Sending Messages in Slack
Slack "Send Message" API Integration in Call Agent AI Assistant (Webhook Configuration)
Overview
This document provides a step-by-step guide on how to set up a webhook to integrate Call Agent AI with Slack. The goal is to automatically send call data and notifications from Call Agent AI directly to your Slack channels.
By using webhooks, Call Agent AI can send important updates and post messages on Slack automatically—like order information, support tickets or task reminders. This helps keep your team informed in real-time, making your workflow more efficient and ensuring nothing slips through the cracks.
Follow the steps below to integrate Slack with Call Agent AI using webhooks.
Step 0: Find the Webhook Section in the Call Agent AI Admin Panel
To integrate Slack with Call Agent AI and automatically send call data to create Slack messages, you’ll need a Slack account with admin access, a channel where you want the messages to be posted and the webhook link for that same Slack account. Follow these steps to find where you will set up the webhook & APIs.
Log In to the Admin Panel
Go to: https://admin.callagentai.com/ Enter your login credentials to access the Call Agent AI Admin Panel.
Select the Target Assistant
From your dashboard, locate and open the Assistant where you want to enable the Trello integration.
Navigate to the Webhook Settings
In the Assistant configuration panel:
Click on Settings
Go to the Webhook section
Click "Create" to add a new webhook
Filling in Webhook Fields
This is where you will enter the Slack webhook url. Let's keep this in mind as we set up Slack.
Step 1: Find Slack Webhook Settings
To begin, you'll need to set up the necessary API access to allow Call Agent AI to communicate with Trello.
Sign In to Slack
Open Slack through your preferred browser or desktop app. Ensure you’re signed in to the workspace where you want your messages being sent.
Go to Slack Automations
In the Slack sidebar, click More ➜ Automations.
Click on Apps.
In the upper-right corner, select Slack Marketplace (this opens in a browser).
Step 2: Build a Slack App
In the Slack Marketplace, click Build in the upper right.
Select Create New App ➜ From Scratch.
Give your app a name (e.g., Call Agent Integration) and choose your preferred Slack workspace.
Click Create App.
Step 3: Connect Webhook to Slack Channel
In the app settings (left sidebar), go to Incoming Webhooks.
Toggle Activate Incoming Webhooks to ON.
Scroll down to Webhook URLs for Your Workspace.
Click Add New Webhook to Workspace.
Select the Slack channel where you want the messages to post (e.g., #support-tickets).
Click Allow.
After the confirmation message, copy the provided Webhook URL.
Step 4: Add Slack Webhook to Call Agent AI
Go back to the Admin Panel
Remember the steps we took in Step 0? Navigate back to the Webhook settings page.
Fill in Webhook Fields
URL: Paste the Webhook URL from Slack.
HTTP Method: Change the method from the default GET to POST — this is required for creating new resources (i.e., Trello cards).
Define the Webhook Request Body
The request body is the payload that will be sent to Slack's API whenever the webhook is triggered. In the body section, insert the following JSON object.
This defines what Call Agent AI will use to post new messages on Slack. Here’s a basic template:
{
"text": "Support Ticket: ${ticket_number} - Caller Name: ${name} - Description: ${description}"
}IMPORTANT
Variables like ${ticket_number}, ${caller_name}, ${issue_description} must be defined in the Information Extractor of the assistant.
Examples:
If you're using
${issue_description}, define it in the extractor with: “What is the issue of the caller?”If you're using
${order_details}, define it in the extractor with: “What is the caller’s order?” or “Summarize the caller’s orders.”
For more information on how to set up the information extractor, visit this page.
Step 5: Test and Activate the Webhook
Once your webhook is fully configured with the correct URL, HTTP method, and request body, it’s time to test the connection and ensure that everything works as expected.
Click the "Test" Button
In the Call Agent AI Admin Panel, find your newly created webhook and click the "Test" button. If everything is configured correctly, a message will post to your Slack channel.
Verify the Slack Post
Go to your Slack account and open the channel that should contain the test message.
Check if the message was successfully created using the test data.
Sample Output
Support Ticket #8285413628 - Caller Name: James Santos - Description: Customer reports an issue with their MacBook Air M2. The device is not charging even though the screen is on. The serial number provided is 514-M562-... James Santos has tried a different charger, but the laptop still refuses to charge. Given the urgency due to the work requirement, a follow-up is required.Activate the Webhook
If the test succeeds, the webhook will be marked as Active, and it will begin automatically sending Slack message creation requests based on real-time call data from your Assistant. Don't forget to click save (click top-right save icon)!
You’ll see placeholders replaced with actual values during live calls.
🔒 Tips & Troubleshooting
Slack allows only 10 custom apps per workspace. Delete unused ones if needed.
Always test with a live call to confirm variable mapping.
Ensure all variables used in the webhook body are defined in your assistant’s Information Extractor with clear, natural prompts.
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