Connecting Slack¶
Goal: "My team lives in Slack, so put urgent CareQB alerts where we'll see them."
Where: Settings → Agency Settings → Connect Slack
Set it up¶
- Click Connect Slack and approve CareQB in your Slack workspace. The button changes to Slack connected.
- For each user, set Assigned Slack Profile, so CareQB can mention the right person.
- Choose where alerts go. For example, in Missed Clock-in checks, turn on Send alerts to Slack when contact can't be reached? and Select a channel.
What you can send to Slack¶
| What | How |
|---|---|
| Missed clock-in escalations | Automatic, after 2 unanswered checks with no confirmed clock-in. See Clock-in help. |
| Any message | Message ⋮ → Post to Slack Channel? |
Related: Keeping your office in sync