158 lines
7.6 KiB
Markdown
158 lines
7.6 KiB
Markdown
# Service Desk **(PREMIUM)**
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/issues/149) in [GitLab Premium 9.1](https://about.gitlab.com/releases/2017/04/22/gitlab-9-1-released/#service-desk-eep).
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## Overview
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Service Desk is a module that allows your team to connect directly
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with any external party through email right inside of GitLab; no external tools required.
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An ongoing conversation right where your software is built ensures that user feedback ends
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up directly where it's needed, helping you build the right features to solve your users'
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real problems.
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With Service Desk, you can provide efficient email support to your customers, who can now
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email you bug reports, feature requests, or general feedback that will all end up in your
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GitLab project as new issues. In turn, your team can respond straight from the project.
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As Service Desk is built right into GitLab itself, the complexity and inefficiencies
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of multiple tools and external integrations are eliminated, significantly shortening
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the cycle time from feedback to software update.
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For an overview, check the video demonstration on [GitLab Service Desk](https://about.gitlab.com/blog/2017/05/09/demo-service-desk/).
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## Use cases
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For instance, let's assume you develop a game for iOS or Android.
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The codebase is hosted in your GitLab instance, built and deployed
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with GitLab CI/CD.
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Here's how Service Desk will work for you:
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1. You'll provide a project-specific email address to your paying customers, who can email you directly from within the app
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1. Each email they send creates an issue in the appropriate project
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1. Your team members navigate to the Service Desk issue tracker, where they can see new support requests and respond inside associated issues
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1. Your team communicates back and forth with the customer to understand the request
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1. Your team starts working on implementing code to solve your customer's problem
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1. When your team finishes the implementation, whereupon the merge request is merged and the issue is closed automatically
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1. The customer will have been attended successfully via email, without having real access to your GitLab instance
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1. Your team saved time by not having to leave GitLab (or setup any integrations) to follow up with your customer
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## How it works
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GitLab Service Desk is a simple way to allow people to create issues in your
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GitLab instance without needing their own user account.
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It provides a unique email address for end users to create issues in a project,
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and replies can be sent either through the GitLab interface or by email. End
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users will only see the thread through email.
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## Configuring Service Desk
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NOTE: **Note:**
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Service Desk is enabled on GitLab.com. If you're a [Silver subscriber](https://about.gitlab.com/pricing/#gitlab-com),
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you can skip step 1 below; you only need to enable it per project.
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If you have the correct access and a Premium license, you have the option to set up Service Desk.
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Follow these steps to do so:
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1. [Set up incoming email](../../administration/incoming_email.md#set-it-up) for the GitLab instance.
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This must support [email sub-addressing](../../administration/incoming_email.md#email-sub-addressing).
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1. Navigate to your project's **Settings > General** and locate the **Service Desk** section.
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1. Enable the **Activate Service Desk** toggle. This reveals a unique email address to email issues
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to the project. These issues will be [confidential](issues/confidential_issues.md), so they will
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only be visible to project members. Note that in GitLab 11.7, we updated the generated email
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address's format. The older format is still supported, however, allowing existing aliases or
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contacts to continue working.
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DANGER: **Danger:**
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This email address can be used by anyone to create an issue on this project, whether or not they
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have access to your GitLab instance. We recommend **putting this behind an alias** so it can be
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changed if needed, and **[enabling Akismet](../../integration/akismet.md)** on your GitLab
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instance to add spam checking to this service. Unblocked email spam would result in many spam
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issues being created.
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If you have [templates](description_templates.md) in your repository, you can optionally select
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one from the selector menu to append it to all Service Desk issues.
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Service Desk is now enabled for this project! You should be able to access it from your project
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navigation's **Issues** menu.
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### Using customized email templates
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/issues/2460) in [GitLab Premium](https://about.gitlab.com/pricing/) 12.7.
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When a user submits a new issue using Service Desk, or when a new note is created on a Service Desk issue, an email is sent to the author.
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The body of these email messages can customized by using templates. To create a new customized template,
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create a new Markdown (`.md`) file inside the `.gitlab/service_desk_templates/`
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directory in your repository. Commit and push to your default branch.
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#### Thank you email
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The **Thank you email** is the email sent to a user after they submit an issue.
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The file name of the template has to be `thank_you.md`.
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You can use `%{ISSUE_ID}` placeholder which will be replaced by an issue iid in the email and
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`%{ISSUE_PATH}` placeholder which will be replaced by project path and the issue iid.
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As the service desk issues are created as confidential (only project members can see them)
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the response email doesn't provide the issue link.
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#### New note email
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The **New note email** is the email sent to a user when the issue they submitted has a new comment.
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The file name of the template has to be `new_note.md`.
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You can use `%{ISSUE_ID}` placeholder which will be replaced by an issue iid
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in the email, `%{ISSUE_PATH}` placeholder which will be replaced by
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project path and the issue iid and `%{NOTE_TEXT}` placeholder which will be replaced by the note text.
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### Using custom email display name
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/issues/7529) in GitLab 12.8.
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You can customize the email display name. Emails sent from Service Desk will have
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this name in the `From` header. The default display name is `GitLab Support Bot`.
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## Using Service Desk
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### As an end user (issue creator)
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To create a Service Desk issue, an end user doesn't need to know anything about
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the GitLab instance. They just send an email to the address they are given, and
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receive an email back confirming receipt:
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This also gives the end user an option to unsubscribe.
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If they don't choose to unsubscribe, then any new comments added to the issue
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will be sent as emails:
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And any responses they send will be displayed in the issue itself.
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### As a responder to the issue
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For responders to the issue, everything works as usual. They'll see a familiar looking
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issue tracker, where they can see issues created via customer support requests and
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filter and interact with them just like other GitLab issues.
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Messages from the end user will show as coming from the special Support Bot user, but apart from that,
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you can read and write comments as you normally do:
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Note that:
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- The project's visibility (private, internal, public) does not affect Service Desk.
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- The path to the project, including its group or namespace, will be shown on emails.
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### Support Bot user
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Behind the scenes, Service Desk works by the special Support Bot user creating issues. This user
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does not count toward the license limit count.
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