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Replying Tickets

To reply to a ticket, follow the steps below:

  1. Click "Reply".

  2. Key in your reply and click the "Send" icon.

  1. You can attach files into your reply by clicking onto the "Attach" icon.

  2. Select the file you wish to attach and click "Open".

  1. Your reply will be displayed once it has been sent.

  2. You will not be able to edit your response. However you can click "Delete" to delete your reply. You can only delete replies that were sent by you.

Once you have replied to a ticket, the "Replied" status will reflect in the Tickets page.

For urgent or complex tickets, you can call the client directly by clicking onto the "Call" icon as well. For more details, please refer to this section

16. Tickets

In the Tickets module, you have the capability to access and review all tickets submitted by clients, enabling you to provide timely responses. This functionality enhances customer service management and customer relationship by effectively managing, assigning, and actively monitoring ticket statuses. It contributes to the optimization and improvement of overall customer service processes.

You will see the attachment in your reply.
  • Click "Send".

  • Back Office Portal - Call Settings

    Assigning Tickets

    1. Tickets can be assigned to the appropriate personnel to handle client requests.

    2. Each ticket can only be assigned to one person.

    3. By default, when a user replies to a ticket, they are automatically assigned as the handler.

    4. If you need to manually set or change the handler, simply click on the drop-down list and select the desired user from the available options.

    View Tickets

    Brokers will be able to do the following:

    chevron-rightView Ticket Detailshashtag

    To access the detailed information of a ticket, simply click on it.

    You will have visibility into the following components:

    1. Ticket Content: This includes the content submitted by the client as well as any responses provided by you or your team.

    2. Handler: This indicates the specific person assigned and responsible for handling the ticket.

    3. Ticket Status: The status of the ticket will be indicated. The available ticket statuses are as follows:

      • Pending: The ticket is awaiting resolution.

      • Reopen: The ticket has been reopened, which may occur if the issue resurfaces or if the previous resolution was unsatisfactory.

    4. Owner: This refers to the salesperson or team member responsible for managing the client associated with the ticket.

    5. Log: The activity log for the ticket provides a record of all actions, updates, and changes related to the ticket.

    chevron-rightSearch Barhashtag

    You have the ability to search for a specific ticket via the search bar via the following:

    1. Client Name

    chevron-rightDate Rangehashtag
    1. This allows brokers to filter tickets based on a specific time frame.

    2. Brokers can filter the date range by the following methods:

    chevron-rightFilterhashtag

    You can also filter tickets via the following options:

    1. Ticket Status

    2. Reply Status

    Processing: The ticket is currently being processed, indicating that the team is actively working towards resolving the issue or fulfilling the client's request.

  • Resolved: The issue reported in the ticket has been resolved, and it is pending verification from the client.

  • Closed: The ticket has been resolved and verified by the client, indicating that the issue has been successfully addressed and closed.

  • Ticket ID
  • Subject

  • Manually select the time frame.

  • Select the timeframe based on the pre-set periods.

  • Ticket Status

    1. You have the ability to change the status of a ticket, enabling improved tracking of ticket statuses and the necessary follow-up actions.

    2. To change the ticket status, click on the drop-down list and select the desired status from the available options.

    Ticket Logs

    1. You can access the logs of each ticket, which provide a comprehensive record of all activities associated with the ticket.

    2. These logs capture important details such as changes in ticket status, assignments of handlers, and any other relevant actions taken.

    3. Additionally, each log entry is timestamped, allowing for a clear timeline of events related to the ticket.

    4. This log feature ensures transparency and facilitates effective tracking and auditing of ticket-related activities.

    Ticket Management

    The Tickets module is subdivided into two sub-menus:

    1. Tickets: This section enables you to access and manage all tickets. Here, you can view and handle tickets submitted by clients, ensuring effective ticket management.

    2. Reports: In this section, you can gain insights through an overview of ticket statuses, reply time metrics, and an analysis of ticket traffic over time. These reports assist in monitoring and evaluating ticket-related performance and trends.

    You can navigate between Tickets and Reports via the side menu.

    Marketplace Installation & Permission Settings

    To get started with the Tickets module, you will need to install it from the CRM Marketplace. This module is free of charge.

    1. Navigate to CRM Marketplace.

    2. Search for "Ticket System" and click "Obtain".

    You will be redirected to the Ticket System details page. Click "Obtain" to proceed with installation.

    Upon installation, you will be able to view the Tickets module on the top menu of the CRM.

    1. Upon installation, you will need to grant the respective permissions for your backoffice users.

      • Read Tickets: This permission allows you to exclusively view tickets submitted by clients.

      • Deal Tickets: With this permission, you can actively engage with tickets by replying, changing their status, and assigning them as necessary.

    Ticket Categories

    Within the Tickets sub-menu, tickets are classified into two categories:

    1. My Tickets

    2. All Tickets

    hashtag
    My Tickets

    1. This section displays all tickets that have been assigned to you.

    2. My Tickets are further subdivided as follows:

      • My Open Tickets: This category includes all open tickets that have been specifically assigned to you.

    hashtag
    All Tickets

    1. In this section, you can access all the tickets submitted by your clients.

    2. All Tickets are further subdivided as follows:

      • Not Assigned: This includes all tickets that have not been assigned to any team member yet.

    By organizing the tickets into these categories, it becomes easier to navigate and manage the ticketing system efficiently.

    Ticket Report

    In the Ticket Report tab, you can access valuable insights into various aspects of ticket management. The following information is available for your review:

    1. Overview of Ticket Statuses: This section provides a summary of the number of tickets categorized by their respective statuses. You can quickly assess the distribution of tickets across different statuses, such as pending, resolved, closed, or any other relevant statuses configured in the system.

    2. Average Reply Time: This metric offers the average time taken to respond to tickets. It helps gauge the responsiveness and efficiency of your support team in addressing customer queries and concerns.

    3. Tickets Created by Time: This section displays the volume of tickets created time. You can hover your mouse to view more details and the breakdown of ticket statuses.

    Furthermore, you have the ability to filter the data using the date range.

    My Resolved Tickets: Here, you will find all the tickets that have been resolved and assigned to you.

  • All Tickets: This category encompasses all the tickets that have been assigned to you, regardless of their current status.

  • Not Resolved: This includes all tickets that are still pending resolution.

  • Resolved: This category displays all tickets that have been successfully resolved.

  • Closed: This section contains all tickets that have been officially closed.