Slack Integration

Connect Slack to send conversation alerts and share transcripts with your team. Settings apply to the selected Convor site.

PrerequisitesCopy Anchor Link

• Permission to install apps in the Slack workspace
• Access to the channels that should receive notifications
• Administrator access to Convor
• The Workflows & Collaboration integration module

Connect SlackCopy Anchor Link

1. Open Integrations → Slack in Convor.
2. Click Connect Slack.
3. Select the Slack workspace and approve the requested permissions.
4. Under Notification channels, choose a Channel.
5. Select its events and Notification language, then click Add channel. Use Save when editing an existing channel.
6. Use Check connection to verify access. Use Send test beside a saved channel to post a test message there.

Private channels appear only when the installed Convor bot is a member of them.

Message text is off by default. Enable Include visitor message text in Slack alerts for a channel only when its members should see that content: new-message alerts can then include up to 240 characters from the visitor message that triggered them. Internal notes and imported message history are excluded from these previews.

Available eventsCopy Anchor Link

• New conversation
• New message
• Conversation assigned
• SLA breach
• AI handoff

Supported featuresCopy Anchor Link

Share a transcriptCopy Anchor Link

1. Open More actions in a conversation and choose Send Transcript.
2. Select Slack, then choose a Slack channel configured for the current site.
3. Choose the Transcript language and click Forward transcript.

With Conversation language (automatic), Convor uses Polish for Polish-language conversations and English otherwise. You can also select either language yourself.

Check the destination before sharing. Channel members gain access to the exported text, which excludes internal notes, deleted messages and messages that were not sent. Large transcripts are shortened, with a note in the file. Sharing requires permission to upload files in Slack.

Check delivery activityCopy Anchor Link

Slack delivery activity shows results from the last seven days. Unconfirmed deliveries stay visible until resolved, even after that window, so you can investigate a response that Slack did not confirm without losing track of it.

Check the Slack channel first. Choose Mark delivered if the alert or file arrived, or Mark not delivered if it did not, then confirm that you checked the destination before saving the result. These actions don't send another copy. Convor blocks automatic retries while delivery is unconfirmed.

TroubleshootingCopy Anchor Link

• Channel not listed: invite the Convor bot to a private channel or verify workspace permissions.
• Notifications stopped: reconnect Slack if the app was removed or its permissions changed.
• Transcript unavailable: configure a destination channel and reconnect if Slack file-upload permission is missing.
• Wrong workspace: disconnect and install Convor in the correct workspace.
• Duplicate notifications: check whether several Convor sites send the same events to this Slack channel.

DisconnectingCopy Anchor Link

Click Disconnect to remove this site's connection and channel settings while keeping the Slack app installed and other Convor sites connected. To remove the app from the workspace, uninstall it in Slack. Existing Slack messages remain.