Getting Started

The basics on installing and configuring Halp to work well for your team.

12 Articles

  • How to invite new agents To invite new teammates to become agents in Halp, you first need to set up your triage channel. Then, simply invite the users you want...
  • How to set or update the triage channel in Slack Once you've authorized the Slack App, the first step is to set your triage channel. This is the default channel where support tickets...
  • How to add a private note to a ticket in Slack A private note is only viewable by agents and admins, the requester of the ticket will not see it. If you preface a message in a thread...
  • How to send email requests into Slack In the Halp web app (yourslackname.halp.ai), go to the settings section in the top right. In the general settings, there is a section on...
  • How to add and remove followers from a ticket Tickets often need multiple people involved to be resolved. Halp makes it easy to add another follower to a ticket directly in Slack....
  • 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...
  • How to route tickets to different teams in Slack Halp can be used to route tickets to different private Slack channels based on the ticket category, status, or other criteria.  First,...
  • How to create an SLA (Service Level Agreement) An SLA in Halp is a powerful feature to make sure you or your colleagues are not taking too long on your tickets or breaking any service...
  • How to turn off Sandbox mode Once you're ready to have your team creating tickets, you need to turn of Sandbox mode. If you didn't do this during onboarding, go to...
  • How to create a ticket with an Emoji Reaction in Slack One of the most powerful features of Halp is to convert any existing Slack message into a ticket by reacting to it with an emoji. ...
  • How to customize your Halp Slack Bot Icon Often times, it's nice to have your own custom logo and custom bot username. If you're on the enterprise plan, you can do just that. Go...
  • Halp Pricing & Billing FAQ How much does Halp cost? Please see our up to date Pricing Page, here https://halp.com/pricing.   What kind of pricing model does Halp...