top of page

Mysite Group

Public·20 members

How do I set up a helpdesk system using Odoo to manage customer support tickets?

Setting up a helpdesk system in Odoo is a great way to manage customer support tickets in an organized way. You can do this easily using the Helpdesk app in Odoo, and if needed, extend it with a bit of Odoo module customization help.

✅ Steps to set it up:

  1. Install Helpdesk App – Go to Apps → Search "Helpdesk" → Install.

  2. Create Support Teams – Configure different teams like Sales Support, Technical Support, Billing, etc.

  3. Define Ticket Stages – Set workflow stages like New → In Progress → Waiting → Done.

  4. Enable Ticket Channels – Allow customers to submit tickets via Email, Website Form, or Live Chat.

  5. Assign SLA Policies – Set priority response/resolution times for customer support.

  6. Automate Tasks – Use automatic assignment, canned responses, and routing rules.

  7. Add Knowledge Base – Enable FAQ articles to reduce repetitive support questions.

  8. Monitor Performance – Use reports to track response time and team activity.

If your business needs extra features like custom fields, integrations, validation rules, or automation, you might need Odoo module customization help to extend the Helpdesk app based on your support process.

Let me know if you’d like a ready setup or need guidance customizing your Helpdesk workflow.

1 View

Need expert Odoo module customization help to build a professional helpdesk system? Get in touch with HSxTech for tailored Odoo solutions.

bottom of page