Quick Start

A working ticket board in about ten minutes. The rest you can pick up as you go.

1. Sign up

Create an account on the registration page using a work email. We'll send a verification link; click it to land in the onboarding flow.

2. Name your workspace

The workspace is where you and your teammates live. Pick a name (usually your company or team), set a time zone, and define your business hours. Time zone and business hours feed SLA calculations later, so getting them right now saves cleanup.

3. Invite people

From Settings → Users → Invite User, send invitations. You'll assign each invitee a role, Admin, Manager, Project Lead, Team Lead, or Agent. If you're not sure, start everyone as Agent except yourself; you can promote later. The full breakdown lives in the user management guide.

4. Connect your inbox

If you want incoming customer emails to turn into tickets, hook up a mailbox under Settings → Email Accounts. Gmail and Microsoft 365 work via OAuth; for anything else, IMAP and SMTP credentials. Once it's connected, new mail starts showing up on the board within a minute or two.

You can skip this step if your team only takes tickets through the customer portal or the API.

5. Use the board

Tickets are cards. Drag a card between Open, Work in Progress, Waiting, and Closed as work moves. Click a card to open the full ticket. That's most of the day-to-day.

The ticket board with cards spread across the four lanes — The board after setup: tickets as cards across the four lanes.

Where to go from here

Create your first ticket, every way to start one
Get the most out of the board, filters, bulk actions, keyboard moves
Set up automation, let the repetitive stuff run itself
Try the AI, Suggest Reply, then optionally autonomous mode