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Tickets and inline actions

Vectis pulls every PSA ticket from your connected systems into one queue you can read, reply to, and close from inside the app. Writes go back to the source PSA so your dispatcher and your account manager always see the same state.

The two ticket surfaces

  • /tickets — the global queue. Every ticket from every connected PSA, with filters by status / customer / assignee / age. This is where dispatchers spend most of their time.
  • Customer hub → Tickets section — the same tickets, but pre-scoped to a single customer. This is where account work happens (one customer at a time).

Both views show the same data. A ticket changed in one shows up changed in the other within seconds.

Reading a ticket

Click any ticket to expand it inline. You see the full conversation thread (customer + tech replies), attachments, status history, time entries, and links to related records (devices, alerts, contracts).

For tickets attached to a specific device or alert, that relationship surfaces as a chip at the top — click it to jump straight to the device hub or alert detail without losing your place.

Replying — write-back to your PSA

The reply box at the bottom of the expanded ticket posts back to the source PSA via the documented public-reply endpoint. Your customer sees the reply in their email + your PSA customer portal exactly as if you’d typed it in your PSA directly.

  • Replies are public by default. Toggle Internal note to write a reply only your techs see.
  • Attachments are uploaded to the source PSA on send. Per-PSA size caps apply (ConnectWise: 10 MB; Autotask: 6 MB; HaloPSA: 25 MB).
  • Ticket status can be changed in the same submission — pick from the per-PSA status dropdown. Vectis maps to your PSA’s actual status enum, not a generic one.

Status transitions

Status changes are written back through the same PSA API calls your techs would make from the PSA UI. Common motions:

  • Open → In Progress on first reply — optional, controlled by a workspace setting in Admin → Tickets.
  • In Progress → Awaiting Customer when the tech replies and is waiting for the customer.
  • → Resolved on the tech’s close-out reply.
  • → Closed after the per-PSA auto-close window (Awaiting Customer + N days). Vectis does not auto-close on its own; your PSA does, and Vectis reflects the change on next sync.

Creating a ticket

Three places: (1) a button on every customer hub that pre-fills customer ID; (2) a button on every alert detail panel that links the new ticket to the alert; (3) the global queue’s New ticket CTA.

Required fields are dictated by your PSA — Vectis renders exactly the fields your PSA requires for new tickets. The form pulls dropdown values (status, board, type, sub-type, priority) from the PSA on first load and caches per workspace.

Inline actions from tickets

Beyond replying, the ticket detail panel exposes inline actions that span integrations:

  • Open the affected device’s RMM page — single click out to NinjaOne / Atera / etc.
  • Acknowledge or resolve the linked alert — for tickets created from an alert, close the alert from the ticket without opening the RMM tab. Available where the vendor API supports it.
  • Open the customer’s runbook in Hudu / IT Glue.
  • Add a time entry — writes back as a PSA time-entry record. Useful when the work is happening in Vectis and the tech doesn’t want to hop to the PSA just to log it.

Write-back guarantees

  • Every write is captured in the audit log with the full request payload + response status.
  • Failures land in the dead-letter queue, not silent loss. Operators inspect + retry from Admin → Integrations → Dead-letter queue.
  • Idempotency on retry — Vectis stamps every request with a deduplication key so a retried write doesn’t produce a duplicate ticket / reply / time entry.
If a reply or status change doesn’t reflect in your PSA within ~30 seconds, check the dead-letter queue first. PSA APIs rate-limit aggressively and a busy workspace can briefly stall — Vectis retries with backoff before declaring a write failed.

Still stuck?

Email support@mspvectis.com with the error message and we’ll unblock you.

Tickets and inline actions | Vectis