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Replying to a Ticket

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Updated:

Agents can reply to a customer using the Reply option or the shortcut key “R” on the ticket details page.

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By clicking Reply, the text editor appears. You can type a reply and click Update with the current status or select another status from the dropdown if required.

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There are various formatting options available in the toolbar.

Formatting_option.png

Inserting an image

To insert an image, two options are available:

  1. Directly paste an image in the editor.
  2. Use the Insert Image icon in the toolbar.

Inserting_Image.png

Attaching a File

To attach files, drag and drop the files in the file drop area or use the Browse button.

Supported file formats are – .zip, .rar, .7z, .pdf, .xls, .xlsx, .docx
Max cumulative allowed file size – 20 MB. To find more details about the attachment limits, please refer to this article.

For attaching files larger than 20 MB, use the external file drives option and include a file link in the text area.

File_Attachment.png

  • When responding to or updating a ticket, agents may utilise canned responses; however, ticket templates are only applicable during ticket creation. For further information on canned responses, please refer to this article.
  • BoldDesk currently does not support saving or managing draft responses within the ticket reply interface. All replies must be composed and submitted in a single session, as partial or unsent messages are not automatically retained.
  • Features such as Undo Send or Schedule Send are not available. Once a ticket message is sent, it cannot be undone or scheduled for later delivery.
  • To respond to tickets, agents must have the “Reply ticket via agent portal” permission enabled.

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