Slack Integration

Get instant notifications for new leads and conversations right in your Slack workspace.

What You Can Do

Real-Time Alerts

Get notified instantly when leads come in

Rich Messages

See lead details, score, and context

Quick Actions

Reply or handoff directly from Slack

Channel Routing

Send different events to different channels

Available Notifications

New Lead CapturedOn by default
High-Value Lead (score > threshold)On by default
Human Handoff RequestedOn by default
New Conversation StartedOptional
Conversation EndedOptional
Bot Failed to AnswerOptional
Daily SummaryOn by default

Setup Steps

  1. 1

    Go to Settings → Integrations → Slack

    Open Slack integration settings

  2. 2

    Click 'Add to Slack'

    Opens Slack authorization page

  3. 3

    Select Your Workspace

    Choose the Slack workspace to connect

  4. 4

    Choose a Channel

    Select default channel for notifications

  5. 5

    Grant Permissions

    Allow Chatmefy to post messages

  6. 6

    Configure Events

    Choose which events to notify

  7. 7

    Test Connection

    Send a test message to verify

Sample Slack Message

C
Chatmefy12:34 PM

🎯 New Lead Captured!

Name: John Smith

Email: john@company.com

Company: Acme Corp

Score: 85 (Hot)

Source: /pricing page

View ConversationOpen in Dashboard

Pro Tips

Create a dedicated #chatmefy-leads channel to keep notifications organized

Use channel routing to send hot leads to #urgent-leads

Enable daily summaries for management overview

Set up Slack reminders on messages for follow-up