From 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. Select the relevant Collection -> Form (if configured)

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

  6. A ticket will be created on behalf of the user.

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