Configure Ticket Flow

Ready to level up your ticket handling? Let’s dive into configuring the Ticket Flow - from assigning roles, managing status updates, to gracefully closing out tickets. Say goodbye to manual chores and hello to automated magic! ✨

✅ Quick Check: Before You Begin

Just a quick rundown before we start:

  • ✅ Your Jira project and Discord server are linked and ready.
  • ✅ You’ve got Jira admin rights.
  • ✅ You’re all set with your ticket types configured.

Good to go? Awesome, let’s roll!


⚙️ Adding a Support Role to Discord

Before you start pinging your team like crazy, make sure you’ve got the support role set up properly in Discord:

  • Head to your Discord server settings (Server Settings → Roles).
  • Create (or choose) your trusty support role - like SupportTeam.
  • Flip the switch on “Allow anyone to @mention this role” so your team gets notified.
  • Double-check that this role can actually see and participate in your support channel - otherwise, they’ll just feel left out.
Discord role

🚦 Step 1: Configuring Role Assignment (Optional, but cool!)

Automatically assign Discord roles to notify your team instantly when new tickets appear:

  • In Jira, navigate to Project settings → Apps → Discord → Tickets.
  • Edit your ticket configuration, then pick your request type.
  • Under Role Assignment, choose the Discord role that matches the experts who’ll handle this ticket.

💡 Quick fact: Use roles wisely - like assigning @SupportTeam for technical issues or @BillingTeam for payment queries.

Role assignment in ticket settings

📬 Step 2: Sending Jira Updates to Discord

Want your Discord users to stay updated about their tickets without lifting a finger? Easy:

  • In your ticket configuration, go to the Ticket Flow Options section.
  • Toggle on “Post Jira Status Updates to Ticket Thread”.
  • Now, when your agents update ticket statuses in Jira (e.g., In Progress, Resolved), Jiri bot will send friendly updates directly to the Discord ticket thread.
Enabling Jira status updates toggle

🔒 Step 3: Closing & Locking Threads

No one likes messy threads lying around. Set automatic cleanup rules:

  • In your ticket configuration, within the Ticket Flow Options section, select your preferred closing action under “When Jira ticket is resolved then:”:
    • Do nothing: Leave threads open (for the adventurous).
    • Close Thread: Hides the thread from the channel’s active thread list but allows users to read and continue the conversation if they access it directly.
    • Lock Thread: Makes the thread read-only, preventing any new messages.
    • Close and Lock: Hides the thread and prevents further interaction - clean & tidy, zero fuss.

Note: Ticket threads will automatically close after 7 days of inactivity to keep your channels tidy.

Thread management options

🤖 Step 4: Automatic Jira Resolution from Discord

Feeling brave? Let automation handle Jira ticket closures based on Discord thread closure:

  • Still in Ticket Flow Options, enable “Auto-resolve Jira Ticket on Thread Closure”.
  • Once a Discord ticket thread is manually closed (by moderators or automatically due to inactivity), Jira tickets automatically move to a closed state.

🤖 Cool tip: This feature uses AI to analyze thread conversations and automatically selects the best resolution reason based on context - saving you from guessing!

Resolution automatically categorized as 'Hardware Failure' by AI

🎯 Best Practices

  • Clearly define ticket lifecycle expectations with your team to avoid confusion.
  • Regularly review auto-closed tickets (especially if using AI features) to ensure everything’s on track.
  • Limit your request types to keep things intuitive - too many options can confuse your users.

🚨 Quick Troubleshooting

  • Roles not assigning? Verify role permissions and bot permissions in Discord.
  • Status updates missing? Double-check that Jira statuses are correctly mapped.
  • Threads not closing? Confirm you’ve set up your thread closure actions correctly.

Still scratching your head? No worries - we’re always here at the Discord for Jira Community.

Happy automating! 🚀


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