Product Guide

Native Case Management System

You can create follow-up tickets for your customer service, sales, marketing, and product teams to collaborate on resolving your customer issues.
Qwary's ultimate pricing plan comes with the native case management system. You don't need an extra Zendesk, or Freshdesk subscription if you are subscribed to our ultimate plan.

1. Click on Tickets

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2. Check out Your Assigned Ticket under 'My Tickets' view

These Tickets are created as part of workflow execution. You can find the guide here if you're unsure what workflow is.

3. Change the Ticket Priority

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4. Change Ticket Status

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5. Create Ticket To-Do List

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6. Type in Task To-do

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7. Click on Mark Completed when Task is completed

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8. Assign Tickets to Team Members

You can distribute tasks between team members, and once completed; you can assign that to other team members.

9. Update Issue Root Cause

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10. Follow All Tickets Activities

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11. Click on View Responses

To check out customer survey response

12. Click on Add Note

You can add ticket notes while working on the ticket. This way, your team can easily follow up with the previous conversation and break team silos.

13. Click on Reply

You can email a reply directly to the customer right from Qwary. Anytime customers respond to the email, that's automatically linked to your ongoing conversation with in ticket. So everyone on the team is up to date.
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15. Type in highlight

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16. Review all Tickets

If you are in the standard user's Role, unless the ticket is shared with you or assigned to you - you won't be able to see/modify tickets.
You can see everyone's ticket and modify it if you are an admin or super admin.
Please reach out to us at [email protected] for any questions.