Help Desk
Tickets
Track customer issues that need ownership, investigation, or follow-up.
Track follow-up work
Tickets keep a support request and its linked conversation together. Open Tickets from the selected agent. Search for a request, then select it to see its details.
Review the queue
- Choose 3 Panels, Board, or List.
- Use Filter tickets to select a status.
- Open a ticket and review its customer, source, assignee, and priority.
- Send a reply and update the status when the next step changes.
Ticket statuses
| Status | Use |
|---|---|
| Open | A ticket needs attention. |
| In progress | A teammate is working on the request. |
| Waiting on customer | Your team needs a reply or information from the customer. |
| Resolved | The request has been addressed. |
| Closed | The ticket is no longer active. |
Priority and source
Ticket priorities are Low, Medium, High, and Urgent. Sources include Email, Chat, Lead form, API, and Manual. Priority describes urgency; status describes progress. Keep the two fields separate when triaging.
An empty queue
No tickets found can mean the agent has no tickets or that your search and status filter exclude them. Clear the search and select All before concluding that a request is missing.