If you’re using a Chat workflow in Warmly, chances are you’ll want to loop in your sales or customer success team when someone interacts with it. Adding a Slack alert to your workflow helps make sure the right person is notified at the right time, without missing a beat.

In order to make sure these notifications are routed to your proper team, be sure to follow these steps!

⚠ Before you start:

Please make sure of the following:

• Your Slack workspace is integrated with Warmly.

• Make sure the Slack channel you want to use is public.
  We do not support private channels. Here's a step-by-step guide on how to convert a channel to public.

🛠 Step-by-Step Instructions

Step 1: Go to Warm Chat

• Head to Warm Chat in your Warmly dashboard.

• Find the workflow you'd like to edit.

Step 2: Add A Slack Alert to the Workflow

In the workflow editor, add in the Slack Alert block where you want the notification to trigger.

Step 3: Choose a Slack Channel

All public Slack channels will appear in the dropdown. Pick the one where you want the alert to go.

Step 4: Decide Who Gets Notified

You’ve got two options:

• Assign a user manually
  Add an "Assign To" block just before your Slack Alert block. This lets you assign a specific user to @mention always when a notification is triggered by this chat workflow.

  

• Use Lead Routing
  Automatically @mention the right reps based on who is engaging with your chat.

Step 5: Publish & Test

• Click Publish to save your changes.

• Test the flow to make sure the Slack Alert fires correctly.

💡 Use Cases

Here are a few examples of how teams use Slack alerts in chat workflows:

• Sales Alert: Notify the account owner when a high-intent visitor starts chatting on the pricing page.

• CS Handoff: Let your CS team know when a current customer engages with the bot, so they can jump in quickly.