Skip to main content
Tactful AI
← Back to Platform
Ticketing & Service Desk

Ticketing & Service Desk — Tickets That Live Inside the Conversation

Tickets created inside conversations — linked, assigned, SLA-tracked, and resolved without losing context.

Native
No extra tools
Linked
Full conversation context
SLA
Tracked & enforced
Audited
Every action logged

Your team resolves the conversation. Then opens another tool to log the ticket. That's where context gets lost.

Separate tools mean copy-pasting, manual linking, tab-switching. The service desk keeps everything in one place.

Copy-paste contextAuto-linked
Ticket creation
Switch toolsSame workspace
Agent workflow
Manual SLA trackingAutomated
Compliance
Core Capabilities

Ticketing that doesn't break the conversation flow

One principle: the ticket and the conversation are the same story.

Conversation-linked tickets

Ticket linked to conversation. One click to full chat thread.

Category & type classification

Complaints, queries, returns — classified automatically or manually. Custom categories matching your workflow.

Assignment & routing

Assign to agents or teams. Complaints to seniors, technical to specialists.

SLA tracking & escalation

Due dates, priority levels, response windows. Real-time SLA tracking with automatic escalation before deadlines breach.

Team collaboration

Internal comments — visible to agents, invisible to customer. Collaborate, attach files, build a resolution thread.

Powerful filtering

Filter by status, category, channel, assignee, priority, date. Find any ticket. Export for compliance.

Customisable Lifecycle

Your process. Your stages. Your rules.

Custom statuses, transition rules, mandatory fields, and automated actions per stage.

  • Custom statuses — Awaiting Supplier, Pending Approval, Escalated, On Hold
  • Transition rules: which statuses can move where, and who can trigger them
  • Mandatory fields per stage — no closing without a resolution note
  • Automation on status change — notify teams, send webhooks, update CRM
  • Different lifecycles per ticket type — complaints follow one path, returns another
Example: Custom complaint lifecycle
NewCustom status

Auto-created from conversation

Under ReviewCustom status

Agent investigating · mandatory: category, priority

Awaiting SupplierCustom status

Blocked on external party · SLA paused

Resolution ProposedCustom status

Agent drafts resolution · requires approval if > $200

Customer ConfirmedCustom status

Customer accepted resolution · automation: send CSAT survey

ClosedCustom status

Resolved · mandatory: resolution note · webhook → CRM

Custom Ticket Fields
Configure per ticket type
Order Number
Complaint, Return
TextRequired
Refund Amount
Return
NumberRequired
Root Cause
Complaint
DropdownRequired
Resolution Type
All types
DropdownRequired
Proof of Damage
Return (damaged)
File UploadRequired
5 custom fields configured+ Add Field
Custom Fields

Capture exactly the data your process needs.

Custom fields per ticket type — with validation, conditional visibility, and auto-fill.

  • Text, number, dropdown, date, file upload, multi-select field types
  • Required vs optional — enforce data quality at capture
  • Conditional fields: show "Refund Amount" only on returns
  • Auto-fill from conversation: customer tier, channel, agent, detected intent
  • Scoped by ticket type — different fields per workflow
  • Custom fields feed analytics and reporting
Agentic Ticketing

AI doesn't just answer questions. It works the ticket.

AI classifies, routes, updates fields, and resolves cases autonomously — within your rules.

Auto-creation from conversations

AI detects when a conversation needs a ticket. Created automatically with fields pre-filled.

AI classification & triage

AI classifies type, assigns priority by sentiment and tier, routes to the right team.

Automated status progression

AI advances tickets through your lifecycle stages. Agents handle exceptions only.

Field population via SDK

Pull order data, calculate eligibility, populate fields automatically. No manual entry.

Autonomous resolution

For AI-eligible tickets: checks policy, executes, updates, notifies customer, closes. End-to-end.

Intelligent escalation

Monitors age, sentiment, SLA, and complexity. Escalates with context when needed.

Example scenario

AI resolves a return ticket in 52 seconds

From customer message to closed ticket — zero agent touches.

Customer messageTrigger

"I received a damaged item — order #78932. I'd like a refund."

Ticket created automaticallyAI Agent

Type: Return · Category: Damaged · Priority: High · Order linked

Order verified via OMSAI Agent

Order found · Within return window · Refund eligible · Item: $89

Policy check passedAI Agent

Damaged item under $100 → auto-approve · No return shipment

Refund executedAI Agent

$89 processed via payment gateway · Status → Resolution Proposed

Customer notified & closedAI Agent

Confirmation sent with refund timeline · Ticket → Closed

Fully resolved
Complete audit trail logged
6
Actions
<1min
Duration
0
Agent touches
Advanced Ticket Analytics

Every custom field is a dimension. Every ticket is a data point.

Ticket data feeds analytics. Group by any field, build actionable dashboards.

See full analytics
Team Collaboration

Complex issues need multiple people. The ticket keeps everyone aligned.

