What it does
- Real-time notifications - Know instantly when something happens
- Channel routing - Send different notifications to different channels
- Rich messages - See call details, transcripts, and action buttons
- Team awareness - Everyone sees what’s happening
Setup
Notification types
Choose which events send Slack notifications:| Event | Example message |
|---|---|
| New call | ”Incoming call from John Smith (555-123-4567)“ |
| Appointment booked | ”New appointment: AC Repair with John Smith, Tomorrow 2pm” |
| Lead qualified | ”Lead qualified: John Smith is interested in HVAC service” |
| Voicemail | ”New voicemail from 555-123-4567 (45 seconds)“ |
| Missed call | ”Missed call from 555-123-4567” |
Channel routing
Send different notifications to different channels:- #sales - New leads and qualified prospects
- #support - Customer service calls
- #appointments - All booking confirmations
- #urgent - Emergency calls only
Rich notifications
Slack messages include:- Caller info: Name, phone, company
- Call summary: What was discussed
- Quick actions: Call back, view transcript, assign
- Transcript link: One-click to full details
Team mentions
Configure @mentions for urgent situations:- @channel for emergency calls
- @person when specific team member needed
- @here for time-sensitive notifications
Requirements
- Slack workspace
- Permission to add apps
- No additional cost from CallDesk
Troubleshooting
Not receiving notifications
Not receiving notifications
Check that the channel is selected and notifications are enabled for that event type.
Wrong channel
Wrong channel
Update channel routing in Settings → Integrations → Slack → Channels.
Can't add to workspace
Can't add to workspace
You need permission to add apps. Contact your Slack admin.
Connect Slack
Set up the integration now