Tickets & customers
Organize your ticket workflow
Understand how tickets bring together customer requests, conversations and support activity.
Create a ticket
Create a complete support request with the customer details and fields your team needs.
Work with the unified inbox
Find, prioritize and manage conversations from one shared support queue.
Inbox filters
Narrow your queue with filters, apply a focused view and return to the full ticket list.
Manage customer records
Find customer records and connect each customer with their organization and support history.
Review a customer in Customer 360
Use a consolidated customer profile to understand previous tickets, activity and available commerce context.
Organize customers by company
Group customers by company and give your team useful context for business support.
Build a ticket form
Build a consistent ticket form for your team, customer portal, website and chat widget.
Configure the customer portal
Give customers a clear place to submit requests and follow the tickets they can access.
Let’s solve it together.
Can’t find what you need? Our support team can help with your next step.