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Overview

The Slack Notify action allows your AI Agent to send automated messages directly to your Slack workspace. This is especially useful for notifications, alerts, and updates that need to be shared with your team in real time. Example: Send a notification to a Slack channel whenever a new lead is collected or a customer requests support.

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How to Create a Notify

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Step 1: Create a Slack Notify Action

  1. Go to the Actions tab.
  2. Click List from the left-hand menu.
  3. Select Create Action.
Server Action One
  1. Under Slack, choose Notify.
Slack Notify
  1. Enter an Action Title in the pop-up window (e.g., Slack notify) and click Create.
Slack Notify Two
  1. You’ll now see the configuration screen for Slack notifications.

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Step 2: Basic Settings

  • Name → Enter a descriptive name.
    • Example: newLeadSlack
  • Description → Provide details about when the AI Agent should use this action.
    • Example: Send a message to the sales Slack channel when a new lead is collected.
This ensures the action is triggered under the right conditions. Basic Settings Slack

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Step 3: Configure the Notification

Once Slack is connected, you can configure the notification content and define:
  • Which Slack channel the message will go to.
  • What message content should be sent (e.g., text updates, lead details, support ticket alerts).

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Step 4: Enable the Action

At the top of the configuration screen, toggle from Disable → Enable to activate Slack notifications. Enable The Action Slack

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Example Workflow

  1. A visitor submits a lead form.
  2. AI Agent collects the information.
  3. Slack Notify action is triggered.
  4. A message is sent to the #sales channel: “New Lead Captured — Name: John Doe, Email: john@example.com.”
With the Slack Notify action, your AI Agent can automatically keep your team updated, ensuring important events are communicated in real time.
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