Setup Triage
One Collection can have only one Triage channel attached to it. However, a single Triage can be linked to multiple Collections.
A Triage channel can either be created while setting up a Collection, or can be linked to an existing Collection.
Creating a Triage channel while setting up a Collection
When you are setting up a fresh Collection, ClearFeed provides an option to create a triage channel on your behalf. This channel will be directly linked to the created Collection.
Set up a new Collection by following steps 1 to 5 mentioned in Creating a Collection.
Once you have done the above - you can:
Select the
Create new channel
option under the Triage channel section. Selecting this will let ClearFeed create a new triage channel in your workspace.If you do not want to create a new triage channel, you can select an existing channel instead via
Select existing
option.
Complete the set up and you will have a new Collection linked with a Triage channel. This created channel would be accessible on your Slack workspace automatically.
Configuring a Triage Channel from Slack
When you have already set up a Collection but it has no triage channel attached to it - you can create a channel on Slack or use an existing channel as a triage channel. This method works for both public and private Slack channels.
Go to the channel you want to configure as triage.
Run /invite @Clearfeed and select
Setup as Triage Channel
.Select the
Collection
for which you want to associate this triage.
[Note: In the Select Collection dropdown, you will only see the Collections that do not have a triage attached to them].
Using Triage Settings to create a Triage channel
Create a triage channel from settings - this page contains detailed steps on creating a triage from the Triage Settings page.
Pro Tip:
Our suggestion is to mute all channels in the Collection, and use its linked Triage as your primary channel for request /response management.
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