Create a ticket

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Tickets help teams track:

  • customer requests

  • escalations

  • unresolved issues

  • follow-ups

  • operational tasks

This makes support workflows easier to manage across AI and human teams.

Open the Tickets section

To create a ticket:

  1. Open your AI Agent workspace

  2. Go to Tickets

  3. Click Create Ticket

This opens the ticket creation form.

Add ticket details

Inside the ticket form, you can configure:

  • ticket title

  • customer information

  • category

  • priority

  • assignee

  • subject

These fields help organize support requests more clearly.

Choose a ticket category

Categories help group similar support requests together.

Examples may include:

  • Support Request

  • Bug Report

  • Feature Request

  • Internal Task

Well-organized categories help teams manage workflows more efficiently.

Set ticket priority

Priorities help teams identify urgent requests faster.

Common priority levels may include:

  • Low

  • Medium

  • High

Critical or time-sensitive issues are usually assigned higher priority levels.

Assign the ticket

Tickets can be assigned to teammates for ownership and follow-up.

Assignments help:

  • prevent duplicate work

  • improve accountability

  • organize team workflows

This is especially useful for larger support teams.

Update the ticket status

When creating or managing tickets, you can update statuses such as:

  • Open

  • In Progress

  • Pending

  • Resolved

Statuses help teams track ticket progress clearly.

Use tickets with AI conversations

Tickets can work together with:

  • Inbox conversations

  • Human Handoff

  • AI escalations

  • support workflows

This creates a smoother transition between AI support and human assistance.

Manage tickets over time

As support workflows evolve, teams can:

  • update statuses

  • change assignees

  • adjust priorities

  • review ticket history

This helps maintain organized customer support operations.

Best practices for ticket creation

For better workflow management:

  • use clear ticket titles

  • assign priorities consistently

  • avoid duplicate tickets

  • update statuses regularly

Organized ticket systems usually improve response quality and operational visibility.

PRO TIP:
Use ticket categories consistently across your team. Standardized workflows make reporting and support management much easier over time.

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