How to Use Discourse as a Private Support/Ticket System


(Stephen Chung) #1

On and off I’ve seen posters asking about how to use Discourse as a support (or ticketing) platform. I’d like to share my setup here for those with similar needs.

Background

You run/work for an organization. You need to provide pre-sales, after-sales, technical and/or one-on-one support to your customers, agents, distributors and/or partners (which organization doesn’t?).

What is Discourse

Discourse is primarily a forums software, geared towards public, open conversations of various topics. It is incredibly modern and performant, runs at lightning speed, and you have a lot of flexibility in how to setup your environment.

You want to see if you can coerce this fabulous piece of software to do what it isn’t originally designed to do.

Prior Art

What You Want

Your customers will open issues, or help tickets, on the system. They either open it under their own folder/category, or you can have some systematic/manual way of reclassifying them later on.

There may be sensitive things discussed, so by default you don’t want each customer to be able to see the issues or inquiries raised by other customers. In other words, each customer conversation should be private.

You want your support teams to each work on their allocated areas/categories. In other words, your teams should be able to see a list of all the support requests in their own categories, and be able to easily sort through them, manage them and follow-up on them without a lot of searching and filtering.

Some information may be sensitive, so each team’s area may be separated from another team’s, so they cannot view each other’s data.

Your Problem

  1. Some core features are geared towards an open community, and may not be relevant to a private support forum, for example the badges.

  2. You looked at the security/permissions system and you don’t find what you want: basically pure Create and Create/Reply permissions do not exist.

  3. Your customers don’t really want to go through the hassle of creating an account on your forum just to ask a support question. But you also don’t want to open up your forum to the public and have silly posters come in and waste your time.

    You want a way to detail with these one-off inquiries quickly, but leave open the possibility of maintaining a long-term relationship with certain customers.

  4. A lot of your customers work with emails, and you want to reply to them via email, but you also want your support teams to be able to manage these requests quickly and easily without digging through piles of email.

How it Will Work

  • You have a bunch of email addresses published for customers to send inquiries. For example, you may have an email address called wonderful_product@support.example.com for people to send questions regarding the Wonderful Product product line of your company.

  • A customer sends an email to this address.

  • The email is automatically turned into a topic in the appropriate Wonderful Product category.

  • A staged user (say, MrFoo) with no rights is created on the system to track all the requests sent by that email.

  • You internal team support staff, under the group WonderfulProductTeam, which has Reply/See permission on the Wonderful Product category, sees the topic and post replies.

  • Each reply turns into a reply email back to the originating customer.

  • The customer feels that his/her email is being replied personally.

  • The customer has no way to see the emails of any other customer on the system. Meanwhile, the WonderProductTeam sees all the emails sent to wonderful_product@support.example.com all together in a single list.

  • You find that user MrFoo has been a great contributor and would actually like to involve him into your support pipeline. Go to his user profile and send him an invitation to become a member. Put him in an appropriate Group with appropriate access rights.

  • MrFoo, now an valued member of your support organizatio, logs in and sees all his previous emails neatly under his account.

Setup Instructions

Basic Discourse setup

  • Turn off Settings|Basic Setup|enable badges because badges are not awarded for posts in non-Everyone categories, which most of your categories will probably be. They will just confuse your users. Keep it if you have large, open-to-all-users categories.

  • Turn on Settings|Basic Setup|enable whispers if you want whispers. This may be useful when you have many moderators.

  • Turn on Settings|Login|invite only unless you want to allow customers to self-register themselves. You may not want the hassle.

  • Turn on Settings|Login|login required because you are not running a public forum.

  • Set Settings|Trust Levels|default trust level to 0 to make sure staged users created via email is level 0.

  • Set Settings|Trust Levels|default invitee trust level to 1 to make sure that the users you actually want to be on the system are level 1.

  • Turn on Settings|Email|enable staged users

  • (Optional) Settings|Login|must approve users may not be necessary if your forum runs on invitation only.

  • (Optional) Set Settings|Posting|approve new topics unless trust level to 1 so that your staged users (which will be created as level 0) will have their topics pending staff approval.

    Note: As of 1.9.0beta13 this doesn’t work because topic approvals by-pass all staged users. This may be corrected in the future.

  • Turn off SSO because you obviously don’t want any unknown persons to sign into your forum.

Set Up the Appropriate Email Addresses

  • On your email system, setup a MASTER mail-in email account, for example: master@support.example.com.

  • For each area/team/category, create a new, specific email account, for example: wonderful_product@support.example.com.

  • FORWARD all emails to those specific accounts to the MASTER email account. For example, an automatic forwarding should be created to forward all mail received by wonderful_product@support.example.com to master@support.example.com.

Turn on email in

  • Turn on Settings|Email|reply by email enabled

  • Turn on Settings|Email|email in

  • Turn on Settings|Email|pop3 polling enabled

  • (Optional) Turn on Settings|Email|pop3 polling ssl if your POP3 email server requires SSL.

  • (Optional) Turn on Settings|Email|pop3 polling openssl verify if your POP3 server uses SSL.

  • Turn on Settings|Email|reply by email enabled

  • Set Settings|Email|reply by email address to the MASTER email account in the section above (for example: master@support.example.com).

  • (IMPORTANT) If your email system does NOT support the + feature, then turn off Settings|Email|find related post with key. This will use each email’s In Reply To header to find the correct thread, with certain security considerations.

  • Set Settings|Email|pop3 polling host, pop3 polling port, pop3 polling username, pop3 polling password for your POP3 email server. The username and password should be for the MASTER email address.

  • Set Settings|Email|email in min trust to 0 because your staged users will be created with trust level 0.

  • Set Settings|Email|maximum staged users per email to a small number unless you have a good reason to allow creating large number of staged users from an email.

  • Set up suspected SPAM email domains in Settings|Login|email domains blacklist. This prevents emails from unwanted domains from creating staged users in your forum and littering them with SPAM topics.

    Notice that regexp expressions work in this, EXCEPT for the dot (.). You do NOT need to escape the dot because it will be automatically escaped. In other words, \d+\d\d\d.\w+ will actually be \d+\d\d\d\.\w+$ and will match any domain that is a string of digits more than 3 long plus a root domain (.com, .org etc.).

  • Set up suspected SPAM email subjects in Settings|Email|ignore by title. This prevents emails with suspicious subjects from creating topics.

    Notice that regexp expressions work in this. Wrap your entries with \b if you want to match whole words in English. BEWARE, \b works for English language only!!!

Attachments

  • Add allowed attachment formats in Settings|Files|authorized extensions because customers who requires support will typically send in attachments other than photos (maybe a PDF file, an Excel spreadsheet, a CAD drawing, an error log file, or a zip file).

  • Set Settings|Files|max attachment size kb large enough so that reasonable attachments do not bounce. Typically 1MB to 2MB is enough.

Set Up Email Info in Categories

  • For each category that will receive emails from outside, set Custom incoming email address (in the Settings of the Edit dialog of that particular category) to the appropriate email account.

    For example, in the Wonderful Product category, press Edit and go to the Settings tab. Custom incoming email address should be set to wonderful_product@support.example.com. Then, all emails sent to wonderful_product@support.example.com will be created as topics in this category.

Set Up Security in Categories

  • Remove the Everyone group from each category’s access list.
  • Use Groups to manage access to each category.

If You Have a Multi-Lingual (Worldwide ) Customer Base

  • Turn on Settings|Basic Setup|allow user locale

  • Turn on Settings|Basic Setup|set locale from accept language header

    Notice that it doesn’t work for redemption from invitations as of 1.9.0beta13.

  • Consider the discourse-translator plugin

  • If you have Chinese users, please make sure to search meta for the settings required to support Chinese language posts.


Setup private category for candidate interview process