> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/chat/ticket/create-ticket.md).

# Create Ticket

There are two ways to create a ticket: from a **Conversation**, which lets you create one quickly right from the chat, or from the **Board**, which gives you a more structured way to manage tickets.

## #1 From a conversation: Quick Create

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FW4ScOsds1Fd2Fmxp9Iek%2FScreenshot%202025-05-23%20at%202.13.23%E2%80%AFPM.png?alt=media&#x26;token=26da09bf-7430-4543-93af-dff235ba0193" alt="" width="299"><figcaption></figcaption></figure>

How to create a ticket with Quick Create:

1. **Open the conversation**
   * Open the conversation you're working on.
2. **Click the Create Ticket tab**
   * On the right, find and click the **Create Ticket** tab.
3. **Create template button**
   * If you don't have a template yet, you'll see a create template button.
   * Clicking it takes you to the template page so you can create one.
4. **Fill in the fields**
   * **Template**:
     * The default template is selected automatically and shown in a dropdown.
     * To change it, click the dropdown and choose another template.
   * **Ticket title**:
     * The title is filled in automatically as "customer name - template name".
     * For example, if the customer is Hamzah and you're using the Order template, the title will be "Hamzah - Order".
   * **Description**:
     * This field is optional.
   * **Other fields**:
     * The fields shown depend on the template you're using.
5. **Add products**
   * **Product field**:
     * This field only appears once you've added at least one product in the Product feature.
     * The dropdown lists the products you've created.
     * Once you choose a product, **Price** and **Quantity** fields appear.
       * **Price**: you can change it. If it differs from the price set in the Product feature, the original is shown crossed out.
       * **Quantity**: set to 1 by default.
   * **Adding more products**:
     * Click **Add Product** to add another product.
   * **Order Summary**:
     * Once you've chosen products, an order summary appears with the product names, quantities, any price-type fields from the template, and the grand total.
6. **See more details**
   * Click **View More** to see other details you can change on the ticket.
   * **Additional details**:
     * **Status**: defaults to the leftmost status on your kanban board.
     * **Priority**: low, medium, high or urgent. Defaults to medium.
     * **Assign To**: the human agent assigned to the ticket (optional).
     * **Attachment**: optional.
7. **Use Fill by AI**
   * You can skip the manual steps above with **Fill by AI**.
   * The AI fills in every field using information from the conversation.
8. **Reset everything**
   * If you need to, click the trash icon to clear everything you've entered.
9. **Click Create**
   * Once everything's filled in and looks right, click **Create**.
10. **Ticket preview**
    * A preview of your new ticket appears at the bottom of the quick create panel in that conversation.
    * You can also see the ticket on the board through the **View Ticket** tab.

## #2 From the Ticket Board

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FJlD5v59mfzhq8oS47yId%2FScreenshot%202025-03-05%20at%203.22.50%E2%80%AFPM.png?alt=media&#x26;token=2032ce5b-97fd-4219-b996-785b7d487a29" alt="" width="563"><figcaption></figcaption></figure>

How to create a ticket from the board:

1. **Open the Ticket tab**
   * Click the **Ticket** tab in the left navbar. You'll see a few options: **View Ticket**, **Template** and **Product**. Choose **View Ticket**.
2. **Click Create Ticket**

   * On the View Ticket page, click **Create Ticket**.

   <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FJqYwSN2l9GkSH3RtKuXG%2FScreenshot%202025-03-05%20at%203.22.22%E2%80%AFPM.png?alt=media&#x26;token=c1828cf7-5edd-472d-81c8-81707da680fa" alt="" width="563"><figcaption></figcaption></figure>
3. **Fill in the fields on the left**
   * **Template**:
     * Filled in with your default template, but you can change it if you need to.
   * **Ticket title**:
     * Required.
   * **Description**:
     * Optional.
   * **Other fields**:
     * The fields shown depend on the template you're using.
4. **Fill in the fields on the right**
   * **Status**:
     * Defaults to the leftmost status on your kanban board.
   * **Priority**:
     * Low, medium, high or urgent. Defaults to medium.
   * **Link Conversation**:
     * Click and choose which chat to link. You can search to find the one you want.
   * **Product**:
     * Click **+ Product** and choose the product you want to add.
     * Once it's added, you can change the **Price** and **Quantity**.
     * To remove a product, click the **X** next to it.
   * **Attachment**:
     * Drag and drop a file, or browse to choose one from your device.
5. **Click Create**
   * Once everything's filled in, click **Create** to save the ticket.
6. **Your ticket appears on the board**
   * Once it's created, the ticket shows up on your board, where you can manage it and track its status.

#### Watch the video tutorial below to see each step in action.

{% embed url="<https://www.youtube.com/watch?v=XwdagCsHvFA>" %}