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How to Create and Manage Support Management on JeffreyAI
With JeffreyAI, you can easily assign support management Tickets related to specific contacts or create general Tickets for your workspace. Here’s how to manage support management:
Assigning a Support Management Ticket Related to a Contact
Navigate to the Contacts Page: From the Dashboard, click on the People tab in the blue sidebar.
Select a Contact: Find and select the contact to whom the support management Ticket is related.
Add Support Management Ticket Details: On the Contact Details page, click on the support management Ticket / Task option above the contact’s phone details. A text box will appear at the bottom right of your screen where you can fill in the support management details, including the due date, time, and support status.
Save the Support Management Ticket: Once all details are complete, click the Save Task button. The Ticket / Task will now appear in the Contacts Notes section alongside previous activities for this contact.
Creating a General Ticket
Access the Tickets Screen: In the blue sidebar, select Support Management to open the support management area.
Create a New Ticket: Click the Create Ticket button at the center of the screen. A side menu will appear on the right.
Fill in Ticket Details: Enter all relevant information, such as the ticket description, due date, and assign it to the appropriate user. Use the drop-down menus to select options as needed.
Save the Ticket: Once you’re satisfied with the ticket details, click the Create button at the bottom right. The ticket will then be available for tracking on the support and management screen.
By organising tickets through JeffreyAI, you can enhance productivity and ensure accountability within your team.
Using Client and Partner Views for Ticket Management
JeffreyAI’s ticket management system includes Client View and Partner View options, allowing you to handle tickets like a ticketing system. Here’s how each view can be utilised:
Client View
In Client View, you can create tickets related to specific client issues or projects. This view enables you to:
- Track client-related tickets to ensure efficient issue resolution.
- Assign Tickets directly to clients by inviting them using a unique Ticket ID.
- Update clients on the progress of their tickets, which helps in maintaining transparency and building trust.
Partner View
The Partner View is ideal for managing tickets related to external partners or collaborators. In this view, you can:
- Create tickets specifically for partners, allowing for streamlined communication and collaboration.
- Use Ticket IDs to invite partners to specific tickets that require their input or action.
- Monitor ticket progress to ensure all partner-related issues are resolved promptly.
By using the Client and Partner Views, JeffreyAI’s Ticket management system functions like a ticketing platform, where tickets can be assigned, tracked, and updated for seamless project and issue management.
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