Ticketing Category, Status and Custom Field setup
BoldChat's integrated ticket management solution allows Enterprise subscribers to manage internal tasks, customer follow-up, sales activities, operations projects, or billing inquiries.
Add a ticket
To add a ticket, go to the left menu of the operator client and click . For more information about how operators can work with tickets, see the Operators Guide.
Setting up ticket Category values
Create values that are presented to operators as options under Category on a ticket form.
Fastpath: To create a ticket Category value, go to .
Setting up ticket Status values
Create values that are presented to operators as options under Status on a ticket form.
Fastpath: To create a ticket Status value, go to .
Setting up ticket Custom Field values
Create values that are presented to operators as options under Custom 1 or Custom 2 on a ticket form.
Fastpath: To create a ticket Custom Field value, go to .
Figure 1. Forms showing the fields where operators can select Ticket values
Figure 1. Forms showing the fields where operators can select Ticket values
