Service tickets
Open a ticket from an inbox conversation, a form, an AI agent's hand-off or a record, work it by status and priority against a response target, and ask the customer how you did once it is solved.
Steps
- Open Service in the side menu (Tickets is its first tab) or the command palette. Owners and admins always see Service; everyone else sees it once the workspace has a ticket or a call queue. The queues are Unassigned, Mine, All open, Pending and Solved; j and k move between rows, x selects, Enter opens.
- Open a ticket with New ticket, with Open a ticket on a contact, a company or an inbox conversation (one ticket per conversation), from a form set to open a ticket for each submission, or from an AI agent's hand-off to a person.
- Set the priority (Urgent, High, Normal, Low) and move the status: New, Open, Waiting for the customer, Solved, Closed. Ticket routing rules sit beside the lead routing rules; a ticket no rule takes goes to the support group in turn.
- Answer on the customer's channel: Reply on opens that channel's own screen, and nothing is sent from the ticket itself. Answered by phone or from your mailbox? Press I answered.
- Solve it. When a person solves a ticket, the customer gets one email question with a link that works once, for 14 days. The survey can be switched off in the ticket settings.
Questions
- Is this in Brand My Inbox too?
- Yes, under Service, Tickets: the same queue, ticket page and cards on contacts and companies. A reply on WhatsApp, Messenger, Instagram or chat opens that conversation in EmailPro, and an email ticket is answered from your Brand My Inbox mailbox.
- What stops the response clock?
- Only a person: a member's reply on the conversation, a person moving the ticket to Waiting for the customer or Solved, or I answered. Notes, automations and AI agents do not. The default first answer runs from 1 hour for Urgent to 24 hours for Low, around the clock (business hours are not counted yet). When a target is missed, the owner and the managers get one email.
- What if the customer writes again?
- A pending or solved ticket on that conversation goes back to Open. A closed ticket stays closed.
- What does the AI do?
- It suggests a priority and a category, drafts a reply from your agents' knowledge, and flags a ticket that may repeat one the same person opened in the last 14 days (that check uses no AI). A suggestion changes nothing until you accept it, and a draft is never sent.
- Can customers open a ticket by email?
- Not yet. Tickets open from conversations, forms, agent hand-offs, automations and by hand.
Updated 2026-10-25 · llms-full.txt