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Ticket Management

Every request, in one queue.

CloudOffix Helpdesk turns emails, web forms, portal requests and live chats into tickets, routes them to the right team and keeps every reply on the customer record.

Every request, in one queue.
Channels

Tickets from every channel

Email

Each category has its own email address; incoming mail becomes a ticket.

Web forms

A support form for visitors and logged-in customers.

Customer portal

Customers open and follow tickets in their portal.

Live chat

Website chats turn into tickets when they need follow-up.

Routing

The right ticket to the right person.

01

Categories and sub-categories

Each category has its own team, access rules, CC contacts and extra fields shown on the form.

02

Round-robin assignment

New tickets are assigned in turn to the category's team members, or picked up from the queue.

03

Priorities and tags

Normal, low, moderate, high and urgent, with tags for anything you need to filter by.

04

States you configure

Open, staff replied, on hold, customer replied, awaiting approval and closed, each with its own email template.

Everyday tools

Built for the people answering

Merge and forward

Merge duplicates and forward tickets to other teams.

Category dashboards

Open, unassigned and needs-action counts per category.

State history

Every state change on a ticket, with its time.

FAQ

Ticket management questions

01

Which channels create tickets?

Email, web forms, the customer portal and live chat. Phone calls can be answered by the AI Voice Agent, which opens tickets.

02

Can tickets be assigned automatically?

Yes. Round-robin assignment shares new tickets across the category's team.

Bring every request into one queue.

Book a demo to follow one ticket from the first email to closing.