How to Create a Help Desk Ticket From Within a Chat Window

 

ProProfs Chat enables you to create a Help Desk ticket without leaving the chat window. As a result, it reduces the turnaround time (TAT) and equips them to deliver an improved customer service experience. During ticket creation, your operators can also attach chat transcripts and access their Help Desk inboxes directly from the chat window.

 

Creating a ticket from within the chat window helps you:

 

  • Reduce response time

  • Save time that operators otherwise invest in ticket creation

  • Improve customer experience

 

In this article, you'll learn:

 

 

 How to Enable Your Live Chat Account Integration With Help Desk

 

Step 1: To connect your ProProfs Chat and Help Desk accounts, go to Settings >> Channels from your Chat Dashboard.

 

Step 2: Click 'Help Desk’ and enable the integration.

 

Enabling ProProfs Live Chat Integration with Help Desk

 

Step 3: Once enabled, the following message appears confirming Help Desk integration with your Live Chat account. Easy, isn’t it?

 

Integration Successful Message

 How to Create a Help Desk Ticket From Within a Chat Window

 

Step 1: In the chat window,

 

  • Click on the dropdown arrow next to the End Chat button.
  • Select ‘Create Ticket’ to create a new ticket. A new form opens.

 

Creating a new ticket from within a chat window

 

Step 2: Follow the instructions, as mentioned below:

 

Entering the ticket details

 

1. Inbox: Select the Help Desk inbox you want to send the ticket to.

2. Email: The user's email address is automatically picked up by the system. This field is not editable.

3. Subject: Enter the topic for the ticket.

4. Message: Explain the issue in the ‘Message’ box. This field is optional.

5. Enable ‘Do you want to attach a transcript?’ if you want to include the chat transcript.

6. Click ‘Create.

 

Step 3: After you click Create, you will see the following message in your chat window, and the ticket will appear under Tickets on the right panel.

 

Ticket creation successful

 

Here’s what the ticket will look like in your Help Desk account:

 

Previewing the ticket in the linked Help Desk Account

 

Note: The ticket will be reflected in the corresponding Help Desk inbox only after the current chat has ended.

 

Alternatively, you can create a ticket after ending the chat to reduce the customer’s waiting time.

 

Creating a new ticket after ending the chat

 

 How to Create a Help Desk Ticket From a Chat Transcript

 

Step 1: On your ProProfs Chat dashboard,

 

  • Click ‘Transcripts.’ A list of your chats appears here.
  • Click to open the chat transcript for which you wish to create a help desk ticket.
  • Move your cursor to the Create Ticket icon and click on it.

 

Creating a new ticket from the chat transcript

 

Step 2:

 

  • Enter the ticket details as mentioned in Step 2 in the ticket form that opens up.
  • Click ‘Create.

 

Entering the ticket details

 

Your ticket has been created successfully, and you can find it in your ProProfs Help Desk account.

 

 

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