Set up a sandbox
Create a sandbox account to start understanding HelpDesk+ for Slack and validate that it helps solve your use cases.
Contact us and provide your bot ID for a free non-production license.
Create a new workspace or log into an existing sandbox workspace in Slack.
Follow the connection process to connect your bot to Jira (you can use a sandbox Jira).
We recommend using a Service Account as the main authorized user.
Configure the global settings.
Define which service desk you want to use.
Set up the default agent channel.
In Slack, set up a support channel.
Start your testing and validation. Basic test scenarios we recommend running include:
Creating a support request
Responding to support requests as an agent
Integrating with your referred knowledge base (for ticket deferment).