The integration of Slack with Koncert streamlines communication and collaboration by bringing notifications and updates directly to Slack channels. This feature enhances team collaboration by enabling seamless communication and delivering real-time updates directly within your Slack workspace, ensuring you're always informed and connected without needing to switch platforms.

Only the Admin can authorize Slack for the organization. Once authorized, Slack will automatically be enabled for all Users and Managers across the organization.

This integration works with all CRMs, Standalone orgs as well as with Orgs integrated with a Sales Engagement Platform.

NOTE: Please contact Koncert Support at support@koncert.com to enable the integration for Slack within Koncert.

Key Features

Real-Time Notifications

Admins can set up rules to receive Slack notifications for specific call dispositions, such as "Meeting Scheduled" or "Call Completed. These notifications help team members track key activities without logging into Koncert frequently.

Customizable Channels

Notifications can be directed to specific Slack channels consisting of users. This ensures that updates are sent to the right audience, improving clarity and efficiency.

Personalized Messages

The integration allows users to define the content of notifications. Customizing messages ensures they align with your team's workflow and communication style.

Toggleable Rules

The Admins can enable or disable notification rules as required. This flexibility ensures that your team receives only relevant updates.

User-Friendly Setup

With an intuitive interface, the Admins can quickly connect their Slack account to Koncert, set up channels, and configure notifications without technical assistance.

Enable the Integration for Slack

1. For authorization, log into the Koncert portal (either standalone or CRM).

If Slack is enabled for your org, an Authorize Slack popup will be displayed when accessing the Koncert portal.

Click the Connect button.

(Or)

Navigate to the Administration » Third Party Integrations tab and click the Authorize button.

2. Upon clicking the Authorize, Koncert prompts you to log into your Slack account. Log in with your credentials.

Grant Koncert the necessary permissions to access Slack and link it to your workspace. 

During the integration process, ensure that you select the correct workspace in your Slack account for the Koncert integration.

NOTE: If the correct workspace is not selected, Koncert will not appear in the Apps section of your workspace.

3. After successful authorization, the below confirmation message will be displayed. Click Close. 

4. The Authorize button will be hidden from your view. Also, the Green Checkmark icon will be made visible indicating that Slack has been successfully integrated with Koncert.

After connecting, the admin can click the Notification button to create and customize notifications for the channels.

Configure Slack Notifications

1. Add a New Notification Rule:

Under the Slack Notification section, click on the Add New button to create a rule for notifications.

Upon clicking this icon, a new row will be added with the fields as shown below:

2. Select the Slack Channel:

Expand the dropdown Choose a Channel to pick the Slack channel where you want notifications to be sent.

Only channels available in your Slack workspace will appear here.

3. Choose Triggering Call Dispositions:

Select the specific outcomes (e.g. Meeting Scheduled or Got Referral) from the Select Call Dispositions dropdown, that will trigger notifications.

You can add multiple dispositions by selecting them one by one.

4. Select Teams (Optional):

Choose the teams. Notifications will be triggered in Slack only when users from the selected team(s) in Koncert log the specified disposition.

4. Customize the Notification Content:

Under the Notification column, click the text box which opens the Notification window. You can view the default fields and values automatically pulled from the message merge, which will be included in your notification message.

If needed, you can add your own content to the notification message. The formatting option at the top lets you format the content as needed.

Click the Preview button to see a preview of the notification that will be received in the selected channel. Click Save.

Please note that the notification message contains the comments manually entered by the user in the Call Disposition window.

Alternatively, if the AI Summary Generator feature is enabled, the call comments will be generated by AI using a large language model, such as ChatGPT. These comments may occasionally contain inaccuracies, so we recommend reviewing the generated content for accuracy before relying on it.

Enable Notification Rules

1. Enable the Rule:

Turn on the Enable Rule toggle switch for the newly added notification. This ensures that the notification is active and will function as configured.

2. Save Your Settings:

After configuring all details, click the Save button to finalize the rule. An alert message will appear as shown below.

Saving confirms that the notification rule is created which will send the notification message based on the specified conditions.

The created rule will be displayed as shown below:

Admins:

For Users/Managers:

If the Admin has not authorized the Slack integration, You can see the message under the Settings » Third Party Integrations tab, notifying you that authorization is pending.

Once the Admin authorizes the Slack integration, Users and Managers will be able to view the rules created by the Admin. However, they will not be able to modify these rules as the section will be grayed out for them, ensuring only the Admin has the ability to make changes.

If no specific team is selected by the Admin, the rule will be visible to all users in the organization.

If a specific team is selected, only users who are members of that team will be able to view the rule.

Review and Manage Existing Rules

• Modify Rules: If changes are required, click the fields for any existing rule to adjust the channel, call dispositions, or notification content. Ensure to save after making any edits.

• Deactivate Unnecessary Rules: To temporarily disable a rule without deleting it, toggle off the Enable Rule switch. This is useful when certain notifications are not required temporarily but might be needed later.

Delete Outdated Rules:

1. Select the rules that are no longer relevant to your workflow and click the Delete button.

2. A confirmation window will appear. Click Confirm to delete.

Upon deletion, an alert message will confirm the action.

This keeps the notification system clean and focused.

Disconnect

The disconnect process allows you to remove the integration between Slack and the Koncert application, revoking its access to your Slack workspace and notification features. You can disconnect if you no longer need the integration or wish to connect to a different Slack account. The process is reversible, allowing you to reconnect at any time if needed.

1. Click on the Disconnect link.

2. A confirmation message will be displayed, asking you to confirm the action:

3. Click OK to confirm or click the Close icon to cancel the disconnection process. If you confirm, a message will appear: Slack disconnected successfully. 

Accessing Koncert Notifications in Slack

Once you complete the integration, Koncert will be listed under the Apps section in your Slack workspace. You can find it by navigating to the left-hand sidebar in Slack.

To receive notifications in a specific Slack channel, you need to add Koncert to that channel. Navigate to the channel where you want to receive notifications and Tag Koncert in the channel by typing @Koncert.

A confirmation window will appear.

Click on the Add to Channel button. This step ensures that notifications created in Koncert will be sent to the selected Slack channel as shown below.

You can access this article anytime to know more about how to integrate Slack with Koncert from the following screens:

• Click the link Click here to know about Integration for Slack during login.

• Click the hyperlink here on the Authorize Slack pop-up in your default landing tab.

• Click the hyperlink here on the Slack Notification section up in the Administration » Third Party Integrations tab for the Admins and Settings » Third Party Integrations tab for the Users and Managers.

Benefits of the Integration

• Improved Collaboration: Teams can stay updated on important activities directly within Slack.

• Enhanced Productivity: Helps sales and support teams act promptly on critical updates, such as scheduled meetings or client interactions.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.