{"id":46589,"date":"2026-09-23T18:20:29","date_gmt":"2026-09-23T12:20:29","guid":{"rendered":"https:\/\/fluentsupport.com\/?p=46589"},"modified":"2026-09-23T18:20:33","modified_gmt":"2026-09-23T12:20:33","slug":"how-to-setup-a-support-ticket-system-in-wordpress","status":"publish","type":"post","link":"https:\/\/fluentsupport.com\/how-to-setup-a-support-ticket-system-in-wordpress\/","title":{"rendered":"How to Setup a Support Ticket System in WordPress?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A support ticket system in WordPress turns scattered support emails and messages into organized tickets your team can assign, track, and resolve from one dashboard. Plugins like Fluent Support install directly on your site and handle this without a separate helpdesk platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most setups fall apart after installation, not during it: tickets landing in the wrong inbox, no clear owner, agents replying from different places. Getting the order right matters more than the plugin itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So what does a proper setup actually look like?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide walks through it step by step using Fluent Support, from ticket intake to agents, automation, and validation.<\/p>\n\n\n<style>.kb-row-layout-id46589_194411-8f > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id46589_194411-8f > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id46589_194411-8f > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id46589_194411-8f{border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;overflow:clip;isolation:isolate;}.kb-row-layout-id46589_194411-8f > .kt-row-layout-overlay{border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-row-layout-id46589_194411-8f{border-top:1px solid #15be7c;border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;}.kb-row-layout-id46589_194411-8f > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id46589_194411-8f > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 1024px){.kb-row-layout-id46589_194411-8f{border-top:1px solid #15be7c;border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;}}@media all and (max-width: 767px){.kb-row-layout-id46589_194411-8f > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id46589_194411-8f{border-top:1px solid #15be7c;border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id46589_194411-8f alignnone has-theme-palette8-background-color kt-row-has-bg wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column46589_06aa9b-20 > .kt-inside-inner-col,.kadence-column46589_06aa9b-20 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column46589_06aa9b-20 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column46589_06aa9b-20 > .kt-inside-inner-col{flex-direction:column;}.kadence-column46589_06aa9b-20 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column46589_06aa9b-20 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column46589_06aa9b-20{position:relative;}@media all and (max-width: 1024px){.kadence-column46589_06aa9b-20 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column46589_06aa9b-20 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column46589_06aa9b-20\"><div class=\"kt-inside-inner-col\">\n<p class=\"wp-block-paragraph\" style=\"font-size:27px\">TL;DR<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Install <strong>Fluent Support<\/strong> and confirm it&#8217;s active and visible in your dashboard. <\/li>\n\n\n\n<li><strong>Ticket intake is automatic<\/strong>, your first Business Inbox is created during onboarding, no manual setup needed. Add a second one manually only if you need a separate brand, department, or email-only inbox<\/li>\n\n\n\n<li><strong>Web tickets<\/strong> run through a support portal connected via shortcode; <strong>email tickets<\/strong> run through email piping, which forwards your support inbox into Fluent Support so every email becomes a ticket automatically<\/li>\n\n\n\n<li><strong>Add agents<\/strong> from existing WordPress users, then scope what each one can see and do through permissions (tickets, workflows, settings, reporting, inbox access). Optional: set up a signature that auto-appends to their replies<\/li>\n\n\n\n<li><strong>Structure your tickets<\/strong> with products (categorize by offering), saved replies (standardize common answers), and tags (classify issue type or pattern) before volume builds up<\/li>\n\n\n\n<li><strong>Automate repetitive work<\/strong> with two workflow types: manual (agent-triggered, for actions needing judgment) and automatic (trigger + conditions + actions, for rule-based repetition)<\/li>\n\n\n\n<li><strong>Validate before rollout<\/strong>: submit a real test ticket through both the web portal and email, then reply, tag, and close it as an agent to confirm the full lifecycle works<\/li>\n\n\n\n<li><strong>Optimize after launch<\/strong>, not before: refine tags, products, and workflows based on real ticket patterns, not assumptions made on day one<\/li>\n\n\n\n<li><strong>Integrations<\/strong> (OpenAI, WooCommerce, FluentCart, Slack, WhatsApp, and more) add context and automation on top, but they&#8217;re a later layer, not a setup requirement<\/li>\n<\/ul>\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\">What you should decide before setting up a ticket system?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before installing any plugin or configuring settings, a few decisions need to be clear. These choices shape how your support system works later. Skipping them usually leads to confusion, rework, and inconsistent support handling.<\/p>\n\n\n<style>.kt-accordion-id46589_ece2aa-07 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:10px;}.kt-accordion-id46589_ece2aa-07 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:1px solid transparent;border-bottom:1px solid transparent;border-left:1px solid transparent;background:#ffffff;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;background:#e4e4e4;color:#444444;padding-top:14px;padding-right:16px;padding-bottom:14px;padding-left:16px;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#e4e4e4;}.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07 .kt-blocks-accordion-header:focus-visible{color:#444444;background:#e4e4e4;border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left-color:#15be7c;border-left-style:solid;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#e4e4e4;}.kt-accordion-id46589_ece2aa-07 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#444444;background:#e4e4e4;border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left:4px solid var(--global-palette1, #3182CE);}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id46589_ece2aa-07:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#e4e4e4;}@media all and (max-width: 1024px){.kt-accordion-id46589_ece2aa-07 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:1px solid transparent;border-bottom:1px solid transparent;border-left:1px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;}}@media all and (max-width: 1024px){.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07 .kt-blocks-accordion-header:focus-visible{border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left-color:#15be7c;border-left-style:solid;}}@media all and (max-width: 1024px){.kt-accordion-id46589_ece2aa-07 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left:4px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kt-accordion-id46589_ece2aa-07 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id46589_ece2aa-07 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:10px;}.kt-accordion-id46589_ece2aa-07 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:1px solid transparent;border-bottom:1px solid transparent;border-left:1px solid transparent;}.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid #15be7c;border-bottom:1px solid #15be7c;border-left:1px solid #15be7c;}.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id46589_ece2aa-07 .kt-blocks-accordion-header:focus-visible{border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left-color:#15be7c;border-left-style:solid;}.kt-accordion-id46589_ece2aa-07 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id46589_ece2aa-07 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top-color:#15be7c;border-top-style:solid;border-right-color:#15be7c;border-right-style:solid;border-bottom-color:#15be7c;border-bottom-style:solid;border-left:4px solid var(--global-palette1, #3182CE);}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id46589_ece2aa-07 kt-accordion-has-7-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-arrow kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"false\" data-start-open=\"0\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-1 kt-pane46589_4b429a-55\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">First, decide <strong>where support requests will come from<\/strong>.<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p class=\"wp-block-paragraph\">Some teams rely only on email. Others use a support form, or both. This matters because ticket intake affects everything that follows, from prioritization to response time. Mixing channels without a plan makes tickets harder to track.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane46589_358c92-16\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Next, be clear about <strong>who will handle support tickets<\/strong>.<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p class=\"wp-block-paragraph\">Is it one person or a small team? Will different agents handle different types of issues? A ticket system only works when ownership is defined. Without it, tickets sit unassigned and responses slow down.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane46589_4e7262-15\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">You should also define <strong>what \u201cresolved\u201d means for your business<\/strong>.<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p class=\"wp-block-paragraph\">For some teams, a ticket is resolved once a fix is applied. For others, it\u2019s only resolved after customer confirmation. This distinction affects how tickets move through statuses and when they are closed.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane46589_9d434f-58\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kt-blocks-accordion-title\">Finally, think about <strong>ticket volume now and in the near future<\/strong>.<\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p class=\"wp-block-paragraph\">A setup that works for a few tickets a day may break once volume increases. Planning for growth doesn\u2019t mean overcomplicating things. It means choosing a structure that won\u2019t need to be rebuilt later.<\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once these decisions are clear, setting up the ticket system itself becomes much simpler and more consistent.<\/p>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4, .wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4[data-kb-block=\"kb-adv-heading46589_d1b171-c4\"]{padding-top:32px;padding-right:32px;padding-bottom:32px;padding-left:32px;margin-bottom:0px;font-style:normal;background-color:#fbfffc;border-top:2px solid var(--global-palette1, #3182CE);border-right:2px solid var(--global-palette1, #3182CE);border-bottom:2px solid var(--global-palette1, #3182CE);border-left:2px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4[data-kb-block=\"kb-adv-heading46589_d1b171-c4\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4[data-kb-block=\"kb-adv-heading46589_d1b171-c4\"] img.kb-inline-image{width:150px;vertical-align:baseline;}@media all and (max-width: 1024px){.wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4, .wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4[data-kb-block=\"kb-adv-heading46589_d1b171-c4\"]{border-top:2px solid var(--global-palette1, #3182CE);border-right:2px solid var(--global-palette1, #3182CE);border-bottom:2px solid var(--global-palette1, #3182CE);border-left:2px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4, .wp-block-kadence-advancedheading.kt-adv-heading46589_d1b171-c4[data-kb-block=\"kb-adv-heading46589_d1b171-c4\"]{border-top:2px solid var(--global-palette1, #3182CE);border-right:2px solid var(--global-palette1, #3182CE);border-bottom:2px solid var(--global-palette1, #3182CE);border-left:2px solid var(--global-palette1, #3182CE);}}<\/style>\n<p class=\"kt-adv-heading46589_d1b171-c4 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading46589_d1b171-c4\">Once these decisions are clear, the setup becomes straightforward. Next, we\u2019ll walk through the full process using Fluent Support, showing how each choice turns into a working support system in practice.<br><br>The steps apply broadly to WordPress ticketing tools, but we\u2019ll use Fluent Support to demonstrate them clearly.<br><br>You may explore Fluent Support&#8217;s feature before reading the setup guide.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns46589_367bdd-00{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns46589_367bdd-00 .kt-button{font-weight:normal;font-style:normal;}.kt-btns46589_367bdd-00 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns46589_367bdd-00 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns46589_367bdd-00\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn46589_fa6bec-ad.