Documentation

Learn how to set up, manage, and get the most out of your TicketBloom help desk

Getting Started

1

Create an Account

Sign up for TicketBloom and access your dashboard immediately — no credit card required to start.

2

Set Up Your Ticket Inbox

Connect your support email address to automatically convert incoming emails into tickets.

3

Invite Team Members

Add agents and assign roles so your team can collaborate on tickets and share the workload.

4

Configure Automation Rules

Set up auto-assignment, SLA policies, and canned responses to handle tickets faster and more consistently.

Core Features

Ticket Management

Organize, prioritize, and resolve every customer issue with a structured ticket queue. Supports email, portal, and manual ticket creation.

  • Priority levels (low, medium, high, urgent)
  • Tags and categories
  • Merge and split tickets

Team Collaboration

Work together as a team with shared inboxes, internal notes, collision detection, and agent-to-agent mentions.

  • Internal notes (invisible to customers)
  • Collision detection prevents duplicate replies
  • Agent assignment and re-assignment

Customer Portal

Give customers a branded self-service portal to submit tickets, check status, and view their support history without emailing back and forth.

  • Custom domain support
  • Real-time ticket status updates
  • CSAT satisfaction surveys

SLA Policies

Define response and resolution time targets per ticket priority. Get alerts before deadlines are missed so you can act proactively.

  • First response time targets
  • Resolution time targets
  • Automatic escalation on breach

Canned Responses

Save and reuse reply templates for your most common support questions. Insert them instantly with a shortcut and personalize before sending.

  • Team-shared and personal templates
  • Dynamic variables (customer name, ticket ID)
  • Searchable template library

Analytics & Reports

Track team performance, ticket volume trends, CSAT scores, and SLA compliance with a built-in reporting dashboard.

  • Agent performance metrics
  • Ticket volume and resolution time reports
  • CSAT trend analysis

Frequently Asked Questions

How do I create my first ticket?

From your dashboard, click "New Ticket" and fill in the subject, description, priority, and assignee. You can also create tickets automatically by connecting a support email address under Settings → Inboxes.

How do I set up SLA policies?

Go to Settings → SLA Policies and create a new policy. Define first response and resolution time targets for each priority level (low, medium, high, urgent). Assign the policy to your inbox and TicketBloom will track compliance automatically.

Can customers submit tickets via email?

Yes. Connect a support email address under Settings → Inboxes → Email. Any email sent to that address will automatically create a ticket, and all replies thread correctly. Customers never need to log into the portal unless they want to.

How does the customer portal work?

The customer portal gives your customers a branded page to submit new tickets, view the status of existing ones, and leave satisfaction ratings. Enable it under Settings → Customer Portal and optionally map it to your own custom domain.

Does TicketBloom integrate with other StackBloom apps?

Yes. TicketBloom integrates with Live Chat (escalate chats to tickets), InboxBridge (route email channels), and DocsBloom (suggest knowledge base articles inside the ticket reply editor). More integrations are available through the Automations app.

Questions?

Reach out and we will help you get set up