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KB.com Ticket Reply Workflow

Purpose

This SOP describes how to reply to customer support tickets in the KB.com help desk system using Freshdesk.

Scope

This procedure is intended for support agents and customer service representatives who need to respond to customer inquiries. Follow this SOP when replying to open or pending tickets in the system.

Prerequisites

  • Logged in to the KB.com Freshdesk system with your agent credentials

  • Access to the ticket you need to reply to (ticket number or URL)

  • Agent permissions assigned to your account

Procedure

  1. Navigate to the ticket page

    Open the ticket URL

    Navigate to kuban-help.freshdesk.com and open the specific ticket you need to reply to. The ticket page displays the conversation history, customer details, and ticket properties on the right panel.

    Navigate to the ticket page
  2. Click in the reply text area

    Click the reply editor

    Click inside the reply text editor area to position your cursor. The editor is located in the center panel below the ticket header and recipient information.

    Click in the reply text area
  3. Type your response message

    Compose your reply message

    Type your response message in the text editor. You can use the formatting toolbar below the text area to apply bold, italic, lists, or other formatting. The toolbar includes options for:

    Type your response message
  4. Click the Reply button

    Click the Reply button

    Click the Reply button located in the toolbar below the ticket subject. This button has a checkmark icon and sends your response directly to the customer via email. Alternatively, you can use the Note button if you want to add an internal note that is not visible to the customer.

    Click the Reply button

Verification

After sending your reply, verify the following:

  1. Your reply appears in the ticket conversation thread with a timestamp

  2. The Activities panel on the right shows your reply action

  3. The ticket status updates if configured to change automatically upon reply

Troubleshooting

Reply button is not clickable or grayed out

Ensure you have typed content in the reply text area. The Reply button becomes active only when there is text to send. If the ticket is closed, you may need to reopen it first or add a private note instead.

Message formatting not applying correctly

Select the text you want to format before clicking the formatting button. Some formatting options require text selection first. If the toolbar buttons are not responding, try refreshing the page and retyping your message.

Cannot access the ticket page

Verify you are logged in with the correct account. If you see an access denied message, contact your administrator to ensure you have been assigned the proper agent permissions for the ticket group.

Conclusion

You have successfully replied to a customer ticket in the KB.com help desk system. The customer will receive your response via email, and the conversation will be recorded in the ticket history for future reference.

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