Slack Integration
Overview
Aimdoc's Slack integration enables your team to receive real-time notifications about new leads and important interactions directly in your Slack workspace, ensuring you never miss an opportunity to engage with potential customers.
Features
- Real-Time Notifications: Configure Aimdoc to send instant lead notifications to specific Slack channels, ensuring your team stays updated.
- Conversation Summaries: Receive concise summaries of AI agent conversations with potential customers.
- Actionable Alerts: Convert notifications into tasks or follow-ups directly from Slack.
Setup Instructions
- Connect Slack Workspace: In the Aimdoc dashboard, navigate to 'Integrations,' select Slack, and authorize the connection.
- Set Notification Preferences: Choose which channels should receive notifications and customize the information shared.
- Configure Alert Criteria: Define which types of interactions should trigger Slack notifications.
Common Questions
Can I customize notification content?
Yes, you can customize what information is included in Slack notifications, such as lead contact details, conversation summaries, and next steps.
Can notifications go to different channels based on criteria?
Yes, you can set up rules to route different types of notifications to specific channels based on criteria like lead quality, topic discussed, or geographic location.
Can team members respond to leads from Slack?
Yes, with the advanced integration option, team members can initiate responses directly from Slack that will be relayed back to the lead through appropriate channels.
Need Help?
If you encounter any issues with your Slack integration, please contact our support team at support@aimdoc.ai.