Slack

Overview 

The Slack integration Allows Signals users to receive their notifications in a Signals Slack App which can be installed to their Slack workspace.  Notifications that can currently be received include conversation alerts, the user’s calendar is dropped in a bot conversation, a meeting is booked for the user, the user has been routed to a conversation, the user has been tagged in a note, and updates for a visitor that the user follows. 

Setup 

To setup your Slack integration go to Settings->Org Settings->Integrations->Communication->Slack. 

Settings My Settings My Settings Saved Replies Company Profile Chat Settings Org Settings Meetings Email settings Integrations Installation Admin Settings Integrations INTEGRATIONS MANAGE Active BROWSE All Analytics Automation Communication CRM Customer Support Enrichment 11 16 2 2 5 2 4 Communication Slack View your ChatFunnels notifications across platforms by Integrating with Slack Teams View your ChatFunnels notifications across platforms by Integrating with Teams

click on the “START ACTIVATION” button. 

Settings My Settings My Settings Saved Replies Company Profile Chat Settings A Org Settings Meetings Email Settings Integrations Installation Admin Settings Slack App Integration OAuth You are one Step away from linking your ChatFunnels account with Slack! START ACTIVATION

After clicking the “START ACTIVATION” button, you will be asked to allow Signals to access your Slack workspace. This will allow you to install the Signals Slack App within your workspace and receive notifications. 

slack Chattunnels-Dev This app was created by a member Of your workspace, Chat-funnels-Dev. Chatfunnels is requesting permission to access the Chatfunnels-Dev Slack workspace What will Chatfunnels be able to view? Content and info about your workspace What will Chatfunnels be able to do? @ Perform actions in channels & conversations Cancel

You can remove access to the Signals Slack App at any time from within Slack by clicking the “Remove App” button. From your Slack workspace click on Signals->About->Configuration->Remove App 

slack app directory Q Search App Directory Manage Build Chatfunnels- Dev Description Confi guration Open in Slack Learn More Supported Languages English Pricing Learn more & Support O Get app support Visit developer website @ contact@chatfunnels.com e Privacy policy SLACK Authorizations On behalf of the app, Chatfunnels can: • Send messages as @chatfunnels Start direct messages with people • View email addresses Of people in a workspace View people in a workspace I authorized member Bot User Bot users are automated user accounts you can message with directly. Chatfunnels This bot is not in any channels. Remove App Remove ChatFunnels from your entire workspace and prevent members of See All Remove App Chatfunnels-Dev from using it SLACK HANDY LINKS

NOTE: If you remove the Signals App, we recommend you also disable the integration. If you later wish to re-enable the integration, you should reinstall the Signals App in your Slack workspace prior to turning the integration back on. 

 

You can now enable the receipt of Signals notifications within Slack. You will need to return to the Slack Integration Page (Settings->Org Settings->Integrations->Communication->Slack) and click the toggle to enable the integration. 

Settings My Settings My Settings Saved Replies Company profile Chat Settings Org Settings Meetings Small Settings Integrations Installation Admin Settings 1' Slack Integration Page slack Integrate your ChatFunnels account with Slack to aid and enhance client communication! Connectedl Turn on and off Slack integration using the toggle button above I ntegratbn: Off

NOTE: if you have another Communication integration enabled, you will need to disable that integration prior to enabling the Slack integration. 

 

Once the Slack integration has been enabled you will automatically be routed to your notifications settings page.  You can then select which notifications you would like to receive within Slack, after which you will need to click on the “Save Notifications” button at the top right corner of the page. 

Settings My Settings My Settlngs Saved Replies Company profile Chat Settings Org Settings Meetings Email Settings Integrations Installation Admin Settings My Settings PROFILE Chime Alerts MY CALENDAR NOTIFICATIONS Choose your settings for audio notifications in the ChatFunnels application. SECURITY 17 ABE ALERTS Desktop Email Text Save Notifications # Slack Event Notifications LIVe Chat Routed to Conversation Calendar Drop Meeting Booked Chat Alerts Notes Followed Visitor updates Daily Chat Summary Daily ABE Summary In-App

NOTE: all users will need to set their own notification preferences.  Users can navigate to Settings->My Settings->Notifications->Event Notifications to set their personal preferences. 

 

You have now finished setting up the Slack integration and can begin to receive Signals notifications within Slack! 

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