Once your template is created, you can manually create a ticket in two ways: from the Board in the Ticketing menu or within a contact profile in the Team Inbox.
How do I manually create a ticket on the platform?
Click on the Board button in the Ticketing Menu, then select CREATE TICKET on the right-hand side of the page. These tickets can be created, for instance, during a phone call.
A pop-up will appear where you can select the ticket template, and the customer's number, and either select existing tags from the template or add new ones. Choose the priority level, then click the Create button.
Once created the ticket will always appear under the Open column.
Click on the ticket to view more details of the ticket and to make changes to it.
In this detailed ticket view you can:
change the ticket status
Assign the ticket to another user
Change the Priority level of the ticket
View the Ticket activity
Add notes to the ticket
How do I manually create a ticket on Team Inbox?
Click on the Team Inbox button on the left navigation bar on the platform. Select the conversation you would like to create a ticket for.
In the right navigation bar, below the contact information, you can view previously created tickets or click the CREATE button. In the pop-up, enter the required details and click CREATE to finalise.
Click on the ticket number to edit the ticket details, including the status, assigned user, or priority.
Contact us at support@mteja.io with any questions you may have regarding the Ticketing feature.