How to invite new agents
Updated 4 months ago
To invite teammates to become agents in Halp, you first need to set up your triage channel.
Then, simply invite the users you want to be agents to the triage channel using /invite or by @ mentioning the user in the channel.
After the agent has been invited to the channel, they will need to go to yoursubdomain.halp.com and click "Add to Slack" to sign up for their Halp agent account.
Once they have completed the Slack authorization process, they will have access to tickets in the Halp web app and the Slack triage channel. They will be able to be assigned to tickets and reply as an agent. If a newly created agent is unable to create tickets from DM's, ensure they have signed into the web, as this is what gives the app permission to read direct messages.