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On this page
  • Summary
  • Settings
  • Users and Permissions
  • Automations
  • Ticket Statuses
  • Prepared Replies
  • AI Ticket Deflection
  • Form Fields
  • Tags
  • Export History
  • Archive

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  1. Tickets
  2. Setting up Your Inbox

Inbox Settings

Open any inbox in the Wrangle web app to access these settings.

PreviousSetting up Your InboxNextAutomations

Last updated 7 months ago

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Summary

See an overview of the following:

  • Tickets Created

  • Agents

  • Form Fields

Settings

Make changes to the following:

  • Inbox name

  • Inbox description and instructions

  • Slack channel used for creating and working on tickets

Users and Permissions

Here you can edit user roles and permissions. There are fives types of user roles: "Admin," "Agent," "Observer," "Requester," and "No Access."

Here's a breakdown of what each role can see and do:

Editing permissions for users who have been previously assigned to tickets will remove their assignments if their new permissions are not Admin or Agent.

In addition to these different roles, you can also set permissions at both the workspace and individual level for any given inbox.

Default workspace permissions determine how the majority of your workspace interacts with an inbox, whereas individual permissions are the exceptions to the rule.

By default, the permission for everyone in your workspace is "Requester," and the permission for the person who created the inbox is "Admin."

Automations

  • Ticket Assignment to set up round-robin auto-assignment

  • Requester notifications for when a ticket is first claimed or closed/resolved

  • Post-resolution automations, including CSAT

Ticket Statuses

Prepared Replies

AI Ticket Deflection

Form Fields

By default, all tickets will include fields for the ticket name and a description of the issue. If you want additional intake questions in your ticket form, you can add them from the Form Fields section of your inbox settings. Questions in your ticket form have different types, depending on what kind of information you're trying to gather:

  • Short Answer: for gathering short text, like a list of customers affected by a software bug

  • Long Answer: for gathering several sentences, like full repro steps for a bug report

  • Number Input: enforces that your users put in a valid number, like the percentage discount you want to offer a customer

  • Select a Date: lets users pick a date on the calendar, like a deadline for a resolution to your issue

  • Select a person: choose a single user that is active in your Slack workspace. Useful for identifying the manager of someone, or saying who is assigned to a customer.

  • Select multiple people: same as above, but you can pick more than one person

  • Select a channel: choose a Slack channel. This can be useful for identifying a specific team to route the request to.

  • Select from a list: create a custom drop-down of options. Useful for choosing a specific department in the company, or for picking which product a bug is affecting.

If you delete a ticket form field, that will also delete that field's historical data.

Tags

Manage your inbox tags from here by creating, editing, and deleting tags. Agents can also add tags on the fly from both Slack and the ticket view on the web.

Export History

You can export a CSV of each inbox's full ticket history. Here's what you'll see in your export:

  • Inbox ID and name

  • Ticket ID, name, and number

  • Ticket created at, created by, and requested by

  • Assigned to

  • First agent response, first resolved/closed, and last resolved/closed

When you've exported your ticket history, you'll receive a message in Slack with a link to download the report.

Archive

If you no longer need an inbox, then you can archive your inbox to hide it and its tickets from your workspace. This is especially helpful if you used a test channel to try out ticketing before rolling it out in your actual help channel.

Ticket visibility ( and inboxes only)

Slack Connect channels ( inboxes only)

Select your , and enable any of the following optional features:

Ticket SLAs for both first response time and ticket resolution time. Time spent outside of will not count against your SLAs.

Resolution automations for auto-closing tickets using the reaction

Read more about inbox automations .

In addition to Wrangle's standard ticket statuses (New, In Progress, On Hold, Closed, and Resolved), you can add your own custom statuses and set new defaults. Read more about ticket statuses .

Use to help agents reply to common requests. Canned reply names are searchable, so be sure to use clear, concise names for each reply to help agents easily find and use the right one.

Not sure what your common requests are? Use to categorize your tickets and track common themes!

In addition to canned replies, you can also enable and edit smart replies here in your inbox settings. Smart replies help deflect incoming tickets by looking for relevant keywords in the request and replying with predefined responses. Read more about smart replies .

Use Wrangle's powerful AI tools to deflect tickets before they're even created. This is where you can enable ticket deflection and upload your help documents. Read more about AI ticket deflection .

And if you have enabled as well as additional form fields, your requesters will get a reply from Wrangle every time they post in your inbox channel with a prompt to complete your form.

Ticket and

🎟️
✅
ticket creation method
working hours
here
here
here
here
tags
Form field values
Inbox type
private internal ticketing
customer support
customer support
automatic ticket creation
Create canned replies for your most frequent request types.
Example form fields for an IT Help inbox
Your requesters will see both the default fields and your additional form fields when submitting a ticket.
Requesters can click "Complete Form" to submit their ticket
Create, edit, and delete tags
canned replies
status
priority
Satisfaction score
Tags