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What tickets are for

Tickets track requests that take longer than one conversation, such as a return, a wholesale order or a bug, with an owner, a priority and SLA deadlines.

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On this page

A conversation is the chat itself. A ticket is a piece of work that comes out of it and needs following up: exchanging a dented gift box, preparing a 25-box wholesale order, fixing a problem on your website. Tickets have an owner, a type, a priority, a status and deadlines, so nothing is forgotten after the chat ends.

Use a ticket when the request:

  • cannot be finished while you are chatting (you need stock, a delivery, a colleague, a refund),
  • involves someone outside the support team,
  • has a promise of time attached ("we'll call you back today").

For a simple follow-up of your own, a reminder is enough.

The Tickets page

Go to Customer Support → Tickets.

The Tickets page with its counters, filters and SLA column
The Tickets page with its counters, filters and SLA column

At the top, counters for right now (Open, Overdue, Unassigned) and for the last 7 days (Resolved (7d), SLA breached (7d), Avg resolution (7d)). Click Open, Overdue, Unassigned or Resolved (7d) to filter the list.

The list shows open tickets first (open, in progress and waiting on the customer), newest first. Filter it by code or title, status, priority, type, assignee and Overdue only, then click Filter.

Column Shows
Ticket Its code (TK000001, TK000002… numbered per business) and title
Type Question, Bug, Complaint, Request or Other
Priority Low, Normal, High or Urgent
Status See Ticket statuses
Assignee Who is responsible
SLA Breached, Overdue, Met, or how long is left to resolve it. See SLA deadlines
Due The due date you set, if any
Created How long ago it was opened

Tickets and conversations

A ticket created from a conversation stays linked to it:

  • The conversation's timeline records "Ticket TK000004 created: …" and every status change ("Ticket TK000004: Open → Resolved").
  • The customer panel lists the conversation's tickets under Tickets, in red when overdue.
  • The ticket page links back to the Conversation and the Customer profile.
  • A public reply in that conversation counts as the ticket's first response.
  • For email conversations, when the ticket is resolved the customer gets a short email in the same thread saying their request has been resolved.

Who can do what

Access to Customer Support Tickets
View See tickets
Work Create, edit, change status, assign and delete tickets
Manage All of the above, and change the SLA policy

New tickets, status changes, resolutions and SLA breaches can also be sent to your other tools with webhooks.

Useful next steps

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