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Support tickets

Support tickets capture structured requests to your internal IT/operations team or to the SBOS.AI support channel (depending on how your firm configured routing).

Where to find it

Open Support tickets in the sidebar (requires SupportTicket.View).

Creating and managing tickets

  1. Click New ticket (or equivalent) and choose a category.
  2. Describe the issue, steps to reproduce, and business impact.
  3. Attach screenshots or document links.
  4. Watch the ticket timeline for responses; reply with additional context as needed.

Best practices

  • One ticket per distinct issue so work can be assigned cleanly.
  • Reference matter numbers or URLs when the problem is data-specific.
  • Avoid pasting secrets or passwords; use secure handoff processes instead.

See also

SBOS.AI Platform Documentation