand, Desk enjoys a fairly diverse library of popular apps for collaboration, reporting, live chat, email marketing, productivity, multichannel integration, analytics and more. Naturally, we’d like all of our business applications tightly integrated, so if you’re an existing Salesforce customer, or considering becoming one), is a competent, well-featured helpdesk with great social media monitoring. On the other hand, if you currently rely on another CRM, and aren’t lookiing to switch over, you’re probably better off finding a helpdesk that integrates with your CRM of choice.

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