ClearFeed Helpdesk
Work with your employees on internal Slack Channels using ClearFeed's Ticketing System
Before starting, ensure the following:
Product edition is set to "Internal" on Product Editions
Once done, you can create your first collection - a group of Slack channels that have similar helpdesk settings.
Create Collection
Navigate to Collections from the side navigation bar.
Click on the
Add new Collection
button on the bottom-left of the page.Choose support team members as Responders
By default, all users that are agents will be considered as Responders
Go to the Users section to add your support team members as users and make them Agents
Only Agents can reply to the tickets from the triage channel and Clearfeed web application and can be assigned tickets
Non-Agents can still view tickets and make private comments on tickets
Add Request channels on which you plan to provide support to your users
All public Slack channels can be added from the web app
Private Slack channels can be added by typing
/invite @Clearfeed
on the Slack channels. They can only be added after a Collection is created
Add a Triage channel for the support team to work from on Slack
You can select
Create new channel
orSelect existing
optionYour support team can also work directly from Request channels, in which case you can opt-in
Proceed without triage
Under Ticketing, ClearFeed will be selected as ticketing integration Choose the trigger mode for ticket creation.
You can edit an existing workflow to send a notification to the corresponding triage channel if there is no response to a request for 60 mins
Create Tickets
In case of automatic trigger, any new message from non-responders on the channel would create a ticket automatically
Requesters get a Ticket ID and visibility of the ticket's status on the thread
Managing Tickets from Triage Channel
All tickets from request channels start a new thread in the triage channel
You can modify the status, assignment, and other properties of tickets from the triage channel
Replies to a thread in the triage channel are posted on the same thread on the request channel
Only Agents can make public replies to tickets from the triage channel
Recommended to mute all request channels that you are a part of to avoid dual notifications
Managing Tickets from the Request Channel
You can configure the following shortcuts for a Collection to facilitate request management:
✅ to solve the request
You can also edit ticket properties from the request channel by enabling the Edit ticket Form (In the Objects Section of ClearFeed). Use the configuration below to allow responders to edit properties like assignee and priority:
Use Triage channels as a queue on Slack to get a color-coded view of the status of all tickets. Recommended to mute the triage channel to avoid dual notifications.
ClearFeed web app
Note:
Make sure to apply the filter
Filed To ClearFeed
to view only Tickets on the requests dashboard.
ClearFeed Slack App
Note:
Make sure you apply the filter
Filed To ClearFeed
to view only Tickets on the ClearFeed Slack app home page.
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