Inbox & messages
Handle support tickets in the Help desk
Handle customer support requests with priorities, targets and saved replies.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Help desk. On a phone, tap the ☰ menu button at the top first.
Menu Leads Inbox Calls Help desk Mail Uploads Team chat Tap New request, fill in Subject and What do they need?, then Create request.
companyflowhq.com/tickets CompanyFlowHQ Leads Inbox Calls Help desk Mail Uploads Team chat Help desk Search ⌘K New request Subject Can't log in to portal Help desk New request Subject Can't log in to portal Open a request. Choose Reply to customer or Internal note, type, and send. Use Insert a saved reply for common answers.
companyflowhq.com/tickets CompanyFlowHQ Leads Inbox Calls Help desk Mail Uploads Team chat Help desk Search ⌘K Reply to customer Internal note Reply Try this link… Send Help desk Reply to customer Internal note Reply Try this link… Send Under After sending, pick Then: mark solved or Then: wait for customer.
companyflowhq.com/tickets CompanyFlowHQ Leads Inbox Calls Help desk Mail Uploads Team chat Help desk Search ⌘K Then: wait for cus… Then: keep open Then: mark solved Help desk Then: 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.