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn46589_fa6bec-ad.kb-button{background:#44c78a;margin-top:-20px;}.wp-block-kadence-advancedbtn .kb-btn46589_fa6bec-ad.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn46589_fa6bec-ad.kb-button:focus{background:#ffc865;}<\/style><a class=\"kb-button kt-button button kb-btn46589_fa6bec-ad kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-fill kt-btn-has-text-true kt-btn-has-svg-false wp-block-kadence-singlebtn\" href=\"https:\/\/fluentsupport.com\/features\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"kt-btn-inner-text\">Explore Fluent Support Now!<\/span><\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-step: How to set up a support ticket system in WordPress (using Fluent Support)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The steps below follow the actual order a <a href=\"https:\/\/fluentsupport.com\/support-ticket-system\/\">support ticket system<\/a> depends on to function properly. Each step affects how tickets are created, how they move through the system, and how responsibility is assigned to agents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Complete the setup in sequence. Skipping steps or configuring things out of order often leads to unassigned tickets, unclear statuses, and broken workflows once real requests start coming in.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left\">Step 1: Install and activate Fluent Support<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The first step is getting Fluent Support installed and active on your site. As mentioned earlier, this walkthrough uses Fluent Support to demonstrate the setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can start with the free version or upgrade to Pro later. Both follow a clean and predictable installation flow.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Install the free version<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From your WordPress dashboard, go to <strong>Plugins \u2192 Add New<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search for <strong><a href=\"https:\/\/wordpress.org\/plugins\/fluent-support\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fluent Support<\/a><\/strong>, then click <strong>Install Now<\/strong> and <strong>Activate<\/strong>.<\/p>\n\n\n<style>.kb-image46589_4288fc-2b .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_4288fc-2b img.kb-img, .kb-image46589_4288fc-2b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_4288fc-2b img.kb-img, .kb-image46589_4288fc-2b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_4288fc-2b img.kb-img, .kb-image46589_4288fc-2b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_4288fc-2b size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-1024x490.webp\" alt=\"\" class=\"kb-img wp-image-51422\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-1024x490.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-300x144.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-766x367.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-1536x736.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-360x172.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Activate-Fluent-Support-2048x981.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once activated, Fluent Support adds a dedicated support area inside WordPress. This creates the core structure needed to start receiving and managing tickets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, don\u2019t change any settings yet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal here is simple. Confirm the plugin is installed, active, and visible in your dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll now see a <strong>Fluent Support<\/strong> menu in WordPress. This is where tickets, inboxes, agents, and workflows will live.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-border-color has-theme-palette-1-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-width:1px;border-radius:8px\"><strong>Note (for Pro users)<\/strong>:<br>Fluent Support Pro works as an add-on. The free version must remain installed and active for Pro to function properly.<\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Install and activate Fluent Support Pro<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re using Fluent Support Pro, the upgrade happens by uploading the Pro add-on and activating it with a license key.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From your WordPress dashboard, go to <strong>Plugins \u2192 Add New \u2192 Upload Plugin<\/strong>.<\/p>\n\n\n<style>.kb-image46589_030559-ca .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_030559-ca img.kb-img, .kb-image46589_030559-ca .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_030559-ca img.kb-img, .kb-image46589_030559-ca .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_030559-ca img.kb-img, .kb-image46589_030559-ca .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_030559-ca size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2024\/05\/choose-zip-file.webp\" alt=\"Upload Fluent Support Plugin\" class=\"kb-img\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Upload the Fluent Support Pro ZIP file, install it, and activate the plugin.<\/p>\n\n\n<style>.kb-image46589_d1e67c-82 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_d1e67c-82 img.kb-img, .kb-image46589_d1e67c-82 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_d1e67c-82 img.kb-img, .kb-image46589_d1e67c-82 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_d1e67c-82 img.kb-img, .kb-image46589_d1e67c-82 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_d1e67c-82 size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2024\/05\/Install-Now.webp\" alt=\"Upload Fluent SUpport Pro Zip file\" class=\"kb-img\"\/><\/figure>\n\n\n<style>.kb-image46589_0abc23-31 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_0abc23-31 img.kb-img, .kb-image46589_0abc23-31 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_0abc23-31 img.kb-img, .kb-image46589_0abc23-31 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_0abc23-31 img.kb-img, .kb-image46589_0abc23-31 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_0abc23-31 size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2024\/05\/Activate-Plugin-2.webp\" alt=\"Activate Fluent Support Pro\" class=\"kb-img\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After activation, open <strong>Fluent Support (on left side bar)\u2192 Settings \u2192 License Management<\/strong>, paste your license key, and verify it.<\/p>\n\n\n<style>.kb-image46589_073e8f-f3 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_073e8f-f3 img.kb-img, .kb-image46589_073e8f-f3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_073e8f-f3 img.kb-img, .kb-image46589_073e8f-f3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_073e8f-f3 img.kb-img, .kb-image46589_073e8f-f3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_073e8f-f3 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-1024x371.webp\" alt=\"\" class=\"kb-img wp-image-51425\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-1024x371.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-300x109.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-768x278.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-1536x556.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-2048x742.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-License-Key-Management-option-360x130.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once verified, all Pro features become available automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s no need to adjust settings yet.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, Fluent Support is fully installed and active. The system is ready.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, you\u2019ll shape how tickets enter and move through your support workflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left\">Step 2: Set up how tickets enter your system<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With Fluent Support active, the next decision is defining how customer <a href=\"https:\/\/fluentsupport.com\/customer-support-tickets\/\" data-type=\"link\" data-id=\"https:\/\/fluentsupport.com\/customer-support-tickets\/\">requests become tickets<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most modern ticketing systems for WordPress handle ticket intake through inbox-based structures, often called business inboxes or mailboxes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Fluent Support, this is also called a Business Inbox. A Business Inbox determines how tickets are received and where they appear, whether they arrive by email or from your website. It lets you serve multiple support channels from a single, organized interface.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You don&#8217;t need to create a Business Inbox manually to get started. Fluent Support offers two types of Business Inbox:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Web-Based for support portal forms only<\/li>\n\n\n\n<li>Web and Email-Based (Mailbox) if you want tickets from both email and web forms to go here<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your first one is created automatically as part of onboarding. You will get the suggestion to create an initial business inbox when you first land on Fluent Support&#8217;s Dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here, you&#8217;ll be asked to provide the required details to set up your support portal. This includes basic business information and selecting where the portal should appear on your site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You have two options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Use an existing page:<\/strong> Select a page from the dropdown, then copy the provided shortcode and paste it into that page.<\/li>\n\n\n\n<li><strong>Create a new page automatically:<\/strong> Enable the option to let Fluent Support create a dedicated support portal page with the shortcode added automatically.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once the page is selected and the information is filled in, click Continue.<\/p>\n\n\n<style>.kb-image46589_feec92-d5 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_feec92-d5 img.kb-img, .kb-image46589_feec92-d5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_feec92-d5 img.kb-img, .kb-image46589_feec92-d5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_feec92-d5 img.kb-img, .kb-image46589_feec92-d5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_feec92-d5 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1006\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget-1024x1006.webp\" alt=\"Fluent Support onboarding widget\" class=\"kb-img wp-image-51432\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget-1024x1006.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget-300x295.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget-768x754.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget-360x354.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-onboarding-widget.webp 1222w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, Fluent Support does two things:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Activates the support portal on your website<\/li>\n\n\n\n<li>Automatically creates a web-based Business Inbox and connects it to the portal<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<style>.kb-image46589_ecbba7-4f .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_ecbba7-4f img.kb-img, .kb-image46589_ecbba7-4f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_ecbba7-4f img.kb-img, .kb-image46589_ecbba7-4f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_ecbba7-4f img.kb-img, .kb-image46589_ecbba7-4f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_ecbba7-4f size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-1024x446.webp\" alt=\"Auto generated business inbox\" class=\"kb-img wp-image-51434\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-1024x446.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-300x131.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-768x334.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-1536x669.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-2048x892.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Auto-generated-business-inbox-360x157.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Also, you can paste the shortcode anywhere on any page of your site according to your choice.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left\">Step 2.1: Web-based ticket setup (support portal)<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Web-based ticket setup allows customers to submit support requests directly from your website through a support portal. In Fluent Support, this works by connecting a web-based Business Inbox to a portal page using a shortcode.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Your web-based Business Inbox<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your first Business Inbox is already created and connected, this happened automatically in <strong>Step 2<\/strong> when you completed onboarding. You only need to create one manually if you&#8217;re setting up an additional inbox, for example a separate brand or department.