Facilio DocsHelpdesk Guide

Everything you need to know about Facilio Helpdesk.

The AI helpdesk for property and facilities teams. Tenants call, message or email, an AI agent handles the conversation and raises the ticket, and the right technician gets moving. This guide walks through every feature.

How it works.

From a tenant’s call to the right technician, in four steps. Every screen in this guide is from the real product, with sample data for Northpoint FM.

01

A tenant reaches out

A call, a WhatsApp message, an email or a web chat about a leak, a stuck lift or a hot office.

02

The Intake agent answers

It asks the right questions (what broke, where, how urgent) in your brand’s voice, any time of day.

03

A ticket is raised

With a written summary, the site, the category and the urgency already filled in.

04

The right technician

The Dispatcher agent applies your rules, assigns or recommends the best match, and shows why.

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