Pixie CRM guide collection
Support and knowledge base
Handle customer questions consistently, route tickets well and maintain useful self-service guidance.
Create a support ticket
Create a support ticket in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideReply to and manage a ticket
Practical Pixie CRM instructions for reply to and manage a ticket, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUse ticket statuses, priorities and services
Use ticket statuses, priorities and services in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConfigure support departments
Configure support departments in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConfigure email piping for tickets
Practical Pixie CRM instructions for configure email piping for tickets, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUse predefined ticket replies
Use this Pixie CRM guide to use predefined ticket replies. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideConfigure ticket spam filters
Use this Pixie CRM guide to configure ticket spam filters. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUse AI ticket summary and reply suggestions
Practical Pixie CRM instructions for use ai ticket summary and reply suggestions, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate a knowledge base article
Practical Pixie CRM instructions for create a knowledge base article, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideOrganise knowledge base groups
Practical Pixie CRM instructions for organise knowledge base groups, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuidePublish or hide knowledge base content
Practical Pixie CRM instructions for publish or hide knowledge base content, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideReview knowledge base performance
Use this Pixie CRM guide to review knowledge base performance. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →