Working with tickets

Create a ticket on behalf of a customer

  1. Open Tickets in the left sidebar and click New Ticket.
  2. Enter the Customer email, the Customer name (optional) and a short Subject.
  3. Choose a Priority: Low, Normal, High or Urgent.
  4. Write the Message. Type / to insert a canned response.
  5. Choose how the message is sent: - Send to customer (the default): emails the message to them. - Internal: logs the ticket without emailing the customer.
  6. Click Send to customer (or Create internal ticket if you chose Internal).

The new ticket opens in its own tab with a ticket number. Automation rules with the Ticket Created trigger run on it straight away.

Watch the video guideCreate and work a ticketAbout 6 minutes · 17 steps

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