A help centre website with a contact form

What moves

The help centre template shows your public help articles, and its form opens a ticket in Help desk.

Before you start

• Website and Help desk in your plan
• Public help articles
• The Help centre template made live

Step by step

1. Website visitorWebsite Builder

   Searches the help articles, finds none that helps and sends a request.

   You see:The form shows a ticket number and a link to follow it.

2. SystemHelpdesk & Ticketing

   Creates the ticket on the first desk open to the public.

   You see:The ticket is in the queue.

3. Support agentHelpdesk & Ticketing

   Answers the ticket.

   You see:The visitor can follow the answer from the link.

Related

• Helpdesk & Ticketing
• Website Builder
• A ticket carries the CRM customer it concerns
• A ticket points at a project or task
• A ticket points at the equipment it is about
• A manager hands a batch of tickets to an agent
• A manager sets up a desk and the team starts working it
• Connections between modules