Tickets

When a customer’s request needs follow-up from your team, such as a complaint, a payment problem, or a service request, your agent turns it into a ticket with all the details. Your team works tickets from the Pipeline page, assigns and resolves them, and the customer is notified when the request is received and when it is resolved.

• How your agent opens ticketsWhen your agent turns a customer's request into a ticket, what it fills in, and how to turn on the email alert for your team.
• Work tickets on the board and tableMove tickets between stages, assign them to your team, add comments, resolve them with a message, and create tickets yourself.
• Ticket notifications for your customers and teamThe messages your customer gets when a ticket is received and resolved, the email your team gets, and how to turn them on and reword them.