Connect Slack
Connect Slack and your team can answer an agent from wherever they are. A deputy asks which of two fixes you want while you are away from your desk: you get a direct message, tap your choice on your phone, and the run carries on. Marshal can also message your team there.
Before you start
- Role: admin or owner in Marshal. In Slack, an owner or admin of the workspace approves the install.
- Available when your administrator enables Slack.
Steps
- Open the organization menu in the top bar and choose Organization settings.
- Open Slack.
- On the Slack card, check the status. If it says Not connected, click Connect Slack. If it already says Connected, the button is named Reconnect. Use it to connect again.
- Your browser goes to Slack. Review the access and approve the install. Marshal brings you back to the same settings page in the same tab.
- Under Who gets Slack messages, check the table. Marshal matches people to Slack accounts by email. Click Re-sync to match again.
- For a person who is not matched, open the picker in the Slack account column (No Slack messages. Choose an account…), type part of their email or name in Type to filter…, and pick their Slack account. Click Unlink to remove a link.
What you should see
- A toast that says “Slack workspace connected” and “Marshal can now message this workspace.”
- The status badge Connected, with the date.
- The Who gets Slack messages card. Matched people show their Slack ID with an
autoormanualbadge. - Everyone still sees everything in the web app. Slack messages go to the people who are linked.
- Deputies can post their questions to a Slack channel you pick. See Deputy contacts.
If the Slack settings page asks you to reconnect Slack to let deputies post in channels, click Reconnect and approve the install again. Direct messages keep working until you do.
Next
Answer a question from a run: see what a question looks like and how answering resumes the run.