Email Processors
Automatically create and thread tickets from incoming emails with auto-processing rules.
Email processors watch connected email addresses and automatically create support tickets from incoming messages. Replies to existing tickets are threaded automatically.
Setting Up an Email Processor
- Go to Support > Settings > Email Processors
- Click the + button
- Configure the basic settings:
| Field | Description |
|---|---|
| Display Name | Friendly name (e.g., "Support Team") |
| Email Address | The email address to monitor (e.g., support@yourcompany.com) |
Auto-Processing Rules
Below the basic settings, configure optional processing rules to automate ticket categorization:
| Rule | Description |
|---|---|
| Subject Contains | Only process emails whose subject matches this text (e.g., [URGENT]) |
| Default Priority | Automatically set priority on created tickets (Low, Medium, High, Urgent) |
| Default Type | Automatically set ticket type (Support Ticket, Bug Report, Feature Request, Customer Request) |
| Auto-Assign | Automatically assign tickets using your assignment strategy |
| Create Contacts | Automatically create a CRM contact from the sender's email if one doesn't exist |
- Click Add Email
After at least one processor is active, the Support tickets page shows it in the shared inbox readiness panel. Pair processors with routing rules and saved queues so new messages land in the right working view.
How It Works
New Emails
- A customer sends an email to your configured address (e.g.
support@yourcompany.com) - The email webhook receives the message
- The processor checks if it matches filter rules (subject contains, if set)
- A ticket is created with:
- Subject as ticket title
- Email body as ticket description
- Sender linked as the customer contact (creates one if needed)
- Default priority and type applied from processing rules
- Channel set to Email
- If auto-assign is enabled, the ticket is routed to an agent
- The assigned agent and customer both receive notifications
Threaded Replies
When a customer replies to a ticket email, the system detects the ticket reference in the subject line (e.g. Re: Your issue [TKT-0042]):
- The reply is matched to the existing ticket via the
[TKT-XXXX]reference - The email content is added as a new comment on the ticket
- If the ticket was Resolved or Waiting, it reopens to Open
- The assigned agent is notified
This means conversations flow naturally — customers just reply to emails, and everything is tracked in the ticket.
Managing Processors
Edit a Processor
- Click the Settings (gear) icon on any processor
- Update the display name, email address, or processing rules
- Click Save Changes
Delete a Processor
- Click the Delete (trash) icon
- Confirm the deletion
Deleting a processor stops new tickets from being created from that email address. Existing tickets are not affected.
Multiple Processors
Create separate processors for different email addresses to route and categorize tickets:
| Email Address | Priority | Type | Use Case |
|---|---|---|---|
support@company.com | Medium | Support Ticket | General support |
urgent@company.com | Urgent | Support Ticket | Emergency line |
billing@company.com | High | Customer Request | Billing questions |
bugs@company.com | High | Bug Report | Bug reports |
feedback@company.com | Low | Feature Request | Feature suggestions |
Best Practices
- Use a dedicated support email (e.g.,
support@yourcompany.com) - Set up subject filters to avoid creating tickets from internal emails or newsletters
- Configure default priority to ensure all email tickets are triaged consistently
- Enable Create Contacts to build your CRM automatically from support interactions
- Enable Auto-Assign to ensure tickets are never left unassigned
- Consider creating separate processors for different email addresses with different priorities
Next Steps
- Tickets — Manage auto-created tickets
- Auto-Assignment — Configure how email tickets are routed
- SLA Policies — Set targets for email-created tickets
- Customer Portal — Another intake channel for customers