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Documentation Index

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

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

Connect Slack to send real-time notifications and call summaries to your team’s channels.

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What it does

  • Call notifications — Post updates to a channel when calls complete
  • Workflow messages — Send custom messages to Slack from any workflow
  • Variable substitution — Include contact details and call data in messages
  • Channel selection — Pick which channel to post to per workflow

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How to connect

  1. Go to Settings > Integrations in your dashboard
  2. Find Slack and click Connect
  3. Sign in to your Slack workspace and authorize access
  4. You’ll be redirected back to the dashboard once connected

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Using in workflows

Add a Slack Message node to any workflow:
  1. Select the Slack channel to post to
  2. Write your message — use variables like {{first_name}}, {{phone}}, or any trigger data
  3. The message is sent when the workflow reaches that step
Example message: 
Call completed with {{first_name}} {{last_name}} ({{phone}}).

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Available variables

You can use these variables in your Slack messages:
VariableDescription
{{first_name}}Contact’s first name
{{last_name}}Contact’s last name
{{email}}Contact’s email
{{phone}}Contact’s phone number
Any data passed as trigger variables is also available using {{variable_name}}.

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Channel access

After connecting, Nedzo can post to:
  • Public channels — Nedzo automatically joins the channel when posting
  • Private channels — You need to manually invite the Nedzo app to the channel using /invite in Slack

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Token refresh

Slack tokens expire periodically. Nedzo automatically refreshes them in the background. If a refresh fails, the integration will show a Reconnect prompt in your dashboard — just click it to re-authorize.

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Permissions

Nedzo requests the following Slack permissions:
  • chat:write — To post messages to channels
  • channels:read — To list available public channels
  • channels:join — To join public channels when posting
  • groups:read — To list private channels you’ve invited Nedzo to

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Disconnecting

  1. Go to Settings > Integrations
  2. Click Disconnect on the Slack card
You can also remove the app from your Slack workspace settings.