Ticket Management#
While every incoming conversation in Novaza Desk is tracked automatically, the Ticket system adds a structured layer on top — with priorities, SLA policies, formal status workflows, and assignment rules — for teams that need more rigorous issue tracking.
Creating a Ticket#
Tickets can be created in three ways:
- From a conversation — open any conversation and click Create Ticket in the right panel. The ticket is linked to the conversation and inherits the contact information.
- Manually — go to Tickets → New Ticket to create a ticket without a prior conversation, useful for internally discovered issues.
- Automatically — configure an automation rule to create a ticket when a conversation meets certain criteria (e.g., all conversations tagged
criticalbecome tickets automatically).
Ticket Fields#
Each ticket includes:
- Subject — a short description of the issue
- Status — Open, In Progress, Waiting on Customer, Resolved, Closed
- Priority — Low, Medium, High, Urgent
- Assigned agent and team
- Labels — for categorization and filtering
- Due date — manually set or automatically calculated from an SLA policy
- Linked conversation(s) — one ticket can aggregate multiple related conversations
SLA Policies#
SLA (Service Level Agreement) policies define the maximum time allowed for a first response and for full resolution, based on ticket priority. Configure SLA policies in Desk → Settings → SLA Policies.
Example policy — “Standard SLA”:
- Urgent: First response within 1 hour, resolution within 4 hours
- High: First response within 4 hours, resolution within 24 hours
- Medium: First response within 8 hours, resolution within 48 hours
- Low: First response within 24 hours, resolution within 5 business days
When a ticket breaches an SLA threshold, it is visually flagged in the inbox with a red indicator, and a notification is sent to the assigned agent and team lead.
Assignment Rules#
Automatic assignment rules distribute incoming tickets across your team based on configurable criteria:
- Round-robin — tickets are distributed evenly to available agents
- Load-balanced — new tickets go to the agent with the fewest open tickets
- Channel-based — always assign tickets from a specific channel to a specific team
- Label-based — route by applied labels (e.g.,
billing,technical) to a pre-configured team
Configure assignment rules in Desk → Settings → Assignment Rules.
Ticket Views#
Agents can switch between predefined views:
- My Tickets — tickets assigned to the logged-in agent
- Team Tickets — tickets assigned to any team the agent belongs to
- All Open — all open tickets in the workspace
- SLA Breached — tickets past their SLA deadline
- Custom views — saved filter combinations with a custom name
Merging Tickets#
If the same customer submits duplicate tickets about the same issue, use Merge to combine them into a single ticket. All conversations, notes, and history from the secondary ticket are moved to the primary, and the secondary is archived.