Chat PlusとDifyとSlackの連携イメージ
How to Integrate Applications

2024/12/20

Integrate Chat Plus, Dify, and Slack to generate a response using AI when a ticket is created and send the result to Slack.

k.hieda

"Are you struggling with handling inquiries, causing your desired tasks to be delayed?" Especially when processing inquiries received through Chat Plus, coming up with responses one by one can be time-consuming and labor-intensive. You might think that if you could handle them more efficiently, you could focus on other important tasks. The solution to this problem is an automated system that integrates Chat Plus, Dify, and Slack. By implementing this system, which can be easily achieved without coding, you can automate everything from generating response drafts to sharing them, reducing effort and smoothly handling customer inquiries. This article will explain its benefits and how to implement it in detail. Please read to the end!

Recommended for

This flow bot is perfect for the following individuals:
  • Those who want to quickly respond to numerous inquiries
  • Those aiming for high-quality customer service by utilizing unified response drafts across the team
  • Those who want to simplify the response creation process and avoid keeping customers waiting with quick responses
  • Those who want to enhance customer trust through accurate and speedy responses
  • Those who want to reduce workload and efficiently utilize resources

Benefits and Specific Use Cases of Generating Response Drafts with Dify and Notifying Slack When a Ticket is Created in Chat Plus

We will explore the effects of this automation from the perspectives of customer support representatives, project managers, and data analysts in the marketing department.

1. Achieving Quick Response and Reduced Burden with Response Draft Generation

When a ticket is created in Chat Plus, Dify generates a response draft using AI and notifies Slack. This allows you to proceed with tasks based on the response draft, eliminating the need to think of responses from scratch, and improving response speed. For example, even during peak inquiry times like lunch breaks or evenings, AI quickly presents response drafts, allowing representatives to focus on checking and adjusting the reply content immediately. As a result, customers are not kept waiting for long, and satisfaction improves with quick responses.

2. Smooth Information Sharing Across the Team

By generating consistent response drafts based on what Dify has learned and notifying Slack, it can be shared in real-time across the team. This ensures that there is less variation in response quality, enabling consistent customer service. For instance, when multiple members handle customer service, checking Slack notifications allows them to grasp the latest response status on the spot. Even if a handover occurs, no additional explanation is needed, allowing for smooth progress. Utilizing this system makes it easier for different members to provide a consistent impression to customers, ultimately enhancing the team's overall trust.

3. Enabling Improvements Using Inquiry Data

The ticket content created in Chat Plus is converted into response drafts by Dify and notified in Slack. This process establishes a system where all inquiry data is centrally managed within Slack. For example, by easily checking past inquiry content using Slack's search function, you can identify trends in "frequently asked questions" and use them as a reference when building FAQs. Additionally, if inquiries about specific products or services are rapidly increasing, you can use that information to identify areas for improvement or as a basis for planning new campaigns. This not only improves the quality of customer service but also enhances the overall products and services. From here, we will explain the steps to build a flow to generate responses to inquiries with Dify and send them to Slack when a ticket is created in Chat Plus, without programming.

How to Create a Flow to Generate Response Drafts with Dify and Notify Slack When a Ticket is Created in Chat Plus

Utilizing Yoom's regular activation trigger function, retrieve the latest ticket information from Chat Plus's API. Based on this information, send instructions to Dify, and notify the generated response results through Slack's API. This system allows for smooth realization from inquiry information retrieval to notification. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily realized without programming knowledge.

Integration Process

  • Register My Apps on Yoom (Chat Plus, Dify, and Slack)
  • Copy the template
  • Set up app triggers and integrate apps
  • Turn on the trigger button and start integration

※In the paid plan, a 2-week free trial is available. During the trial period, you can use apps with usage restrictions in the free plan and AI features (operations).

Things to prepare in advance

Chat Plus

  • Chat Plus account information (to operate the management screen)
  • Access token
    • You can obtain it by issuing an API token from Chat Plus.
    • Click the settings icon at the top right of Chat Plus. Then, open the 'External Integration' tab from the list displayed in the left menu bar and select 'API Input'.

When you select API token issuance on the next screen, you will be asked for the password registered with Chat Plus.

Enter the password and click API token issuance to generate the value.

Dify

  • Dify account information (to operate the management screen)
  • App (chatbot)
  • Access token
    • Obtain it from the app created in Dify.
    • Open the created app and select "Monitoring" from the left menu bar
    • Select "API Key" for backend and service API
    • In the API secret key popup, select "+Create new secret key" to display the API secret key. This corresponds to the access token. More details: Dify My App Registration Method and What You Can Do by Linking

Slack

  • URL of the workspace to notify
  • Channel to post
    • Please check in advance as administrator approval may be required.

Help: Details on How to Register My App in Slack

Slack Official: Managing App Permissions in a Workspace

Step 1: Setting Up My App Integration

Here, you will set up the registration of the app information to be integrated into Yoom. Log in to the Yoom workspace and click +New Connection on the My Apps screen.

A list of apps that can be connected to Yoom and a search window will be displayed. Search for the app to be integrated from the search window and register it as My App.

