Configure Sayify Slack notifications for new responses, AI summaries, use-case metrics, and team triage.

Slack Integration

The Slack integration posts response notifications into a Slack channel. Use it when your team needs to see new leads, support cases, feedback, or intake submissions as soon as they arrive.

Slack messages are human-readable summaries, not raw JSON. They are built from the same enriched response payload used by webhooks, Zapier, and Google Sheets.

What Slack Receives

Slack can receive:

Event	Message
`response.started`	Lightweight notification that someone started a form.
`response.submitted`	Rich response summary with contact, metadata, AI summary, use-case metrics, key points, and answer previews.
`destination_item.approved`	Approved destination item summary when a reviewed item is pushed to Slack.

response.submitted waits for AI enrichment, so Slack can include use-case data such as lead score, urgency, pain points, key points, and custom extracted fields.

Requirements

Requirement	Details
Sayify plan	Workspace must include `slack_integration`. The app shows an upgrade prompt when unavailable.
Slack permission	You must be able to install apps in the Slack workspace.
Channel access	For private channels, invite the Sayify Slack app to the channel before selecting it.
Browser session	Install starts from the Sayify app and redirects through Slack OAuth.

Configure Slack

Open Integrations in Sayify.
Choose Slack.
Click Connect Slack.
Approve the Slack OAuth prompt.
Return to Sayify.
Select the channel where Sayify should post.
Save the integration.
Use Test to send a test message.

The integration is created as a reusable destination. You can keep it global for the workspace or assign it to specific forms from Form Builder > Automation > Always-On Integrations.

Channel Selection

Sayify lists public and private Slack channels that the bot token can access.

Channel Type	What To Do
Public channel	Select it in Sayify. Sayify will try to join automatically if needed.
Private channel	Invite the Sayify app to the channel first, then select it in Sayify.
Archived channel	Not available for delivery.

If the selected channel is removed or the bot is kicked out, Slack delivery will fail until you select a new channel or reinstall the integration.

Message Content

`response.started`

The started message includes:

Field	Description
Form	Form or intake link name.
Location	City and country when available.
Started time	Session start timestamp.

Example structure:

{
  "blocks": [
    {
      "type": "header",
      "text": {
        "type": "plain_text",
        "text": "New Response Started"
      }
    },
    {
      "type": "section",
      "fields": [
        {"type": "mrkdwn", "text": "*Form:*\\nLead Qualification"},
        {"type": "mrkdwn", "text": "*Location:*\\nSan Francisco, US"}
      ]
    }
  ]
}

`response.submitted`

The submitted message can include:

Section	Description
Header	Use-case-aware title, such as New Lead Response or New Support Case.
Respondent identity	Name, email, phone, and company when captured.
Form metadata	Form, duration, answered questions, and completion percentage.
Use-case section	Dynamic metrics for the form's use case.
Extracted fields preview	Top extracted/custom fields not already shown.
AI summary	Executive summary from AI analysis.
Key points	Use-case key points such as buying signals, risks, themes, or issues.
Answer preview	First few answers with question prompts and values.
Dashboard button	Link to view the case in Sayify.

Slack does not show every raw field in the payload. It formats the most useful fields for team triage.

Use-Case-Aware Messages

Slack adapts the message based on the form use case:

Use Case	Common Slack Fields
Lead Qualification	Lead score, temperature, budget, role, company size, timeline.
Support Intake	Urgency, sentiment, action required, issue category, pain points.
Client Intake	Project type, timeline, budget, team size, priority.
General	Sentiment, urgency, persona, action required, AI summary.

These fields are dynamic. If a metric is not produced for a particular response, Slack simply omits that field instead of showing an empty value.

Assign Slack to a Form

To make Slack form-specific:

Open the form in Form Builder.
Go to Automation.
Open Always-On Integrations.
Select the Slack integration.
Save the form.

You can use this when different forms should notify different channels. Create multiple Slack destinations if each channel needs separate routing.

Filters and Workflow Rules

Slack can be used with filters and workflow rules. Common examples:

Goal	Setup
Notify sales only for hot leads	Add a filter such as lead score greater than 70 or lead temperature equals Hot.
Notify support only for urgent cases	Filter on urgency, action required, or issue category.
Notify a client success channel	Assign Slack only to the client intake form.

If a filter does not match, Sayify skips delivery and records the filtered outcome where delivery logging is available.

Testing

Use the integration Test action after selecting a channel. A successful test means:

The Slack token is valid.
Sayify can call Slack.
The selected channel can receive messages.

Then submit a real test response to confirm the full response.submitted message includes AI summary and use-case fields.

Troubleshooting

Problem	What To Check
Slack connect button fails	Confirm the workspace plan includes Slack and Slack app credentials are configured on the server.
Channel not listed	The bot may not have access. For private channels, invite the Sayify app first.
Test succeeds but real submissions do not post	Confirm the integration is enabled, subscribed to `response.submitted`, and assigned globally or to the correct form.
Message is missing lead score or custom fields	Submit a response that completes AI enrichment. Metrics only appear when the use case produces them.
Slack says token revoked	Reinstall the Slack integration from Sayify.

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