Viewing tickets
Navigate to your org dashboard and select Tickets from the sidebar. Use the filters at the top of the list to narrow tickets by status (new, open, pending, resolved, or closed), channel (chat, email, or voice), or assigned team member. Tickets marked with a blue dot have a customer reply waiting. The customer has responded and is awaiting your team’s reply.Replying to a ticket
1
Open the ticket
Click any ticket in the list to open the full ticket detail view.
2
Review the context
Read through the full conversation history. Check the customer summary sidebar on the right for their order history, VIP status, and previous ticket count. That gives you the full picture before you respond.
3
Write your reply, or let the AI start it
Type your reply in the box at the bottom of the conversation.With the box empty, click Compose and the AI writes a suggested reply from the conversation history and the customer’s order context. If you have already typed something, that same button reads Enhance and reworks what you wrote rather than replacing your thinking. Either way, Undo brings your original text back.
4
On email tickets, use AI Draft for a researched reply
Email tickets get an extra AI Draft button. It goes further than Compose by using the agent’s own tools, looking up the order and searching products, so the reply is grounded in live store data.
5
Send it
Edit the draft as needed, then click Send Reply. It goes to the customer through the channel the ticket came in on.
Switch the box to Internal Note (Team Only) to leave a note your team can see and the customer cannot. The send button changes to Post Note, and the AI writing buttons are hidden.
Assigning tickets
Egentify supports three assignment modes to fit how your team works:- Manual. Click the Assign button in the ticket detail view and select a team member from the list.
- Auto-assign on reply. The first team member to reply to a ticket is automatically assigned to it.
- Round-robin. Incoming tickets are distributed evenly among the team members you select.