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Slack integration

An agent that reaches your team in Slack

Ipster sends a callback request or alert straight to the right colleague or channel in Slack. Your team sees at once who called and what it was about, without anyone typing up a note.

Ipster and Slack, directly connected

What the agent does

The actions the agent performs in Slack

You choose which actions the agent may use. This works for phone and for chat.

Know the colleagues and channels

The agent knows the colleagues and channels in your Slack workspace. That way it sends the message to a real person or an existing channel.

Send a direct message

The agent sends a callback request or alert straight to one colleague.

A message in a channel

For a whole team or department, the agent posts the message in the right channel.

A callback note after the call

If a transfer did not work out, the requested colleague or team still gets a message with the caller, subject, summary and a link to the call. The colleague decides for themselves whether to call back.

Only to allowed channels

You decide which channels the agent may send to. A channel outside the list is refused.

A fixed message format

If you like, you give the agent a message format as a guideline, so every message looks the same.

What a call looks like

From conversation to message, without manual work

  1. 1

    Your customer wants to speak to someone

    Ipster answers and hears who the customer needs.

  2. 2

    The agent finds the destination

    It knows the colleagues and channels in your Slack workspace and picks the right one according to your prompt.

  3. 3

    The message goes out

    A direct message to the colleague or a message in the team channel.

  4. 4

    Your team follows up

    The colleague sees who called and what it was about, and decides for themselves whether to call back.

Messages in Slack

  • Direct message · By Ipster

    Callback request for a colleague

  • Channel message · By Ipster

    Alert for the team

  • Callback note · By Ipster

    Caller, subject and link to the call

You decide

You stay in control

Choose the actions

Switch direct messages and channel messages on or off, one by one.

Limit the channels

Choose which channels the agent may send to, so a callback request does not end up in the wrong channel.

Set up the callback note

Decide whether the note after the call is on, when it is sent and where it goes if the agent cannot find a colleague.

How to connect it

Connected in three steps

01

Connect Slack

Connect with one click using the "Connect with Slack" button and choose your workspace, or paste the bot token of your own Slack app.

02

Choose the actions

Decide whether the agent may send direct messages, channel messages or both, and choose the allowed channels if needed.

03

Tell it who goes where

Describe in the prompt which colleague or channel should get which kind of message, for example invoices to the accounting channel.

The list of colleagues and channels is synchronised. If something new has been added, refresh the list in the settings of the connection.

Frequently asked questions

About the Slack integration

The agent can send a direct message to a colleague and post a message in a channel. It can also send a callback note after the call. You choose which actions are on.

The easiest way is the "Connect with Slack" button: you choose your workspace and Slack arranges the access. Prefer another route? Then paste the bot token of your own Slack app.

Yes. You tick the channels the agent may send to. If you leave them all unticked, it may send to all synchronised channels. A channel that is not on the list does not receive a message.

If a caller wanted to speak to someone and was not put through, that colleague or team gets a Slack message with the caller, the subject, a summary and a link to the call. Even if the caller did not ask for a callback. The agent picks the colleague according to your prompt, and otherwise the message goes to the default destination you set. The note is off by default.

Yes. Sending direct messages and channel messages works for phone agents and for chat agents.

Yes. Besides Slack, Ipster connects with HubSpot, Zendesk and Shopify, among others. Is your system not listed? We are happy to take a look.

Let your agent reach your team in Slack

Book a demo and see how Ipster delivers a callback request to the right colleague.

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