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Splitting a Customer’s Reply to a New Ticket
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Sometimes, a customer’s reply may include multiple queries that can be addressed separately or independently. In this case, agents may use the Split Ticket feature to quickly create a new ticket from the reply. This option is only available in the replies added by the requester or any other contact. Agent replies and notes cannot be split into a new ticket.
Check out the video explaining this feature
Splitting a reply into a new ticket
- On the ticket messages tab, select the customer message and click the more options icon (⋮) next to it.
- Choose the Split Ticket option to open split ticket section.
- The Title and Description will be automatically filled with content from the original ticket. You can edit these fields to better align with the specific details of the new request.
- Assign the ticket either automatically (Auto Assign) or directly by selecting a group or agent.
- You can optionally include CCs, Watchers, and Attachments from the original ticket by checking the corresponding boxes.
- In the Association with current ticket section, specify the type of relationship that should be established between the new ticket and the original one.
- Click Split to complete the action and a new ticket is created.
Once the tickets are split, the splitting action will be logged in the history section of both tickets.
- The requester of the split ticket will receive an email notification, unless the Don’t send an email checkbox in the split ticket dialogue pop-up is selected.
- To split a customer’s reply, an agent should have the Reply ticket via the agent portal permission.