Raising Tickets

How tickets rise out of a conversation. One card decides when the agent offers or creates them, one card guides how it verifies — guidance for the agent, stated as such.

At a glance

  • Offer a ticket when an issue appears, on a switch
  • Auto-create and auto-update on switches
  • A clarification limit of 0, 1 or 2, each explained
  • Provide the ticket number during the call — a switch
Raising Tickets

The raising card

Switches for offering a ticket when an issue appears and for auto-creating or updating one, a clarification-limit preset — 0, 1 or 2, each explained — and a switch for providing the ticket number during the call. What is on is what the agent does.

The verification card

A note says it plainly: these guide the agent rather than bind it. Two switches and an instructions box shape how the agent verifies, and the instructions box carries your own words.

  1. Decide when tickets riseSwitch offering for issues and auto-create or update; the agent follows what is on.
  2. Cap the clarifyingThe clarification limit is a preset — none, one or two, each option explained.
  3. Guide the verificationThe verification card notes these guide the agent: two switches and an instructions box.