Skip to main content
A ticket tracks a customer’s request from the moment a human gets involved until it’s wrapped up. You manage tickets from the action bar at the top of a conversation.

​
Ticket states

How long a resolved ticket waits before it closes, and whether tickets auto-resolve after inactivity, are configured in Ticket management & automation.

​
Open a ticket

A ticket opens when you assign it to yourself or send a reply. If your business requires a ticket topic, you’ll be asked to pick one when the ticket opens.

​
Assign and reassign

  • Assign to me — take the ticket yourself. If you belong to teams, you may be asked to route it to one of them.
  • Assign to someone else — assign the ticket to another agent or a team.
  • Reassign — hand an open ticket to a different agent or team.
Assignment dropdown with Teams and Agents tabs for assigning or reassigning a ticket
How tickets are automatically created and routed to agents or teams is covered in Ticket Routing.

​
Resolve a ticket

Click Mark as resolved when the customer’s issue is handled. Depending on your business settings, you may be asked to add a resolution reason — this can be optional or required. (Set which one in Ticket management & automation.)

​
Reopen a ticket

A resolved ticket can be reopened with Reopen if the customer comes back or the issue isn’t fully solved. A ticket also reopens automatically if you reply to a resolved conversation.
There’s no manual “close” button — tickets move from resolved to closed automatically based on your closure settings. Closing a ticket is what generates its AI summary (below).

​
Ticket topics

Assign a topic to categorize what the ticket is about. Topics can be optional or required — manage the available topics in Topics & tags. Ticket Topic dropdown listing the available topics with their colors

​
Pause and resume automations

The action bar has an Automations toggle for the conversation:
  • Automations active — automated messages and Sofia AI can run in this conversation.
  • Automations paused — automations are held while a human handles the conversation.
The toggle is disabled while a ticket is open; the tooltip tells you what to do to re-enable it (for example, Resolve ticket to enable automations). When Sofia AI is involved, its status (active or paused) is shown alongside the toggle. When paused automations resume is controlled by your Automation resume timing setting.

​
The AI summary

When a ticket closes, Connectly generates an AI summary of the conversation and shows it inline in the chat thread. You’ll also find each ticket’s summary in the customer panel under ticket history. The summary condenses the conversation into clear sections — such as the customer’s initial problem, why it was escalated to a human, the actions the agent took, how it was resolved, and notes for future reference — so anyone reviewing the ticket later gets the full story at a glance. AI summary of a ticket in the ticket history, broken into initial problem, reason for transfer, agent actions, resolution, and notes