Integrate ChatGPT with Slack to automatically categorize inquiries and notify the appropriate channel in Slack

Step 1: Integrate ChatGPT and Slack with My Apps

First, register ChatGPT and Slack with My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for and select ChatGPT and Slack to proceed to the next screen.

＜For ChatGPT＞

・Set the account name and access token, and click "Add" to complete the registration with My Apps.
※ Detailed instructions on registering with My Apps can be found on the help page here.

＜For Slack＞

・Enter the workspace URL, click "Continue", and sign in on the following screen.

・Set the channel to post to, and click "Authorize" to complete the registration with My Apps.
※ Detailed instructions on registering with My Apps can also be found on the help page here.

3. Copy the template for integrating ChatGPT and Slack.

・Open the link below.

・Clicking "Try this template" will complete the registration in My App.

Step 2: Setting up Yoom's Email Reception Trigger

Set up the trigger action that will be the starting point of the flow.
In this flow, we use Yoom's email reception trigger to activate when an inquiry is received.

1. Select "My Projects" in the Yoom management screen and click "【Copy】Automatically classify inquiry content with ChatGPT and notify the appropriate channel in Slack".
*The title of the template can be changed arbitrarily on the next screen.

2. Click "Email Trigger When an Inquiry is Received".

3. Optionally set the title and reception address, and proceed to the next step.

4. Send any message to the created email address and perform a test.

5. If the test is successful, the received email information will be displayed in the output.
If there are no issues, save it.

Step 3: Setting up ChatGPT

Next, set up the classification of inquiries using ChatGPT.
*Please note that using ChatGPT or OpenAI's API may incur additional costs with OpenAI. For details, please check OpenAI's official website.

1. Click "Integrate with App Classify Inquiry Content".

2. Confirm the account to integrate with ChatGPT and click "Next".
*Other items are set by default.

3. Set the conditions for classification with ChatGPT, starting with the message content.
*For the message content, set a prompt for ChatGPT to classify inquiries. To dynamically reflect the content received by email, click the frame and set "Body" from the output "When an Inquiry is Received". (Values are displayed in double brackets)

4. Perform a test, and if successful, the classification results of the inquiry will be displayed as response content in the output.
If there are no issues, save it.

5. Click "Switch Destination Command Operation".
・"Switch Destination" is a feature (operation) available in plans above the Mini Plan. Please note that if you are on the Free Plan, the operation of the flow bot you have set will result in an error.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.

6. Set the title, output to switch, and switching conditions, then save.
*Set the output to switch as follows.
*Enter the items set in the operation to classify inquiries with ChatGPT as switching conditions.

Step 4: Setting up Slack

Finally, set up notifications for inquiries to be sent to the specified channel in Slack.

1. Click "Integrate with App Notify sales email".

2. Confirm the account to integrate with Slack and click "Next".
*Other items are set by default.

3. Set the channel ID and message for the posting destination, and perform a test.
*The channel ID for the posting destination can be set from "Candidates" displayed when you click the frame.
*Messages can be directly entered as fixed text. To reflect information about the inquiry, click the frame and set it from the output "When an Inquiry is Received". (Values are displayed in double brackets)

4. If the test is successful, a message will be notified to the specified channel.
If there are no issues, save it.

5. Click "Integrate with App Notify CS Channel".

6. Confirm the account to integrate with Slack and click "Next".
*Other items are set by default.

7. Set the channel ID and message for the posting destination, and perform a test.
*The channel ID for the posting destination can be set from "Candidates" displayed when you click the frame.
*Messages can be directly entered as fixed text. To reflect information about the inquiry, click the frame and set it from the output "When an Inquiry is Received". (Values are displayed in double brackets)

8. If the test is successful, a message will be notified to the specified channel.
If there are no issues, save it.

9. Click "Integrate with App Notify finance Channel".

10. Confirm the account to integrate with Slack and click "Next".
*Other items are set by default.

11. Set the channel ID and message for the posting destination, and perform a test.
*The channel ID for the posting destination can be set from "Candidates" displayed when you click the frame.
*Messages can be directly entered as fixed text. To reflect information about the inquiry, click the frame and set it from the output "When an Inquiry is Received". (Values are displayed in double brackets)

12. If the test is successful, a message will be notified to the specified channel.
If there are no issues, save it.

13. When the trigger is turned ON, each time an inquiry is received, it will be automatically classified by ChatGPT and notified to the appropriate channel in Slack.

*Depending on the content of the inquiry, special processing or assignment to a person in charge may be required, so you can add a flow to handle it.
*If you have any questions about the introduced flow, please check the help page here.

Other Automation Examples Using ChatGPT and Slack

There are many other examples of automation using ChatGPT and Slack at Yoom, so here are a few.

1. Summarize Meeting Minutes Added to the Database with ChatGPT and Notify on Slack

You can automatically summarize meeting minutes added to Yoom's database with ChatGPT and notify them on Slack.
This reduces the manual work of summarizing and notifying, which is expected to improve work efficiency.

2. Create a Reply Draft for Incoming Emails with ChatGPT and Notify on Slack

You can automatically generate a reply draft with ChatGPT for inquiries received via Yoom's email and notify it on Slack.
This will reduce the effort required to create replies and speed up customer response.

3. Automatically obtain and notify ChatGPT's responses to posts on Slack

You can automatically generate responses to content posted on Slack using ChatGPT and notify them in the same channel.
This will reduce the need for manual response tasks and improve the efficiency of customer support.

Benefits and Examples of Integrating ChatGPT with Slack

Benefit 1: Streamlining Inquiry Handling

It is challenging for staff to categorize inquiries.
They need to review the content and determine the appropriate department, which takes a lot of time.
By integrating ChatGPT with Slack, you can automatically notify the responsible team of inquiries, streamlining customer support.
For example, when inquiries for multiple departments are received through a single email address, long questions can delay the sorting process and response time.
However, by using the integration of ChatGPT and Slack, you can automate the categorization of inquiries and respond efficiently.

Benefit 2: Reducing Missed Inquiries

When inquiries are manually categorized and notified to the responsible team, omissions can occur.
If a response is missed, customers may feel dissatisfied, and their satisfaction may decrease.
By integrating ChatGPT with Slack, you can automatically notify the responsible team, reducing the risk of missed responses.
For example, in a customer support team that receives hundreds of inquiries a day, the burden on the person sorting inquiries is significant, making omissions more likely.
However, by automating the sorting process through the integration of ChatGPT and Slack, missed responses to inquiries can be reduced.

Benefit 3: Improving the Convenience of Inquiry Forms

When customers are asked to select the inquiry department, they may become confused.
If they cannot determine the recipient, customers may feel inconvenienced.
By integrating ChatGPT with Slack, you can centralize the inquiry point, improving customer convenience.
For example, in companies with many inquiry departments, user convenience may decrease.
Additionally, if inquiries are sent to the wrong department, work efficiency and response speed may also decrease.
By consolidating the inquiry point into one through the integration of ChatGPT and Slack, customer convenience will improve, and inquiries intended for other departments will decrease.

Conclusion

Reviewing inquiry content and notifying the responsible department is time-consuming and carries the risk of omissions.
Additionally, setting up inquiry points for each department can decrease convenience.
These challenges can be addressed by integrating ChatGPT with Slack to automate the categorization of inquiries and notifications to the responsible department.
As a result, the efficiency and accuracy of inquiry handling will improve, and customer convenience will also increase.
The integration of ChatGPT and Slack can be achieved without coding by using Yoom.
Simply follow the steps outlined in this article to easily implement it, and take this opportunity to incorporate automation into your inquiry handling.