Slack Tutorial

Step 1

Within your Userlike Dashboard, head to the "Config" section and select Add-on Settings. Then click the slider icon to the right of your Slack add-on.

Step 2

Add Userlike to your Slack workspace by clicking the “Add to Slack” button.

Step 3

After clicking the button, you will be redirected to Slack. Log in and select the Slack channel you want Userlike to post messages and notifications in. If you want to use a dedicated channel for this, create one in Slack and repeat the step.

Step 4

Once you are back on our add-on configuration page, the **Webhook URL** created by Slack and the **name** of the connected Slack channel appear in the settings. You can now configure the Userlike events you would like to be notified about in Slack.

Event Overview

These are the events that you can choose to receive messages for in your Slack channel.

Type Event Description
offline_message receive Receive a message for each new offline message you receive.
chat_meta start Receive a message for each new chat session.
chat_meta forward Receive a message when a chat session gets forwarded.
chat_meta rating Receive a message when a chat session receives a rating.
chat_meta feedback Receive a message when a chat session receives a feedback.
chat_meta survey Receive a message when a chat session receives a survey.
chat_meta receive Receive a message when a chat session ends and the conversation is finished.
chat_meta goal Receive a message when a goal was reached.
chat_widget config Receive a message when a chat widget configuration changes.
operator online Receive a message when an operator goes online.
operator offline Receive a message when an operator goes offline.
operator away Receive a message when an operator goes away.
operator back Receive a message when an operator comes back.
misc chatbutler_incoming Receive a message when a new chat session is waiting.

Sending offline messages to Slack

After the configuration process you can send offline messages to Slack. This will send a new message to your Slack channel.

Sending chat transcripts to Slack

The same function is available for sending chat transcripts to Slack. It is also possible to trigger this action from a chat session with a chat command.

  • $slack - Create Slack message with link to current chat

Sending Chat Butler events to Slack

Chat Butler is a simple chatbot that automatically responds to chat requests when no Operator is immediately available, repeatedly notifying your service team that a chat is waiting (full Chat Butler tutorial).

You can receive these notifications in your Slack channel by configuring the respective webhook as described above and check the box for "Incoming chat from Chat Butler":