Web Dashboard

This feature is only available if your account is on the External Helpdesk product edition.

ClearFeed allows responders to create tickets directly from the web app as part of the External Helpdesk edition. This ensures that all customer issues—whether they start in Slack or elsewhere—are consistently captured, visible to the right teams, and easy to act on.

Create Ticket via Email

Choose this method when you need to create a ticket on behalf of a customer who isn't active in Slack.

  • The customer's preferred communication channel is email, not Slack

  • The customer doesn't have Slack access

  • You want to log an issue from a phone call or email conversation

  • The customer expects email updates rather than Slack notifications

Steps to Create

1. Access Ticket Creation

  • Log in to the ClearFeed Web App

  • Click the New button at the bottom on Inbox

  • Select Request from the dropdown

2. Choose Creation Method

  • Select Create Ticket via Email

3. Fill Out Ticket Details

  • Customer Email - Enter the email address of the customer on whose behalf the ticket is being created

  • Subject - Provide a subject line (this will be used as the email subject sent to the customer)

  • Reply-To Email Address - Enter the email address where customer replies should be routed. The ticket will be associated with the Collection based on this email

  • Description - Enter the issue or ticket details

  • Status - Choose the initial status

  • Priority - Set the priority level

  • Assign (Optional) - Assign the ticket to a specific responder

Email ticket creation form

4. Submit

  • Click Create Ticket to send the email and create the ticket

What Happens Next

Once you create the ticket:

  • An email is sent to the customer with the ticket details

  • The customer receives the ticket subject and description via email

  • The customer can reply to the email to add updates or comments

  • Replies are automatically routed to the Collection based on the Reply-To email address

  • The ticket appears in ClearFeed for your team to track and manage

FAQs

  1. Can I attach files when creating tickets via the web dashboard? Answer: Currently, file attachments are not supported during initial ticket creation via the web dashboard. You can add files as follow-up messages in Slack or include links to files in the description field.

Last updated