Configuring Slack notifications in Chat

Slack notifications can be used in Chat by adding the 'Send a Slack Notification' node in your Journeys at various points to notify the team of new visitors wanting to chat or other alerts the team should be aware of.

Below, we will cover how to set up Slack notifications, the required permission scope, and what to expect from them.

Table of Contents:

1. How to Setup the Slack Notifications
2. Permission Scope
3. How the Notifications be Sent
4. Which Notifications are Sent

How to Setup the Slack Notifications

To set up the integration, you will first need your Slack admin to connect Slack via the Integrations page in the Admin Center (please note that this user also needs to be an Admin at Chili Piper to be able to access the Admin Center):

Once this is connected, you can add a Slack notification node to your Journey. From there, you can customize who it is sent to: the owner, Assignee, Channel, or a specific user. 

Customization
You can customize the message based on where you use this notification in the Journey. To personalize the message even further or provide additional information, you can include dynamic tags with information on the Assignee or Guest.

Permission Scope

Once the status shows "Connected", a new Slack app will be added to your org called ChiliBot. You can view the scope/permissions required here and also in the screenshot below:

How the Notifications will be Sent

Any notifications that come from Chili Piper will be sent via ChiliBot.

In your Journeys, when adding a "Send a Slack Notification" node, if you are using the "Send to Channel" option, you must ensure that @chilinbot is added to the channel before going live if the channel is private. You can do this by @ mentioning the bot in the channel and inviting it to join when the prompt appears:

You are now ready to start using the Slack integration in your Journeys:

Which Notifications Are Sent?

By default, without requiring any additional configuration besides the one mentioned in this article, we send the following notifications:

Meeting Booked through Chat

If a meeting is scheduled through one of your Chat Journeys, the assignee will receive a Slack notification like this:

Chat conversation reassigned

If a Chat conversation gets reassigned, the new assignee receives a notification like this:

You can also have a "Send Slack Notification" node in your Chat Journey to be notified on certain situations. Click here to learn more!