Comments, @mentions, handoffs, and approvals — one thread, invisible to the customer.

  • Internal comments — visible to agents, invisible to customer
  • @mention colleagues to pull them in with context
  • Cross-team handoffs with full history preserved
  • Supervisor sign-off before specific actions or transitions
  • Watchers: stakeholders follow progress without being assigned
  • Activity log: every comment, status change, assignment timestamped
  • Link related tickets for the bigger picture
Ticket #3506 — Team Thread
3 participants · 2 departments
ZO
Zara OkonkwoCustomer Service2:14 PM

Customer reporting damaged box on delivery. Order #78932. Photos attached. Checking with logistics.

KI
Kenji ItoLogistics2:28 PM

Confirmed with courier — package was damaged at sorting hub. Replacement can ship today. @Zara Okonkwo please confirm with customer.

LB
Layla BenaliFinance2:35 PM

Refund approved for $89.99. Processing now. Customer will see it in 2–3 business days.

ZO
Zara OkonkwoCustomer Service2:41 PM

Customer notified via WhatsApp. Replacement shipping today, refund in 2–3 days. Moving to Closed.

3 participants · Customer Service, Logistics, Finance

See ticketing with full conversation context

Tickets resolve 61% faster when agents have the full picture. See it in action.

Ticket Detail

Everything about this issue. One screen.

Type, subject, assignee, due date, priority, description, attachments, team comments, and a direct link to the conversation. Everything on one screen.

  • Type and category — Complaint, General Query, Case Follow Up, or custom types
  • Subject, description, and file attachments
  • Assignee, due date, priority, status — all editable
  • "Go To Conversation" — one click to the full chat thread
  • "View Profile" — customer history and contact details
  • Team Comments — internal notes added as agents work the case
  • Metadata — timestamp, reporter, channel, ticket owner
Ticket #3506 — Ticket Details
Created Mar 23, 2026 · 01:53 PM
View ProfileGo To Conversation
Ticket Type
Complaint
Status
Closed
Assignee
Zara Okonkwo
Priority
High
Subject
Delayed Order (Consignee)
Description
Customer reported delayed delivery for order. Package was held at distribution center. Refund processed and replacement shipment confirmed.
More Info
Reporter: Zara Okonkwo
Channel: WebChat
First response: 2 min
Team Comments
Zara Okonkwo: Contacted courier, confirmed replacement. Customer notified via WhatsApp.

See it in action

The Service Desk — tickets linked to conversations.

app.tactful.ai/service-desk/tickets
Live

Service Desk — Tickets

12 open · 4 in progress · 156 resolved today

Export+ Create Ticket
172
Total today
12
Open
4
In progress
156
Resolved
#
Subject
Category
Channel
Assignee
Time
Status
3506Delayed Order (Consignee)ComplaintWebChatZara Okonkwo01:53 PMClosed
3505cst not respond backGeneral QueryWebChat01:55 PMOpen
3504Address IssueGeneral QueryWebChatMika Sato01:58 PMNew
3503RETURN WITHIN SLACase Follow UpWebChat02:03 PMOpen
3502Payment verificationComplaintWhatsAppZara Okonkwo02:28 PMIn Progress
3501Change addressGeneral QueryWebChatInes Vargas02:40 PMClosed
Use Cases

Every ticket tells the full story

Real scenarios where conversation-linked ticketing changes how your team resolves issues.

Ecommerce

Order complaints that need follow-up

Customer reports damage on WhatsApp. Ticket created, linked to conversation. Tracks replacement, refund, and follow-up in one place. Next message — agent sees full history.

Retail

Cross-department issue resolution

Complaint routes between logistics, quality, CS. Customer gets one resolution.

Hospitality

Guest request tracking across the stay

Room upgrade via chat. Ticket routes to front desk, tracks through post-stay.

Financial Services

Compliance-tracked case management

Dispute creates ticket with mandatory fields, audit trail, approval gates — exportable.

Ticket Analytics

Know what your team is spending time on. And why.

Volume by category, resolution speed, SLA risk, recurring topics — all in one analytics engine.

  • Volume by category — which issue types dominate workload
  • Resolution time by type, agent, priority — spot patterns, not averages
  • SLA compliance — breach rate, near-misses, trending
  • Recurring topics — ticket data combined with AI topic clustering
  • Export-ready reports for leadership, compliance, operations
Ticket Analytics
Last 30 days
1,847
Total
4.2h
Avg resolution
94.1%
SLA compliance
Volume by Category
General Query
42%
Complaint
28%
Case Follow Up
18%
Returns
12%
3 tickets approaching SLA breach in the next 2 hours
Ticketing

Tickets without conversation context waste your team's time. Fix that today.

Teams using Tactful ticketing resolve issues 61% faster with full conversation context, auto-routing, and AI-powered triage.

+61%Faster Resolution
+78%Automation Rate
+40%CSAT Improvement

30-minute personalised walkthrough. No slides, no pressure.

Explore the platform