Ticket Lifecycle
Every ticket moves through a series of statuses:Priority Levels
Creating Tickets
From the Dashboard
1
Open the tickets dashboard
Click Tickets in your workspace sidebar.
2
Create a new ticket
Click New Ticket.
3
Fill in the details
Enter a subject and description. Set the priority level and optionally assign it to a team member.
4
Link a contact
If the ticket relates to a specific customer, link their contact record.
5
Save the ticket
Click Create. It starts with a New status.
From Widget Conversations
When a visitor uses the chat widget, tickets can be created from the conversation. This links the ticket to the conversation so your team has full context.Ticket Activities
Every ticket maintains an activity log that records its full history:- Status changes (e.g., New to In Progress)
- Priority changes
- Assignments and reassignments
- Notes and internal comments from team members
- Links to related chat conversations
Chat Linking
You can link a chat conversation to a ticket, giving your team one-click access to the full conversation that led to the support request.Widget Ticket Creation
The chat widget can create tickets from visitor conversations.1
Open assistant settings
Go to your assistant and open Settings > Widget.
2
Enable ticket creation
Toggle on Allow ticket creation.
3
Configure contact requirements
Optionally enable Require contact information to collect the visitor’s name and email before a ticket is created.
4
Save settings
Click Save.
When contact information is required, the widget prompts the visitor to enter their details before the ticket is submitted.
Access Control
Troubleshooting
Tickets are not being created from widget conversations
Tickets are not being created from widget conversations
Verify that ticket creation is enabled in your assistant’s widget settings. Check that the widget is using the correct assistant ID. If Require contact info is enabled, confirm the visitor completed the form.
Cannot find a ticket
Cannot find a ticket
Check the status filter on the tickets dashboard. Tickets with Closed or Spam status may be hidden by default. Use the search bar to find tickets by subject.