Integrating Slack
Published:
Overview
This guide explains how to connect Slack to the portal and enable Slack notifications for an AI Voice Agent. Once configured, the agent will send a notification to your Slack workspace at the end of each call.
Steps to Integrate Slack
Step 1 – Connect Slack at the Workspace Level
- Navigate to Settings in the sidebar.
- Click Slack and follow the prompts to connect your Slack workspace.
Step 2 – Enable Slack Notifications on an Agent
- Navigate to Call Flows and locate the agent you want to configure.
- Ensure you are in the Advanced View.
- Go to Data and click Slack Integration.
- Toggle Slack Notifications on to enable notifications for this agent, or off to disable them.
- Click Save to Draft or Publish to Production.
Key Notes
| Item | Details |
|---|---|
| Workspace Connection | Slack must be connected at the workspace level in Settings before it can be enabled on individual agents |
| Per-Agent Control | Slack notifications can be toggled on or off independently for each agent |
| Advanced View | Must be enabled to access the Slack Integration setting |