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If that&#8217;s the case, do this:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. From your WordPress dashboard, go to Fluent Support \u2192 Business Inboxes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Click <strong>Add New Business Inbox.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Enter a name for the inbox. This usually reflects the purpose, such as &#8220;Billing Support&#8221; or &#8220;Website Support&#8221;.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Select the Support Channel as <strong>Web-Based<\/strong>. This ensures the inbox only accepts tickets from your website and not from email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Click <strong>Add Business Inbox<\/strong> to complete the setup.<\/p>\n\n\n<style>.kb-image46589_2b0499-97 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_2b0499-97 img.kb-img, .kb-image46589_2b0499-97 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_2b0499-97 img.kb-img, .kb-image46589_2b0499-97 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_2b0499-97 img.kb-img, .kb-image46589_2b0499-97 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_2b0499-97 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"295\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-1024x295.webp\" alt=\"Add a New Business Inbox popup \" class=\"kb-img wp-image-51446\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-1024x295.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-300x87.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-766x221.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-1536x443.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-2048x591.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/add-inbox-popup-info-button-1-360x104.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Either way, at this point you have a web-based Business Inbox ready to receive tickets. Now you need to connect it to a support portal page.<\/p>\n\n\n<style>.kb-image46589_f07bdf-fc .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_f07bdf-fc img.kb-img, .kb-image46589_f07bdf-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_f07bdf-fc img.kb-img, .kb-image46589_f07bdf-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_f07bdf-fc img.kb-img, .kb-image46589_f07bdf-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_f07bdf-fc size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"302\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-1024x302.webp\" alt=\"Business Inbox is added\" class=\"kb-img wp-image-51448\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-1024x302.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-300x88.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-767x226.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-1536x452.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-2048x603.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/final-look-of-multiople-business-inbox-360x106.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Set up a support portal for a specific Business Inbox<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluent Support lets you create a support portal for any Business Inbox using a shortcode. This is especially useful when you manage multiple inboxes or want full control over where tickets are submitted from.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the page where you want to display the support portal. This can be an existing page or a newly created one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Paste the following shortcode into the page:<\/p>\n\n\n<style>.kb-image46589_5e0428-a0 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_5e0428-a0 img.kb-img, .kb-image46589_5e0428-a0 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_5e0428-a0 img.kb-img, .kb-image46589_5e0428-a0 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_5e0428-a0 img.kb-img, .kb-image46589_5e0428-a0 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_5e0428-a0 size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2024\/06\/Using-ID-in-Shortcode.webp\" alt=\"Shortcode option for creating portal page\" class=\"kb-img\"\/><\/figure>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#b0e8d587\"><strong>Shortcode<\/strong>: [ fluent_support _portal show_logout = \u2018yes\u2019 business_box_id=2 ]<br><strong>Remember<\/strong>, instead of <strong>2<\/strong> (business box ID), use your own <strong>Business Box ID<\/strong> from your chosen business inbox.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Find your Business Inbox ID<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To get the correct Business Inbox ID:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Fluent Support \u2192 Business Inboxes<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>View Settings<\/strong> on the inbox you just created.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Look at the browser URL. You\u2019ll see a number in the URL that represents the <strong>Business Inbox ID<\/strong>.<\/p>\n\n\n<style>.kb-image46589_53c811-0b .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_53c811-0b img.kb-img, .kb-image46589_53c811-0b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_53c811-0b img.kb-img, .kb-image46589_53c811-0b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_53c811-0b img.kb-img, .kb-image46589_53c811-0b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_53c811-0b size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"665\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-1024x665.webp\" alt=\"Business Inbox Id, Fluent Support\" class=\"kb-img wp-image-51452\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-1024x665.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-300x195.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-767x498.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-1536x997.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-2048x1330.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/business-box-id-1-360x234.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Copy that number and use it in the shortcode.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the shortcode is placed and the page is published, that page becomes the support portal for the selected Business Inbox.<\/p>\n\n\n<style>.kb-image46589_b90564-b1 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_b90564-b1 img.kb-img, .kb-image46589_b90564-b1 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_b90564-b1 img.kb-img, .kb-image46589_b90564-b1 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_b90564-b1 img.kb-img, .kb-image46589_b90564-b1 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_b90564-b1 size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2021\/10\/8.-Support-Portal-Preview.webp\" alt=\"\" class=\"kb-img\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What happens after setup<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From this point forward:<\/p>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_695cf8-88:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_695cf8-88 ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-sm, 1.5rem);margin-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_695cf8-88 ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_695cf8-88 .kb-svg-icon-wrap{color:var(--global-palette1, #3182CE);}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_695cf8-88 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items46589_695cf8-88 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items46589_695cf8-88 kt-svg-icon-list-columns-1 alignnone kt-list-icon-aligntop\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-46589_2b0786-95 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_2b0786-95\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Tickets submitted through the support portal go directly into the selected Business Inbox<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_1d04b4-5e .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_1d04b4-5e\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">All web-based tickets follow the same lifecycle as email-based tickets<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_8ef0a4-24 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_8ef0a4-24\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">You can create different portals for different inboxes if needed<\/span><\/li>\n<\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This setup is ideal when you want structured ticket submissions, better context at the point of entry, and clear routing inside your support system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With web-based ticket intake configured, your system is now ready to accept customer requests directly from your site in a controlled and predictable way.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2.2: Email-based ticket setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Email-based tickets allow customer emails to enter your support system as structured tickets instead of living in a shared inbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Fluent Support, email intake works through <strong>email piping<\/strong>. This setup connects your support email address to a Business Inbox so every incoming email becomes a ticket automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before starting, make sure:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You created a <strong>Web and Email-Based (Mailbox)<\/strong> Business Inbox<\/li>\n\n\n\n<li>Fluent Support Pro is active (email piping is a Pro feature)<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Enable email piping for the Business Inbox<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Fluent Support \u2192 Business Inboxes<\/strong> from your WordPress dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Locate the inbox you created for email support and click <strong>View Settings<\/strong>.<\/p>\n\n\n<style>.kb-image46589_041a09-80 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_041a09-80 img.kb-img, .kb-image46589_041a09-80 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_041a09-80 img.kb-img, .kb-image46589_041a09-80 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_041a09-80 img.kb-img, .kb-image46589_041a09-80 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_041a09-80 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"316\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-1024x316.webp\" alt=\"View setting option on Business Setting\" class=\"kb-img wp-image-51454\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-1024x316.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-300x93.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-767x237.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-1536x475.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-2048x633.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/view-settings-2-scaled-1-360x111.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Inside the inbox settings, open the <strong>Email Piping<\/strong> section.<\/p>\n\n\n<style>.kb-image46589_f1cb0c-b7 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_f1cb0c-b7 img.kb-img, .kb-image46589_f1cb0c-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_f1cb0c-b7 img.kb-img, .kb-image46589_f1cb0c-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_f1cb0c-b7 img.kb-img, .kb-image46589_f1cb0c-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_f1cb0c-b7 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-1024x298.webp\" alt=\"Email piping section, Fluent Support\" class=\"kb-img wp-image-51456\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-1024x298.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-300x87.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-766x223.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-1536x447.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-2048x596.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/email-piping-dashboard-1-360x105.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll first be asked to accept the email piping terms. This step is required to activate email handling for the inbox.<\/p>\n\n\n<style>.kb-image46589_a98ab8-9c .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_a98ab8-9c img.kb-img, .kb-image46589_a98ab8-9c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_a98ab8-9c img.kb-img, .kb-image46589_a98ab8-9c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_a98ab8-9c img.kb-img, .kb-image46589_a98ab8-9c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_a98ab8-9c size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"312\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-1024x312.webp\" alt=\"Get Email piping details option\" class=\"kb-img wp-image-51458\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-1024x312.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-300x91.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-765x233.webp 765w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-1536x468.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-2048x623.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/get-email-piping-details-2-360x110.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once accepted, Fluent Support generates a <strong>unique email piping address<\/strong> for this inbox. This address is where all support emails need to be forwarded.