Help Desk
Manage customer support requests with a ticket system.
Help Desk provides an organized way to handle customer inquiries. Tickets can be created from email, live chat, or manually. Your team can manage, prioritize, and resolve them.
Getting Started
- Go to Applications > Help Desk from the sidebar
- View incoming support requests
- Assign tickets to team members
- Track and resolve issues
How Tickets Work
- Customer sends email to your support address (e.g.,
[email protected]) - Email is automatically converted to a ticket
- Ticket appears in your Tickets dashboard
- Team responds via the ticket interface
- Customer receives response as email
Viewing Tickets
Ticket List
The Tickets page shows all tickets with:
- Ticket number (e.g.,
TKT-00123) - Subject line
- Status
- Priority
- Created date
- Last updated
Filter Tickets
Filter by status:
- Open - New or in-progress tickets
- Pending - Waiting for customer response
- Closed - Resolved tickets
Managing Tickets
View Ticket Details
Click on a ticket to see:
- Full conversation history
- Customer information
- Ticket metadata
- Actions available
Reply to Ticket
- Open the ticket
- Type your response
- Click Send Reply
- Customer receives your response via email
Update Ticket Status
| Status | When to Use |
|---|---|
| Open | Ticket needs attention |
| Pending | Waiting for customer reply |
| Closed | Issue resolved |
Set Priority
| Priority | Description |
|---|---|
| Low | Non-urgent issues |
| Normal | Standard requests |
| High | Urgent issues |
| Critical | Business-critical problems |
Close Ticket
- Open the ticket
- Click Close Ticket
- Ticket moves to closed status
Creating Tickets
Ticket Sources
| Source | Description |
|---|---|
| Form | Created manually via the dashboard |
| Automatically created from incoming customer emails | |
| Chat | Converted from a live chat session |
From Email
Tickets are automatically created when customers email your support address.
Manual Creation
Create tickets manually:
- Click Create Ticket
- Enter customer email and name
- Enter title and description
- Set priority
- Assign to team member (optional)
- Click Create
From Live Chat
Convert a chat session to a ticket:
- Open the chat session in Applications > Live Chat
- Click Convert to Ticket
- Chat history is included in the ticket
Team Collaboration
Assign Tickets
Assign tickets to specific team members:
- Open the ticket
- Click Assign
- Select team member
Internal Notes
Add notes visible only to your team:
- Open the ticket
- Click Add Note
- Enter internal note
- Note is not sent to customer
API Access
Manage tickets programmatically:
Best Practices
- Respond promptly - Aim for first response within 24 hours
- Use clear subjects - Help customers understand the status
- Set accurate priorities - Triage tickets appropriately
- Close resolved tickets - Keep your queue clean
- Use internal notes - Document context for your team
Last updated: March 11, 2026