Our Slack integration can notify your contacts that their visitors (or deliveries) have arrived. If you've enabled two-way chat and created Quick Replies, the replies will appear as buttons in the Slack notification and can be clicked to expedite replying to visitors.
Because this integration will use the email address that is entered into our system to "connect" with the users in your Slack workspace, you will first want to ensure each contact has an email address that matches their Slack email address. You can verify this by checking the email address associated with each contact on the Contacts page.
Adding the Integration
An Account Owner will need to navigate to the Integrations page and click the "Add" button:
Authorizing the Integration
They will then be taken to Slack's consent page. (For our server to connect to your Slack workspace, an administrator of your Slack workspace may need to sign in and click the Allow button.)
The Receptionist needs to know what Slack username is associated with each of your contacts to send notifications. Populating this attribute can happen in three different ways: manually adding, Contact import, or turning on the "sync" function of the integration.
1. Manually Adding: navigate to the Contacts area, edit one of your contacts, and fill in the Slack Username field. Slack Usernames can be found by opening a channel in Slack and doing an "@ mention" for the person. The text that appears after the "@" is their username. You can also visit Slack's "Manage Users" area to find their username.
2. CSV Import: you can add a "Slack" column to a CSV file of contacts that includes the usernames. Please refer to this support document for more details on importing your employees.
3. Slack Sync: only an option if the Contact email address matches the email they use in Slack, as the sync will look up Slack users using email. If a Slack user is found, the username associated with that user will be automatically added to the contact's record.
Slack Message Rules
Once a Contact has a Slack attribute, the messaging rules will show Slack options, just like our SMS and email notifications. An "immediate" message preference will automatically be added to any contact when the Slack Username has been added.
Notifications for new visitors will now come through the SlackBot channel and allow your contacts and visitors to proceed with two-way communications.
A slightly hidden feature of our Slack integration is that you can also send notifications to Slack channels. To set this up, you will add the channel's full name (including the "#" sign) to the Slack Username field of a Contact.
Notifications sent to a channel are prepended with "@here" so that they notify everyone present in a channel. This functionality is great for delivery buttons, for example, when you want several people to know that a delivery is waiting.