Personal DMs

Request Routing must be enabled in your DM Collection to create tickets from Personal DMs. Learn how to do that here.

You can turn personal conversations into tickets right from Slack DM.

Steps to convert Personal DMs into tickets:

1. Hover over the message that you want to convert into the ticket.

2. Click on Slack's More Actions menu (three dots).

3. Click on ClearFeed Actions under Shortcuts.

4. Proceed to File a ticket.

5. You will see a dropdown of all available Forms, grouped by the Collections they're linked to.

6. Select the relevant Form.

   • The title and description will be pre-filled out from the message.

7. A ticket will be created on behalf of the user (requestor).

Creating tickets out of personal DMs