Configure Catalog
The Service Catalog allows you to create and manage ticket templates for various service requests:
Creating Templates
- Navigate to Service Catalog > Templates
- Create new templates for different service categories
- Configure basic template settings:
- Template name and description
- Prefix, digit count, and numbering
- Owners and collaborators
- Note types
- Channels
Designing Layouts
- Create Create, Detail, and Inbox layouts
- Add fields and organize them into sections
- Configure field properties and visibility conditions
- Link layouts together for a complete ticket experience
Workflow Configuration
- Create workflow states and transitions
- Define required fields for each transition
- Set up permissions for workflow actions
- Configure automation for state changes
Advanced Settings
- Configure events and actions for automation
- Set up localization for multi-language support
- Manage permissions for different roles
- Create filters for ticket organization
- Set up relations between different templates
- Configure ticket routing rules
- Map hierarchies for structured data
- Create quick actions for common operations
- Configure special fields for enhanced functionality
Bot Integration
- Import templates to Bot Studio
- Configure natural language triggers
- Set up field mapping for bot collection
- Define default template for fallback scenarios