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now copy the Mailbox Email address from Fluent Support to configure auto\u2011forwarding for your other email accounts.<\/p>\n\n\n<style>.kb-image46589_ce08ee-b7 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_ce08ee-b7 img.kb-img, .kb-image46589_ce08ee-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_ce08ee-b7 img.kb-img, .kb-image46589_ce08ee-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_ce08ee-b7 img.kb-img, .kb-image46589_ce08ee-b7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_ce08ee-b7 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"320\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-1024x320.webp\" alt=\"Copy email Address for email piping\" class=\"kb-img wp-image-51461\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-1024x320.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-300x94.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-768x240.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-1536x480.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-2048x640.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/copy-the-mailbox-email-provided-by-fluent-support-3-360x112.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, Fluent Support is ready to receive emails. The next step happens inside your email provider.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Forward your support emails to Fluent Support<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now go to the email account you use for customer support. This could be Gmail, Microsoft 365, Zoho Mail, or any other provider.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set up <strong>email forwarding or redirection<\/strong> so that all incoming emails sent to your support address are forwarded to the Fluent Support piping email generated earlier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This step ensures:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Every customer email becomes a new ticket<\/li>\n\n\n\n<li>Replies stay attached to the original ticket<\/li>\n\n\n\n<li>Support conversations move out of email clients and into the ticket system<\/li>\n<\/ul>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background wp-block-paragraph\"><strong>Note:<\/strong> Depending on your email provider, you may need to confirm forwarding. Fluent Support may also send a verification email, which will appear as a ticket during setup.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Verify ticket creation<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After forwarding is configured, send a test email to your support address.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If everything is set up correctly:<\/p>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_d9efbb-5c:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_d9efbb-5c ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-sm, 1.5rem);margin-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_d9efbb-5c ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_d9efbb-5c .kb-svg-icon-wrap{color:var(--global-palette1, #3182CE);}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_d9efbb-5c ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items46589_d9efbb-5c ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items46589_d9efbb-5c kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-46589_da8286-5a .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_da8286-5a\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">A new ticket appears in the Business Inbox<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_841c2b-0f .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_841c2b-0f\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">The email subject becomes the ticket subject<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_d07019-d9 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_d07019-d9\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">The email body becomes the ticket message<\/span><\/li>\n<\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">From this point forward, agents should respond from inside Fluent Support, not from their email inbox. Replies sent from the ticket will continue the same email conversation without breaking the thread.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why this setup matters<\/strong>?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email support often breaks when emails are handled outside the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With email piping in place:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No support emails are missed<\/li>\n\n\n\n<li>Conversations stay tied to a single ticket<\/li>\n\n\n\n<li>Reporting, SLAs, and workflows remain accurate<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once email-based ticket intake is working reliably, you can move on to configuring web-based ticket submission through the support portal.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Add agents and define permissions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once your ticket intake is working (email and\/or web), the next critical step is deciding who on your team will actually handle those tickets and what they\u2019re allowed to do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Fluent Support you add agents and then control their level of access through permissions.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Add support staff (agents)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Agents are the people who will read, reply to, and manage tickets inside Fluent Support. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> These must be existing WordPress users before they can be added as agents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. In your WordPress dashboard, go to <strong>Fluent Support \u2192 Global Settings \u2192 Support Staff<\/strong>.<\/p>\n\n\n<style>.kb-image46589_9adafe-ee .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_9adafe-ee img.kb-img, .kb-image46589_9adafe-ee .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_9adafe-ee img.kb-img, .kb-image46589_9adafe-ee .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_9adafe-ee img.kb-img, .kb-image46589_9adafe-ee .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_9adafe-ee size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"399\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-1024x399.webp\" alt=\"Support Staff option on Fluent Support \" class=\"kb-img wp-image-51465\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-1024x399.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-767x299.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-300x117.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-1536x599.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-2048x798.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Fluent-Support-Support-Staff-option-360x140.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2. Click <strong>Add New<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.  A pop-up appears. Enter:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First Name<\/li>\n\n\n\n<li>Last Name<\/li>\n\n\n\n<li>Email (the agent\u2019s WordPress user email)<\/li>\n\n\n\n<li>Title (ex: Support Agent or Tier 2)<\/li>\n<\/ul>\n\n\n<style>.kb-image46589_4a81c5-f8 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_4a81c5-f8 img.kb-img, .kb-image46589_4a81c5-f8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_4a81c5-f8 img.kb-img, .kb-image46589_4a81c5-f8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_4a81c5-f8 img.kb-img, .kb-image46589_4a81c5-f8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_4a81c5-f8 size-large\"><img decoding=\"async\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2024\/06\/Support-Staff-pop-up-1536x706.webp\" alt=\"Support staff config popup\" class=\"kb-img\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4. Configure Business Inbox restriction according to your preference.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Repeat this for each team member who should handle tickets. Fluent Support lets you add as many agents as you need without extra cost.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Control what each agent can do<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After adding agents, you decide what they\u2019re allowed to manage inside Fluent Support. Permissions let you tailor roles so each agent can only see and act on what they need, nothing more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To edit permissions for an agent:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Again Go to <strong>Fluent Support \u2192 Global Settings \u2192 Support Staff<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Find the agent and click the <strong>edit (pencil) icon<\/strong>.<\/p>\n\n\n<style>.kb-image46589_5a855d-09 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_5a855d-09 img.kb-img, .kb-image46589_5a855d-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_5a855d-09 img.kb-img, .kb-image46589_5a855d-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_5a855d-09 img.kb-img, .kb-image46589_5a855d-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_5a855d-09 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"342\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-1024x342.webp\" alt=\"Edit Support Staff option\" class=\"kb-img wp-image-51473\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-1024x342.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-300x100.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-766x256.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-1536x513.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-2048x684.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Edit-Support-Staff-option-360x120.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3. Scroll to <strong>Permissions<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enable or disable permission checkboxes according to what you want them to access.<\/p>\n\n\n<style>.kb-image46589_c4a4e3-34 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_c4a4e3-34 img.kb-img, .kb-image46589_c4a4e3-34 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_c4a4e3-34 img.kb-img, .kb-image46589_c4a4e3-34 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_c4a4e3-34 img.kb-img, .kb-image46589_c4a4e3-34 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_c4a4e3-34\"><img loading=\"lazy\" decoding=\"async\" width=\"2422\" height=\"2065\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management.webp\" alt=\"Support Staff's permission management\" class=\"kb-img wp-image-51476\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management.webp 2422w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-300x256.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-767x654.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-1024x873.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-1536x1310.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-2048x1746.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Support-Staffs-permission-management-360x307.webp 360w\" sizes=\"auto, (max-width: 2422px) 100vw, 2422px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5. Click <strong>Update<\/strong> to save changes.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>Set up an agent signature (optional)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want an agent&#8217;s replies to automatically include a sign-off, scroll to the bottom of the agent&#8217;s editor window and enable &#8220;Enable signature for this agent.&#8221; This opens a rich text editor where you can format the signature with bold, italics, lists, or links, and it gets appended to that agent&#8217;s ticket replies automatically.<\/p>\n\n\n<style>.kb-image46589_cde5b8-fa .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_cde5b8-fa img.kb-img, .kb-image46589_cde5b8-fa .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_cde5b8-fa img.kb-img, .kb-image46589_cde5b8-fa .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_cde5b8-fa img.kb-img, .kb-image46589_cde5b8-fa .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_cde5b8-fa size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"435\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-1024x435.webp\" alt=\"Agent signature option in Fluent Support\" class=\"kb-img wp-image-51480\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-1024x435.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-300x127.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-768x326.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-1536x652.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support-360x153.