> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ticketing Quickstart

> Get up and running with Serval ticketing in minutes

Get your team set up to receive, manage, and resolve tickets with Serval's AI-powered ticketing system.

***

## Prerequisites

Before you begin, ensure you have:

* Ticket management permissions in at least one team
* A connected channel for receiving tickets

***

## Quick Setup

<Steps>
  <Step title="Connect your channels">
    Set up where tickets come from. Connect your input channels so employees can reach your team.

    <Card title="Channels Setup" icon="plug" horizontal href="/sections/documentation/helpdesk/channels">
      Configure your intake channels
    </Card>
  </Step>

  <Step title="Test a ticket">
    Submit a test request through your connected channel to see how Serval handles it:

    1. Send a message through your connected channel
    2. Watch the ticket appear in your Serval inbox
    3. Review how Serval categorizes and responds to the request

    <Card title="Resolve Tickets" icon="sparkles" horizontal href="/sections/documentation/ticketing/resolving-tickets">
      Learn how to interact with the ticket to best resolve it
    </Card>

    <Tip>
      Try different types of requests (questions, access requests, issues) to see how Serval triages each one.
    </Tip>
  </Step>

  <Step title="Configure ticket attributes">
    Customize how tickets are categorized, prioritized, and assigned based on what you learned from testing.

    <Card title="Ticket Configuration" icon="sparkles" horizontal href="/sections/documentation/ticketing/ticket-configuration/serval-ticket">
      Configure ticket based on your needs
    </Card>
  </Step>

  <Step title="Set up automations">
    The real power of Serval is resolving requests automatically. Add workflows, Skills, and access policies so Serval can handle requests end to end without human intervention.

    <CardGroup cols={2}>
      <Card title="Workflows" icon="wand-magic-sparkles" href="/sections/documentation/workflows/overview">
        Build automations that resolve requests automatically
      </Card>

      <Card title="Skills" icon="book" href="/sections/documentation/skills/overview">
        Give Serval runbooks and instructions for handling specific situations
      </Card>

      <Card title="Access Management" icon="key" href="/sections/documentation/access-management/overview">
        Automate access requests to any role in any application
      </Card>
    </CardGroup>

    <Tip>
      Start with the requests your team handles most frequently. Even a few automations can significantly reduce manual work.
    </Tip>
  </Step>

  <Step title="Sync your ticketing system (optional)">
    If your team uses an external ticketing system, connect it to keep both systems in sync.

    <Card title="Sync External Systems" icon="rotate" horizontal href="/sections/documentation/ticketing/ticket-configuration/syncing">
      Connect to your existing ticketing system
    </Card>
  </Step>

  <Step title="Set up ticket management">
    Configure how your team views and stays informed about tickets.

    <CardGroup cols={2}>
      <Card title="Filter & Sort" icon="filter" href="/sections/documentation/ticketing/manage-collaborate/filter-sort">
        Create saved views for your workflow
      </Card>

      <Card title="Notifications" icon="bell" href="/sections/documentation/ticketing/manage-collaborate/notifications">
        Configure alerts for assignments and SLAs
      </Card>
    </CardGroup>
  </Step>

  <Step title="Review analytics">
    Once tickets are flowing, use analytics to track performance and identify improvements.

    <Card title="Analytics" icon="chart-line" href="/sections/documentation/platform/analytics">
      Track ticket metrics and team performance
    </Card>
  </Step>
</Steps>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="The Serval Ticket" icon="ticket" href="/sections/documentation/ticketing/ticket-configuration/serval-ticket">
    Understand ticket properties and the detail view
  </Card>

  <Card title="Interacting with Tickets" icon="hand-pointer" href="/sections/documentation/ticketing/resolving-tickets">
    Learn how to update, respond, and use Co-pilot
  </Card>
</CardGroup>