> ## 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.

# Attributes and Settings

> Configure and manage ticket attributes to organize and track support requests effectively

Serval provides a comprehensive set of attributes to help you organize, prioritize, and track support tickets. This guide covers how to configure and use these attributes for your team.

## Accessing Team Settings

To configure ticket attributes for your team, navigate to the team settings panel:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/team-settings-three-dot-panel.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=22497ce47603137128fbe826168bb26e" alt="Team settings menu accessible via the three-dot panel" width="2126" height="1420" data-path="images/serval-docs/ticketing/attributes/team-settings-three-dot-panel.png" />
</Frame>

## Ticket Attributes Overview

When viewing a ticket, the right-hand panel displays all ticket attributes:

<CardGroup cols={2}>
  <Card title="Title" icon="heading">
    Brief summary of the ticket's main issue or request
  </Card>

  <Card title="Description" icon="align-left">
    Detailed explanation of the problem or request
  </Card>

  <Card title="Requester" icon="user">
    The person who created the ticket
  </Card>

  <Card title="Assignee" icon="user-check">
    The team member responsible for resolving the ticket
  </Card>

  <Card title="Status" icon="list-check">
    Current state of the ticket within your workflow
  </Card>

  <Card title="Priority" icon="flag">
    Urgency level that determines SLA requirements
  </Card>

  <Card title="SLA" icon="clock">
    Service Level Agreement timeline for resolution
  </Card>

  <Card title="Labels" icon="tags">
    Custom tags for categorization and filtering
  </Card>

  <Card title="Workflows" icon="diagram-project">
    Automated processes that have run on the ticket
  </Card>

  <Card title="Relevant Guidance" icon="book">
    Knowledge base articles Serval identified as helpful
  </Card>

  <Card title="External Links" icon="link">
    Connections to third-party ticketing systems
  </Card>
</CardGroup>

<Note>
  By default, tickets are assigned to Serval. The AI will continue working on the ticket until it either resolves the issue or escalates to a human agent when it cannot find a solution.
</Note>

## Configuring Statuses

Statuses help track the progress of tickets through your support workflow. Each team can create custom statuses tailored to their specific needs.

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/statuses-page.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=c3ad5cb0149f517f8940a7cf8b7b5b47" alt="Statuses configuration page showing available status options" width="2912" height="1666" data-path="images/serval-docs/ticketing/attributes/statuses-page.png" />
</Frame>

### Status Categories

All custom statuses must be assigned to one of four categories:

<Steps>
  <Step title="To Do">
    Tickets that haven't been started yet
  </Step>

  <Step title="In Progress">
    Tickets actively being worked on
  </Step>

  <Step title="Done">
    Completed tickets
  </Step>

  <Step title="Canceled">
    Tickets that won't be completed
  </Step>
</Steps>

### Creating a New Status

To create a custom status:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/create-status-modal.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=929d78973b7c444f77a7a7acae58c2b0" alt="Modal for creating a new custom status" width="2738" height="1764" data-path="images/serval-docs/ticketing/attributes/create-status-modal.png" />
</Frame>

1. Click **Add Status** on the statuses page
2. Enter a descriptive name for the status
3. Select the appropriate status category
4. Provide a detailed description (this helps Serval's AI assign statuses automatically)
5. Click **Create**

<Tip>
  Serval uses AI to automatically assign statuses based on ticket content. The more descriptive your status definitions, the more accurate the automatic assignments will be. You can disable this feature using the toggle on the statuses page.
</Tip>

### Setting a Default Status

Every team must have at least one "To Do" status set as default. This will be applied to all new tickets:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/change-default-status.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=69d1fbd0160784a0afff7f9cd1231066" alt="Interface for changing the default status" width="2012" height="584" data-path="images/serval-docs/ticketing/attributes/change-default-status.png" />
</Frame>

The result after changing the default status:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/changed-default-status-result.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=064d6300a7bae71b5410d758e4842b32" alt="Updated default status shown in the interface" width="1982" height="394" data-path="images/serval-docs/ticketing/attributes/changed-default-status-result.png" />
</Frame>

## Managing Priorities

Priorities determine how urgently tickets should be addressed and trigger corresponding SLA rules.

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/priorities-page.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=64b1d09c17d90e36bade9f380525eb91" alt="Priorities configuration page with different urgency levels" width="2874" height="1970" data-path="images/serval-docs/ticketing/attributes/priorities-page.png" />
</Frame>

### Configuring Priorities

When setting up priorities:

* **Name**: Choose clear, meaningful priority levels (e.g., Critical, High, Medium, Low)
* **Description**: Provide detailed criteria for when each priority should be applied
* **Examples**: Include real-world scenarios to improve AI accuracy

<Info>
  Serval's AI analyzes ticket messages and automatically assigns priorities based on your descriptions. The more specific your criteria and examples, the better the automatic prioritization will work.
</Info>

## SLA Rules

Service Level Agreements ensure tickets are resolved within appropriate timeframes based on their priority.

