Create tickets

With tickets, you can organize all of your customer inquiries in one place and track trends over time. You can create individual tickets from your dashboard, a contact record, or your conversations inbox. You can also automate the process using workflows and the support form.

After creating tickets, learn how you can organize, view, and report on your ticketsarrow-up-right.

Create a new ticket from the tickets dashboard

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Create a ticket from the contact or company record

You can associate an existing ticket with a specific contact, or create a new ticket directly from the contact record or the contacts dashboard.

  • To create a new ticket:

  • If there are existing deals that you want to associate the contact to:

    • Click the Add existing ticket tab.

    • In the search box, enter terms to identify the existing ticket.

    • Select the tickets you want associated to the contact or company record.

    • Click Save.

The new or existing ticket will be associated with the record. Learn more about the activities that will be associated to these different recordsarrow-up-right.

Create tickets using a form in your conversations inbox

Connect a form in the conversations inboxarrow-up-right. Submissions to the form will create tickets in your account. You can also respondarrow-up-right to the visitor's inquiry directly in your conversations inbox.

In the conversations inbox, you can also automatically create tickets from new incoming emailsarrow-up-right sent to your team email account.

If you're using a connected Facebook Messenger accountarrow-up-right, this can be achieved by creating a bot chatflow for the Facebook Messenger accountarrow-up-right and using the Submit ticket actionarrow-up-right.

Learn how to add the form to your knowledge basearrow-up-right, to your website and landing pagesarrow-up-right, or to your external website pagesarrow-up-right.

Create tickets with a workflow

Set up a workflow to create tickets automaticallyarrow-up-right based on specific enrollment triggersarrow-up-right. Learn how to add actions in your workflowarrow-up-right and use the Create a ticket actionarrow-up-right.

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