Sometimes you may need to create a ticket on behalf of a customer — for example, when they call you directly, or when you want to start a new email thread from inside ThriveDesk.

The New Conversation button allows you to manually create a ticket and send it to the appropriate recipient.


Creating a New Ticket

  1. From the My Conversations view (or any inbox), click the New Conversation button in the top-right corner.

  2. A new ticket form will open.

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Ticket Form Fields

  • From – Select the mailbox (email address) you want to send the ticket from.

  • To – Enter the recipient’s email address. Press Enter after typing the address to confirm it. Multiple recipients can be added.

  • Cc / Bcc – Add additional recipients (Cc for visible, Bcc for hidden).

  • Subject – Enter the subject line of the ticket. This becomes the conversation title.

  • Label – Apply labels to categorize the ticket (e.g., Urgent, Refund, VIP).

  • Message Body – Compose the main content of your ticket. Use formatting, canned replies, or variables for personalization.

  • Attach files – Add documents, images, or other files as attachments.

  • Status – Choose the initial status (default is Active).

  • Assignee – Select who should handle the ticket. By default, it’s assigned to you.

  • Send button – Click Send to create and dispatch the ticket.

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Troubleshooting

  • Email not sent: Ensure the recipient’s email address is confirmed by pressing Enter after typing it. If not confirmed, the system will not send the ticket.

  • Ticket appears blank to recipient: Verify that you added content in the Message Body before sending.

  • Attachment not delivered: Make sure the file size is within your email provider’s limits (commonly 20–25 MB).

  • Wrong sender address: Double-check the From field to ensure you selected the correct mailbox.

  • Ticket not visible to teammate: Confirm that the ticket was assigned to the correct inbox and teammate.


Best Practices

  • Always confirm email addresses before sending.

  • Use labels to make filtering and reporting easier.

  • Assign tickets right away to the correct teammate.

  • Include all relevant details when creating tickets on behalf of a customer