Platform Settings

Workflow Rules: Build Workflows Without Code

Create multi-step workflows and policies across every module — notifications to exactly the right people, approvals, waits and If / else branches — from 196 ready-made templates or from scratch.

Announcements

Broadcast a message to everyone in your workspace.

The Audit Trail

Who changed what, when and from where — every field, every sign-in, every export — and how to search, export and undo it.

Brands & White-Labelling

Run more than one brand from a single workspace.

Investigate and Undo a User's Changes

Find everything one person did, check it, and put things back — safely, without overwriting later work.

Custom Fields

Add your own fields to records across the platform.

Email Signatures

Consistent, on-brand signatures on outbound ticket replies.

Email Templates

Reusable templates for the emails Plenix sends.

Notifications

Your in-app notification centre — alerts, mentions and system events.