Slack Integration (Upcoming)

Slack integration in Agency Handy allows you to receive real-time notifications, updates, and feedback directly within dedicated Slack channels. Whether it's new task assignments, client feedback, or order updates, this integration streamlines communication for faster decision-making and better team responsiveness.

---

2. Goals

Business Goals

• Increase Engagement: Prioritize notifications by urgency to improve response time.

• Boost Efficiency: Centralize agency notifications to reduce delays in team collaboration.

• Enhance Customer Satisfaction: Keep clients informed with quick updates in Slack.

User Goals

• Improve Communication: Consolidate agency, client, and task updates in one tool.

• Enhance Responsiveness: Get real-time alerts to act promptly.

• Streamline Notifications: Keep updates organized in dedicated channels per client or use case.

---

3. Pre-Conditions

• User must have Super Admin or Admin permissions in Agency Handy.

• A valid Slack workspace should be available.

• Slack integration is available only on the following plans:

  • MRR Plans: Team Starter, Business Pro, Teams and Pro, Enterprise

  • Lifetime Plans: Plan 2, Plan 3, Plan 4

  • Promotions: RocketHub 2, 3; Black Friday 2, 3, 4; AppSumo 2, 3, 4, 5

  • Specific Users: Atikur Rahaman, Ridwanul Hossine, Irfan

---

4. Table of Contents

1. Setting Up Slack Integration

2. Configuring Notification Channels

3. Routing Notifications

4. Notification Types & Templates

5. Using Slack Commands

6. Outcome

7. Important Notes

---

5. Contents

1. Setting Up Slack Integration

1. Go to Workspace Settings → Integrations → Slack.

2. Click “Connect Slack”.

3. Authenticate using your Slack account and select the workspace.

4. Authorize Agency Handy to post messages and create channels.

---

2. Configuring Notification Channels

Upon setup:

• Channels are auto-created using naming conventions:

  • #client-Client_Name → For client-specific updates

  • #AgencyHandy-Update → For internal team notifications

Add the following roles to each channel:

• Client Channels: Client, Super Admin, Admin, PM

• Agency Update Channel: Super Admin, Admin (Private)

---

3. Routing Notifications

Client-Specific Channels (#client-Client_Name)

These channels receive:

• New orders

• Order form submissions

• Task creation:

  “A task titled Task_Name (ID: 123) was added to Order #456 for Service_X.”

• Task status changes, feedback, approvals/rejections

• Task completions

• Ticket and order updates

• File feedback notifications (see below)

Internal Notification Channel (#AgencyHandy-Update)

These channels receive:

• Task status changes

• New assignees

• Internal team comments

• General order updates

Urgency-Based Segmentation

All notifications are tagged as urgent or normal, allowing your team to prioritize what to handle first.

---

4. Notification Types & Templates (File Feedback)

All the following go to the associated client channel:

Event	Slack Notification	Redirect
Feedback Added	“Feedback Added: A feedback has been added in the file feedback section of [File Name]. Please review it.”	File Feedback Tab
New File Version	“New File Version Uploaded: A new version of [File Name] has been uploaded. Please review.”	File Page
Comment Resolved	“Feedback Resolved: Your feedback on [File Name] has been marked as resolved.”	File Feedback Tab
Mentioned in Comment	“Mentioned in Comment: [User] mentioned you in a comment on [File Name].”	Comment Thread
Needs Review	“Needs Review: An item in [File Name] requires your review.”	File Feedback Tab
Approved	“Item Approved: An item in [File Name] has been approved.”	File Feedback Tab

---

5. Using Slack Commands

Use the /agencyhandy command in Slack to interact with tasks, orders, and tickets.

Status Update

bashCopyEdit/agencyhandy order[123], task[456], status[in_progress]
/agencyhandy ticket[789], status[resolved]

Add Comment

bashCopyEdit/agencyhandy order[123], task[456], comment[Please prioritize this.]
/agencyhandy ticket[789], comment[Client requested ETA.]

Note:

• Clients cannot update statuses if the client review is turned off for that task.

• Clients can comment even if status change is restricted.

---

Outcome

You’ve now set up Slack integration for Agency Handy, enabling real-time, organized communication with your team and clients across tasks, orders, files, and tickets—directly inside Slack.

---

6. Important Notes

• Security: All Slack integrations use OAuth and follow Slack’s permission protocols.

• Real-Time Sync: Notifications are pushed instantly without manual refresh.

• Multi-Client Support: Each client gets their own dedicated Slack channel.

• Client Detection Logic: Notifications are routed using the hierarchy → Task > Order > Client.

• Channel Naming Rules: Avoid special characters or emojis in client org names to ensure clean Slack channel creation.