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Help Center

Overview
Service Hub OverviewPreferencesTriaging TicketsLive ChatSLA Targets & QueuesKB Authoring & VerificationYour Public Help CenterFeedback & CSAT ProgramsAI Autonomy Controls
Help CenterServiceTriaging Tickets in the Inbox

Triaging Tickets in the Inbox

Work the queue, reply, assign, snooze, merge, and resolve tickets

The Three-Pane Inbox

The Inbox keeps the queue, the conversation, and customer context all on one screen.

The Service Inbox is a three-pane workspace. On wide screens you see all three panes at once; the layout collapses gracefully on tablet and mobile so you can still triage from a phone.

Pane Layout

  • Queue list (left)— The tickets in the selected queue or saved view, with inline columns for subject, status, priority, assignee, contact, SLA state, and last update. Tickets that arrived over a specific channel carry a neutral origin chip — Email, Portal, Live chat, Phone, API, or Answer bot— so you can tell at a glance how a customer reached you. A queue rail lets you switch between shared queues and your own saved views.
  • Conversation thread (center)— The selected ticket opens in place (the list stays put, no full-page reload). You see the full message history, a reply composer, and the ticket's activity timeline.
  • Context panel (right)— Tabs for the Customer relationship, the Knowledge base, and related Tasks. The AI copilot also docks here.
Open a ticket without leaving the list
Clicking a ticket loads it into the center pane and updates the URL with a ?ticket=parameter, so you can copy or bookmark a direct link. The link works whether it points at the ticket's ID or its public number (for example TKT-1042).

What the Inbox Shows by Default

The default view is the work in front of you, not your whole archive.

By default the Inbox shows your openwork — tickets that are still being worked. Tickets you have already resolved or closed drop out of the default view, and a snoozed ticket is hidden until its snooze time arrives, so the queue stays focused on what actually needs attention right now.

Finding snoozed, resolved, and closed tickets
Nothing is deleted — it is just filtered out of the default view. Switch the status filter (or open the matching saved view) to see snoozed, resolved, or closed tickets. A snoozed ticket also reappears in the default queue automatically the moment its snooze time passes.

Ticket Statuses

Tickets move through six statuses as they are worked.

  • Open — The ticket has been created and is awaiting a first response. Default for new tickets.
  • In progress — An agent is actively working on it.
  • Waiting on customer — You have replied and are waiting for the customer to respond.
  • Waiting on internal — Progress is blocked on another team or an internal dependency.
  • Resolved — A solution has been provided. A CSAT survey can fire automatically at this point.
  • Closed — The ticket is finalized and no further action is needed.
Reopen when an issue comes back
A resolved or closed ticket shows a Reopencontrol. Reopening flips the status back to Open, re-arms the SLA timers, and records the reopen in the ticket history — so a recurring problem keeps its full trail rather than starting fresh.

Priorities

Priority drives triage order and SLA targets.

Tickets carry one of four priorities — Low, Medium, High, or Urgent. Priority both sorts your queue and determines which SLA target applies, so an Urgent ticket gets a tighter response window than a Low one.

Inline Triage

Change status, priority, and assignee right from the queue list.

You do not have to open a ticket to triage it. The queue list has inline controls for status, priority, and assignee. Changes apply optimistically — the UI updates immediately and quietly rolls back with a toast if the save fails — so you can clear a backlog quickly.

The assignee control appears everywhere you might need it: inline in the queue row, in the header of the open conversation, on the New ticket create panel, and in the bulk toolbar when you have several tickets selected. Assign to yourself in one click, reassign to a teammate, or let a queue distribute tickets round-robin (see SLA Targets & Queues).

Replying & Internal Notes

The composer has a hard switch between public replies and internal notes.

1

Choose public reply or internal note

The composer has a high-contrast segmented control. A public reply goes to the customer; an internal noteis visible only to your team. The switch is deliberate, and the composer confirms before sending publicly if your last entry was a note — so you never accidentally send an internal comment to the customer.

2

Mention teammates and insert macros

Type @to mention a teammate in an internal note — they get a notification pointing straight at the ticket, so you can loop in the right person without leaving the thread. Type /to insert a saved macro — a reusable reply snippet with merge fields that fill in from the ticket and customer record. Macro output is sanitized when it is inserted and again when it is rendered.

3

Attach a file if needed

Use the file-attach control to add an attachment. Every file is scanned for malware before it uploads, and attachments are stored in a private, organization-scoped bucket.

4

Send

Send the reply or note. The thread updates in real time, and the activity is recorded in both the ticket history and the customer's timeline.

Assign, Snooze, Merge & Convert

Actions that route and reshape a ticket.

  • Assign — Route the ticket to a teammate, or let a queue auto-assign it round-robin to balance load.
  • Snooze — Hide a ticket until a chosen time, then resurface it automatically in your queue. Pick a preset — Later today, Tomorrow morning, or Next week — or set an exact date and time with the custom picker. Presets are anchored to your own local time, so “Tomorrow morning” is 9am where you sit. Un-snooze at any time to bring a ticket straight back.
  • Merge — Combine a duplicate ticket into another. The duplicate becomes a terminal Merged ticket that drops out of the open queue and shows a “Merged into TKT-xxxx” banner linking to the survivor, so no one keeps working the wrong copy.
  • Convert — Turn a ticket into a deal or a task. The new deal lands in your pipeline and the new task on your board, each linked back to the originating ticket, and the ticket records the conversion in its history.

Bulk Actions & Export

Act on many tickets at once.

Select multiple tickets to apply a bulk action — reassign, change status or priority, or snooze them together (up to 1,000 at a time). You can also export the current view to CSV for offline reporting.

Ticket History

Every change to a ticket is recorded.

A Historytab on each ticket shows its full lifecycle audit trail — who reassigned it, when an SLA breached, merges, reopens, snoozes, and AI actions — with the actor, the change, and a relative timestamp. This is a complete, immutable record separate from the customer activity timeline.

Real-Time Updates & Collision Awareness

The queue stays live, and you can see when a teammate is on the same ticket.

New tickets and updates stream into the queue in real time. Arrivals are announced to screen readers in a throttled, coalesced way (for example “3 new tickets”) rather than one announcement per arrival, so a busy queue stays usable. When a teammate opens the same ticket you are viewing, a presence indicator warns you to avoid double-replying.

Keyboard Shortcuts

Drive the queue without leaving the keyboard.

JKMove down / up the queue list
EnterOpen the focused ticket
RReply
NAdd an internal note
AAssign
SSnooze
GSGo to Service from anywhere

Press ? anywhere in the app to see the full shortcut reference, including a Service section.

Create a ticket from a customer record
From a company, person, or deal record, the Tickets section has a New ticketaction that opens the create panel pre-filled with that record — so you log a ticket in context without re-selecting the customer.

Related Articles

Live Chat— Add a chat bubble to your site whose conversations land hereSLA Targets & Queues— Set response targets and route tickets to queuesAI Autonomy Controls— Let the AI copilot draft, suggest, or auto-resolveAuthoring & Verifying KB Articles— Build the knowledge that deflects ticketsPeople List— Manage the contacts behind your tickets
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