{"versionId":"e3f96bee-c0c7-4901-7747-08deb5238076","articleId":"f1682ec0-9cf1-4b3f-fcf8-08de8ebcacf6","title":"Get started with Ticketing ","tags":["AI","features","setup","ticketing"],"content":"<html><head></head><body><p>Helpfruit Ticketing helps your team manage customer support work in one place. You can receive tickets, organise them by status and type, assign work to teammates, and respond from within Helpfruit.</p>\n<div class=\"mce-toc\">\n<h2>In this article...</h2>\n<ul>\n<li><a href=\"#overview\">What Ticketing does</a></li>\n<li><a href=\"#before-you-start\">Before you start</a></li>\n<li><a href=\"#setup\">Set up Ticketing</a>\n<ul>\n<li><a href=\"#mcetoc_1jouq4a22j2\">Enable Ticketing</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j3\">Set up email</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j4\">Review core ticket settings</a></li>\n</ul>\n</li>\n<li><a href=\"#views\">Work with ticket views</a>\n<ul>\n<li><a href=\"#mcetoc_1jouq4a22j5\">Board view</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j6\">Table view</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j7\">Agent view</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j8\">Inbox and Calendar views</a></li>\n<li><a href=\"#mcetoc_1jouq4a22j9\">Filter tickets</a></li>\n</ul>\n</li>\n<li><a href=\"#manage-ticket\">Open and manage a ticket</a>\n<ul>\n<li><a href=\"#mcetoc_1jouq4a22ja\">Open a ticket</a></li>\n<li><a href=\"#mcetoc_1jouq4a22jb\">Update ticket details</a></li>\n<li><a href=\"#mcetoc_1jouq4a22jc\">Work with comments and history</a></li>\n</ul>\n</li>\n<li><a href=\"#ai-processing\">Set up AI processing</a>\n<ul>\n<li><a href=\"#mcetoc_1jouq4a22jd\">Enable AI processing</a></li>\n</ul>\n</li>\n<li><a href=\"#email\">Use the ticketing email address</a></li>\n<li><a href=\"#next-steps\">Next steps</a></li>\n<li><a href=\"#references\">References</a></li>\n</ul>\n</div>\n<h2 id=\"overview\">What Ticketing does</h2>\n<p>Ticketing gives your team a shared place to manage support requests. Ticketing includes:</p>\n<ul>\n<li>rapid setup for ticket types, statuses, priorities, and&nbsp;SLA policies - use our defaults or customise to suit</li>\n<li>a ticketing email address for creating tickets by email</li>\n<li>multiple ticket views, including Board, Table, Agent, Inbox, and Calendar</li>\n<li>ticket assignment, comments, history, and customer records</li>\n<li>Helpfuit-powered auto-response to first contact, and drafting subsequent messages</li>\n<li>optional AI processing for analysing tickets and comments</li>\n</ul>\n<h2 id=\"before-you-start\">Before you start</h2>\n<p>Before setting up Ticketing, make sure you:</p>\n<ul>\n<li>have access to the Helpfruit portal</li>\n<li>can open the <strong>Ticketing</strong> section from the left navigation</li>\n<li>have permission to manage configuration for your bot or workspace</li>\n<li>know which team members should receive and manage tickets</li>\n</ul>\n<h2 id=\"setup\">Set up Ticketing</h2>\n<h3 id=\"mcetoc_1jouq4a22j2\">Enable Ticketing</h3>\n<ol>\n<li>In the Helpfruit portal, open <strong>Configuration &gt; Ticketing</strong>.</li>\n<li>Turn on <strong>Enable ticketing system</strong>.</li>\n<li>If prompted, select <strong>Create Default Ticketing Setup</strong> to create the default ticket types, statuses, and priorities.</li>\n</ol>\n<p>This gives you a starting configuration that you can customise later.</p>\n<h3 id=\"mcetoc_1jouq4a22j3\">Set up email</h3>\n<ol>\n<li>Go to the <strong>Email setup</strong> section.</li>\n<li>Copy your ticketing email address.</li>\n<li>Optional: enter an <strong>Organization name for emails</strong>.</li>\n<li>Select <strong>Save</strong>.</li>\n</ol>\n<p>The organisation name appears in outgoing ticket emails. If left blank, Helpfruit uses your company name.</p>\n<h3 id=\"mcetoc_1jouq4a22j4\">Review core ticket settings</h3>\n<p>From the Ticketing configuration screen, review and complete these sections:</p>\n<ul>\n<li><strong>Ticket types</strong> – categories such as support question or bug report</li>\n<li><strong>Default email ticket type</strong> – the default type for tickets created by email</li>\n<li><strong>Ticket statuses</strong> – workflow stages such as New, In Progress, Pending Customer, Resolved, and Closed</li>\n<li><strong>Ticket priorities</strong> – urgency levels for triage and reporting</li>\n<li><strong>SLA policies</strong> – service targets for response and resolution</li>\n</ul>\n<p><strong>Draft note:</strong> Confirm whether all default statuses are system-defined or fully customisable.</p>\n<h2 id=\"views\">Work with ticket views</h2>\n<p>The Ticketing area currently shows several views across the top of the page. Use these to work with tickets in different ways.</p>\n<h3 id=\"mcetoc_1jouq4a22j5\">Board view</h3>\n<p><strong>Board</strong> groups tickets into status columns, such as <strong>New</strong>, <strong>In Progress</strong>, <strong>Pending Customer</strong>, <strong>Resolved</strong>, and <strong>Closed</strong>. This is useful for tracking workflow at a glance.