How to create a form to categorize Slack requests

A form is a simple way to easily categorize requests so they can be tracked and routed to the appropriate person. 

You can create a form that launches right from Slack when end-users create a ticket with a slash command. 

Go to yoursubdomain.halp.ai and go to settings. 

The first step is to create the fields that you'd like to exist in the form.

Next, go to the custom forms section and create a new form. Add the fields you'd like to show up on the form. You can add up to 4 fields to any form.

Once you've saved the form, using the slash command /halp, /helpdesk, or /support will now launch the form in Slack:


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