Quick Start Guide: Your First Ticket in 5 Minutes

Get Support Genix up and running fast. This guide walks you through the essential steps to create your first support ticket.

Step 1: Install and Activate

1. Go to WordPress Admin > Plugins > Add New.
2. Upload the Support Genix plugin zip file or search for “Support Genix” in the plugin directory.
3. Click Install Now, then Activate.
4. After activation, you’ll see the Support Genix menu in your WordPress sidebar.

Step 2: Run the Setup Wizard

After activation, the Setup Wizard launches automatically. It will guide you through:

1. Create a Support Page — Select or create a WordPress page where the customer portal will live. Support Genix assigns a shortcode [support_genix] to this page.
2. Set Your Logo — Upload a logo for the support portal header.
3. Create Your First Agent — Add a support agent who will handle tickets. Enter their name, email, and assign a role.
4. Create a Category — Add at least one ticket category (e.g., “General Support”, “Billing”, “Technical”).
5. Done! — Your support system is ready.

If you skip the wizard, you can configure everything manually under Support Genix > Settings.

Step 3: Create Your First Ticket (as Admin)

1. Go to Support Genix > Tickets in the WordPress admin.
2. Click the + New Ticket button.
3. Fill in:
4. Click Submit.

Your first ticket is now live!

Step 4: Reply to the Ticket

1. Click on the ticket you just created to open the Ticket Details view.
2. Scroll to the Reply section at the bottom.
3. Type your response in the text editor.
4. Optionally attach files by clicking the attachment icon.
5. Click Submit Reply.

The customer will receive an email notification (if email notifications are enabled).

Step 5: Test the Customer Portal

1. Open the support page you created in Step 2 (visit it on the frontend).
2. You’ll see the Customer Portal with login and registration options.
3. Log in as a customer (or register a new account).
4. From the portal, the customer can:

What’s Next?

Now that you have a working support system, consider setting up these features:

Need Help?

• Visit the full documentation at supportgenix.com/docs
• Contact support at supportgenix.com/contact