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Ticket Templates

Standardize ticket creation with custom fields and default values

What are Ticket Templates?
Standardized forms for consistent data collection

Ticket templates provide structured forms with custom fields, default values, and predefined settings to ensure consistent data collection across different types of support requests.

Benefits

  • Consistent data collection
  • Faster ticket creation
  • Automatic routing and assignment
  • Better reporting and analytics
  • Reduced training time

Use Cases

  • Bug Reports: Collect system info, steps to reproduce
  • Feature Requests: Gather requirements and priority
  • Account Issues: User info, account type, issue details
  • Technical Support: Environment, error messages, logs
  • General Inquiries: Category, urgency, description
Global Templates

Available to all customers and internal users across the organization.

  • • Visible to all customer organizations
  • • Used for common request types
  • • Managed by administrators
  • • Default for new customers
Customer-Specific

Tailored templates for specific customer organizations with unique requirements.

  • • Only visible to assigned customers
  • • Custom fields for specific needs
  • • Override global templates
  • • Enhanced customer experience
Internal Only

Templates exclusively for internal team use and administrative tasks.

  • • Hidden from customer portal
  • • Agent and manager use only
  • • Internal process standardization
  • • Administrative workflows