Workflow/Automations

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Home
Pricing
Extensions
Integrations
Support
My Account
Other Plugins

Getting Started

11

Installation
Setting up support pages
Add support agents
Enable email notifications
Enable guest tickets
Enable public tickets
Enable user registration
Enable OTP Login
Shortcodes
Translation
License Activation

Support Agents

2

Agent Roles
Agents

Customer

2

Customer Management
Customer Fields

Custom Fields

5

Ticket form fields
Ticket fields
Agent only fields
Customer fields
Custom field types

Archive Tickets

4

What Are Archived Tickets
How to Archive and Restore Tickets
Automatic Archiving and Deletion
Archived Ticket Permissions (Agent Roles)

Dashboard

3

General
Dashboard Cards
Dashboard Widgets

Ticket List

6

Ticket list items
Ticket list filter items
Default filters
Saved filters
Ticket list settings
Ticket list advance settings

Email Notifications

5

Email notification settings
Ticket notifications
User registration OTP
Guest login OTP
Macros

Settings

10

General settings
Page settings
File attachments
Thank you page
Ticket categories
Ticket statuses
Ticket priorities
Ticket widget settings
Rich text editor
Working hours

Miscellaneous Settings

6

Terms & conditions
GDPR
Google reCaptcha
Advanced settings
Cloudflare Turnstile
reCaptcha Setting

Email Piping

10

General settings
IMAP Settings
Gmail Settings
Email piping rules
Allowed user type warning
Allowed new email warning
Allowed reply email warning
Closed ticket warning
Microsoft Exchange
Google Workspace Email

Ticket Tags

3

Tags
General Setting
Tags Widget

AI Assistant

6

General Settings
Ticket Summary
Polish Reply
AI Training
Auto Draft Responses
How to enable AI Assistant

AI Chatbot

3

Chatbot Sessions
General
Appearance Setting

2

Automatic Workflow
Manual Workflow

Satisfaction Survey

4

General settings
Add new rating
Email templates
Customer feedback

Woocommerce Integration

3

General settings
WooCommerce Widget
WooCommerce Custom Fields

Productivity Suite

7

General
Checklist
Ticket Templates
To-Do List
Pin Tickets
Close Ticket Silently
Merge Tickets

Canned Reply

2

Canned reply categories
Add a new canned reply

Reports

6

General settings
Ticket statistics
Response delay
Ticket closing delay
Communication gap
Other Reports

Export Tickets

2

General settings
Select export fields

SLA (Service Level Agreement)

4

General settings
SLA Policies
Out of SLA email notifications
What is SLA?

Print Ticket

2

General settings
Template

Agentgroups

2

Add a new group
What is Agentgroup

Usergroups

4

General settings
Add a new usergroup
Usergroup Field
What is Usergroup

Assign agent rules

2

General settings
Assign rules

Schedule Tickets

3

General settings
Add a new schedule ticket
One-Time Scheduled Ticket

Automatic Close Tickets

2

General settings
Email notification templates

Timer

2

General settings
Timer widget

Private credentials

1

Private credentials widget

EDD Integration

2

EDD Custom Fields
EDD Widget

Gravity Forms Integration

2

Add a new mapping
How the Integration works

FAQ Integrations

1

General settings

Knowledgebase Integrations

1

General settings

Slack Integrations

2

Slack Integration
How it works

LMS

4

LMS Custom Fields
LMS Widget
General Setting
What is LMS Integration

Email Marketing Tool Integration

4

General
Configure MailChimp
Configure GetResponse
Configure Brevo(SendinBlue)

Features & How It Works

1

Agent Collision

Rest API

13

Authorization
Tickets
Customers
Agents
Current User
Categories
Priorities
Statuses
Custom fields
Attachments
Ratings
Usergroups
Timer

Webhook

2

General
Triggers and logs

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Workflow/Automations

Workflow/Automations

Automatic Workflow
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