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Agent-signature-option-in-Fluent-Support.webp 1946w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>What permissions you can control<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluent Support lets you control what each agent can see and do, without overcomplicating the setup. At a high level, permissions cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket access and actions<\/strong><br>Viewing tickets, replying, assigning, merging or splitting conversations<\/li>\n\n\n\n<li><strong>Workflow and productivity tools<\/strong><br>Running workflows and using saved replies<\/li>\n\n\n\n<li><strong>Settings and data access<\/strong><br>Access to inbox settings, customer data, and system-level options<\/li>\n\n\n\n<li><strong>Reporting visibility<\/strong><br>Viewing reports, activity logs, and agent performance data<\/li>\n\n\n\n<li><strong>Inbox-level access<\/strong><br>Restricting agents to specific Business Inboxes so they only see relevant tickets<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For initial setup, you only need to decide who handles tickets and who manages the system. Everything else can be refined later as your team grows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why this matters<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A ticketing system without clear agent roles quickly becomes chaotic. When each agent has the right scope of access:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There is <strong>clear ownership<\/strong> over tickets<\/li>\n\n\n\n<li>Agents aren\u2019t overwhelmed by unrelated tickets<\/li>\n\n\n\n<li>Reports are more accurate<\/li>\n\n\n\n<li>Sensitive settings remain protected<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This control layer makes your support operations more predictable and efficient as your team grows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Set up ticket structure and response assets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, tickets are entering the system and agents can access them. Now the focus shifts to how tickets are handled day to day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This step is about making sure agents work with clarity, replies stay consistent, and collaboration does not break down as ticket volume grows.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">1. Connect products to tickets<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If your business supports products, services, or plans, tickets should clearly reflect that.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluent Support lets you create <strong>products<\/strong> that act as categories for organizing your tickets. Agents and customers can associate a ticket with a product, giving immediate context about what the issue relates to without needing follow-up questions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to create products<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">1. Go to <strong>Fluent Support \u2192 Global Settings<\/strong> in your WordPress dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Select <strong>Products<\/strong> from the left sidebar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Click <strong>+ Add New<\/strong>.<\/p>\n\n\n<style>.kb-image46589_e77cb6-09 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_e77cb6-09 img.kb-img, .kb-image46589_e77cb6-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_e77cb6-09 img.kb-img, .kb-image46589_e77cb6-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_e77cb6-09 img.kb-img, .kb-image46589_e77cb6-09 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_e77cb6-09 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"444\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-1024x444.webp\" alt=\"Create new product option\" class=\"kb-img wp-image-51482\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-1024x444.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-300x130.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-768x333.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-1536x666.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-2048x888.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-new-product-option-360x156.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enter a <strong>Title<\/strong> and optional <strong>Description<\/strong> for the product.<\/p>\n\n\n<style>.kb-image46589_8b7e81-64 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_8b7e81-64 img.kb-img, .kb-image46589_8b7e81-64 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_8b7e81-64 img.kb-img, .kb-image46589_8b7e81-64 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_8b7e81-64 img.kb-img, .kb-image46589_8b7e81-64 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_8b7e81-64\"><img loading=\"lazy\" decoding=\"async\" width=\"2536\" height=\"666\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup.webp\" alt=\"Create a new product popup\" class=\"kb-img wp-image-51484\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup.webp 2536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-300x79.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-765x201.webp 765w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-1024x269.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-1536x403.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-2048x538.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Create-a-new-product-popup-360x95.webp 360w\" sizes=\"auto, (max-width: 2536px) 100vw, 2536px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5. Click <strong>Add Product<\/strong> to save it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once products are set up, they can be selected:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>By customers<\/strong> when submitting tickets via the support portal, and<\/li>\n\n\n\n<li><strong>By agents<\/strong> inside the ticket view while managing support requests.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This helps keep conversations focused and avoids confusion, especially when supporting multiple offerings or variations of your products.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">2. Create saved replies for consistent responses<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">As part of preparing your system for real usage, you should define how agents respond to common scenarios in a consistent way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Saved replies in Fluent Support let you predefine response templates that agents can insert while replying to tickets. This reduces manual typing and ensures important information is communicated accurately every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Saved replies are best used for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Standard explanations or instructions<\/li>\n\n\n\n<li>Policy-related responses<\/li>\n\n\n\n<li>Known troubleshooting steps<\/li>\n\n\n\n<li>Common follow-up or closing messages<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>How to create saved replies<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To set up saved replies:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Saved Replies<\/strong> from the More&#8217;s dropdown option<\/li>\n\n\n\n<li>Click <strong>Create New<\/strong>.<\/li>\n\n\n\n<li>Enter a clear title so agents can quickly identify the reply.<\/li>\n\n\n\n<li>Write the response content as it should appear in customer replies.<\/li>\n\n\n\n<li>You can also set the Preferred product<\/li>\n\n\n\n<li>Save the reply.<\/li>\n<\/ol>\n\n\n<style>.kb-image46589_e894ff-b3 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_e894ff-b3 img.kb-img, .kb-image46589_e894ff-b3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_e894ff-b3 img.kb-img, .kb-image46589_e894ff-b3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_e894ff-b3 img.kb-img, .kb-image46589_e894ff-b3 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_e894ff-b3 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-1024x516.webp\" alt=\"Fluent Support saved reply option popup\" class=\"kb-img wp-image-51488\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-1024x516.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-300x151.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-766x386.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-1536x774.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-2048x1032.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/saved-reply-3-360x181.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When responding to a ticket, agents can insert a saved reply and adjust it if needed before sending.<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-radius:8px\">Saved replies are not meant to replace thoughtful responses. They exist to standardize the baseline so agents can focus on resolving the actual issue instead of rewriting the same explanations repeatedly.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">3. Set up ticket tags for early classification<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">After products and saved replies, the next setup element is <a href=\"https:\/\/fluentsupport.com\/ticket-tagging\/\" target=\"_blank\" rel=\"noreferrer noopener\">ticket tags<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tags are lightweight labels that help you classify tickets beyond products. They don\u2019t replace products or categories. They add clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tags are useful for identifying things like issue type, request nature, or recurring patterns that cut across products.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Examples might include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>billing<\/li>\n\n\n\n<li>bug<\/li>\n\n\n\n<li>feature-request<\/li>\n\n\n\n<li>login-issue<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The key is to define tags <strong>before tickets start piling up<\/strong>, so agents aren\u2019t inventing labels on the fly.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>How to create ticket tags<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To set up tags in Fluent Support:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Go to <strong>Fluent Support \u2192 Global Settings<\/strong> from your WordPress dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Open the <strong>Tikcet Tags<\/strong> section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Click <strong>Add New Tag<\/strong>.<\/p>\n\n\n<style>.kb-image46589_64786d-ac .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_64786d-ac img.kb-img, .kb-image46589_64786d-ac .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_64786d-ac img.kb-img, .kb-image46589_64786d-ac .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_64786d-ac img.kb-img, .kb-image46589_64786d-ac .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_64786d-ac size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"465\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-1024x465.webp\" alt=\"Ticket Tags setting - Fluent Support\" class=\"kb-img wp-image-51492\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-1024x465.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-766x348.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-300x136.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-1536x698.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-2048x930.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-1-360x163.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enter the tag name you want to use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Save the tag.<\/p>\n\n\n<style>.kb-image46589_1b5f27-c7 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_1b5f27-c7 img.kb-img, .kb-image46589_1b5f27-c7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_1b5f27-c7 img.kb-img, .kb-image46589_1b5f27-c7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_1b5f27-c7 img.kb-img, .kb-image46589_1b5f27-c7 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_1b5f27-c7 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"288\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-1024x288.webp\" alt=\"Ticket Tags setting - Fluent Support\" class=\"kb-img wp-image-51494\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-1024x288.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-300x84.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-765x215.webp 765w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-1536x432.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-2048x575.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-tags-2-360x101.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can create as many tags as you need, but it\u2019s better to start small. A short, controlled list keeps classification consistent from day one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once tags are created, they become available inside the ticket view. Agents can apply them while reviewing tickets, and they can later be used for filtering, reporting, or automation.<\/p>\n\n\n<style>.kb-image46589_6f7df9-16 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_6f7df9-16 img.kb-img, .kb-image46589_6f7df9-16 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_6f7df9-16 img.kb-img, .kb-image46589_6f7df9-16 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_6f7df9-16 img.kb-img, .kb-image46589_6f7df9-16 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_6f7df9-16\"><img loading=\"lazy\" decoding=\"async\" width=\"2540\" height=\"1494\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page.webp\" alt=\"Ticket tags option inside ticket page\" class=\"kb-img wp-image-51496\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page.webp 2540w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-300x176.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-767x451.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-1024x602.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-1536x903.