SupportMesh

Documentation

Setup, support workflows, delivery operations, and developer integration references for the features SupportMesh currently ships.

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SupportMesh Docs

Tickets

Manage the full ticket lifecycle, from first intake through resolution, closure, and collaboration between internal and client-facing updates.

Ticket workflow overview

SupportMesh tickets connect a client organization, a support item, and the internal team handling the work. Tickets can originate from the workspace UI, the client portal, inbound email routing, or the public API read layer around existing records.

  • Common lifecycle: New → Acknowledged → In Progress → Resolved → Closed
  • Additional workflow states support waiting on the client, estimate review, rejection, and reopening

Ticket types and priorities

Ticket typesDefault purpose
BugUnexpected software defect or regression.
Support IssueGeneral operational support issue.
RequirementRequested enhancement or new requirement.
Change RequestRequested change to an existing workflow or configuration.
Training RequestRequest for onboarding, training, or guidance.
QuestionGeneral client or internal question.
Priorities
Low
Medium
High
Critical

Workspaces use tenant-scoped ticket types and priorities. The default seeds above are present unless your workspace has changed them.

Current ticket statuses

StatusMeaning
NewThe ticket has been created and not yet acknowledged.
AcknowledgedThe support team has accepted the ticket into active handling.
In ProgressThe ticket is being worked.
Waiting for ClientSupport is waiting on client input.
Estimate PendingWork is paused while an estimate is being prepared.
Awaiting Estimate ApprovalA submitted estimate is waiting on client approval or rejection.
ResolvedThe work is complete and ready for closure.
ClosedThe ticket lifecycle is complete.
ReopenedA closed or rejected ticket has been reopened for renewed work.
RejectedThe ticket was explicitly rejected in workflow.

Create a ticket

  1. Open Tickets and start a new ticket.
  2. Choose the client organization.
  3. Choose a support item that is actively assigned to that client.
  4. Add the subject, description, ticket type, and priority.
  5. Optionally choose a support item version and a ticket category.
  6. If the ticket type is Bug or Defect, complete the structured bug fields that apply.

Structured bug fields in the current product include environment, browser, operating system, device, exact error message, steps to reproduce, expected result, actual result, whether the issue worked previously, affected user count, and business impact.

Assignment, replies, notes, and followers

Workspace users can assign tickets to eligible internal members. Unassigned handling is supported, and reassignment remains part of the ticket detail workflow.

Public replies are client-visible conversation entries. Internal notes are separate records for workspace-only discussion and are never sent to clients as public replies.

Followers can track tickets for notification purposes, but the exact notifications still depend on recipient preferences and event rules.