Overview
The Slack integration allows your team to designate a dedicated channel to receive text message response from customers. Replies are then handled in conversations directly.
Get Started
1. Go to Integrations, open Slack, and click Connect Slack. Approve the connection in Slack.
2. Back in Cobalt you'll see "Slack connected successfully." The status reads Setup incomplete until you choose a channel.
3. Under Post messages to, click the channel box and choose a channel. Click the refresh button beside it if a new channel is missing.
4. Click Save. You'll see "Slack channel saved." and the status changes to Connected.
What happens next
Each new message in your slack channel, will contain information about the customer including:
Customer's name
Text channel (iMessage, SMS, MMS, RCS)
Subscriber status (yes/no)
Message text
Date & Time of message
Link to conversation in Cobalt
Note: If this is an unknown user, the post will say "Guest Customer"
Helpful Information
Only public channels are listed. Cobalt can post to them without being invited.
Not posted: your team's replies, AI and automatic replies, campaign and flow messages, STOP and HELP keywords, spam, and photos or attachments without text.
Messages that arrive while Slack is disconnected are never posted later.
Click Disconnect, then Disconnect again to confirm, to stop posting. You see "Slack disconnected."
Troubleshooting
"Cobalt couldn't post to #channel-name: the channel was archived, deleted, or made private. Choose another channel to resume.":
The status reads Needs attention. Choose a channel and click Save. If you un-archived the same channel, choose it again and click Save.
"Slack disconnected Cobalt":
Slack ended the connection, for example by revoking Cobalt's access. Read the reason under the message, then click Connect Slack and approve all the requested permissions.
"We couldn't connect Slack":
The message under it gives the reason. Click Connect Slack to try again.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777