1
Introduction to Tickets and Lists
Overview of the ticketing system — how tickets work, what they represent, and how to create your first ticket from a conversation.
Intermediate
Mastering Ticketing Systems: From Support to Sales Automation
Learn how to leverage tickets, lists, and automation to streamline support, project management, and sales pipelines — all within a single platform.
Module 1 — Ticket Basics
2
Creating Custom Ticket Views
How to set up custom views, filters, and priority queues to keep your support team organized and efficient.
Module 2 — Automation
3
Automating Ticket Creation and Assignment
How to automatically create tickets from chatbot conversations, assign them to team members, and set SLA rules.
4
Chatbot and Live Chat Integration with Tickets
How to build seamless handover flows where the chatbot creates a ticket and routes it to the right live agent.
Module 3 — Sales Pipeline
5
Using Tickets for Sales Pipeline Management
How to use the ticketing system as a lightweight CRM — tracking leads through stages from initial contact to closed deal.