Our Slack integration can notify your contacts that their visitors (or deliveries) have arrived. If you have two-way chat enabled, and have created Quick Replies, the replies will appear as buttons in the Slack notification and can be clicked to expedite replying to the visitor.
Because this integration will use the email address that is entered into our system in order 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. (In order for our server to be able 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 in order 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 over to the contacts area, edit one of your contacts, and add 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 go to 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 how to import your users.
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, which function 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 full name (include the "#" sign) of the channel to the Slack Username field of a Contact.
Notifications sent to a channel are prepended with "@here" so that they notify everyone who is present in a channel. This functionality works really well for delivery buttons where you want several people to know that package delivery is waiting.