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HelloCRMby DField Solutions

How do I handle support email with tickets?

In short

Mark a support mailbox: every incoming email opens a ticket or joins an existing conversation, with an owner and a promised time. HelloCRM's Helpdesk module puts website chat and the customer portal in the same queue.

Updated:

A ticket's status and priority The clip shows the Hungarian interface; every screen is also in English.

How it works

  • One live ticket per conversation.
  • Promised times are stamped when a ticket opens, by priority.
  • Saved replies and internal notes the customer never sees.
  • In the portal a customer sees their own tickets.

Which module?

Module: Helpdesk (paid module, price coming soon).

Where is the full guide?

This is the short answer. The longer guide walks through the steps, the pitfalls and the examples:

Questions

Can AI answer in the website chat?

Yes, if your company's AI is set up: it answers only from the public knowledge base and products, and hands over to a colleague when it does not know.