Option 1: Slack app in the App Center
The Slack app is enabled per account. If its card in the App Center shows Turned off, email to turn it on.
Connect
1
Find Slack in the App Center
Open App Center, search for Slack, and click +.
2
Authorize the workspace
Enter a Connection Name, click Connect, and approve access to your Slack workspace in the pop-up.
3
Invite the app to private channels
To post in a private channel, invite the app to that channel in Slack first. The Channel list in actions shows private channels only after the app is a member.
Available actions
Several actions appear twice with the same name (for example Update Message, Delete Message, Get Channel History, Search Messages, Find User by Email). One form picks the Channel from a drop-down; the other takes a channel or user ID as text, for use with Find Channel or Find User by Email. Both work.Search Messages, Search All, Delete Message, Set User Status, and Update Profile need a user token: they run as the person who authorized the workspace, using the user permissions granted when you connected. On Custom API Call, turn on Use User Token to do the same.
Available triggers
Slack triggers are Instant: Slack sends the event to Callers as it happens. Use them on an agent’s Triggers node: New Message Posted to Channel, New Public Message Posted Anywhere, New Direct Message, New Mention in Channel, New Mention in Direct Message, New Command in Channel, New Command in Direct Message, New Reaction, Reaction Removed, New Channel, New User, New Saved Message, New Team Custom Emoji, and New Modal Interaction. See Triggers.Use in an agent
Add Send Message To A Channel as a post-conversation action, filtered to the outcomes you care about. Pick the Channel (turn off Only Channels the Bot Is In to list every channel) and write the Message. Slack mrkdwn formatting is supported. Build the message from variables and post-call analysis answers, for example:Option 2: Slack incoming webhook
Use this when you only need to post to one channel and the Slack app isn’t turned on for your account.1
Create an incoming webhook in Slack
In Slack, create an app with Incoming Webhooks turned on, add a webhook to your channel, and copy the webhook URL. See Slack’s guide to sending messages using incoming webhooks.
2
Add a custom HTTP action
In your agent, add a post-conversation action and choose the custom HTTP action (Send HTTP request).
3
Configure the request
Set the method to
POST, paste the webhook URL, and use a JSON body:4
Test
Click Send Request. The message should appear in the channel.
Option 3: Zapier
Use the Callers Call Ended trigger in Zapier, add a filter on the outcome, then a Slack Send Channel Message action. See Zapier.Troubleshooting
Messages don't appear in a private channel
Messages don't appear in a private channel
Invite the Slack app to the channel. Apps can’t post to private channels they aren’t members of, and such channels don’t show in the Channel list until the app joins.
The action fails with 'Missing user token, please re-authenticate'
The action fails with 'Missing user token, please re-authenticate'
The action runs as the person who authorized the workspace (search, delete, status, profile), and that authorization is missing or expired. Remove the connection in the App Center and connect again, or use a bot-friendly equivalent such as Get Channel History.
Variables show up empty in the message
Variables show up empty in the message
The variable has no value for that contact, or the post-call analysis question name doesn’t match. Check the variable names in the agent and test with a contact that has all fields.
The incoming webhook returns an error
The incoming webhook returns an error
A
404 or no_service response means the webhook was removed or the URL is wrong. Create a new webhook in Slack and update the action.Related
Actions overview
Post-conversation actions and outcome filters.
Webhooks
Send the full call result to your own server.
Zapier
Route call results to Slack and other apps.
App Center
Manage connections.