Integrating AI Insite with Slack significantly benefits your brand and customer service teams. This integration allows you to collect user information and send it — together with the conversation details —directly to a designated Slack channel, enabling your sales, support, or service representatives to respond quickly and efficiently.
Let's look at how:
- To integrate Slack with Insite using the Answer Form Skill, you must create a new skill in the Settings menu.
- When you get to the integrations and webhook sections, enter the following details:
- In the Integrations section, select the Slack Endpoint.
- Enter your Slack webhook in the provided field.
- Click the Publish button at the bottom right of the page.
Setting Up a Webhook Endpoint
It is mandatory to create a webhook in Slack before setting up the integration with Insite.
Refer to the Slack API documentation for a step-by-step guide to setting up webhook endpoints.
Data Your Endpoint will Receive
An example of the data your Slack endpoint will receive is as follows:
Field | Field Description | Example |
Skill Name | The name of the skill that your agent used to capture this information | Inbound Lead - Call Immediately |
Field Name: User Input | The name of the field as described in the skill’s information prompt, followed by the information the visitor entered | Phone Number: 123457582 |
Conversation Link | A link to view the visitor’s entire conversation in the browser | https://agent.life/?url=act-on.com&conversation_id =conversation_ugu1unuyz61m3txhfp70 |
Current Web Page | The web page the visitor is currently on while interacting with your agent | https://mysite.com/currentpage |
Start Time | The date/time (UTC/GMT) when the conversation started | 2024-08-05 14:02:41 |
Duration | The duration of the conversation up to the point when the information was sent | 0:41:13 |
User Messages | The messages exchanged between the visitor and your agent | Tell me more about products; Tell me more about CRM integration; What are the benefits of integrating CRM with marketing automation?; Tell me more about customer retention |
Pages Visited | The names and URLs of web pages the visitor clicked on via your agent during the conversation | My Company Product Page - https://mysite.com/productpage |