Tickets
Tickets represent escalated support issues that need tracking, ownership, and resolution. Unlike conversations (which are live chat sessions), tickets have a lifecycle, priority, and assignment.
Creating a ticket
Go to Tickets and click New Ticket. Fill in:
- Title — A short description of the issue
- Description — Full details
- Priority — Low, Medium, High, or Urgent
- Contact or Lead — Link the ticket to an existing person in your CRM. Contacts are identified people tied to an Account; Leads are unidentified people without an Account yet. See CRM — Leads, Contacts, Accounts, Opportunities for the model.
You can also create tickets by escalating a conversation from the Inbox. This automatically links the ticket to the Contact or Lead in that conversation.
Ticket statuses
| Status | Meaning |
|---|---|
| Open | New, not yet assigned |
| In Progress | Being actively worked on |
| Waiting | Waiting for customer response |
| Resolved | Issue has been resolved |
| Closed | Archived |
Update the status from the ticket detail page using the status dropdown.
Priority levels
- Low — No urgency
- Medium — Standard response time
- High — Expedited response needed
- Urgent — Immediate attention required
Priority is displayed as a colored badge in the ticket list and can be used as a condition in Flows.
Assignment
Assign a ticket to an agent using the Assignee field in the ticket detail view. The assigned agent receives an email notification.
Internal notes
Internal notes are comments visible only to agents — never to the customer. Add a note from the ticket detail view by selecting the Internal Note mode before submitting.
Notes appear in amber. They are useful for documenting investigation steps, leaving context for teammates, or flagging issues.
Replying to the customer
Use the Reply panel in the ticket detail view to send a message directly to the customer via email. Replies are sent from your verified domain and include a ticket reference tag in the subject line so customer replies can be automatically threaded back.
Reply panel shows:
- The customer's email address
- The agent sending the reply
- A confirmation of what address the message will be sent to
Customer replies to your emails are automatically appended to the ticket thread and the ticket re-opens from "Waiting" status if you had set it to wait for a response.
Custom fields
Your administrator may have added custom fields to tickets. These appear below the standard fields on the ticket detail page. Common types include text, number, date, select (dropdown), and boolean.
Custom ticket fields are configured under Settings → Custom Fields → Tickets.
Filtering the ticket list
On the Tickets page, use the filter controls to narrow the list by:
- Status
- Priority
- Assignee
The list defaults to showing all open tickets, newest first.
