Agent
- Login
- Check-in and Checkout
- Dashboard with Status Counts
- View All Tickets
- Ticket Detail View
- Replying on Ticket
- Ticket History
- Create User
- Create Ticket
- Knowledgebase
- Delete & Restore Ticket
- Notification
This feature of check-in and checkout is for Agent, which tell when User is logged into the system and logged out. It also helps to assign a ticket to Agent.
After clicking on the Check-in option, you are check-in to Application.
After logging into Application, you are redirected to the dashboard page where you can see all tickets status in one View.
After the ticket is assigned to Agent, you can see an updated dashboard with assign “Open” status to 1.
After clicking on “New” ticket tile, you can see all new tickets.
List of tickets will be shown here along with search features.
To see ticket detail view just click on Tracking id from the grid.
In this view, you can see the detail information about ticket and quick options to reply ticket.
In the first panel, you can ticket details along with other information related to the ticket. In add reply panel agent can reply on the ticket. If Agent wants to give an internal note on the ticket they can use “Note” text area which can be View by agents and agent admin. Also, in reply agent can attach attachments.
There are 4 buttons to reply on ticket according to status “Resolved”, “InProgress”, “On Hold”, “Reply”.
Now to the right side of the ticket view, you can see different panels.
“Ticket Information” in this panel you can see ticket tracking id.
“Change Priority / Status“ in this panel you can change Priority, Category, Status of Main Ticket.
“Attachments” in this panel you can see all attachment of ticket attached by User.
For replying on the ticket agent will enter a message in Editor and click on below buttons for the demo we are going to click on “Resolved” button.
Confirmation is shown before replying on the ticket.
After clicking on the ticket history button, it will show all details of ticket activity.
If Agent’s wants to create a ticket then need to create User first, it does not exist else, he can choose from existing users to create a ticket.
After Agent creates, the new user agent will get user name which is system generated in alert which he can share to User on behalf which he had created ticket. Else Agent can also see a list of all created users where he can search newly created User by him.
An agent can create a ticket for existing users or create a new user and then while Agent is creating ticket Agent can select the name of User which he has created or already exists.
After selecting a name, Agent needs to fill necessary details and choose category and priority and enter your query in the Message Editor, attach a document if you want to send.
After creating a ticket, this ticket will be auto-assign to Agent according to the category chosen while creating a ticket.
An agent can search article from the knowledge base.
If you click on any tile, you can see all tickets with that status right.
Here I have clicked on the resolved tile which is displaying records with resolved status.
From this above view, Agent can delete ticket by clicking on delete button from the grid.
If Agent deleted ticket mistakenly, he could restore ticket by selecting Restore Ticket Menu.
On this view, you can see grid view with all deleted ticket by Agent to restore this ticket just check the checkbox of a particular row and select “Restore” button from Advance panel.
This ticket will be restored to the same status which it was before deleting.
Notification related to tickets is shown as a small icon with count on click on the icon you can see details of the notification.
