Quick actions for assignment, priority change and escalation on the ticket toolbar
Service CRM · Service Desk
Ticket Actions
Assign, re-prioritise, escalate or refund without leaving the ticket
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In detail
What Ticket Actions does
Part of Service Desk in QuipCRM — Service CRM. One screen per ticket: the queue, the whole conversation, and the AI that reads both.
Refunds and other case-specific actions available inline, with a confirmation step
Every action writes to the activity log automatically
Where it fits
Everything an agent needs, on one screen
Ticket Actions is 5 of 9 modules in this area. Each one works on the same record.
The Service CRM workflow, end to end
Ticket Actions supports this flow alongside the other Service CRM modules.
- 01
Raise
The requester picks a department, sees the matching knowledge base, and only files a ticket if the answer is not already there.
- 02
Route
Category and tags set the SLA tier; the assignment strategy picks the agent; the notification matrix tells everyone who needs to know.
- 03
Resolve
The agent works one screen — thread, record, actions and QuipAI — while the SLA clock runs against business hours.
- 04
Learn
Deflection, accuracy, CSAT and SLA compliance are measured per category, which is what tells you where to let the AI take more.
Bring one real support queue.
We’ll set up your categories, SLA tiers and escalation live, and show QuipAI drafting replies on sample tickets.