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-360x212.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/Ticket-tag-option-on-ticket-page-2048x1205.webp 2048w\" sizes=\"auto, (max-width: 2540px) 100vw, 2540px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At setup time, the goal is simple: Define the tags your team will rely on so tickets stay organized as volume grows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Set up workflow automation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, tickets are flowing into the system, agents are assigned, and ticket data is structured.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What usually slows teams down next is repetition.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The same actions happen over and over. Tickets get assigned to the same team. Tags are added manually. Status changes follow predictable patterns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/fluentsupport.com\/workflow-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Workflow automation<\/a> exists to handle these repetitive actions automatically so agents can focus on resolving issues instead of managing tickets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most WordPress ticketing systems support workflow automation in some form. The structure is generally the same. A trigger happens (or manually), and one or more actions run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluent Support follows this same model and provides two types of workflows, each serving a different purpose.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">1. Manual workflows<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Manual workflows are actions that agents trigger intentionally from inside a ticket.<br>They do not run on their own and do not depend on conditions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This makes them useful for actions that require human judgment, where automation would be risky or premature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Fluent Support, manual workflows are designed to standardize common actions that agents perform repeatedly, without forcing those actions to happen automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Common use cases include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assigning or reassigning a ticket after reviewing the issue<\/li>\n\n\n\n<li>Adding internal notes during escalation or handoff<\/li>\n\n\n\n<li>Applying tags once the ticket context is clear<\/li>\n\n\n\n<li>Closing or updating tickets using a consistent process<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of performing multiple actions one by one, agents can apply a predefined workflow with a single click.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>How to set up a manual workflow in Fluent Support<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Go to <strong>Fluent Support \u2192 Workflows<\/strong> in your WordPress dashboard<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Click <strong>Create New<\/strong><\/p>\n\n\n<style>.kb-image46589_ff793b-b8 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_ff793b-b8 img.kb-img, .kb-image46589_ff793b-b8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_ff793b-b8 img.kb-img, .kb-image46589_ff793b-b8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_ff793b-b8 img.kb-img, .kb-image46589_ff793b-b8 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_ff793b-b8 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"403\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-1024x403.webp\" alt=\"\" class=\"kb-img wp-image-51500\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-1024x403.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-300x118.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-767x302.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-1536x605.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-2048x806.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-settings-from-fluent-support-dashboard-1-360x142.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3. Select <strong>Manual<\/strong> as the workflow type<\/p>\n\n\n<style>.kb-image46589_795bbf-6c .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_795bbf-6c img.kb-img, .kb-image46589_795bbf-6c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_795bbf-6c img.kb-img, .kb-image46589_795bbf-6c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_795bbf-6c img.kb-img, .kb-image46589_795bbf-6c .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_795bbf-6c size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"504\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-1024x504.webp\" alt=\"\" class=\"kb-img wp-image-51502\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-1024x504.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-300x148.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-768x378.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-1536x756.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-360x177.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/popup-page-for-adding-a-new-manual-workflow-2-2048x1008.webp 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enter a clear workflow name that reflects the action it performs<br>Example: \u201cEscalate to Technical Team\u201d or \u201cClosing Ticket\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Add action you want the workflow to execute.<\/p>\n\n\n<style>.kb-image46589_b77a40-8b .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_b77a40-8b img.kb-img, .kb-image46589_b77a40-8b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_b77a40-8b img.kb-img, .kb-image46589_b77a40-8b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_b77a40-8b img.kb-img, .kb-image46589_b77a40-8b .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_b77a40-8b size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"478\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-1024x478.webp\" alt=\"\" class=\"kb-img wp-image-51504\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-1024x478.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-767x358.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-300x140.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-1536x717.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-2048x956.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/actions-tasks-for-performing-manual-workflow-3-360x168.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">6. You can add multiple actions according to you need.<\/p>\n\n\n<style>.kb-image46589_580f71-37 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_580f71-37 img.kb-img, .kb-image46589_580f71-37 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_580f71-37 img.kb-img, .kb-image46589_580f71-37 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_580f71-37 img.kb-img, .kb-image46589_580f71-37 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_580f71-37 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-1024x353.webp\" alt=\"\" class=\"kb-img wp-image-51505\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-1024x353.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-765x264.webp 765w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-300x103.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-1536x530.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4-360x124.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/manual-workflow_add-another-action-button-scaled-4.webp 1832w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">7. Once you\u2019ve defined the actions, enable the <strong>Status<\/strong> toggle at the top-right to publish the workflow.<\/p>\n\n\n<style>.kb-image46589_be07c3-48 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_be07c3-48 img.kb-img, .kb-image46589_be07c3-48 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_be07c3-48 img.kb-img, .kb-image46589_be07c3-48 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_be07c3-48 img.kb-img, .kb-image46589_be07c3-48 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_be07c3-48 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"447\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-1024x447.webp\" alt=\"Manual workflow publish option\" class=\"kb-img wp-image-51507\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-1024x447.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-300x131.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-768x335.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-1536x670.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-2048x894.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/publish-button-update-workflow-scaled-8-360x157.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If the toggle remains off, the workflow stays in draft mode and won\u2019t run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whenever you make changes, click Update Workflow next to the toggle to save and apply them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once saved, the workflow becomes available inside the ticket interface. Agents can manually apply it whenever the situation calls for it.<\/p>\n\n\n<style>.kb-image46589_f7ee8d-4a .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_f7ee8d-4a img.kb-img, .kb-image46589_f7ee8d-4a .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_f7ee8d-4a img.kb-img, .kb-image46589_f7ee8d-4a .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_f7ee8d-4a img.kb-img, .kb-image46589_f7ee8d-4a .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_f7ee8d-4a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"430\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/run-the-manual-workflow-drift-video-1.gif\" alt=\"Run manual workflow on specific ticket\" class=\"kb-img wp-image-51510\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>When manual workflows make sense<\/strong>?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manual workflows are best used when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The action should not run for every ticket<\/li>\n\n\n\n<li>The decision depends on context<\/li>\n\n\n\n<li>An agent needs control over timing<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">They are not meant to replace automation.<br>They exist to reduce repetitive clicks while keeping decision-making in human hands.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This balance is important during setup, especially before your support process fully stabilizes.<\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\">2. Automatic workflows<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Automatic workflows run without manual intervention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They trigger when specific events happen and perform actions based on defined conditions so your agents don\u2019t have to repeat the same tasks manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most modern WordPress ticketing systems offer workflow automation that lets you act on ticket events automatically. Fluent Support uses this same model with flexible triggers, conditions, and actions that apply directly to your support tickets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Fluent Support, an automatic workflow consists of:<\/p>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_fc5e5d-0a:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_fc5e5d-0a ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-sm, 1.5rem);margin-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_fc5e5d-0a ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items46589_fc5e5d-0a ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items46589_fc5e5d-0a ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items46589_fc5e5d-0a kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-46589_6834a8-ec .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_6834a8-ec\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Trigger<\/strong>s \u2013 what event starts the workflow<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_24beb3-64 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_24beb3-64\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Conditions<\/strong> \u2013 rules that decide whether the workflow should run<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-46589_99e4e3-72 .kt-svg-icon-list-text mark.kt-highlight{background-color:unset;font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-46589_99e4e3-72\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkCircle kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"\/><polyline points=\"22 4 12 14.01 9 11.01\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Actions<\/strong> \u2013 what tasks run when the trigger and conditions match<\/span><\/li>\n<\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The three triggers:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When setting up an automatic workflow, you first choose the event that should start it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>On Ticket Creation<\/strong> \u2013 runs right after a new ticket is submitted<\/li>\n\n\n\n<li><strong>On Customer Response<\/strong> \u2013 runs when the customer responds<\/li>\n\n\n\n<li><strong>On Ticket Closed<\/strong> \u2013 runs after a ticket is marked closed<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How conditions refine execution<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Conditions control when a workflow actually runs even after its trigger fires. