チャネルトークとSlackの連携イメージ
How to Integrate Applications

2024/12/02

How to integrate Channel Talk with Slack to receive notifications in Slack when a chat starts in Channel Talk

s.kumagai

Channel Talk is a very convenient communication tool for interacting with customers. It allows you to respond to various inquiries and requests through real-time chat. By integrating Channel Talk with Slack, you can set up a system where notifications are automatically sent to Slack when a chat is initiated by a customer. This automation improves work efficiency and enables prompt customer response. In this article, we introduce a method that can be easily set up without coding and explain the steps to achieve work efficiency without the need for programming. Please read to the end!!

Recommended for

  • Those who want to improve work efficiency but are concerned about missing notifications between multiple tools
  • Administrators of companies who want to quickly share information among team members
  • Support staff aiming to improve the accuracy of customer service and strengthen real-time response
  • Companies utilizing multiple platforms but aiming to reduce effort and improve work efficiency

Benefits and Examples of Integrating Channel Talk and Slack

1. Significant Improvement in Work Efficiency

By integrating Channel Talk with Slack, you can receive notifications on Slack the moment a chat is initiated by a customer. This allows staff to start responding to customers immediately without switching between platforms, significantly improving work efficiency. Furthermore, since responses begin as soon as notifications are received, a system is in place to respond promptly to customer inquiries. For example, even during busy periods or when multiple inquiries come in simultaneously, you can determine priorities and respond quickly as soon as notifications are received. As a result, the speed of work increases, and time wastage is expected to decrease.

2. Prevention of Missed Responses

With notifications reaching Slack, staff can respond quickly to all inquiries without missing any. Traditionally, when managing multiple channels such as chat tools, emails, and phone calls, there was a risk of missing or overlooking responses, but centralized management in Slack reduces these issues. Especially when urgent responses are required, real-time notifications ensure that responses are not delayed, and important matters are handled without being overlooked. This enhances the accuracy of work and leads to improved customer satisfaction.

3. Improved Quality of Customer Service through Quick Response

By integrating Channel Talk with Slack, customer inquiries are immediately notified, allowing for quick determination of response priorities. This feature greatly improves the quality of customer service. For example, administrators or team leaders can receive real-time notifications and quickly decide how to address customer issues and give instructions. This prevents customer concerns in advance and enables prompt and accurate responses. As a result, customer satisfaction improves, and the speed of problem resolution is expected to increase.

[What is Yoom]

How to Notify Slack When a Chat Starts in Channel Talk

This time, we will introduce the setup method for the following template: "Notify Slack when a chat starts in Channel Talk."

The integration flow is broadly divided into four processes. - Register Channel Talk and Slack as My Apps - Copy the template - Set the trigger for Channel Talk, which serves as the starting point of the flow, and configure Slack notifications - Turn on the trigger to verify the automated integration If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in. Step 1: Integrate Channel Talk and Slack with My Apps Register Channel Talk and Slack with My Apps. Completing the My Apps registration first will allow you to proceed smoothly with the automation settings. First, register Channel Talk with My Apps. Open Yoom, click on My Apps on the left side of the screen, and then click on "New Connection" on the right side. Enter "Channel Talk" in the search window and click on the Channel Talk that appears in the suggestions. A screen like the one in the image below will be displayed. Follow the instructions and enter the required information. Once the entry is complete, click "Add" within the red frame in the image below. Next, register Slack with My Apps. Similar to the Channel Talk integration, click on "My Apps" on the left side of the screen and then click on "New Connection" on the right side. Enter "Slack" in the search window and click on the Slack that appears in the suggestions. A screen like the one in the image below will be displayed, so click "Authorize" within the red frame. If you can confirm that Channel Talk and Slack are displayed in My Apps, the My Apps registration is complete. Step 2: Copy the Template To set up automation, click on "Try it" in the banner below.

Read the following screen display and click "OK".

Step 3: Set the Channel Talk trigger and Slack notification that will be the starting point of the flow


Let's set the Channel Talk trigger.
When the following screen is displayed, click "When a new customer chat is created" within the red frame.

Check if there is any mistake in the Channel Talk account information to be linked this time. (Red arrow area)
If there is no mistake, click "Next".

The screen as shown in the image below will be displayed.
Refer to the annotations to set the Webhook name and access key, and perform the test.

Create a new sample customer chat in the Channel Talk linked with the app and click test.

If the output is correctly obtained, click "Save".

Next, set up Slack notifications.

Click within the red frame.

The "Select Linked Account and Action" screen will be displayed, so check the contents.
Check if there is any mistake in the Slack account information to be linked this time (red arrow area) and click "Next".

The "API Connection Settings" screen will be displayed.

Click "Channel ID to Post" to display the linked Slack channels.
Select the channel you want to receive notifications for this time.

Click "Message" to display the options below.

Click the content you want to receive to automatically add items to the message.

In the image below, "Send Date", "Email Address", and "Phone Number" were added as examples.
Finally, adjust the appearance and click "Save" at the bottom of the screen.

Step 4: Set Actions

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.

Other Automation Examples Using Channel Talk and Slack

① Add Ticket Information to Jooto When a Chat Starts in Channel Talk

This is a flow to add ticket information to Jooto when a chat starts in Channel Talk. It is recommended for those who want to improve customer support efficiency through the integration of Channel Talk and Jooto, and for those who want to visualize customer support status to enhance overall team productivity.

② Automatically Translate English Emails and Notify on Slack

This is a flow to automatically translate English emails and notify on Slack. It is recommended for those who translate messages in interactions with overseas members or want to notify the translation results on Slack.

③ Notify on Slack when a form is submitted and send attachments to Gmail

This is a flow that notifies on Slack when a form is submitted and sends attachments to Gmail. It is recommended for those who want to easily share tasks and information, as well as for small business owners aiming for business automation.

Summary

We introduced the integration of Channel Talk and Slack.
The integration of Channel Talk and Slack is expected to improve the efficiency and quality of customer support. It can be easily set up without any coding, making it accessible even without programming knowledge. This enables faster operations and improved customer satisfaction, leading to increased operational efficiency across the company.

Take this opportunity to try improving your operations using templates!

The person who wrote this article
s.kumagai
I worked for a web marketing company as customer support for about 3 years. I spent time managing customer information and internal data, and when I was worried, I came across Yoom. I have a strong feeling every day that I wish I could come across Yoom sooner, which is easy to use even without programming knowledge... I hope it will help those who have similar problems with improving work efficiency!
Tags
Channel Talk
Slack
Automatic
Automation
Notification
Related Apps
App integration
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