tickets•3 min read

Create Ticket from Conversation

Create a ticket when a conversation needs a formal support workflow, clear status, and ownership.

Select the conversation

Open the Inbox conversation that contains the issue.

Make sure the issue is specific enough to track as a ticket.

Conversation with create ticket action.

Create the ticket and check the owner, status, and issue summary.

A good ticket should make the next support action obvious.

Create ticket panel or modal.

Tickets Overview

Track structured support work beyond chat messages.

Create Lead from Conversation

Save a business opportunity from an active conversation.