As an alternative to email-based side conversations, agents can use side conversations in a ticket to initiate and participate in Slack threads. The Slack side conversations you initiate are viewable in the ticket and in the Slack application. Like email conversations, Slack side conversations are recorded as ticket events and you can use them as trigger conditions.
Creating a side conversation using Slack
When you create a side conversation, you choose between using email or using Slack.
To create a side conversation using Slack
- In a ticket, open the context panel and click the Side conversations () icon, then click the plus sign (+).
If you don’t have the Agent Workspace, in a ticket click the Side Conversations plus sign (+) in the upper-left.
- Select Slack as the conversation type.
- Enter the Slack channel and your message. You can also add attachments.
For more information about the composer, see Rich text editing in the side conversation composer.
You start a side conversation in one Slack channel at a time. You cannot combine Slack and email conversations. If you have a lot of Slack channels, it may take a few moments to display the list of available channels.
If you have multiple Slack workspaces connected to Zendesk Support, the workspace appears before the channel address. For example. Slack Workspace 1 - #general, Slack Workspace 2 - #general, and so on.
- When you’ve finished composing your message, click Send.
The team in the Slack channel can view your message and reply to the thread directly, without logging into Support.
The Slack replies are automatically included in the ticket’s side conversation. The conversation can continue back and forth, as long as necessary, until you get the information you need.Note: You may experience some delay in updates that occur between Slack and ticket side conversations. Typically, the delay is about 5 seconds, but can be 30 seconds or longer.
- When the side conversation is complete, click Done.
Deleting a Slack side conversation
To delete a Slack side conversation, you must be the agent who created the Slack side conversation or an administrator.
To delete a Slack side conversation
- In a ticket, open the context panel and click the Side conversations () icon.
If you don’t have the Agent Workspace, in a ticket click Side Conversations in the upper-left.
A list of side conversations for the ticket appears.
- Select the side conversation you want to delete.
You can only delete Slack side conversations. You cannot delete email side conversations.
- Click the options menu icon () on the right side of the conversation, then select Delete message.
- When a confirmation message appears, click Delete to confirm the deletion.
When you delete, the side conversation is removed from the ticket and it is also removed from Slack. Messages edited or deleted on the Slack side are also reflected in side conversations.
About limitations and breaking the link between Support and Slack
- Only ticket comments with 1,000 characters or less can be inserted into a Slack side conversation.
The following Slack features are not supported:
- Direct messages
As a workaround, the administrator can set up private Slack channels that only have one member. For example, #lkelly-private and add them to the Slack for Zendesk integration.
Slack @mentions don't autocomplete. You must enter the user's exact slack @handle.
Alternatively, you can include @here to notify everyone currently logged in or @channel to alert every member of a channel.
- Emoji reactions
- Typing indicators
If the link breaks between Zendesk and Slack, for example, if an admin removes the Zendesk app from a Slack channel or if they archive or delete a Slack channel that you used for side conversations, you can still open and view these side conversations in a ticket, but you can no longer use that Slack channel to send or receive updates to side conversations.