Learn how to Set Up a Slack Assist Desk and Enhance Effectivity


Slack is altering how corporations talk with their workers and assist their prospects. 

Why? As a result of it is the place folks already chat and work. It is fast, works on telephones, and is nice for fixing issues collectively.

Many corporations nonetheless use old-style portal-based assist desk programs. However persons are turning to Slack for assist anyway. They need updates, discuss, and teamwork multi function place. Slack provides them that. 

With electronic mail, you won’t wish to ship a brief message. However on Slack, chats occur in actual time, in brief bursts. The tempo of collaboration and automation (on account of embedded Slack apps) is miles forward of emails and portals.

The outcomes are superb. Nearly 8 out of 10 huge corporations are utilizing Slack to assist their prospects higher. This implies work flows smoother, and each prospects and workers are happier. 

Wish to know the way you should utilize Slack to arrange your assist desk? We have got you lined.

Challenges with conventional assist desks

Conventional assist desk software program presents quite a few challenges that may considerably influence organizational effectivity and person satisfaction.

Descriptio of customer preferences for self-service support where 77% prefer finding help independently, 79% advocate for self-solve tools, and 92% would use a knowledge base.

Supply: Increased Logic

Along with the above, issue prioritizing points, lack of personalization and multi-channel assist, and unclear escalation processes additional compound these challenges. These points can result in subjective decision-making, irrelevant recommendations, and outdated info for customers looking for assist.

Advantages of working a assist desk inside Slack

Working a assist desk inside Slack affords quite a few advantages that considerably improve a corporation’s assist infrastructure and total effectivity:

Improved communication

You’ll be able to bounce on queries once they pop up and manage conversations utilizing the Threads function. You can too create a to-do listing throughout the app utilizing its Lists function. With Slack, assist groups can reduce by way of the noise and get straight to fixing issues, making them and their customers happier.

Elevated effectivity

Slack’s centralized method means you have got all of your important info, assets, and crew members at your fingertips. It additionally affords a whole bunch of integrations with different third-party instruments and might help you automate tedious duties like ticket creation, trying up solutions, scheduling conferences, and so forth.

Boosted crew productiveness

Help employees can focus higher and resolve issues sooner as a result of they don’t seem to be continuously switching between their assist desk software program and Slack instruments. They’ll deal with all person queries and increase productiveness by way of Slack. Group members naturally be taught from one another by seeing how their colleagues deal with numerous points. When a posh challenge arises, it is easy to herald consultants rapidly, which helps preserve high-quality assist.

Elevated transparency

Everybody on the crew can see the complete dialog historical past, which retains everybody within the loop. The open method has a number of advantages:

  • It retains folks accountable for his or her work.
  • If an issue must be handed up the chain, it is easy to do.
  • Managers can monitor how the crew is performing with out continuously asking for updates.

Learn how to arrange a assist desk utilizing Slack’s native performance

Establishing a assist desk utilizing Slack’s native functionalities is feasible, although it might not be as feature-rich as devoted assist desk software program. Here is a concise information:

1. Create a devoted Slack Join channel

Establishing a #help-desk or #assist channel is beneficial in some ways:

  • It is a single place for all assist chats.
  • precisely the place to go once they need assistance.
  • Help employees can simply preserve observe of all points in a single spot. 
  • It retains different channels clear and prevents assist requests from cluttering up basic dialogue areas.

2. Use Slack workflows

Slack workflows are automation instruments that streamline the assist course of. You’ll be able to create customized workflows for ticket submission, which could embody:

    • A kind for customers to fill out with particulars about their challenge
    • Automated responses to acknowledge receipt of the ticket
    • Notifications to assist employees about new tickets
    • Project of tickets to particular crew members
    • Standing updates because the ticket progresses by way of the assist course of

3. Implement slash instructions

Slash instructions are shortcuts that may be typed into the Slack message subject to carry out actions rapidly. For a assist desk, you would possibly create instructions like:

    • /remind to set reminders
    • /search to look messages and information
    • /be part of, /depart, /invite, /take away to handle channels
    • /mute to mute channels
    • /open to leap to a channel

4. Arrange channel-specific notifications

Slack lets you fine-tune notifications for every channel. 

