Edit or create a Ticket

dESCRIPTION

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:

  1. In the left panel under CX, click Tickets.
  2. To add a new ticket, click the + icon (top right).
  3. Fill in ticket details:
    - Ticket ID
    - Date Created
    - Subject
    - Question/Issue
    - Assignee
    - Status
  4. Click Save when done.

To edit ticket:

  1. In the left panel under CX, click Tickets.
  2. Browse the list or search for a ticket to edit.
  3. Admins or team members pick up a ticket when it’s submitted through a form or chatbot inquiry.
  4. 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
  5. Click update when done

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