In the fast-paced world of customer support, timely insights are crucial for effective team management and response. Echo AI's Slack alerts make it easier for leaders and admins to stay informed about important conversations without leaving their collaborative workspace. This guide will walk you through how to set up Slack alerts in Echo AI so that you never miss a beat.
Prerequisites
Before diving into the setup, make sure you have the following:
User Role: You must be a leader or admin in Echo AI to create Slack alerts.
Slack Integration: Verify that your Echo AI workspace is integrated with Slack. You can find more details in our Slack Integration article.
Creating the Slack Alert
Start with a Saved Search: To set up an alert, you first need to have a saved search. This can either be a new Saved Search or you can use an existing one. This search serves as the trigger for your Slack alert. Please read our Saved Searches article for more information.
Creating a New Saved Search:
Navigate to your conversations in Echo AI.
Apply filters that match the criteria for conversations you want to monitor (e.g., specific topics, keywords, or customer segments).
Click on save search at the top to create the saved search.
Enter a name for the search and select the visibility.
Using an Existing Saved Search:
If you already have a relevant Saved Search, you can go to your conversations and select it from the list of Saved Searches on the left.
At the top next to the Saved Search name, click on the three dots for Saved Search options and select Edit Search.
Choose the Slack Channel:
If the Slack integration is properly set up, you should see a dropdown or selection box showing integrated Slack channels.
Select the channel where you want the alert notifications to be sent.
Configure and Save:
Confirm your selection and click Save to finalize the setup.
How the Alert Works
With the alert configured, Echo AI will now send a message to the designated Slack channel whenever a new conversation matches the criteria defined in your saved search. This helps your team stay informed in real-time and take prompt action when needed, improving both responsiveness and team collaboration.
Benefits of Setting Up Slack Alerts
Setting up Slack alerts can significantly enhance your workflow by:
Providing Real-Time Updates: Stay on top of important conversations as they happen.
Facilitating Immediate Action: Enable your team to react swiftly to high-priority discussions.
Improving Communication: Keep everyone aligned by centralizing updates in a shared Slack channel.
Final Thoughts
By following this guide, leaders and admins can leverage Echo AI's Slack alerts to boost their team’s efficiency and maintain a proactive approach to customer interactions. Make the most of this feature to streamline your workflow and enhance your team's performance.