Connecting a Client to CloudRadial Chat Using Slack

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 Connector in CloudRadial Chat
• Step 2: Creating a Channel
• Step 3: Understanding the Connection to Slack

Step 1: Creating a Connector in CloudRadial Chat

To start the connection:

1. Log in to the CloudRadial Chat portal
2. Select Connectors in the left-hand feature set menu
3. Click on New Connector
4. Under channel, select the Slack Bot Channel
5. Name the connector after your client (e.g., "Client A")
6. Click Save in the right-hand corner

The Copy Link button will illuminate in blue. This is the link that you will provide to your clients.

Step 2: Creating a Channel

After creating the connector, you need to create a channel and link it to the connector:

1. Go back to the left-hand menu
2. Click on Channels
3. Click New Channel
4. Select Slack Channel
5. Name it after your client (e.g., "Client A")
6. Set the role to Customer
7. Enter the company name
8. Select the connector you created in Step 1 from the dropdown
9. Click Save

Once completed, you'll see that you have a connector and channel with an ID and an active switch on the right-hand side.

Step 3: 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 approve it, the necessary channels and connectors will automatically be added to CloudRadial Chat to get them started.

Once approved, the app will appear as an available app in the customer Slack workspace.

• You can select Add apps and add it if it is not listed.

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.