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 customerβs issue canβt 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, donβt make a ticket β the conversation already has the metadata you need.
Anatomy of a ticket
| Field | What it does |
|---|---|
| Title | Short summary. |
| Status | Open, In progress, Waiting, Resolved, Closed. |
| Priority | Low, Normal, High, Urgent. Drives SLA. |
| Assignee | Who owns it now. |
| Team | Routing scope. |
| Tags | Free-form labels. |
| Linked conversations | One or more inbox threads. |
| Linked contacts | Whoβs affected. |
| SLA | Time-to-first-response and time-to-resolution. |
| Custom fields | Anything your workspace defines (e.g. vendor_ticket_id). |
Create a ticket
| From⦠| How |
|---|---|
| A conversation | Click Convert to ticket in the conversation header. |
| The Tickets page | New ticket button; pick a customer, write a title. |
| An automation rule | Trigger from a tag, keyword, or routing condition. |
| The API | POST /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:
| Status | Counts toward SLA? |
|---|---|
| Open | Yes |
| In progress | Yes |
| Waiting | No (customer or vendor side) |
| Resolved | No |
| Closed | No |
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:
- Open one of the tickets.
- Click Merge β pick the other ticket.
- The destination ticket inherits all conversations, notes, and tags.
- The source ticket is closed with a
merged_intoreference.
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.
Donβt 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
Related
| If you want to⦠| Go to |
|---|---|
| Reply on the original channel | Unified Inbox |
| Link a ticket to engineering | Integrations overview |
| Set SLA timers | SLA & Business Hours |
| Auto-create tickets | Routing Rules |