Introduction / Problem statement
Sometimes agents need to loop in external stakeholders (e.g. product team, third-party vendor) via Slack or email without exposing internal threads to customer. Side Conversations feature lets you do this neatly. This article shows how to set it up and best use it.
Steps / Setup
Enable Side Conversations feature
Go to Admin → Settings → Side Conversations
Turn on Slack / Email side conversations as needed
Configure Slack / email integrations
For Slack: authorize your workspace, pick allowed channels
For email: define allowed domains or addresses
Use side conversations in tickets
In a ticket, click “Start side conversation” → choose Slack or email
Write internal message (not seen by requester)
Anyone added can reply within the thread; it remains linked to the ticket
Manage visibility and archiving
Side conversation comments are internal by default
Use tags or statuses if you want to later surface certain threads
Best practices / reminders
Warn agents: side conversation messages are internal — don’t include customer-facing content.
Limit Slack domains or channels to prevent noise.
Archive or close side conversations once the issue is resolved to maintain clean ticket threads.
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