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/empty-sla-page.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=767d7cfe79c2e752ecf0762a73154c98" alt="Empty SLA configuration page before adding rules" width="2916" height="828" data-path="images/serval-docs/ticketing/attributes/empty-sla-page.png" />
</Frame>

### Creating SLA Rules

SLA rules map priorities to resolution timeframes:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/sla-rules-page.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=747dad722c6e8a95209e0362ebf4f50f" alt="SLA rules configuration showing priority-to-timeframe mapping" width="2006" height="454" data-path="images/serval-docs/ticketing/attributes/sla-rules-page.png" />
</Frame>

<Steps>
  <Step title="Select a priority">
    Choose which priority level this SLA rule applies to
  </Step>

  <Step title="Set the timeframe">
    Define the maximum time allowed for resolution
  </Step>

  <Step title="Name the rule">
    Give the SLA rule a descriptive name
  </Step>
</Steps>

<Warning>
  Once a ticket's priority is set (either manually or by AI), the corresponding SLA timer starts immediately. You can manually override both priority and SLA using the dropdowns in the ticket's side panel.
</Warning>

## Labels

Labels provide a flexible way to categorize and visually organize tickets in your queue.

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/labels-page-for-team.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=addec441f9c430f15de9f95d850fad6d" alt="Labels configuration page showing available tags" width="2806" height="1124" data-path="images/serval-docs/ticketing/attributes/labels-page-for-team.png" />
</Frame>

### Creating Labels

To add a new label:

1. Click **Add Label** on the labels page
2. Enter a name for the label
3. Choose a color for visual identification
4. Provide a description to help team members use labels consistently

<Tip>
  Labels appear as colored tags in the ticket list view, making it easy to scan and filter tickets at a glance.
</Tip>

## Communication Channels

Channels define how tickets enter your Serval workspace, whether through Slack, email, or other integrations.

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/total-channels-page-for-team.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=fbe5ad9607ecee79f79d18b39cb93a56" alt="Channels overview page showing all configured intake methods" width="2832" height="1872" data-path="images/serval-docs/ticketing/attributes/total-channels-page-for-team.png" />
</Frame>

### Slack Integration

Configure Slack channels to receive tickets directly within your workspace:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/slack-integration-modal-in-channel-page.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=ab2eda7eb4c8ff4233e947662739ac98" alt="Slack channel configuration modal" width="1970" height="460" data-path="images/serval-docs/ticketing/attributes/slack-integration-modal-in-channel-page.png" />
</Frame>

<Note>
  Serval supports both channel-based ticketing and direct messages. Users can create tickets by messaging the Serval app directly in Slack.
</Note>

### Email Intake

Set up email channels to accept tickets from specific domains:

<Frame>
  <img src="https://mintcdn.com/serval-hannah-docs-custom-access/EhjbiLY--yHnfZGh/images/serval-docs/ticketing/attributes/email-intake-modal.png?fit=max&auto=format&n=EhjbiLY--yHnfZGh&q=85&s=52afc6d91793e731cd2b3a2c66ae1a49" alt="Email intake configuration modal" width="1978" height="874" data-path="images/serval-docs/ticketing/attributes/email-intake-modal.png" />
</Frame>

<Steps>
  <Step title="Specify allowed domains">
    Define which email domains can create tickets
  </Step>

  <Step title="Configure email mapping">
    Map the Serval-provided email address to your preferred domain alias
  </Step>

  <Step title="Test the connection">
    Send a test email to verify the setup works correctly
  </Step>
</Steps>

## Best Practices

<AccordionGroup>
  <Accordion title="Status Configuration">
    * Create statuses that reflect your actual workflow stages
    * Use clear, action-oriented names (e.g., "Awaiting Customer Response" instead of "Pending")
    * Provide detailed descriptions with examples to improve AI accuracy
    * Regularly review and update status definitions based on usage patterns
  </Accordion>

  <Accordion title="Priority Management">
    * Define priorities based on business impact, not just urgency
    * Include specific criteria like affected user count, revenue impact, or system criticality
    * Use examples from real incidents to train the AI
    * Align priority levels with your SLA commitments
  </Accordion>

  <Accordion title="Label Strategy">
    * Create a consistent labeling taxonomy across teams
    * Use labels for categorization that doesn't fit other attributes (e.g., product area, customer segment)
    * Limit the number of labels to maintain usability
    * Document label usage guidelines for your team
  </Accordion>

  <Accordion title="Channel Optimization">
    * Configure separate channels for different types of requests
    * Use descriptive channel names that guide users to the right place
    * Monitor channel usage to identify opportunities for consolidation or expansion
    * Set up auto-routing rules with strong team descriptions
  </Accordion>
</AccordionGroup>

## Next Steps

Now that you've configured your ticket attributes, explore these related features:

<CardGroup cols={2}>
  <Card title="Workflows" icon="diagram-project" href="/sections/documentation/workflows/create-your-first-workflow">
    Automate ticket handling with custom workflows
  </Card>

  <Card title="Serval Ticket Interface" icon="ticket" href="/sections/documentation/ticketing/serval-ticket">
    Learn how to work with tickets in Serval
  </Card>
</CardGroup>