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only run if the ticket is from a certain inbox<\/li>\n\n\n\n<li>Only run if the product is X<\/li>\n\n\n\n<li>Only run if a custom field matches a value<\/li>\n\n\n\n<li>Only run if the message content contains a keyword<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can combine conditions using \u201cAND\u201d and \u201cOR\u201d logic to target specific scenarios.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Actions you can automate<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once conditions are met, Fluent Support lets you choose one or more actions for the workflow:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a response<\/li>\n\n\n\n<li>Assign an agent<\/li>\n\n\n\n<li>Add an internal note<\/li>\n\n\n\n<li>Close a ticket<\/li>\n\n\n\n<li>Add or remove tags<\/li>\n\n\n\n<li>Change the mailbox<\/li>\n\n\n\n<li>Remove a ticket<\/li>\n\n\n\n<li>Trigger outgoing webhooks<\/li>\n\n\n\n<li>Bookmark or unbookmark tickets<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Multiple actions can be chained together and reordered to create complex behavior without agents clicking multiple places.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong>How to set up an automatic workflow<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From your WordPress dashboard, go to <strong>Fluent Support \u2192 Workflows<\/strong> and click <strong>Create New<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Give the workflow a clear name and select <strong>Automatic<\/strong> as the workflow type.<\/p>\n\n\n<style>.kb-image46589_bbf960-a4.kb-image-is-ratio-size, .kb-image46589_bbf960-a4 .kb-image-is-ratio-size{max-width:730px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image46589_bbf960-a4.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image46589_bbf960-a4 .kb-image-is-ratio-size{align-self:unset;}.kb-image46589_bbf960-a4{max-width:730px;}.image-is-svg.kb-image46589_bbf960-a4{-webkit-flex:0 1 100%;flex:0 1 100%;}.image-is-svg.kb-image46589_bbf960-a4 img{width:100%;}.kb-image46589_bbf960-a4 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_bbf960-a4 img.kb-img, .kb-image46589_bbf960-a4 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_bbf960-a4 img.kb-img, .kb-image46589_bbf960-a4 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_bbf960-a4 img.kb-img, .kb-image46589_bbf960-a4 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_bbf960-a4 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-1024x575.webp\" alt=\"Fluent Support automatic workflow\" class=\"kb-img wp-image-51513\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-1024x575.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-300x168.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-767x431.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-1536x863.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2-360x202.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_automatic-popup-2.webp 1752w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Next, choose the <strong>trigger event<\/strong> that should start the workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you might select &#8220;<strong>On Ticket Creation<\/strong>&#8221; if you want the automation to run right after a new ticket is submitted.<\/p>\n\n\n<style>.kb-image46589_c38f24-fc .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_c38f24-fc img.kb-img, .kb-image46589_c38f24-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_c38f24-fc img.kb-img, .kb-image46589_c38f24-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_c38f24-fc img.kb-img, .kb-image46589_c38f24-fc .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_c38f24-fc\"><img loading=\"lazy\" decoding=\"async\" width=\"2536\" height=\"916\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3.webp\" alt=\"Set Trigger on automatic workflow\" class=\"kb-img wp-image-51516\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3.webp 2536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-300x108.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-767x277.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-1024x370.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-1536x555.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-2048x740.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/workflows-automation_automatic-workflow_set-triggers-3-360x130.webp 360w\" sizes=\"auto, (max-width: 2536px) 100vw, 2536px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After that, define <strong>conditions<\/strong> to control when the workflow should apply.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Conditions help ensure the automation only runs for the right tickets, such as those from a specific inbox, product, or matching certain criteria.<\/p>\n\n\n<style>.kb-image46589_ee0a11-62 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_ee0a11-62 img.kb-img, .kb-image46589_ee0a11-62 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_ee0a11-62 img.kb-img, .kb-image46589_ee0a11-62 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_ee0a11-62 img.kb-img, .kb-image46589_ee0a11-62 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_ee0a11-62 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-1024x496.webp\" alt=\"Conditions setup on automatic workflow\" class=\"kb-img wp-image-51519\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-1024x496.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-300x145.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-768x372.webp 768w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-1536x744.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-2048x992.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-conditions-4-360x174.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Then, add the <strong>actions<\/strong> you want the workflow to perform.<\/p>\n\n\n<style>.kb-image46589_861317-15 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_861317-15 img.kb-img, .kb-image46589_861317-15 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_861317-15 img.kb-img, .kb-image46589_861317-15 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_861317-15 img.kb-img, .kb-image46589_861317-15 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_861317-15 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"848\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6-1024x848.webp\" alt=\"Adding actions on automatic workflow\" class=\"kb-img wp-image-51521\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6-1024x848.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6-300x248.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6-767x635.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6-360x298.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_set-actions-6.webp 1532w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can include multiple actions in a single workflow, such as assigning an agent, adding a response or internal note, applying tags, or updating the ticket status.<\/p>\n\n\n<style>.kb-image46589_54990f-b5 .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_54990f-b5 img.kb-img, .kb-image46589_54990f-b5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_54990f-b5 img.kb-img, .kb-image46589_54990f-b5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_54990f-b5 img.kb-img, .kb-image46589_54990f-b5 .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_54990f-b5 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7-1024x575.webp\" alt=\"Adding another action option on automatic workflow\" class=\"kb-img wp-image-51524\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7-1024x575.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7-300x168.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7-766x430.webp 766w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7-360x202.webp 360w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow-set-multiple-actions-7.webp 1522w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once everything is configured, enable the workflow by turning on the <strong>Status: Published<\/strong> toggle at the top and click <strong>Update Workflow<\/strong> to apply it.<\/p>\n\n\n<style>.kb-image46589_75e91a-3f .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_75e91a-3f img.kb-img, .kb-image46589_75e91a-3f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_75e91a-3f img.kb-img, .kb-image46589_75e91a-3f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_75e91a-3f img.kb-img, .kb-image46589_75e91a-3f .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_75e91a-3f size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"525\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-1024x525.webp\" alt=\"Publish automatic workflow\" class=\"kb-img wp-image-51527\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-1024x525.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-767x393.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-300x154.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-1536x787.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-2048x1050.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/automatic-workflow_publish-toggle-11-360x185.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The workflow is now active and will run automatically whenever the trigger occurs and all conditions are met.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, we created a workflow that triggers <strong>when a ticket is created<\/strong>, checks whether the ticket title contains the word <em>refund<\/em>, and then <strong>automatically bookmarks the ticket<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>NOTE<\/strong>: When you bookmark a ticket and select another agent, you\u2019ll see the selected agent in the Watchers list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As soon as a customer submits a ticket with refund in the subject, the system applies the bookmark instantly.<\/p>\n\n\n<style>.kb-image46589_d5360b-2d .kb-image-has-overlay:after{opacity:0.3;border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}.kb-image46589_d5360b-2d img.kb-img, .kb-image46589_d5360b-2d .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);border-top-left-radius:8px;border-top-right-radius:8px;border-bottom-right-radius:8px;border-bottom-left-radius:8px;}@media all and (max-width: 1024px){.kb-image46589_d5360b-2d img.kb-img, .kb-image46589_d5360b-2d .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}@media all and (max-width: 767px){.kb-image46589_d5360b-2d img.kb-img, .kb-image46589_d5360b-2d .kb-img img{border-top:1px solid var(--global-palette1, #3182CE);border-right:1px solid var(--global-palette1, #3182CE);border-bottom:1px solid var(--global-palette1, #3182CE);border-left:1px solid var(--global-palette1, #3182CE);}}<\/style>\n<figure class=\"wp-block-kadence-image kb-image46589_d5360b-2d size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"457\" src=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-1024x457.webp\" alt=\"Run automatic workflow on ticket\" class=\"kb-img wp-image-51531\" srcset=\"https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-1024x457.webp 1024w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-300x134.webp 300w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-767x342.webp 767w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-1536x685.webp 1536w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-2048x913.webp 2048w, https:\/\/fluentsupport.com\/wp-content\/uploads\/2026\/01\/ticket-bookmarked-with-automatic-workflow-12-1-360x161.webp 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6: Validate the system with real tickets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, the system is configured. Now you confirm that it actually works the way support teams expect it to.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This step is not about testing features. It\u2019s about verifying flow.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Setup Support Ticket System in WordPress<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start by creating a ticket from the customer\u2019s point of view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the support portal page on your site and submit a test request using the form. Fill in the fields you configured, such as product, issue type, or any custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once submitted, check the following inside Fluent Support:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The ticket appears in the correct Business Inbox<\/li>\n\n\n\n<li>Required fields are captured properly<\/li>\n\n\n\n<li>Any default tags, products, or workflows apply as expected<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If something feels unclear at this stage, it usually means the intake structure needs adjustment, not the agent workflow.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Submit a test ticket via email<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, send an email to the support address connected to your email-based Business Inbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The email is converted into a new ticket<\/li>\n\n\n\n<li>The subject and message appear correctly<\/li>\n\n\n\n<li>Replies stay inside the ticket thread<\/li>\n\n\n\n<li>Automated actions like tagging or assignment trigger if configured<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This validates that email is no longer operating as a separate support channel.