Use the Actions Dashboard to display tickets created from customer feedback and take action on them.
The Actions Dashboard displays all tickets for all locations to which you have access.
|A – Top Line Filters||Use the top line filters to adjust date range, review source, or other custom filters. These filters persist as you navigate to different screens in the platform.|
|B – Ticket Summary||View statistics about your team's progress in resolving tickets, given the top-line or side filters selected.
See Actions Metrics for more information.
|C – Side Filters||Use the left side filters to narrow the list of tickets by Queue, Stage, Due Date, Response Status, Tags, Sentiment, Channel (Review, Survey, Manual, Email, Fix Credentials), or Ticket Type.
To change any of the filter options, see Configuring Tickets.
|D – Editable and Sortable Columns||Click to sort the ticket results by Source, Sentiment, Subject, Queue, Stage, Last Updated, and Due Date.
Edit columns to hide columns that do not apply to your workflow.
Export all tickets in the dashboard view.
|E – Search Bar||Search for tickets that contain the keyword(s) in the Subject.|
|F – Bulk Ticket Actions||Select the checkbox next to one or more tickets to perform a bulk action. Actions include: Assign, Close, Export, Tag, Stage, Postpone.
See Working with Tickets for more information.
|G – Quick Actions Menu||Hover over a ticket to take action without clicking into the ticket detail. Actions include: Assign, Stage, Postpone.|