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Documentation Index

Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Connect your Slack workspace to InsiteChat and receive instant notifications when important events happen — new leads captured, conversations escalated, messages received, and more.

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Setup

1

Create a Slack app

Go to your chatbot’s Webhooks tab in the InsiteChat dashboard and click Connect Slack.
2

Authorize InsiteChat

You’ll be redirected to Slack. Select your workspace and click Allow to grant InsiteChat permission to post messages.
3

Pick a channel

After connecting, click Change channel to select which Slack channel receives notifications. Make sure to invite the InsiteChat bot to the channel with /invite @InsiteChat.
4

Choose events

Select which events trigger Slack notifications:
  • Lead Captured — when a visitor submits the lead form
  • Message Received — when a visitor sends a message
  • Conversation Started — when a new chat session begins
  • Conversation Escalated — when a visitor requests human help

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Notification format

Slack notifications use rich Block Kit formatting:
  • Lead Captured — shows name, email, and phone in a structured card
  • Message Received — shows the visitor’s message with session ID
  • Conversation Escalated — urgent alert with message count
  • Conversation Started — notification with session details

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Testing

Click Send Test on the Slack card in your Webhooks tab. You should see a test message appear in your selected Slack channel within seconds.

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Disconnecting

Click Disconnect on the Slack card to remove the integration. Notifications will stop immediately.

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Requirements

  • A Slack workspace where you have permission to install apps
  • InsiteChat Starter plan or above (free plan supported for testing)