Below is a step‑by‑step guide using a structured visual format so your agents can follow it easily.
All customer issues are managed from the Tickets section.
Left Menu → Tickets
You will see all tickets categorized by status
Use filters to view Open, Closed, Overdue, or Unassigned tickets
This option lets you manually create a new ticket.
Top‑right corner → + Add Ticket
Use this when a customer calls, messages on WhatsApp, or reports an issue offline
Ideal for internal team‑created tickets
Zoho Desk links tickets to customer profiles for history tracking.
Enter Customer Name or select from existing contacts
Add Email and Phone Number if needed
Desk auto‑fetches past tickets for the same customer
This helps agents understand the issue clearly.
Write a short, clear Subject
Add detailed Description of the issue
Attach images, PDFs, invoices, or screenshots if needed
This ensures the ticket goes to the correct team.
Choose Department (Sales / Service / Warranty / Billing)
Select Category and Sub‑category if configured
Helps in reporting and automation
Priority decides how fast the ticket must be resolved.
Choose High / Medium / Low
SLA timer starts automatically based on priority
Overdue tickets trigger alerts
Assigning ensures accountability and faster resolution.
Assign to a specific agent
Or leave unassigned for round‑robin auto‑assignment (if enabled)
The ticket is now active and visible in the system.
Click Submit
Customer receives an automatic acknowledgment email (if enabled)
Agent can now reply, add notes, or update status
Creating a ticket in Zoho Desk follows this simple flow:
Tickets → Add Ticket → Customer Details → Issue Details → Priority → Assign → Submit
This ensures every customer query is tracked, assigned, and resolved professionally.