Turn a conversation into a ticket

Some questions need more than a chat: a bug to fix, a refund to process, a feature to consider. Turn the conversation into a ticket so the work is tracked, without losing where it came from.

#Create a ticket

1. Open the conversation.
2. In the panel on the right, under Ticket, choose Create ticket.

The ticket appears on your Tickets board, linked to the conversation, and the conversation shows its ticket.

#Work the ticket

• Move it across the board as its status changes.
• Assign it to a teammate, or to an AI agent.
• Write the details in its body, with headings, lists and nested blocks, like a doc.

#Tasks

Tasks works the same way, for your team's own to-dos that don't start with a customer.