Using the Integrate node, you can send any message, at any point in your skill, from Alli to a Slack channel. For example, you can send a notification to a specific Slack channel whenever a customer asks a question about scheduling a demo. The agent can then take over and start talking with the customer right away! Let’s check out how to do this.
Preparation #
First, you need to integrate your Alli account with Slack. This can be done under Project Settings > Integrations > Alli > Slack. Please check out the following user guide for more details: Alli Slack Integration
Then, you will need a webhook URL for the Slack channel you’d like to direct a message to. Here’s a detailed guide from Slack on how to do this: https://api.slack.com/messaging/webhooks
You can try changing various settings, including the sender icon, from the Incoming Webhooks settings page later. For now, just copy the webhook URL.
Setting up the Alli Campaign #
Now let’s design your skill flow in the Alli dashboard. Create a skill and place the Integrate node at the point where you want to send a message in the skill flow. Check out an example skill flow below.
This simple skill flow allows customers to chat with an agent if they select ‘I’d like to schedule a demo’ to the first question. We want to notify an agent in a Slack channel when this happens, so I put the Integrate node in the middle.
(Note: Slack webhook doesn’t return any value so you must link ‘Fail’ to the next node to the Integrate node)
Integrate node setup:
- Select ‘POST’ as the method.
- Paste the webhook URL you got from Slack here.
- Select ‘ADVANCED’ tab.
- In the ‘Variables to send’ field, use this JSON format {“text”: “The message you want to send“} to put the message.
For the message, you can send a simple text message, a variable, or a text message with links in it.
That’s it! The next step is to run the skill and see if the message comes to the assigned Slack channel, just like this.
