Creating Ticket on Behalf of Customer

Table of Contents

Support Agents can easily generate a ticket for any customer using the Add Ticket functionality of Fluent Support. Therefore, a customer can ask your support staff to open a ticket on their behalf, and a support staff member can do it from the plugins dashboard.

Here is a quick guide on adding a ticket on behalf of a customer.

  • To do this, click the + Add Ticket button in the top left corner of the Tickets tab on your Fluent Support dashboard.

+ Add Ticket

  • A pop-up window will appear with the available input fields for creating a ticket. See the below screenshot –

Create Ticket

  • Select Customer: You can reach your customer here by entering the name or email address into the search box.

  • Select Business: Select your Business Name from the dropdown.

  • Subject: Add the subject to your ticket.

  • Ticket Details: Add appropriate ticket details using this text editor.

  • Click to Upload: With your ticket, you can upload a file (Photos, CSV, PDF/Docs, Zip, JSON).

  • Related Product/Service: Select your relevant Product Name, for example. Fluent Support, Fluent CRM, and so on.

  • Priority: Choose your ticket priority level; there are three priority levels; Normal, Medium & Critical.

Create New Customer #

  • You could quickly create a new customer by clicking the Create New Customer button and entering the required information.

Create New Customer

  • After selecting the Create New Customer Button, you’ll acquire the Customer information to enter.

Create New Customer Details

Templates #

Users frequently need to respond in the same manner to many Support issues. For instance, it might be a ticket for installing the Fluent Support Pro version. So you can save time by using the Templates option rather than responding to them again.

  • The Templates option is located next to the Ticket Details option on the right. A pop-up window will open when you click on the Templates option, allowing you to use the previously saved replies for the relevant products.
Ticket Templates

  • Choose the reply you want to add in the Ticket Details from the dropdown. You can also search for the replies from the search box.

  • After you are done with this step, make sure to click the Create Ticket button to add the ticket.