Automatic ticket creation from widget

Created by Certorix Online, Modified on Mon, 4 May at 9:10 PM by Certorix Online

Automatic ticket creation

When a customer clicks 'Need more help?' in the widget and submits the contact form, Certorix automatically creates a Freshdesk ticket with the full session context.

What is included in each ticket

  • Subject – 'Diagnostic: [tree title]'
  • Description – Full Q&A transcript — every question asked and every answer given
  • Status – 'Resolved' if the customer reached a solution; 'Open' if they did not
  • Custom fields – Session ID, Tree ID, Organization ID
  • Contact name & email – Collected from the contact form

Note: Freshdesk integration is optional. If you don't have Freshdesk, the contact form sends submissions to the email address you configure in the Widget Generator.

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