How to create a ticket?

You have three ways to create a ticket in ChatDaddy.

Option 1: From the CRM page

Step 1: Open the CRM page

Click CRM in the left sidebar.

Step 2: Click the + icon on a stage

Each board stage has a + icon at the top — click the one on the stage where the new ticket should start.

Step 3: Name the ticket and pick a contact

Enter the ticket name, select a contact, then click Add.

Option 2: From the Inbox

1. Open any conversation in the Inbox.
2. Click the create ticket icon in the top-right of the chat.
3. Choose the board and stage, write the ticket title, and confirm.

Option 3: Automatically through Message Flows

Use the Create Ticket node in a Message Flow to open tickets automatically — see How to Use the Create Ticket Node.