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• Creating A New Ticket

  Creating a New AgriSync Ticket AgriSync will automatically create a new ticket anytime a customer calls, texts, or submits a ticket to your team. However, we know there are still times when you need to create a ticket on behalf of a customer - perhaps to initiate a text from your VoiceHub number or if a customer calls your personal phone and you'd like to track the issue. Via the AgriSync mobile app, you can create a new ticket by clicking the (+) button the top right-hand corner, typiFew readers

• Adding Private Notes within a Ticket

  Private Notes On your AgriSync web dashboard or mobile app, you can leave notes for your internal team's viewing only. Private notes allow you to leave more specific details within a ticket that the customer will not be able to view, but will help your team members understand the issue better, especially if you will be re-assigning the ticket. Via the Mobile app, 'Private Notes' can be found on the Tags feedback screen after a phone call has been completed. Click oFew readers

• Saving a Customer's Name for Caller ID

  Saving a Customer's Name for Caller ID If a customer does not have the AgriSync app, make sure you save their Caller ID within AgriSync so next time they call or text your team; you know who it is. There are two ways to save customers' Caller ID in AgriSync: Within an existing ticket By sending a Broadcast bulk text message Within a Ticket on the Mobile App ![](https://storage.crispSome readers

• Create a Ticket on the Web Dashboard

  Tickets are easy to create via the Web Dashboard. You can open a ticket by entering a customer's mobile number or by searching for an existing customer who you've previously interacted with on AgriSync. We've outlined each ticket type you can create on the Web Dashboard. Creating Tickets via the Web Dashboard From the Tickets tab of the Web Dashboard, you can click **Create TickFew readers

• Start a Live Video Session Within the Mobile App

  Live Video Sessions AgriSync Advisors have the ability to invite their customers or colleagues into a live video session via the mobile app or web dashboard. If they don't have the AgriSync mobile app, no worries! You can invite them with a simple text message, no app required! Check out this video to learn how!Popular

• Attaching Content to a Ticket

  Once a ticket has been created, it is easy to open that ticket and add content such as a photo, video, or PDF. Continue to the Next Section: Using the Web DashboardSome readers

• Using the Web Dashboard

  The AgriSync Web Dashboard is your one-stop-shop to managing customer interactions. Within the Web Dashboard, you can access your customer feedback rating, list of support tickets, contact information, and more. Check out the following video for more information. Feedback Each time you interact with a cuVery popular

• Video Calls via Computer / Web Dashboard

  Using Video to Support Customers from the AgriSync Web Dashboard Below we will look at how you can support your customers using the AgriSync Web Dashboard by: 1. Inviting a Customer to a Video Session 2. Using the advisor features within the video session 3. Documenting notes while on a session Inviting a Customer to a Video Session ![](https://storage.crisp.chat/users/helpdesk/website/405998be3aec6800/inviting-a-customer-to-a-dFew readers

• Closing and Archiving Tickets

  Closing and Archiving Tickets Via Mobile App Inside a ticket, click the 'Tags' button in the right-hand corner. After adding private notes or ticket tags, click 'Update and Close'. Via Web Dashboard Inside a ticket, click on the X button on the right side. To archive a ticket, go back into a closed ticket and click the Archive icon on the right side.Popular