Create new tickets or update existing ones with details such as assignee, status, and message content to keep support workflows organized.
STEP BY STEP
To create a Ticket:
In the left panel under CX, click Tickets.
To add a new ticket, click the + icon (top right).
Fill in ticket details: - Ticket ID - Date Created - Subject - Question/Issue - Assignee - Status
Click Save when done.
To edit ticket:
In the left panel under CX, click Tickets.
Browse the list or search for a ticket to edit.
Admins or team members pick up a ticket when it’s submitted through a form or chatbot inquiry.
Each ticket displays key information: - Ticket ID - Date Created - Subject - Question/Message - Assignee – assign the ticket to yourself or another team member - Status – update this manually to Complete once the issue is resolved