</p>\n<p><strong>Draft note:</strong> Confirm whether drag-and-drop between columns is supported.</p>\n<h3 id=\"mcetoc_1jouq4a22j6\">Table view</h3>\n<p><strong>Table</strong> shows tickets in rows with columns such as ticket number, subject, status, type, priority, raiser, assignee, customer, email status, created date, updated date, and due date.</p>\n<p>Use this view when you need to sort, scan, or compare ticket data quickly.</p>\n<h3 id=\"mcetoc_1jouq4a22j7\">Agent view</h3>\n<p><strong>Agent</strong> groups tickets by assignee so you can see each team member's workload.</p>\n<p>This is useful for balancing work and checking ownership across the team.</p>\n<h3 id=\"mcetoc_1jouq4a22j8\">Inbox and Calendar views</h3>\n<p>The UI also shows <strong>Inbox</strong> and <strong>Calendar</strong> views.</p>\n<p><strong>Draft note:</strong> Add detailed guidance for these views once their final behaviour is confirmed.</p>\n<h3 id=\"mcetoc_1jouq4a22j9\">Filter tickets</h3>\n<p>Use <strong>Filters</strong> to narrow the ticket list. Based on the current UI, available filters include:</p>\n<ul>\n<li>search</li>\n<li>raiser email</li>\n<li>customer</li>\n<li>assigned to</li>\n<li>priority</li>\n<li>issue type</li>\n<li>created date</li>\n<li>updated date</li>\n<li>due date</li>\n<li>my tickets</li>\n</ul>\n<p>Select <strong>Clear filters</strong> to reset the current filter set.</p>\n<h2 id=\"manage-ticket\">Open and manage a ticket</h2>\n<h3 id=\"mcetoc_1jouq4a22ja\">Open a ticket</h3>\n<ol>\n<li>Open any Ticketing view.</li>\n<li>Select the ticket number or ticket card.</li>\n<li>Review the ticket details panel.</li>\n</ol>\n<h3 id=\"mcetoc_1jouq4a22jb\">Update ticket details</h3>\n<p>From the ticket editor, you can update fields such as:</p>\n<ul>\n<li>contact or person</li>\n<li>customer</li>\n<li>type</li>\n<li>status</li>\n<li>priority</li>\n<li>due date</li>\n<li>assignee</li>\n</ul>\n<p>There is also an option to <strong>Suppress all email notifications</strong> for a ticket.</p>\n<p><strong>Draft note:</strong> Confirm when suppression applies and whether it affects all outbound ticket emails or only specific updates.</p>\n<h3 id=\"mcetoc_1jouq4a22jc\">Work with comments and history</h3>\n<p>The ticket editor includes:</p>\n<ul>\n<li><strong>Comments</strong> – for the conversation and internal workflow</li>\n<li><strong>History</strong> – for changes and activity on the ticket</li>\n</ul>\n<p>Use the editor at the bottom of the ticket to add a comment. The current UI supports formatted text and links.</p>\n<p><strong>Draft note:</strong> Confirm whether file attachments, internal notes, and external replies are all supported in the same composer.</p>\n<h2 id=\"ai-processing\">Set up AI processing</h2>\n<p>Ticketing includes an <strong>AI processing configuration</strong> option.</p>\n<p>Based on the current UI, when AI processing is enabled, AI can analyse new tickets and comments and may change these fields:</p>\n<ul>\n<li>status</li>\n<li>priority</li>\n<li>type</li>\n<li>assignee</li>\n</ul>\n<h3 id=\"mcetoc_1jouq4a22jd\">Enable AI processing</h3>\n<ol>\n<li>Go to <strong>Configuration &gt; Ticketing</strong>.</li>\n<li>Open <strong>AI processing configuration</strong>.</li>\n<li>Turn on <strong>Enable AI processing</strong>.</li>\n<li>Enter or review the <strong>Processing prompt</strong>.</li>\n<li>Select <strong>Validate prompt</strong>.</li>\n<li>Select <strong>Save configuration</strong>.</li>\n</ol>\n<p>You can also select <strong>Use default prompt</strong> to start from the default AI instructions.</p>\n<p><strong>Important:</strong> Review AI-generated changes before relying on them in live workflows.</p>\n<p><strong>Draft note:</strong> Confirm what validation checks do, whether AI actions can be limited per field, and how AI suggestions appear in the user workflow.</p>\n<h2 id=\"email\">Use the ticketing email address</h2>\n<p>Your Ticketing configuration includes a unique ticketing email address. Customers or staff can use this address to create support tickets by email.</p>\n<p><strong>Draft note:</strong> Confirm:</p>\n<ul>\n<li>whether each incoming email always creates a new ticket</li>\n<li>how replies are matched to existing tickets</li>\n<li>whether CC addresses are stored</li>\n<li>which mailbox or sending rules customers should use</li>\n</ul>\n<h2 id=\"next-steps\">Next steps</h2>\n<p>After the initial Ticketing setup, you may want to:</p>\n<ul>\n<li>review your default ticket types and statuses</li>\n<li>set up SLA policies</li>\n<li>decide how your team will use Board, Table, and Agent views</li>\n<li>test ticket creation by email</li>\n<li>trial AI processing with a safe prompt before enabling it for production work</li>\n</ul>\n<p><span style=\"background-color: #f1c40f;\"><strong>How to delete a ticket</strong></span></p>\n<p><span style=\"background-color: #f1c40f;\">If you change the status of a ticket to closed, it will drop off the board after 7 days, and auto-archive after 30 days.</span></p></body></html>","description":"","isMarkdown":false,"publishedOnUtc":"2026-07-08T02:48:09.9274518","modifiedOnUtc":"2026-03-31T03:23:44.8067395"}