Overview

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.

Getting Started

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

To enabled the Slack Integration on your account, an Account Owner will need to navigate to the Integrations page and click the "Add" button as shown in the screenshot below.

Authorizing the Integration

After clicking the "Add" button, you will 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 will need to sign in and click the Allow button.

Slack Usernames

In order for our system to be able to send Slack messages to your contacts, The Receptionist needs to know what Slack username is associated with each of your contacts.

Populating this attribute can happen in three different ways: manually adding, adding the attribute to the Contact CSV that you send to us to import, or turning on the "sync" function of the integration.

Manually Adding

To manually add Slack usernames to your contact records, navigate over to the contacts area, edit one of your contacts, and add fill in the Slack Username field.

The easiest way to figure out the username for one of your Slack Users is to go into a channel in Slack and "@ mention" the person. The text that appears after the "@" is their username. You can also go to Slack's "Manage Users" area, and the username is listed there as well:

CSV Import

You can add a "slack_username" column to a CSV file of contacts. Please refer to this support document for more details on how to import your users.

Slack Sync

The "sync" part of our Slack integration might be perfect for you if you know that your users in Slack use the same email address with The Receptionist.

When enabled, the sync will iterate through all of your contacts and look up Slack users using the email address for each contact. If a Slack user is found, the username associated with that user will be automatically added to the contact's record.

Slack Message Rules

Just like the email and SMS notification type, message preferences can be configured for Slack. An "immediate" message preference will automatically be added to any contact when the Slack Username has been added. As with other message rules, contacts can have as many as they need, and you can also have "backup" message rules that happen via Slack as well.

Notifications for new visitors will now come through the SlackBot channel and, just like email and text messages, will allow your contacts and visitors to proceed with two-way communications.

Channel Messages

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.

Do you have a question that we didn't answer?

Please begin a chat with us by clicking on the chat bubble below. We will be more than happy to help!

Did this answer your question?