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Documentation

Guides to every part of nabudesk, written for the people who use it every day.

Set up your workspaceWhat is a ticket?Connect your support email
Browse documentation
  • Get started

    • Welcome to nabudesk
    • Set up your workspace
  • Tickets

    • What is a ticket?
    • Ticket properties
    • Work the ticket inbox
    • Reply, forward, and add notes
    • Assign and route tickets
    • Merge tickets and set reminders
  • Customers and Help Center

    • Contacts and organizations
    • Help Center articles
  • Service levels

    • Service level agreements (SLAs)
    • Business hours and holidays
  • Automation and integrations

    • Automation workflows and round robin
    • API and webhooks
    • AI assistant
  • Email

    • Connect your support email
    • Email notifications and templates
  • Team and access

    • Users, invitations, and groups
    • Roles and permissions
  • Insights and data

    • Dashboard, reports, and the activity log
    • Import and export your data
  • Account and billing

    • Your account and sign-in security
    • Plans, seats, and billing
  • Get started

    • Welcome to nabudesk
    • Set up your workspace
  • Tickets

    • What is a ticket?
    • Ticket properties
    • Work the ticket inbox
    • Reply, forward, and add notes
    • Assign and route tickets
    • Merge tickets and set reminders
  • Customers and Help Center

    • Contacts and organizations
    • Help Center articles
  • Service levels

    • Service level agreements (SLAs)
    • Business hours and holidays
  • Automation and integrations

    • Automation workflows and round robin
    • API and webhooks
    • AI assistant
  • Email

    • Connect your support email
    • Email notifications and templates
  • Team and access

    • Users, invitations, and groups
    • Roles and permissions
  • Insights and data

    • Dashboard, reports, and the activity log
    • Import and export your data
  • Account and billing

    • Your account and sign-in security
    • Plans, seats, and billing
Docs/Tickets

Assign and route tickets

Make sure every ticket has an owner: assign by hand, use groups, or let nabudesk deal tickets out.

Assign by hand

Open a ticket, choose an assignee and, if you like, a group in the properties panel, then select Apply. You can also change the agent right from a row in the inbox, or assign many tickets at once with the bulk bar.

Groups

A group is a team queue, such as Billing or Technical Support. Groups can own tickets, receive the mail sent to a particular support address, follow their own business hours, and have a chat channel. A ticket can belong to a group before any individual agent picks it up. See Users, invitations, and groups.

Automatic assignment

  • Mailbox routing. Each support address can have a default group, so tickets that arrive there start in the right queue.
  • Automation workflows can assign a ticket to an agent or a group when conditions match (Enterprise).
  • Round robin deals new tickets to a set of agents in turn, so work is shared fairly (Enterprise). See Automation workflows and round robin.

Who can see what

A ticket's visibility follows each person's setting: assigned tickets, group tickets, or all tickets. If a ticket seems to be missing for someone, check their visibility setting under Admin → Users.

PreviousReply, forward, and add notesNextMerge tickets and set reminders

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On this page

  • Assign by hand
  • Groups
  • Automatic assignment
  • Who can see what

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