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Inbox & messages

Handle support tickets in the Help desk

Handle customer support requests with priorities, targets and saved replies.

Where to find it: Menu → Help desk For everyone 5 min

The steps at a glance

1Open Help desk2New request3Reply4Choose whathappens next
Step 1 of 4
  1. In the menu on the left, tap Help desk. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/ticketsCompanyFlowHQLeadsInboxCallsHelp deskMailUploadsTeam chatHelp deskSearch ⌘KMenuLeadsInboxCallsHelp deskMailUploadsTeam chat
  2. Tap New request, fill in Subject and What do they need?, then Create request.

    companyflowhq.com/ticketsCompanyFlowHQLeadsInboxCallsHelp deskMailUploadsTeam chatHelp deskSearch ⌘KNew requestSubjectCan't log in to portalHelp deskNew requestSubjectCan't log in to portal
  3. Open a request. Choose Reply to customer or Internal note, type, and send. Use Insert a saved reply for common answers.

    companyflowhq.com/ticketsCompanyFlowHQLeadsInboxCallsHelp deskMailUploadsTeam chatHelp deskSearch ⌘KReply to customerInternal noteReplyTry this link…SendHelp deskReply to customerInternal noteReplyTry this link…Send
  4. Under After sending, pick Then: mark solved or Then: wait for customer.

    companyflowhq.com/ticketsCompanyFlowHQLeadsInboxCallsHelp deskMailUploadsTeam chatHelp deskSearch ⌘KThen: wait for cus…Then: keep openThen: mark solvedHelp deskThen: wait f…Then: keep…Then: mark…

✅ How do I know it worked?

  • The request moves to Solved and the customer gets your reply by email.

⚠️ Common mistakes

ProblemEmails to support@ don't create requests.FixForward your support address to the address in Settings → Help centre → Requests by email.

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