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Operate

Procedure: create a ticket from the Tickets page

Requirements: Admin or Editor role.

  1. Tap ”+ New ticket”, at the top right.
  2. Under Contact, search for and select the contact — it’s required when you create the ticket from here, because there’s no conversation or lead to infer it from.
  3. Type the Subject (what the customer needs).
  4. Optionally, choose “Assign to” a colleague — if you leave it blank it’s left “Unassigned”.
  5. Optionally, add an “Initial comment” with the context.
  6. Tap Create ticket.

Result: the ticket shows up in the table with Open status, the “Contact” source chip, and, if you assigned it to someone, that person gets the notice instantly (section 6).