You can let customers connect to CloudRadial Chat from their own customer Slack workspace by installing the bot in their workspace.
Step 1: Creating a Connection to Slack
To start the connection:
- Log into the CloudRadial Chat portal
- Select the Channels link on the left-hand feature set menu
- Look for the Slack option near the bottom of the Channels screen, as seen below:
You can click the Copy Link button and send the copied link to the administrator of the Slack workspace you want to connect to as a customer.
- If you want to embed an Add to Slack button on your website, you can use the Copy Button option instead, and take the copied HTML to the page you want to add the button to
Step 2: Understanding the Connection to Slack
When a Slack administrator opens the link you have sent, they will have an opportunity to add the app to their workspace. If they do approve it, this will automatically add the necessary channels and connectors to CloudRadial Chat to get them started.
Once approved, the app will appear as an available app in the customer Slack workspace.
- If it is not listed, you can select Add apps and add it.
Customers can then send messages directly to the app. When the app receives the first message from a user in the customer workspace, it will authenticate them as a contact in the ticketing system using their Slack-provided email address.
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