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Reply, update, and close the ticket as an agent<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open one of the test tickets and respond as an agent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this moment to verify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Saved replies insert correctly<\/li>\n\n\n\n<li>Tags and products can be added without friction<\/li>\n\n\n\n<li>Manual workflows run when triggered<\/li>\n\n\n\n<li>Automatic workflows execute on the right events<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, resolve and close the ticket. Confirm that the status updates correctly and the ticket moves through the expected lifecycle.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 7: Optimize after launch (what to adjust once real tickets arrive)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once real customers start submitting tickets, patterns show up quickly.<br>This step is not about adding new tools. It\u2019s about tightening what you already set up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, your goal is <strong>control<\/strong>, not expansion.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Review incoming ticket quality<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After a few days of real usage, open recent tickets and check:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are customers providing enough context?<\/li>\n\n\n\n<li>Are agents still asking the same follow-up questions?<\/li>\n\n\n\n<li>Are tickets landing in the right Business Inbox?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If tickets feel vague, refine your <strong>support portal fields<\/strong> or add a <strong>custom field<\/strong> that captures missing information upfront.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Refine tags and products based on reality<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Initial tags and products are assumptions. Real tickets tell you what actually matters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Merge unused tags, rename unclear ones, and introduce new tags only when you see repeat patterns. The same applies to products.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal is faster scanning, not taxonomy perfection.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Adjust workflows based on agent behavior<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch how agents work inside tickets:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are they manually doing the same steps repeatedly?<\/li>\n\n\n\n<li>Are certain tickets always reassigned the same way?<\/li>\n\n\n\n<li>Are some tickets always escalated?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If yes, that\u2019s where <strong>automatic workflows<\/strong> should evolve.<br>If not, keep automation minimal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automation should follow behavior, not force it.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Check reporting for blind spots<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once tickets close regularly, open reports and look for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tickets that stay open too long<\/li>\n\n\n\n<li>Reopened tickets<\/li>\n\n\n\n<li>Inbox or product overload<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These are lifecycle problems, not agent problems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use reports to fix structure, not to monitor people.<\/p>\n\n\n\n<p class=\"has-text-align-center has-border-color has-theme-palette-8-background-color has-background wp-block-paragraph\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px\"><strong><strong>Lock the system before scaling<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before adding more agents, channels, or automations, make sure:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ticket intake is consistent<\/li>\n\n\n\n<li>Agents follow the same flow<\/li>\n\n\n\n<li>Workflows behave predictably<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A stable system scales cleanly. An unstable one multiplies confusion.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-border-color has-theme-palette-8-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"border-color:var(--global-palette1);border-width:1px;border-radius:8px;padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>Some last words<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once the core setup is complete, the next layer depends on the ticketing system you choose: <strong>integrations<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At a basic level, every ticket system works the same. Tickets come in, agents respond, and workflows keep things moving. Where tools start to differ is how much context they can pull into the ticket itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some systems keep tickets isolated. Others connect tickets with the rest of your site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fluent Support falls into the second category.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It integrates with common WordPress tools like FluentCart, WooCommerce, form plugins, membership systems, LMS platforms, and CRM tools. When these integrations are active, tickets carry real context. Agents can see what a customer purchased, submitted, enrolled in, or interacted with, directly inside the ticket view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This doesn\u2019t change how the system is set up.<br>It changes how efficiently tickets are handled once volume increases.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Integrations are not required on day one. The setup you\u2019ve completed so far is enough to run support properly. But as requests grow more specific, integrations reduce back-and-forth, shorten resolution time, and prevent support from becoming reactive again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At that point, the ticketing system stops being just a place to reply and starts functioning as part of your overall workflow.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns46589_fc2253-43{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns46589_fc2253-43 .kt-button{font-weight:normal;font-style:normal;}.kt-btns46589_fc2253-43 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns46589_fc2253-43 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns46589_fc2253-43\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn46589_f10a97-7a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn46589_f10a97-7a.kb-button{background:#44c78a;margin-top:-20px;}.wp-block-kadence-advancedbtn .kb-btn46589_f10a97-7a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn46589_f10a97-7a.kb-button:focus{background:#ffc865;}<\/style><a class=\"kb-button kt-button button kb-btn46589_f10a97-7a kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-fill kt-btn-has-text-true kt-btn-has-svg-false wp-block-kadence-singlebtn\" href=\"https:\/\/fluentsupport.com\/integrations\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"kt-btn-inner-text\">Explore Fluent Support&#8217;s Integration Options!<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Wrapping up<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This guide covered the basic setup required to run a support ticket system in WordPress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, the system is functional. Tickets can be submitted, routed into inboxes, assigned to agents, and handled using consistent rules. That\u2019s the minimum structure needed for day-to-day support to work without manual tracking or scattered communication.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is not an advanced configuration. It\u2019s the foundation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While this walkthrough used Fluent Support for demonstration, the overall setup flow applies to most WordPress ticketing plugins. Inbox creation, intake channels, agent access, and basic automation follow a similar pattern across tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once real tickets start flowing, you\u2019ll see where adjustments are needed. Some teams refine workflows. Others add more fields, automation, or inbox separation. Those decisions should be driven by volume and usage patterns, not assumptions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your goal was to move from unmanaged requests to a controlled support process, this setup is enough to get there.<\/p>\n\n\n<style>.kb-row-layout-wrap.wp-block-kadence-rowlayout.kb-row-layout-id24044_52cab1-c6{margin-top:0px;margin-bottom:0px;}.kb-row-layout-id24044_52cab1-c6 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id24044_52cab1-c6 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id24044_52cab1-c6 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;grid-template-columns:minmax(0, 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.kt-inside-inner-col:before{opacity:0.3;}.kadence-column24044_380be9-a4{position:relative;}@media all and (max-width: 1024px){.kadence-column24044_380be9-a4 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column24044_380be9-a4 > .kt-inside-inner-col{padding-right:15px;padding-left:15px;flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column24044_380be9-a4 inner-column-1\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60, .wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60[data-kb-block=\"kb-adv-heading24044_8e4459-60\"]{display:block;font-size:var(--global-kb-font-size-lg, 2rem);line-height:39px;font-style:normal;letter-spacing:0.05px;}.wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60[data-kb-block=\"kb-adv-heading24044_8e4459-60\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60[data-kb-block=\"kb-adv-heading24044_8e4459-60\"] img.kb-inline-image{width:150px;vertical-align:baseline;}@media all and (max-width: 767px){.wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60, .wp-block-kadence-advancedheading.kt-adv-heading24044_8e4459-60[data-kb-block=\"kb-adv-heading24044_8e4459-60\"]{font-size:26px;line-height:34px;text-align:center!important;}}<\/style>\n<span class=\"kt-adv-heading24044_8e4459-60 wp-block-kadence-advancedheading has-theme-palette-9-color has-text-color\" data-kb-block=\"kb-adv-heading24044_8e4459-60\"><strong>Tired of buying addons for your premium helpdesk<\/strong>?<\/span>\n\n\n<style>.wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1, .wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1[data-kb-block=\"kb-adv-heading24044_439ad0-a1\"]{padding-top:4%;padding-right:5%;line-height:1.5;font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1[data-kb-block=\"kb-adv-heading24044_439ad0-a1\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1[data-kb-block=\"kb-adv-heading24044_439ad0-a1\"] img.kb-inline-image{width:150px;vertical-align:baseline;}@media all and (max-width: 767px){.wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1, .wp-block-kadence-advancedheading.kt-adv-heading24044_439ad0-a1[data-kb-block=\"kb-adv-heading24044_439ad0-a1\"]{padding-right:0%;font-size:16px;text-align:center!important;}}<\/style>\n<p class=\"kt-adv-heading24044_439ad0-a1 wp-block-kadence-advancedheading has-theme-palette-9-color has-text-color\" data-kb-block=\"kb-adv-heading24044_439ad0-a1\">Start off with a powerful ticketing system that delivers smooth collaboration right out of the box.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns24044_adee7b-28{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:flex-start;align-items:center;}.kt-btns24044_adee7b-28 .kt-button{font-weight:normal;font-style:normal;}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn.kb-btns24044_adee7b-28{justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns24044_adee7b-28\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn24044_432d31-62.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn24044_432d31-62.kb-button{font-size:var(--global-kb-font-size-md, 1.25rem);}<\/style><div data-aos=\"fade-left\" data-aos-duration=\"500\" data-aos-easing=\"ease-out-back\" class=\"kb-blocks-button-aos kb-btn-width-type-auto\"><a class=\"kb-button kt-button button kb-btn24044_432d31-62 kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-false wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fluentsupport.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"kt-btn-inner-text\"><strong>Go Pro!<\/strong><\/span><\/a><\/div><\/div>\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to set up a support ticket system in WordPress using a clear, practical step-by-step approach that works in real setups.<\/p>\n","protected":false},"author":28,"featured_media":51535,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[805,803],"tags":[815,832],"class_list":["post-46589","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides","category-helpdesks-and-ticketing-systems","tag-helpdesk-ticketing-system","tag-setup-a-support-ticket-system-in-wordpress"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - 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