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Direct & Huddles — DMs, One-Click Audio/Video & Screenshare | Velaxe

Direct & Huddles

Convert a DM or Huddle recap into a ticket

Create a ticket with requester/assignee, attach recap, and keep the live link.

10 min Beginner Support agents, Success managers Updated Jun 17, 2025
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Overview

Create a ticket with requester/assignee, attach recap, and keep the live link.

Prerequisites

  • Agent Desk integration connected

Permissions required

direct:write tickets:create

Steps (3)

Estimated: 10 min
  1. 1

    Choose **Convert to ticket**

    Agent 2 min Back to top

    From the DM/Huddle thread overflow, pick **Convert to ticket**.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Map requester & fields

    Agent 4 min Back to top

    Participants are suggested as requesters/watchers. Set priority, summary, and tags.

    Tips

    —

    Validation

    • Requester and assignee are set; no required fields missing.

    Success criteria

    —

  3. 3

    Attach recap & recording

    Agent 2 min Back to top

    Toggle “Attach recap” and include recording/transcript links if available.

    Tips

    —

    Validation

    —

    Success criteria

    • Ticket created with a live back-link to the DM thread.

About this guide

Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.

With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.

Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.