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Before inviting customers to open tickets, confirm the following:
  • Your workspace name and image are correct.
  • The right teammates have Admin or Moderator access.
  • Discord shows as Connected.
  • The contact panel is posted in the correct channel.
  • At least one knowledge source is enabled.
  • Ticket flow is enabled.
  • A Sandbox question returns a useful answer.
  • AI answering and the monthly budget are configured.

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Test the customer flow

  1. Open the contact panel in Discord.
  2. Create a test ticket.
  3. Confirm the ticket appears in Inbox.
  4. Check the AI answer and its sources.
  5. Reply, assign, and close the ticket.
If the test works as expected, you are ready to open the panel to your community.
Keep an eye on Inbox, Analytics, and Agent settings after launch.