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Create a Support Ticket

Omni-Channel Configuration for Support Ticket

Prerequisites

  • License

    • Base: Phone System
    • Addon: Contact Center + Support center + Team chat
  • Role

Owner + Admin: Supervisor

  • Supervisors must be assigned a Contact Center + Team chat addon license to access

Member: Agent

  • Agents must be assigned Contact Center + WhatsApp + Team chat addon license to handle Omni-channel Support Center transactions.

Configuration

  • Step 1: Choose an org to submit the ticket to

    • My organization: the ticket is submitted internally
    • B3networks Pte Ltd: the ticket is submitted to B3networks
      • The staff in B3networks would handle and assist

* Step 2: Fill in the form

  • Input ticket title, description

  • Select the channel

    • shared channel from B3networks: Support Center Inbox
  • Priority

  • Affected organization

  • Products

  • Bug report

  • Due date (optional)

### Manage my Work

  • My work section includes the ticket

    • Created by the current user (me)
    • Assigned to me
    • Mention me
    • Watched by me
  • Default filter = Assigned

    • The agent can switch the filter to fulfill their job
  • User can search for the txn by

    • txn UUID
    • ticket number
    • org UUID
    • title

### Manage the tickets in Inbox

  • View

    • Supervisor: all inboxes in the organization
    • Agent: the inboxes that the agents are assigned to
  • The transactions are filtered by channel type > Support ticket

### Handle a ticket

  • Assign a ticket

    • to me
    • to another agent
  • Comment

    • Compose with formatting tools
  • See Customer journey

  • Update the ticket fields

### Notification

  • Notification is sent via 

    • Genie
    • Email
  • User will have the link to log in and visit the ticket