Slack Integration

Send messages to Slack channels or direct messages from your workflows.

Overview

Integrate Slack with your workflows to notify your team about important events—new leads, support requests, form submissions, or any conversation milestone.

Setup

  1. Create a Slack App in your workspace
  2. Configure OAuth scopes for messaging
  3. Install the app to your workspace
  4. Copy the Bot Token
  5. Add the token to your Action node configuration

Configuration Options

Channel or DM

Choose where to send messages:

  • Channel: Public or private channel (e.g., #leads, #support)
  • Direct Message: Send to a specific user

Message Body

Compose your message with dynamic variables from the conversation:

🎉 New Lead Alert!

Name: {{form.name}}
Email: {{form.email}}
Company: {{form.company}}
Interest: {{agent.classified_intent}}

Error Handling

  • Retry on failure: Automatically retry if sending fails
  • Continue on error: Don't block the workflow if Slack fails

Common Use Cases

Lead Notifications

Alert sales team when a qualified lead submits a contact form.

Support Escalations

Notify support channel when a conversation needs human intervention.

Daily Summaries

Send conversation summaries to team channels.

Next Steps

Zendesk Integration

Create support tickets automatically