Ticket list
Header actions and filters:- Search tickets
- Status — New, Open, In Progress, Waiting on Customer, On Hold, Resolved, Closed
- Select Date Range
- Create Ticket
Create a ticket
1
Open Create Ticket
Select Create Ticket. Subtitle: add a support request with customer context.
2
Enter customer and request
Fill Customer Name, Email Address, Phone Number, Priority (Low, Normal, High, Urgent), and Issue. Customer name, issue, and either email or phone are required.
3
Save
Select Create Ticket.
The new ticket opens as Ticket # with status and priority you set. It appears in the list.
Ticket detail
Title: Ticket # (sequential number for the project). Review the request, update status and priority, and reply to the customer.- Conversation — jump to the linked chat or call when present.
- Composer tabs: Internal note (private) and Reply to customer (sent to the customer by email). Use Send after composing.
- Timeline chips: Customer request, Private note, Sent to customer.
- Rail: Full name, Email, Phone, Status, Priority, Channel, Created, Updated.

