What you need first
- A Slack workspace and permission to install apps in it. In many teams an administrator approves that.
- The channel where the alerts should land, already created.
- The Starter plan or higher in Ryvo, with the Engine module active.
How to connect it
1
Open Settings › Integrations
In the portal, go to Settings and then Integrations. Find the Slack card.
2
Click Connect app
Slack’s install screen opens in a new window. Meanwhile the card shows In progress.
3
Pick the workspace and authorize
Select the workspace where you want the alerts and accept the permissions.
4
Come back to Ryvo
You land back on the Integrations screen on your own and the card turns to Connected. Slack asks nothing else.
5
Invite the app to your channel
In Slack, open the channel where you want the alerts and type
/invite followed by the app name. Without that step, the app can see the channel but cannot post to it.What your agent can do once it is connected
Actions are turned on one by one from View actions and the Tools section of the builder, with a cap of 10 integration actions per agent.
Your agent does not read your team’s Slack. It only posts to the channels you invited it to, on purpose: reading internal conversations mid-call with a customer would expose information that is none of its business.