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How do I auto-fill fields when I'm creating a new ticket as an Agent?

Modified on: Thu, 24 Jun, 2021 at 10:56 PM

You have agents with a busy schedule who are on calls and creating tickets for customers as you believe in first-hand support. When your agents are creating a new ticket or sending an outbound email, you can use the Ticket Templates feature to pre-fill regularly used fields. 


Under Admin > Agent Productivity > Ticket templates, you can set up a template that your agents can select with one click. This solution article walks you through the process.


The Ticket templates feature is available from the Garden plan onwards.