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WhatsApp ticketing system: turn customer messages into tickets with targets

How a WhatsApp ticketing system works: tickets raised from a chat, first-reply and resolution clocks in working hours, an escalation ladder and reports.

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By WavesFlo team
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A WhatsApp ticketing system turns a customer's message into a record with an owner, a status and a clock, so a question cannot sit unanswered because it was one line in a long chat. In WavesFlo a ticket is raised from the conversation it arrived in, keeps that conversation attached, and runs a first-reply target and a resolution target counted in your working hours.

How does a message become a ticket?

  • From the chat: one action on the message creates a ticket with the thread attached, and a chat can carry several.
  • Automatically, on a number you set up for tickets: a customer's message opens one, or joins the one they already have.
  • A customer who writes again about the same thing joins their newest open ticket; a ticket that was finished recently reopens, unless the message is only an acknowledgement such as “ok” or “thanks”.
  • In a group, a quote of a ticket's message attaches to that ticket.

How do the clocks work?

A ticket has two. The first-reply clock runs from when the ticket opens until a team member answers, and it never pauses, so a ticket cannot be parked out of its first answer. The resolution clock runs until the ticket is finished, and it pauses while the ticket is waiting on the customer; a reopen starts a new cycle. Both are counted on your working calendar, so a message at 11pm does not start a night of lateness. A manager can override a ticket's due date by hand.

What does the escalation ladder do?

A policy names who is told, and when, as a target gets close and when it is missed. Each rung fires once. A target that has already been missed never sends the early warning late; the next rung is the breach.

What else sits on a ticket?

What a WavesFlo ticket carries
FeatureWhat it does
Custom fieldsText, dates, options, a link, an email or a phone number, checked as they are entered; any can be required before a ticket is finished
MergeTwo tickets for one problem become one; it cannot be undone
LinksTickets can be linked to each other without merging
Team roomsA live view of a team's tickets
Delete and restoreA delete can be undone for ten seconds, and a manager restores from the Deleted tab
ReportsResponse and resolution times, close rate and open queue depth per agent, and an audited ticket export

What does it not promise?

A target is a goal you set, not a response time WavesFlo or anyone else guarantees. The reports tell you how you did against the targets you chose.

How should you set up your first week?

  1. Choose which number or numbers take tickets, and which stay as plain chats.
  2. Write one policy: a first-reply target and a resolution target, on the working calendar of the team that answers.
  3. Set the escalation ladder: who is told as a target gets close, and who when it is missed.
  4. Add the custom fields a ticket needs before it can be finished: order number, branch, issue type.
  5. Run a week, then read the reports: what breached, and at which hour.

Where does it sit?

Tickets open on the same conversations your team already answers in the shared inbox, so the roles and per-number access set there decide who works each one.

If you are weighing it against tools that sync to a separate helpdesk, see WhatsApp helpdesk integration.

More on this: customer support teams; property managers; event organisers; online stores.

Questions

Can WhatsApp messages become support tickets?

Yes. A ticket can be raised from a message with the conversation attached, or opened automatically on a number set up for tickets.

Does the first-reply clock pause?

No. The resolution clock pauses while a ticket waits on the customer, but the first-reply clock never does.

Are tickets measured in working hours?

Yes. Clocks run on your working calendar, so outside hours do not count against a target.

Does a reply of “thanks” reopen a ticket?

No. A bare acknowledgement does not reopen a ticket that was finished.

Keep reading

See it on your own numbers.