TicketOS Handbook
You do not need to set up everything at once. Start with the address your customers already use. TicketOS is ready for daily work when it can receive a test and deliver your reply.
1. Connect the inbox
Add your customer-service address and the name customers should see.
2. Choose how email reaches TicketOS
Use forwarding for most existing mailboxes. Use MX only for a dedicated domain or subdomain that TicketOS can control completely.
3. Test receiving and verify the domain
If you use forwarding, test incoming email first. Then add the DNS records that let TicketOS reply from your address.
If you use MX, verify the domain first. Incoming email starts after the DNS setup is ready.
4. Deliver the first reply
Reply to the test ticket. The setup is confirmed when the message shows as delivered.
Send and deliver your first reply
5. Invite a colleague
Add a colleague, choose their access and transfer the test ticket to them.
That is enough to start. Add groups, templates, SLA, workflows and AssistOS when your team needs them.
Still need help?
Tell us what you tried and where you got stuck.