# Tickets

{% hint style="info" %}
Each email in a ticket use an [interaction](https://documentation.proto.cx/docs/interactions), a consumable resource in Proto.
{% endhint %}

{% hint style="warning" %}
Requires various permissions to view, manage, transfer, export, and download tickets at the individual or team levels.
{% endhint %}

A ticket is a support case, usually supported by an email thread between a person and a live agent.&#x20;

An older format for customer support, tickets are still valuable in many contexts. Unlike realtime chats on messaging apps, emails in tickets are asynchronous between a person and a live agent, without AI interaction. For this reason, tickets are typically generated by a live agent for an ongoing issue or to formally conclude a conversation.

***

## Create a Ticket

1. Tickets can be created from various places.
   * In the Inbox dashboard's panel, select <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2Fo45FB2CvTDDpVKyk64T7%2FIcon%20-%20Add%20Circle.png?alt=media&#x26;token=03ead373-1f95-42a3-a6d1-d46af31c5c6c" alt="" data-size="line">.
   * In the Inbox dashboard, open a **livechat** and in the message editor select<img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FGmVyiKjI5Hc8d3ZyEqFn%2FSize%3D48%2C%20Theme%3DRegular.png?alt=media&#x26;token=9633c5e9-9cb6-4ee2-9431-0d80e7015082" alt="" data-size="line">, then **Create Ticket**.
   * In the Tickets dashboard select **Create Ticket**.
2. Set the ticket's details in the opened **Create ticket** menu:
   * **Subject** — the new email thread's subject line seen by the recipient.
   * **From Email** — select an email sender as configured in [Email Domains](https://documentation.proto.cx/docs/settings/teamspaces/email-domains).
   * **Assignee** — the live agent the ticket will be initially assigned to.
   * **Assigned teams** — the [team](https://documentation.proto.cx/docs/settings/workspace/teams) the ticket will be initially assigned to.
   * **Email recipient toggle** — sets who the recipient will be:
     * **Existing person** — search your registered audience members.
     * **New** **person** — register a new audience member with their email address.
3. Press **Save** to confirm.
4. In the auto-focused Inbox **message editor**, insert the initial email's content.
5. Press **Send** or **Takeover & Send**. The recipient should receive the email within in a few seconds.

***

## Reply to a Ticket

Tickets embody an email thread, and the thread's participants can send a new email at any time.

1. In the Inbox dashboard, select the **ticket** from the Inbox panel.
2. The ticket will be opened with all prior emails in visible, and the **message editor** will be auto-focused. Insert the email reply's content.
3. Press **Send** or **Takeover & Send**.

See [**Inbox**](https://documentation.proto.cx/docs/modules/inbox) for details on:

* Modifying or translating ticket content with AI.
* Replying to tickets with an alias.
* Transferring tickets to another live agent or team.
* Adding attachments, emojis, or variable content to tickets.
* Adding internal notes to tickets.

To configure additional ticket options, see:

* [**Email Domains**](https://documentation.proto.cx/docs/settings/teamspaces/email-domains) — alternate email address domains to send and receive from.
* [**Email Templates**](https://documentation.proto.cx/docs/settings/teamspaces/email-templates) — preset email content for quick replies.
* [**Email Signature**](https://documentation.proto.cx/docs/settings/user-account/user-aliases#alias-settings) — the setting to configure the email signature for a live agent's alias.
* [**Banning**](https://documentation.proto.cx/docs/settings/teamspaces/banning) — ban abusive people from emailing.
* [**Custom Fields**](https://documentation.proto.cx/docs/settings/teamspaces/custom-fields) — add fields for saving unique ticket data.

***

## Manage a Ticket

Go to the **Inbox** or **Ticket** dashboards, and select a **ticket**.

The opened Conversation/Ticket panel contains various categories of details:

* **Subject** — the email thread's subject line.
* **Assignee** — the live agent currently assigned the chat, if any.
* **Assigned teams** — the team(s) currently assigned the chat, if any.
* **Person** — the name of the [person](https://documentation.proto.cx/docs/modules/people) if registered, otherwise "Unknown".

### Details

* **Ticket ID** — the static ticket ID assigned by Proto.
* **Short ID** — a shortened version of the ticket ID.
* **Created by** — the person or live agent that sent the first email in the thread.
* **Description** — editable value for live agents to describe the ticket.
* **Status** —  the ticket's current status used for filtering, with the following options: **Open**, **Pending**, **Overdue**, and **Resolved**.
* **Received** — date and time the ticket started.
* **Email sender** — editable value to change the next outbound email's address.
* **Linked conversation** — the livechat the ticket was created from, if any.

***

### Custom Fields

A list of all [**custom fields**](#custom-fields) for the ticket. These are editable inputs unique to the workspace.

***

### Notes

A list of all internal notes written by live agents, logging pertinent information for the ticket. Each note shows the author's avatar and creation timestamp.

* Press <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2F5bgeProCUoOSF4XA8UDn%2FIcon%20-%20Add.png?alt=media&#x26;token=e544ef32-c77b-4f53-9df0-33f1d47eea62" alt="" data-size="line"> to start a new note or <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FczCHRhPNEBeaFida2Zjz%2FIcon%20-%20Edit.png?alt=media&#x26;token=301df1e1-37f6-4ffd-b183-e447dbe1b07f" alt="" data-size="line"> to edit an existing note.
* When creating/editing, use the colour picker to set a note's background colour, distinguishing it from other notes.
* Press <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FeDvXPkm5chvOPrhJMntM%2FIcon%20-%20Delete.png?alt=media&#x26;token=866f072c-fbc5-4b48-b899-35282a2a4e64" alt="" data-size="line"> to delete a note and confirm.

***

### Tags

A list of [**tags**](https://documentation.proto.cx/docs/settings/teamspaces/tags) assigned to the ticket, used for filtering during ticket searches.

***

## Export Tickets

See [**Exports**](https://documentation.proto.cx/docs/settings/teamspaces/exports) for details.

***

## Find Tickets

In the Tickets dashboard, find tickets with the:

* **Search field** – input text to filter tickets in the table by keyword match.
* **Filters** – use the filters (Tags, Tag Groups, Custom Fields, Assignee, Assigned Team, Status, Created By, Channel Type, Priority) to narrow displayed results. Each filter includes a None option to show records where the field has no value.

Use pagination below the table to change the number of tickets display per page, and to navigate across pages.

***

## Delete Tickets

1. Go to the **Tickets** dashboard.
2. In the Ticket table, select one or more ticket by its **checkbox**.
3. Select **Delete Tickets** and confirm.
