> ## Documentation Index
> Fetch the complete documentation index at: https://serval-hannah-docs-custom-access.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Tickets

> Manage and track customer requests with Serval's intelligent ticketing system

## Viewing and managing tickets

### Ticket list view

The main tickets page displays all tickets for your selected team, organized by status groups:

* **To Do** - New tickets awaiting action
* **In Progress** - Tickets currently being worked on
* **Done** - Completed tickets
* **Canceled** - Tickets that were closed without resolution

<Tip>
  Use the search bar in the top-right to quickly find specific tickets, or click the filter button to narrow results by various ticket attributes.
</Tip>

<Frame caption="Filter tickets by multiple attributes to find exactly what you need">
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/filter-tickets.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=79f192a3fbdec5e085d657ce08df247f" alt="Filter dropdown showing ticket filtering options" width="734" height="666" data-path="images/serval-docs/ticketing/tickets/filter-tickets.png" />
</Frame>

### Modifying tickets from the list view

You can update key ticket attributes directly from the list view without opening each ticket:

<CardGroup cols={2}>
  <Card title="Status" icon="circle-check">
    Click the status dropdown to move tickets between workflow stages

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/set-status-menu-closeup.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=2420863764c28b3c6b09b344c1efc72a" alt="Status dropdown menu showing available ticket statuses" width="884" height="486" data-path="images/serval-docs/ticketing/tickets/set-status-menu-closeup.png" />
    </Frame>
  </Card>

  <Card title="Priority" icon="flag">
    Set ticket urgency levels to help your team prioritize work

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/set-priority-menu-close-up.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=6806bad1f538d77902619f4dd7163366" alt="Priority selection dropdown" width="882" height="552" data-path="images/serval-docs/ticketing/tickets/set-priority-menu-close-up.png" />
    </Frame>
  </Card>

  <Card title="Labels" icon="tag">
    Add descriptive labels for better organization and filtering

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/set-tag-in-list-view.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=3235761799437a728532e1f990d54aa5" alt="Labels dropdown for categorizing tickets" width="956" height="776" data-path="images/serval-docs/ticketing/tickets/set-tag-in-list-view.png" />
    </Frame>
  </Card>

  <Card title="Assignment" icon="user">
    Assign tickets to specific team members or let Serval route automatically

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/set-assignee-menu-closeup.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=4a7dd06bf142a1fcc4af375c098a0a68" alt="Assignment dropdown showing team members" width="646" height="810" data-path="images/serval-docs/ticketing/tickets/set-assignee-menu-closeup.png" />
    </Frame>
  </Card>
</CardGroup>

## Creating tickets

Tickets in Serval are created through natural language - simply submit your request in plain English. There are two ways tickets can be created:

### Through integrated messaging channels

When customers message you through connected channels like Slack, tickets are automatically created and mapped directly to the team assigned to that channel. Serval uses AI to:

* Extract the ticket title and description from the message
* Assign appropriate status and priority based on content
* Map the ticket to the channel's designated team (no automatic routing)

<Note>
  Direct messages to Serval in Slack are disabled by default but can be enabled in the Slack application settings. When enabled, DMs to Serval will use automatic routing based on team descriptions.
</Note>

### Directly in Serval

Create tickets by entering a chat message directly in the Serval interface. Simply type your request and Serval will:

* Parse your natural language request
* Create a ticket with appropriate details
* Automatically route it to the right team based on content and team descriptions (configured in Work Settings)
* Allow you to manually select a specific team from the dropdown if you prefer

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/new-ticket-dialog.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=18fd2352422e8697df21ba9fb9166b04" alt="Creating a ticket through natural language in Serval" width="3440" height="1482" data-path="images/serval-docs/ticketing/tickets/new-ticket-dialog.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/FsvE6zt-b38NXDfO/images/serval-docs/ticketing/tickets/ticket-routing.png?fit=max&auto=format&n=FsvE6zt-b38NXDfO&q=85&s=df017e148dbca40975084a0524f59455" alt="Team selection dropdown for manual routing override" width="1400" height="1134" data-path="images/serval-docs/ticketing/tickets/ticket-routing.png" />
</Frame>

## Ticket lifecycle

<Steps>
  <Step title="Creation">
    Tickets enter the system either through manual creation or automatically via integrated messaging channels. Serval analyzes the content to set initial attributes.
  </Step>

  <Step title="AI engagement">
    Serval attempts to resolve the ticket using:

    * Knowledge base articles
    * Predefined guidance
    * Relevant workflows

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/base-response-using-guidance.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=b0d5178397977b24d3d9bc6a62edc844" alt="Serval providing automated response using guidance" width="2918" height="1696" data-path="images/serval-docs/ticketing/tickets/base-response-using-guidance.png" />
    </Frame>
  </Step>

  <Step title="Human escalation">
    If Serval cannot fully resolve the issue, it escalates to a human agent while providing context and suggested solutions.
  </Step>

  <Step title="Resolution">
    Tickets are marked as resolved once the customer's issue is addressed. The resolution is logged for future reference and training.

