Configure Slack Alerts so Volie can send Pulse alert notifications into your dealership’s Slack workspace—into a channel or as a direct message to a specific person.
Before you start
To set up Slack Alerts, you need:
An Admin role (or another role your account allows for Slack alert management)
Slack Alerts enabled for your account (ask your Customer Success Manager if you are unsure)
Access to the correct Slack workspace (a Slack workspace admin may need to approve the Volie Slack app)
The dealer organization that should receive Slack alerts
Definitions
These terms appear when you set up Slack Alerts:
Term | Meaning |
Pulse Alert | A rule that watches Pulse assessments and notifies people when a call matches the rule’s filters |
Slack destination | A Slack channel or Slack user set up to receive Pulse alert messages |
Slack workspace | The dealership’s Slack organization where the Volie Slack app is installed |
Volie Slack app | The Volie app approved in Slack so Volie can post alert messages |
Send-ready | A destination that is connected and ready to receive messages (channel accessible / user reachable) |
Steps
Follow these steps to set up Slack Alerts:
Confirm with your Customer Success Manager that Slack Alerts are enabled for your account.
Confirm who at the dealership can manage the Slack connection (often an Admin, or another role your account allows for Slack alert management).
Ask your Volie contact or an authorized Admin to start the Slack install for the correct dealer organization.
If you receive a time-limited Slack install link, open it. A Slack workspace admin can approve the Volie Slack app without signing in to Volie.
In Slack, approve the Volie Slack app for the correct workspace.
After approval, check the result page: success shows Slack connected; failure shows Slack connection needs attention with an error to share with your Volie contact (do not share Slack tokens or secrets).
After the workspace is connected, create Slack destinations for a channel and/or a direct message to a specific Slack user. For private channels, invite or add the Volie Slack app to that channel before messages can be delivered.
Validate and test each destination before relying on it for live Pulse alerts. Work with your Volie contact if the destination setup screen is not yet available in your account’s Admin menu.
What success looks like
When Slack Alerts setup is complete, your Slack workspace shows as connected, and at least one send-ready Slack destination (channel or user) is available to attach to a Pulse alert rule. If you see Slack connection needs attention, copy the error text and send it to your Volie contact. If destinations are missing, confirm enablement with your Customer Success Manager and that the Volie Slack app was approved for the correct workspace.
Limitations
Slack Alerts has these verified limits:
Slack Alerts must be enabled for the account, and the Volie Slack app must be approved in the correct Slack workspace — ask your Customer Success Manager if connection options are unavailable.
Private Slack channels can receive alerts only after the Volie Slack app is a member of that channel — invite the app to the channel, then retest the destination.
Alert message wording is system-generated; you cannot edit a Slack message template in Volie for this flow.
Classic Campaign Hot Alerts does not show a Slack destination picker — use Pulse alert rules for Slack delivery.
If the connection, permissions, or destination readiness is uncertain, Volie does not send the Slack message — fix the connection or destination, then test again.
Common questions
Who can set up Slack Alerts?
Admins (and other roles your account allows for Slack alert management) can manage Slack Alerts setup after Volie enables the feature for the account. Confirm enablement and allowed roles with your Customer Success Manager if options are missing.
Is Slack Alerts the same as Campaign Hot Alerts?
Slack Alerts is not the same as Campaign Hot Alerts. Campaign Hot Alerts are set up under a campaign’s Alerts area (typically email or message). Slack Alerts sends Pulse notifications into Slack.
Do we need Volie to turn anything on?
Yes. Slack Alerts must be enabled for the account before you can connect Slack or use destinations. Contact your Customer Success Manager if the connection or destination options are unavailable.
Can we send Slack Alerts to a private channel?
Yes. You can send Slack Alerts to a private Slack channel after the Volie Slack app is invited or added to that channel so it can post there.
What if the install page says Slack connection needs attention?
If the install page shows Slack connection needs attention, copy the error text and send it to your Volie contact. Do not share Slack tokens or secrets.
Related articles
How to use Slack Alerts with Pulse