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How to turn a chat into a ticket in YakDesk

Growth and AgencyAgents, admins and owners

Some problems can't be fixed while the customer waits. Turning the chat into a ticket keeps the whole conversation, emails the customer that you're on it, and gives your team a record to assign, prioritise and solve.

Before you start

  • A Growth or Agency plan (tickets are included)
  • A chat from an identified visitor (YakDesk needs their email)

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Transcript

Hand a chat that needs more work to your team as a ticket, with the conversation attached.

In the Inbox, open the conversation that needs follow-up. Maya's export problem needs an engineer, so it won't be solved while she waits.

Select Create ticket. YakDesk opens the new ticket, with the chat transcript as its first message, and emails Maya that a ticket is open.

Under Details, set the priority. Maya needs the file for a meeting, so make it high.

Steps

  1. Open the chat ▶ 0:07

    In Inbox, under Active chats, select the conversation.

    Inbox with Maya Palletwhistle's chat open and the Create ticket button visible

  2. Create the ticket ▶ 0:17

    Select Create ticket. The new ticket opens, marked from chat, with the transcript as its first message.

    New ticket created from the chat, showing the from chat badge and the transcript

  3. Set the priority ▶ 0:28

    Under Details, change Priority to high.

    Ticket details panel with Priority set to high
ResultA new ticket opens with the chat transcript as its first message, marked from chat.

Next steps

Updated 2026-10-26