1. CRM with Ticketing
  2. Features
  3. Responses and Waiting
Feature · Responses and Waiting

Responses and Waiting

Record real responses and explain waiting periods without counting internal notes as customer contact.

OverviewCustomer Response Events
CRM with Ticketing · Responses and Waiting

Customer Response Events

Ticket events

New
ParentLine numberRevisionOccurred atVisibilityMessage
TCK-7210877020005 OctInternalMSS-295
TCK-3148021073027 OctCustomerMSS-636
TCK-9067371033024 OctInternalMSS-714
TCK-884885052004 OctCustomerMSS-628
TCK-9024626026004 OctInternalMSS-739
6 of 6 records
MSS-295Ticket events · TE-34018
Internal
ParentTCK-72108
Line number770
Revision200
Occurred at05 Oct
Example screen with sample data

What you can do

Keep the first response tied to actual evidence

A ticket’s event history distinguishes Response, Note, Pause and Resume activity. Service Agent records what happened on the customer problem, with the event date, message and visibility. A real response establishes the response evidence; an internal note about work the agent intends to do should remain a note.

The response action preserves the first response while later activity accumulates. Pause and Resume events explain the waiting history, including recorded pause minutes where applicable. Service Supervisor can review that sequence alongside the ticket’s resolution due date and service calendar before interpreting how the work is progressing.

How the work is organized

  • Customer response. Service Agent uses the response action for a real response and retains its message and event context. Later responses should not replace the first-response evidence already recorded for the ticket.
  • Internal work. Note events capture internal context without being treated as customer responses. Event visibility distinguishes Internal and Customer, giving the team a clear reason to review the intended audience before recording the message.
  • Waiting history. Pause and Resume events retain the sequence behind waiting work. The ticket state and due date should be interpreted using the service policy agreed during setup and the actual evidence of the waiting period.

What to agree during setup

Agree what qualifies as a response and how staff distinguish it from an internal note. Choose the visibility practice for messages, and confirm any connection used to deliver customer communications separately. Recording a customer-visible event needs to stay aligned with the team’s actual communication process.

Define the service-calendar and pause policy before relying on waiting data. Decide which circumstances justify pausing work and what evidence the agent should enter. Review the permitted state transitions when waiting begins or ends, and keep the original first response visible when the ticket returns to active attention.

Check the handoff on an actual case

Use an assigned ticket about account access. Service Agent first records an internal note describing an investigation. Confirm that the note does not establish the first response. Then record the actual customer response and check that the ticket retains the corresponding first-response evidence.

The agent asks the customer for information required to continue and records the waiting evidence under the agreed policy. When the information arrives, record the Resume event and review the sequence with Service Supervisor. The supervisor should be able to identify why the work waited and which event brought it back into attention.

Add a later response and confirm that the earlier first response remains unchanged. Repeat an equivalent response operation through its supported replay path and check that the receipt preserves the result. Review the event visibility as part of the same rehearsal so an internal investigation note does not become customer-facing by accident.

What your team sees

  • Customer Response Events — Real response messages with their ticket, date and visibility.
  • Pause and Resume History — The event sequence and recorded pause information behind waiting work.
  • Waiting Tickets — Waiting requests with their owner, resolution due date and service-calendar context.

Follow the work through

Use Response and waiting evidence, then Resolution to reopening when the customer problem reaches a proposed outcome.

What it keeps track of

Data model
Tickets
Tickets records; retain actual linked evidence and role scope.
Ticket events
Ticket Events records; retain actual linked evidence and role scope.
Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.

Who uses it

Permissions
Service Agent
, Service Supervisor, Auditor.
Service Agent
Records the activity, Service Supervisor reviews the waiting policy and evidence, and Auditor reads the permitted history.

Set up CRM with Ticketing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started