Create a Ticket from the Inbox
Once a message comes into your inbox, you can easily create a ticket from it. All you have to do is click on the +Ticket icon on the top right corner of the conversation.
Once you do that, a new ticket will pop up. With the help of AI, a summary of the conversation and the customer's issue will be created in the description, along with a title.
- You can edit the title and the description once they are generated.
- If you are satisfied with the title and description, click the Save button.
You can also choose which column you would like to have your ticket in the Tickets Module.
You can assign the ticket to the responsible person in your group to handle the issue.
You will see the conversation related to the ticket you created and the related contacts relevant to that ticket.
You can also add Custom Fields to your ticket, such as:
- Labels
- Deadlines
- Conversations
- Contacts
- Text field
- and Checklists.
If you want to find out more about the tickets, please visit this link.
