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Ticket Management

Efficiently manage support tickets by organizing creation, workflow, and resolution steps.

Ticket Management Overview

Creating Tickets

  1. Multiple Channels: Tickets can be created via:
    • Email to support address
    • Web form submission
    • Manual creation by staff
    • Client portal
  2. Ticket Details: Each ticket includes:
    • Subject and description
    • Priority level
    • Category/type
    • Assigned agent
    • Related client

Ticket Workflow

  1. Custom Statuses: Define statuses such as New, Open, Pending, Resolved, and Closed.
  2. Automatic Routing: Route tickets based on category, priority, or client.
  3. SLA Tracking: Monitor response and resolution times against Service Level Agreements.
  4. Escalation Rules: Escalate overdue tickets to higher support levels.
Ticket Workflow

Ticket Resolution

Ticket Resolution
  1. Internal Notes: Add notes visible only to staff for collaboration.
  2. Client Communication: Send responses and updates directly to clients.
  3. File Attachments: Include screenshots, logs, or supporting documents.
  4. Knowledge Base Links: Share relevant articles to resolve issues faster.
  5. Resolution Codes: Close tickets with specific resolution codes for reporting.