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/resolved-ticket-chat-via-message.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=90c75d7692b0fdc72d4a3e23f371ec14" alt="Resolved ticket showing complete conversation history" width="2826" height="1836" data-path="images/serval-docs/ticketing/tickets/resolved-ticket-chat-via-message.png" />
    </Frame>
  </Step>
</Steps>

## Working with tickets

### Ticket detail view

Opening a ticket reveals two main sections:

1. **Conversation tab** - Displays the full chat history between agents, Serval, and the customer
2. **Activity tab** - Shows a chronological log of all changes to ticket attributes

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/FsvE6zt-b38NXDfO/images/serval-docs/ticketing/tickets/ticket-activity.png?fit=max&auto=format&n=FsvE6zt-b38NXDfO&q=85&s=3a1b6202062599a61c651453c71cd37b" alt="Ticket detail view showing activity log and conversation" width="2628" height="1598" data-path="images/serval-docs/ticketing/tickets/ticket-activity.png" />
</Frame>

### Managing tickets through chat

You can control ticket attributes directly through the chat interface using natural language commands:

<AccordionGroup>
  <Accordion title="Reassigning tickets">
    Simply mention who should handle the ticket:

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/assign-to-user-in-chat.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=d044b00ca1f242c13a05960f299f57e2" alt="Reassigning ticket through chat command" width="2734" height="1678" data-path="images/serval-docs/ticketing/tickets/assign-to-user-in-chat.png" />
    </Frame>

    Or use the @ mention feature:

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/FsvE6zt-b38NXDfO/images/serval-docs/ticketing/tickets/ticket-chat-mention-user.png?fit=max&auto=format&n=FsvE6zt-b38NXDfO&q=85&s=10b164a688b2bca655a3620647f7ed1d" alt="Using @ mentions to assign tickets" width="1812" height="630" data-path="images/serval-docs/ticketing/tickets/ticket-chat-mention-user.png" />
    </Frame>
  </Accordion>

  <Accordion title="Running workflows">
    Trigger workflows directly from the chat using slash commands:

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/FsvE6zt-b38NXDfO/images/serval-docs/ticketing/tickets/ticket-chat-slash-command-workflow.png?fit=max&auto=format&n=FsvE6zt-b38NXDfO&q=85&s=9047ce989b8a9f78a6fea0e022c16c1d" alt="Using slash commands to run workflows" width="1574" height="582" data-path="images/serval-docs/ticketing/tickets/ticket-chat-slash-command-workflow.png" />
    </Frame>
  </Accordion>

  <Accordion title="Adding internal notes">
    Toggle between customer-visible messages and internal notes:

    <Frame>
      <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/tickets/internal-note-toggle.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=01d8ed69a7b5b179a321711f7518e686" alt="Internal note toggle for private team communication" width="1540" height="332" data-path="images/serval-docs/ticketing/tickets/internal-note-toggle.png" />
    </Frame>
  </Accordion>
</AccordionGroup>

## Best practices

<CardGroup cols={2}>
  <Card title="Set clear priorities" icon="arrow-up">
    Define priority levels that align with your SLA requirements to ensure timely responses
  </Card>

  <Card title="Use labels consistently" icon="tags">
    Create a standardized labeling system to improve filtering and reporting
  </Card>

  <Card title="Leverage AI assistance" icon="robot">
    Let Serval handle your repetitive inquiries while your team focuses on complex issues
  </Card>

  <Card title="Monitor Analytics" icon="clock">
    Review ticket analytics to identify bottlenecks and improve processes
  </Card>
</CardGroup>

## Integrations

<Info>
  Serval seamlessly syncs tickets with external systems. Links to third-party tickets appear at the bottom of the ticket detail view for easy cross-reference.
</Info>

Connect Serval with your existing ticketing tools:

* Jira Service Management
* Zendesk
* Freshservice
* Linear

<Note>
  All ticket data is synchronized in real-time across connected systems, ensuring your team always has the latest information regardless of which tool they're using.
</Note>