Chat Plus

Click the app name from the search results. A screen to enter the values obtained from Chat Plus will be displayed.

  • Account name
    • Enter a value that is easy to identify. It is recommended to use a value that can identify the account, such as an email address.
  • Access token
    • Enter the API token value obtained in advance from Chat Plus.

Enter the required fields and click the "Add" button to complete the registration of Chat Plus as My App.

Dify

Click the app name from the search results. A screen to enter the values required for integration will be displayed.

  • Account name
    • Enter a value that is easy to identify. It is recommended to use a value that can identify the account, such as an email address.
  • Access token
    • Enter the value obtained in advance.

Enter the required fields and click the add button to complete the registration of Dify as My App.

Slack

Search for the app name from the search window. Click the app name that hits. You will be taken to the Slack sign-in screen.

Enter the URL of your workspace and click continue. You will be taken to the Slack access permission request screen from Yoom.

Click allow to complete the integration.

Help: Details on How to Register My App in Slack

Slack Official: Managing App Permissions in a Workspace

Step 2: Copy Yoom's Flow Bot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: App Trigger "When a New Ticket is Created"

Click on the first step of the template.

Here, you will set up to retrieve ticket information issued by Chat Plus.

(1/2) Select Integration Account and Action

This item is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Chat Plus
  • Trigger Action

→ Click Next.

(2/2) App Trigger Webhook Event Reception Settings

  • Enter the displayed URL into the Chat Plus settings screen.
  • Click the settings icon at the top right of Chat Plus to display the menu bar on the left. From the "External Connection" tab, select "API Output". Click "+Add API Connection" on the right screen.
  • Enter a value in the description as desired. Enter the Webhook URL copied from the Yoom screen in the target. Select the event as chat start. Click "Register" at the bottom of the screen to add.
  • Since it is an event at the start of the chat, please execute a test chat.

→ Click Test. → Successful. The following items can be retrieved. These will be used as dynamic values in later operations.

→ Click Save.

Step 4: Integrate with App "Send Chat Message"

Click on the second step of the template.

Set up the prompt (instruction) to be sent to Dify.

(1/2) Select Integration Account and Action

Pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Dify
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • query
    • Please quote the inquiry content from the customer.
    • Clicking the edit field will display the output obtained from Chat Plus. The code {{details}} is embedded in the pre-settings, but customization by quoting other codes is possible.
  • user
    • Set an arbitrary identifier in alphanumeric characters.
  • Variables
    • Not mandatory, but utilizing them allows for more flexible and efficient prompt and notification settings. For example, dynamic information such as "name" or "date" can be automatically reflected in the prompt, reducing setup effort while enabling tailored responses for users.

→ Click Test. → Successful. You can obtain Dify's response suggestions (response content).

→ Click Save.

Step 5: Integrate with App "Send Message"

Click on the third step of the template.

Here, you will set up a template message to be notified to Slack.

(1/2) Select Integration Account and Action

This is pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Slack
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • Channel ID
    • Clicking the edit field will display a list of channel candidates from the integrated Slack account. Selecting the relevant channel will automatically quote the ID.
  • Message Content
  • Create a template message to be notified.
  • Clicking the edit field will display the data obtained from previous operations. Selecting it allows you to embed the quote code within the template message. It is recommended to enter the item name before the quote code so that team members can easily recognize it when displayed.
  • This time, we are setting it to notify the chat content from the user and Dify's response suggestion.

→ Click Test. → Successful

→ Click Save. This concludes the current process.

Step 6: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turning ON the trigger will activate the flow bot. You can toggle it with the switch at the top left of the template.

<span class="mark-yellow">The flow bot setup was easily completed without programming.</span> This is the template used this time.

Make the Most of It! Three Examples of Expanded Automation Achieved through Dify and Slack Integration

Dify and Slack can integrate with various business tools, including Chat Plus. This mechanism automates tasks and enhances efficiency.

1. Streamline Customer Support on Slack with AI!

For messages posted on Slack, Dify's chatbot automatically generates response suggestions and replies. This eliminates the need for manual input of responses and improves response speed, allowing you to focus on sales and support tasks.

2. Automate Google Form Response Creation and Notifications!

Dify automatically generates response drafts for inquiries received through Google Forms and notifies you on Slack. This reduces the time spent considering response content, enabling prompt customer service. It also prevents omissions and allows the entire team to share information.

3. Respond to HubSpot Inquiries Quickly and Accurately!

Dify generates AI-based response suggestions for inquiries received through HubSpot. By notifying via Slack, immediate review and response become possible. Quick and accurate responses are expected to enhance customer satisfaction and improve operational efficiency.

Summary

By integrating Chat Plus, Dify, and Slack, you can enhance the efficiency of customer support. AI generates consistent response suggestions, enabling quick responses by sharing them on Slack. This allows the entire team to share information and maintain consistency in responses. Additionally, managing inquiry data centrally on Slack makes it easy to organize frequently asked questions and use them as a reference for future responses. This system can be easily implemented without any coding, reducing the burden while evolving customer support. Please try the flow from the banner below.

Well, see you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Chat Plus
Dify
Slack
Integration
Notification
Automatic
Automation
Related Apps
App integration
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