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Connecting to your Slack organization

  • Navigate to the Integrations Tab: Sign into your Callers account and go to the “Integrations” tab.
  • Connect Slack: Click on Connect under the Slack logo. A new window will open where you need to select the Slack channel to authorize Callers to publish the calls details.
connect slack

Press the Connect button


slack permission

Authorize Callers, and select the channel where details will be published

If you don’t have any channel to select, go to Slack and create a new channels for Callers notifications.
To create a new channel, follow the instructions here. Once you allow the connection, you will notice that the Slack feature is shown as “Connected”.

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Setting your Campaign with the integration

  • Go to your desired campaign.
  • Click on “Edit” to enter the Setup section.
  • At the bottom of the Setup section, you will find the Slack integration configuration as Connected.
slack section
  • To customize which calls trigger a Slack notification, click on the Call Notification dropdown and select the specific call types you wish to receive notifications for.
slack statuses

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Slack notification from Callers

Once the call has ended, a Slack message will appear in the selected channel.
Callers Slack notification example

Slack notification example

This message can be divided into sections.
  1. Call information
    • You can check the call analysis outcome and total call time.
  2. Campaign name
  3. Contact information
  4. Summary
    • Every Key Question added to the summary, matching the information you find in Callers.
  5. Other information
    • Any other information depending on the Campaign set up, like SMS sending.
  6. Link to the call details in Callers.
slack notification numbers
As the connection is created through your organization, you can choose one or more Campaigns to trigger the Slack notifications.