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Ticket states and what the customer sees

Match the state you set to the wording your customer reads.

Written by Heather Worthington

States show the progression of a ticket. Every state falls into one of four types, and customer-facing tickets show the customer an alternative version of the state you set. Keeping states accurate is the single easiest way to reduce chasing messages.

The four state types

Each specific state maps to one of these types.

State type

What it means

Submitted

The ticket is waiting for us to pick it up.

In progress

We are handling the ticket, and it is our responsibility.

Waiting on customer

We need input from the customer before we can progress the ticket.

Resolved

The ticket needs no further action from us, and the conversation closes.


Support ticket states

Support tickets are customer-facing, so each state has a second label.

State you set

Customer sees

New

Submitted

With us

With us

With P&E

With our Product and Engineering team

With another team

Working with another team

With 3rd Party

Working with a partner

Waiting on customer

Waiting on you

Resolved

Resolved

⚠️ Warning: A ticket set to Waiting on customer will automatically be snoozed for a day sends the customer a reminder after 24 hours. They have a further 48 hours in total to respond before the ticket resolves and closes automatically.


Tracker ticket states

Tracker tickets are not customer-facing, so their states have one label only.

  • New.

  • Log in ADO.

  • With us.

  • Investigating.

  • Identified.

  • Monitoring.

  • Waiting on customer.

  • Resolved.


The difference between Resolved and Closed

Resolving a ticket does not end the customer relationship with it. Selecting 'Resolved' with the customer seeing Resolved will automatically close the ticket, but gives them one day to reply to the closed conversation.

  • A customer who replies within that day moves the ticket back to With us automatically.

  • A customer who does not reply leaves the ticket closed.

  • Every closed conversation creates and closes a corresponding case in Salesforce, which is what gives the interaction traceability.


The Waiting on customer lifecycle

Setting a ticket to 'Waiting on customer' moves it to a snoozed state automatically and starts a chase cycle. A customer reply at any point returns the ticket to 'In progress' (With us) and an Open state.

Stage

What happens

Waiting on customer set

The ticket moves to the Snoozed tab and leaves your Open queue.

Snooze, one day

The ticket waits for a customer reply.

Automatic chaser sent

Intercom reminds the customer that a reply is needed.

Snooze, two further days (or the next business day if it falls on a weekend)

The ticket waits again.

Automatic resolution

The ticket resolves and closes. The customer then has 24 hours to reply and reopen it.

⚠️ Warning: A ticket that has been snoozed in Waiting on customer for considerably longer than the cycle above has not completed as expected. Check it by hand during your backlog review; see Review your open and snoozed backlog.

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