Tickets empower you to hand off contacts from automated flows to direct conversations with human Agents. This allows you to assign, reply to, and resolve Tickets seamlessly without exiting your workspace. Here is a quick guide to help you configure this in just a few minutes. You might also want to monitor the performance of your Tickets and Agents—such […]
Opening a Ticket from the Contact Page
TextIt enables you to seamlessly transition contacts from automated workflows to personalized interactions with human agents through its ticket system, all without exiting your workspace. It is now possible to open a ticket directly with a contact, even outside of a flow. The process is as follows: Navigate to the Contacts tab located on the left-hand sidebar. Select the […]
Adding a TextIt Ticketing Service
TextIt facilitates the seamless transition of contacts from automated workflows to human agents, enabling your team to assign, address, and resolve tickets without exiting your dashboard. Tickets requiring attention or those not yet assigned can be quickly located in the “Unassigned” folder. Adding agents To begin, add agents to manage tickets. Navigate to your workspace […]
‘Open Tickets’ Smart Group
To quickly identify which contacts have unresolved tickets—whether to follow up via broadcast, include them in a flow, add them to a group, or incorporate them into trigger conditions—we’ve simplified the process by creating a default Smart Group named ‘Open Tickets’ within your Contacts. In the Contacts tab, locate the Open Tickets Smart Group under the ‘Groups’ section: Select ‘Open Tickets’ to display all contacts belonging […]
Starting a Flow in the Future or on a Schedule
Use this trigger to run a flow at a future time, or to repeat it on a daily, weekly, or monthly cadence. Schedule a flow for later or set a recurrence: Open the Triggers tab and click New Trigger. Choose Start a flow in the future or on a schedule. Set the date and time […]