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Advanced Features

Custom Forms

In order to set up your custom forms, you'll first need to create your custom fields. Check out how to do that here: Custom Fields. Once you have your custom fields set up you can begin to build form…

Updated 41 minutes ago by Danni Pyle

Custom Fields

Configuring custom fields and and forms in Halp is a powerful way to gather more information from your end-users and sort different types of requests. Once you set up your fields, check out this arti…

Updated 41 minutes ago by Danni Pyle

Manage tickets across multiple Slack workspaces with Halp

Below are the steps to get up & running w/ multi-workspace Halp: Install Halp in the ‘parent’ Slack workspace. This is the place where you will ‘triage’ tickets from your multiple ‘children’ workspac…

Updated 4 days ago by Danni Pyle

Let's Talk About Permissions in Halp

Halp Roles: Halp has three user roles: Admin, Agent, and End Users Admin: . The user who installs the app to Slack is automatically made the first Halp Admin. They will have a Team Settings Icon in t…

Updated 2 weeks ago by Danni Pyle

Getting Started with Halp Answers

Knowledge bases are cool and everything, but at Halp we know that what really matters are answers.... Halp Answers that is! Marking Messages as an Answer: Any message on a ticket thread in Slack can…

Updated 3 weeks ago by Danni Pyle

Administrative Settings

Administrative Settings - A Deep Dive. Bot Appearance. At our Professional Plan level, you can configure the Halp Slack Bot's appearance. For more detailed information on this feature, view this help…

Updated 3 weeks ago by Danni Pyle

How to connect the Zapier integration

You can integrate Halp with Zapier to trigger actions in thousands of different apps! Accept the Zapier beta invite. The Zapier app is currently in beta, so to be able to use it, you need to accept t…

Updated 3 weeks ago by Danni Pyle

Halp App Home

Slack recently released an "App Home" feature that allows apps to share a private, one-to-one space with a user. You can access App Home from the conversation list in Slack (or by clicking the app's…

Updated 1 month ago by Jesse Litton

What's in a name? Naming conventions for Halp

People often ask us about best practices with channel naming conventions in Slack. Slack wrote a great blog post about naming channels to help users get more out of their workspace, but in this post…

Updated 2 months ago by Danni Pyle

Change Your Team's Create Ticket Emoji

At Halp we're pretty boring and use the 🎫 emoji to create tickets, but we now offer a way to customize whichever emoji you'd like to create a ticket. Think of the possibilities, you could use the 🥌 o…

Updated 2 months ago by Danni Pyle

How to "Inbox Zero" your Halp Triage Channel

Halp Triage channels are a powerful way for you and your team to collaborate on tickets. Sometimes, triage channels can get a little messy. This article will show you how to delete tickets from your…

Updated 2 months ago by Danni Pyle

How to make a billing admin in Halp

If you have a member of your team that needs access to Halp for billing purposes but won't be responding to any tickets, you can make them a billing admin without increasing your agent count. Here's…

Updated 2 months ago by Danni Pyle

How the Title gets set on a Ticket

In Halp, we've had to rethink the idea of a "Title" for tickets. Unlike emails, conversational tickets don't necessarily always have a subject line. However, it is still valuable to have a ticket tit…

Updated 2 months ago by Danni Pyle

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