    • Help employees will be on alert for the assistance desk channel, even when they’ve muted different chats.
    • When a brand new assist ticket pops up, your crew is aware of straight away.
    • You’ll be able to customise alerts based mostly on key phrases or particular customers. So, if the stakeholders need assistance, you may be certain that notification stands out.
    • Group members can deal with their work with out fixed interruptions however nonetheless keep conscious of assist wants.

5. Use Slack’s built-in apps

Slack’s built-in apps can increase your assist desk efficiency. Listed below are a number of examples:

    • The Easy Ballot app makes it simpler to gather person insights. You’ll be able to rapidly gauge assist satisfaction or prioritize points that want consideration.
    • By integrating with platforms like ClickUp or Asana, you may effortlessly observe assist requests. Group members can simply assign themselves to duties as wanted.
    • Information bases like Confluence or Notion make your information immediately accessible, serving to you give fast, spot-on solutions to person questions.

6. Create standing emoji

A customized slack emoji will be created to visually point out a ticket’s standing. For instance:

    • 🆕: New ticket
    • 🏃‍♂️: In progress
    • ⏳: Ready for person response
    • ✅: Resolved

7. Arrange person teams

Consumer teams in Slack can help you manage crew members into particular teams. For a assist desk, you would possibly create teams like:

  • @tier1support: For first-line assist employees
  • @tier2support: For extra superior points
  • @builders: For points requiring developer intervention

Limitations of Slack’s native performance

Beneath are some limitations of utilizing native Slack performance to arrange a assist desk.

Restricted ticketing capabilities

  • No built-in ticket numbering system: Whereas Slack excels in lots of areas, it falls quick when routinely assigning distinctive identifiers to assist requests. The oversight can create fairly a headache for assist groups, notably when juggling a number of related points or making an attempt to maintain tabs on long-running issues.
  • Lack of formal ticket standing monitoring: You will get artistic with customized emojis or some handbook updates, however there isn’t any built-in system to easily transition tickets by way of levels like “New,” “In Progress,” “Pending,” or “Resolved.” Customers usually discover themselves asking the place they’re with any challenge and wrestle to get a chicken’s-eye view of the assist standing at any second.
  • No automated ticket task or routing: Slack does not have a system to routinely ship assist requests to the fitting individual or somebody who’s free in the mean time. This implies you may need to attend longer for assist, and a few assist employees would possibly find yourself with an excessive amount of work whereas others do not.

Absence of a devoted data base

  • No centralized repository for FAQs or options: Slack does not have a great way to maintain observe of frequent questions and solutions. There is no built-in place to retailer all the data folks usually ask about, making it exhausting for the assist crew and prospects to seek out fast solutions when wanted.
  • Problem organizing and trying to find earlier options: Slack has a search instrument, but it surely’s not nice at discovering what you want when there are tons of messages. Consequently, assist employees waste time on the lookout for solutions they know exist, they usually would possibly find yourself answering the identical query time and again.

Reporting and analytics constraints

Slack does not routinely observe necessary numbers that present how nicely the crew is doing. For instance, how rapidly they reply questions, what number of issues they resolve, or how lengthy it takes to repair points. Subsequently, crew leaders cannot see how their assist employees performs and discover it robust to identify the place the crew wants to enhance.

Workflow administration points

Slack can do some primary duties so as however cannot deal with sophisticated jobs requiring many steps. For instance, it will possibly’t arrange a workflow of approvals, like “first the crew chief checks, then the supervisor.” For correct workflow administration, Slack’s instruments are too easy. Here is what Slack cannot do nicely:

  • Create superior workflows that rely on one another
  • Mechanically assign completely different elements of a job to completely different folks
  • Change the workflow based mostly on sure situations

Scalability issues

When extra folks ask for assist, it turns into more durable to maintain observe of every thing in Slack, which may result in issues like lacking some requests or taking longer to reply. Slack’s channel-based construction might not be supreme for organizations with a number of departments or advanced hierarchies, which may make managing assist throughout completely different groups or areas difficult.

