If you are looking to bypass your cluttered inbox or just really like working in Slack, our notification preferences allow you to receive all your important customer events in Slack for faster, more timely action.

Under the hood, Planhat's multi-channel Slack integration is relying on webhooks.

With this notification option, you can choose to push certain notifications about events in Planhat to a specified Slack channel. This way, you don't always have to be logged in to be aware of important events.

It is easy to set up, just follow the steps below!

You would first need to enable the bot within the channel you wish to post notifications to, to do so you will need to add the Planhat App.

This can be done by either selecting it from the "Add App" section.

Or typing "@Planhat", then adding the bot to the channel this way.

Once this is done you will then need to select the channel within Planhat, this can be added via the Notification Preferences on the Action module.

Click the ellipsis icon next to the search bar > Notification Preferences.

Then under the "Slack Notification" section, the drop-down field should display the channel you just added the Slack bot to that you can now select.

This should then be ready to go! 🙌

📝 Use case: It is a great way to be notified if you're traveling, but still want to be notified via Slack when something has happened. Or if you're a manager wanting to keep a pulse on the important events via Slack, but you're not logging into Planhat on a daily basis as your CSMs are.

📌 Important to note: