Slack Integration
Get real-time call notifications and summaries posted directly to your Slack workspace so your team never misses a lead or urgent call.
Setup
Navigate to Agent Setup → Integrations → Slack, click Connect Slack, sign in to your workspace, and approve the requested permissions (posting only, no message reading). Choose a channel for notifications or create a dedicated one like #oncallclerk-calls to keep noise out of busy channels.
Notification options
| Setting | Description |
|---|---|
| All Calls | Every call triggers a notification |
| Leads Only | Only when caller info is captured |
| Urgent Calls | Only escalated or flagged calls |
| Business Hours | Notifications limited to set hours |
Each notification includes a call summary, caller information, duration, agent actions taken, and a follow-up-required flag.
📞 New Call, ABC Realty
━━━━━━━━━━━━━━━━━━━━━━
Caller: John Smith (+1 555-123-4567)
Duration: 3m 42s
Type: Sales Inquiry
Outcome: Lead Captured
Summary: Caller asked about 123 Main St. Interested in
a showing this weekend. Email: john@example.com
[View Full Transcript] [Call Back]
Multi-channel routing
Route different notification types to different channels for clarity:
| Channel | Content |
|---|---|
#leads | New lead captures |
#support | Support inquiries |
#urgent | Escalated calls |
#all-calls | Everything |
You can also filter by call outcome, caller type (new vs. returning), call duration, or time of day.
Start with "All Calls" to a dedicated channel. Once you see the volume, set up filters and multi-channel routing to match your workflow.
Testing
Connect Slack, select a test channel, make a test call, and verify the notification appears with the correct details.
Troubleshooting
Notifications not appearing
Verify Slack shows a green "Connected" status. Confirm you selected the correct channel. Check that your notification rules aren't filtering out all calls. Make sure the OnCallClerk bot has been invited to the channel.
Too many notifications
Switch from "All Calls" to "Leads Only" or "Urgent Calls." Route to a dedicated channel. Set up duration filters to skip very short calls (e.g. under 15 seconds).
Channel access issues
Invite the OnCallClerk bot to the channel (/invite @OnCallClerk). Check channel permissions in Slack workspace settings. Verify the app is still installed in your workspace.
Security
Authentication uses OAuth 2.0 with limited permissions (posting only). No passwords are stored, and messages stay in your Slack, they're not stored by OnCallClerk. You can revoke access at any time from Slack workspace settings.
Disconnecting
Go to Agent Setup → Integrations, find Slack, and click Disconnect. To fully remove the app, go to your Slack workspace settings → Apps → Manage, find OnCallClerk, and click Remove.