Absence of SLA administration

Slack does not have instruments to set and observe response instances. It is a downside as a result of you do not know when you’re assembly your promised service ranges. With out SLA administration, it is exhausting to make sure good service and preserve customers completely happy.

Notification administration

When many individuals ask for assist, Slack sends too many alerts, making it straightforward to overlook necessary messages or take too lengthy to reply as a result of there’s simply a lot coming in on a regular basis. You’ll be able to’t set completely different alert ranges for various kinds of issues. Merely put, you may’t guarantee essentially the most important points get observed first, which is essential when coping with numerous assist requests.

Why arrange a Slack-based assist desk?

Establishing a Slack-based assist desk can deliver a bunch of advantages to organizations. 

Clean integration

These assist desks work seamlessly with Slack, making them straightforward to arrange and use. They respect your current Slack permissions and will be tailor-made to particular channels or workspaces. As your crew grows, the system grows with you, they usually can begin utilizing it straight away with out disrupting their traditional work routine.

Good ticket dealing with

A Slack-first assist desk routinely creates tickets from Slack conversations and lets you assign them immediately inside Slack. You’ll be able to customise ticket fields, set priorities, and even route tickets routinely based mostly on particular phrases in order that points are handled effectively by the fitting folks.

Pictorial description of ticket handling through Slack.

Supply: ClearFeed

Automated workflows

You’ll be able to arrange customized workflows for numerous assist eventualities, create guidelines for automation, and use a chatbot for preliminary downside fixing. You’ll be able to use Slack for the automation of various processes, resembling responses to frequent questions, pace up response instances, and guarantee constant dealing with of assist requests.

Pictorial representation of customizable workflows in Slack.

Supply: ClearFeed

Enhanced collaboration

A Slack-first assist desk contains options for inside notes and personal feedback. It permits a number of crew members to work on a ticket concurrently, makes use of @mentions for crew communication, and solves advanced points sooner.

Complete reporting

The assistance desk offers detailed metrics, customizable experiences, and a real-time dashboard of assist actions. You can too entry and export historic knowledge to enhance your assist methods and crew efficiency.

Built-in data base

A Slack-first assist desk works with current data bases, routinely suggests related articles, and makes creating new content material straightforward. Your assist crew and prospects can rapidly discover the data they want, doubtlessly decreasing the variety of assist tickets.

Pictorial description of Slack's knowledge base showcasing relevant articles.

Supply: ClearFeed

Strong SLA administration

A Slack assist desk app contains superior SLA monitoring, permits personalized SLAs for various kinds of tickets or customers, and sends alerts earlier than SLAs are breached. This might help you preserve excessive service requirements and guarantee well timed responses.

Pictorial representation of customizable SLA settings within Slack dashboard.

Supply: ClearFeed

Complete person satisfaction measurement

Some superior instruments might help you measure person satisfaction, customise surveys, and think about detailed suggestions knowledge. You’ll be able to enhance your service high quality and buyer relationships based mostly on direct suggestions.

Adapting to your new assist desk

We have proven you the way to arrange a assist desk utilizing Slack and increase your crew’s skill to deal with questions and resolve issues for customers and coworkers alike. 

As you begin utilizing it, do not forget that it would take a bit to get every thing working easily. Verify in together with your crew and customers commonly to see how they discover the brand new system. Their enter can be key to enhancing it.

Utilizing Slack as a assist desk is not nearly new software program — it is about altering how your complete crew tackles assist and downside fixing. Give it a attempt to see the way it modifications your assist course of. With some observe and tweaking, it is best to discover your crew dealing with assist requests sooner and extra successfully.

Why accept default? Customise your Slack workspace with curated themes and unique codes!

Edited by Jigmee Bhutia



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