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Tickets

A conversation is a single thread. A ticket is a unit of work β€” usually born from a conversation but tracked separately because it might outlive that thread, span multiple channels, or need engineering involvement.

When to make a ticket

  • The customer’s issue can’t be solved on this call.
  • Multiple conversations are about the same underlying problem.
  • The work needs to leave the support team (engineering, finance, ops).
  • You need an SLA and an audit trail beyond what a conversation gives you.

If the conversation can be solved end-to-end in the inbox, don’t make a ticket β€” the conversation already has the metadata you need.

Anatomy of a ticket

FieldWhat it does
TitleShort summary.
StatusOpen, In progress, Waiting, Resolved, Closed.
PriorityLow, Normal, High, Urgent. Drives SLA.
AssigneeWho owns it now.
TeamRouting scope.
TagsFree-form labels.
Linked conversationsOne or more inbox threads.
Linked contactsWho’s affected.
SLATime-to-first-response and time-to-resolution.
Custom fieldsAnything your workspace defines (e.g. vendor_ticket_id).

Create a ticket

From…How
A conversationClick Convert to ticket in the conversation header.
The Tickets pageNew ticket button; pick a customer, write a title.
An automation ruleTrigger from a tag, keyword, or routing condition.
The APIPOST /api/v1/tickets.

Converting a conversation to a ticket keeps the conversation linked. Replies to the customer still go through the original channel; internal notes on the ticket stay on the ticket.

Statuses and SLA

Each status has an SLA timer:

StatusCounts toward SLA?
OpenYes
In progressYes
WaitingNo (customer or vendor side)
ResolvedNo
ClosedNo

Use Waiting liberally β€” it stops the clock without losing the ticket. SLA breach alerts fire if a ticket sits in Open or In progress past the configured threshold.

Merging duplicates

Multiple conversations about the same issue β†’ merge their tickets:

  1. Open one of the tickets.
  2. Click Merge β†’ pick the other ticket.
  3. The destination ticket inherits all conversations, notes, and tags.
  4. The source ticket is closed with a merged_into reference.

Merges are reversible from the audit log within 30 days.

Linking to engineering

Most product issues escalate to engineering. Common patterns:

  • One-way push β€” the integration creates a Linear/Jira issue and links the URL.
  • Bidirectional sync β€” status changes flow both ways.
  • Slack thread β€” the ticket has a thread in a fixed Slack channel.

See integrations for setup.

Bulk operations

Select tickets to bulk-assign, bulk-tag, bulk-status-change. Useful for triaging an inbox after a long weekend.

Don’t auto-close stale tickets without a notification. A ticket sitting in Waiting for 30 days might be a real customer who fell through the cracks β€” auto-close should ping the assignee, not just shut the ticket.

Open in Omniflow

If you want to…Go to
Reply on the original channelUnified Inbox
Link a ticket to engineeringIntegrations overview
Set SLA timersSLA & Business Hours
Auto-create ticketsRouting Rules