Tutorial: How to set up your ticketing system and add agents
Updated: Jan 13
You’ve already taken the important step of opening multiple streams of communication for your clients to reach out with their questions and concerns. Now, you’re looking for a multi-channel ticketing system to consolidate and organize all of the incoming requests you’re receiving across various platforms into one, easily navigable place. This tutorial will walk you through how to set up your ticketing system, add agents, and even add specialized groups of agents, so that you can manage your workflow in the most efficient way for your business. By taking these few simple steps, you can streamline up to four of your channels - for example, your Email, Contact Form, Help Widget, and Facebook page - to flow into one designated location.
Gone are the days when you would have to manually check each of your communication channels to stay updated with your clients. If you’re ready to upgrade your ticketing system and apply an efficient workflow for you and your team, then press ‘Play’ to get started.
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