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  1. When building out our knowledge base (KB) on Atera for the AI assistant to pull from I have noticed that it will sometimes pull an answer from the internet that I do not want instead of checking for a KB article on the topic first.
    It would be very helpful to better customize the AI assistant's answers if there were an option to force the AI assistant to review the KB every time before answering.

    10 votes

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  2. Please can Atera consider allowing SSO with Azure AD on all plans (or Expert and above perhaps?) so that our users (who are very familiar with the big Microsoft Log In Button and use it for other systems they use) can use it to log in?

    Most modern web applications have this feature built in / available as standard and seems a little unfair that we need to be Enterprise level to have this feature available to us. (We are using IT Department Expert Plan) Thank you!

    Even a particular unnamed open source and free ticket system has the ability…

    31 votes

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  3. All options for the portal should be under one admin section. At the moment the default options for tickets seen and other items are under "Account Settings" I feel all customer portal options should be under "Customer Portal" including customisable options.

    7 votes

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  4. I would like the ability to use Markdown when creating a Knowledgebase article.

    3 votes

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  5. Allow the knowledge base to have separate categories for each department. (I.E. accounting software articles for the accounting team only) To ensure there is no unnecessary confusion for end users!

    6 votes

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  6. I am currently on the growth plan and am a bit peeved. It's ridiculous that I am able to set up a custom domain, and on that page, there is no mention that an SSL requires me to upgrade the plan. There is literally zero point in having a custom domain that is not SSL encrypted so having it as an option for Non-applicable plans is idiotic.

    6 votes

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  7. SSO for the customer portal should be a standard feature. Apparently, it is only available to the Enterprise Level Subscriptions which is very expensive and offers a lot of features that are not as necessary as SSO.
    Please ATERA make that available to all

    3 votes

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  8. When I go in to create new categories for the Knowledge base they are nicely sorted. When I create a new KB it's completely unsorted with no categories. It's a PITA to find the selection I want. It would be super useful to have the category and selection just like the ticketing system. Please fix this!

    3 votes

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  9. Data Portability needs to be prioritized. The Knowledge Base needs to have the ability to bulk export all the knowledge articles we create. I can't trust using a service if there isn't an easy way to get our data out when needed.

    3 votes

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  10. Allow us to add embedded iframe links into articles

    1 vote

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  11. Have ability to send customers to the "Login using Activation Link" instead of the "email / password" option. Customers could bypass clicking the "Forgot Password" link.

    11 votes

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  12. Currently, only power users and enterprise users can use this feature! None of the browsers will allow downloading the agent from the HTTP links anymore and constantly give alerts to the customers that the file they downloaded might be harmful to their system. Please allow this on the lower tiers as well.

    5 votes

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  13. Please give us the ability to create more levels in the knowledge base than categories/sections/articles.

    It's difficult to structure a whole company's knowledge base with just these 3 levels.

    6 votes

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  14. The customer portal logo is currently getting deformed as the size of the box is not the same as what we are supposed to upload 100*200. Can you please fix this?

    3 votes

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  15. The order in which Knowledge Base Categories are displayed in the Customer Portal is not the same as in the Knowledge Base itself.

    Alphabetical in the Knowledge Base; is apparently no longer alphabetical when you access that Knowledge Base through the Customer Portal.

    It would be nice that the display of Categories via the Customer Portal is also alphabetical.

    5 votes

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  16. It could be nice to have the "customize customer portal" option. So that we can add/remove things from the customer portals.

    28 votes

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  17. We need to be able to assign a contact to multiple customers. We need this so our contact can see tickets from multiple customers of which he is the manager. Now he can only see the tickets from the customer he is assigned to. When trying to add him to another customer we can't because the email is already in use. If we want to do this now we have to manually change the email in the ticket. If this guy makes 10 tickets we have to manually change the email in 10 tickets. After responding from his own email,…

    11 votes

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  18. So, is there any ways to have like 2 kinds (categories) of contacts : customers OR only-contact ?

    Email #1 ==> customers

    Email #2 ==> only-contacts

    In order to display both ?

    Because actually, we only have customers .. so if we wish to use ATERA like a small crm, it may be a good idea to separate CUSTOMERS and ONLY-CONTACTS.
    Thanks :)

    1 vote

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  19. Ability to make custom ticket fields view only in service portal (like the default fields).

    3 votes

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  20. It would be extremely helpful to update the search function in the Knowledgebase to be more akin to the ticket filtering. Including various field variables that the user can set to filter various knowledgebase articles.

    Client \ Who created \ Date created by \ Subject Tag \ etc..

    Doing this would make searching through the knowledgebase for relevant articles a great deal easier.

    1 vote

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