How to

How to assign, close, snooze and add notes from Slack

Connect your Slack account once, then use the Assign to me, Close and Snooze buttons on channel notifications, and reply in the thread to add a note.

Updated 2 min readDescribes the product as it works today

A Slack notification from Sektra carries four buttons: Assign to me, Close, Snooze until tomorrow and Open in Sektra. A reply under the notification in Slack becomes an internal note on the conversation. Both act as the Sektra teammate the Slack account is linked to, so each person connects their Slack account once.

  1. Connect Slack for the workspace

    An owner or admin opens Settings, then Integrations, and chooses Connect Slack, then maps channels to inboxes and events.

  2. Connect your own Slack account

    On the Slack card, under Your Slack account, choose Connect my Slack account and sign in with Slack. Each teammate does this once.

  3. Act from a notification

    On a Sektra notification in Slack, press Assign to me, Close or Snooze until tomorrow. The result is posted under the notification.

  4. Add a note from Slack

    Reply in the thread under the notification, and the text becomes an internal note on the conversation.

What each button does

Assign to me assigns the conversation to you. Close archives it, and Snooze until tomorrow snoozes it until 9:00 AM the next day in your profile time zone. Each one runs with the inbox's sync settings, so the mailbox, the rules, the activity log and the live inbox follow as if you had clicked in the app. The outcome is posted under the notification for the channel, and a click you are not allowed to make is refused in a message only you can see.

Thread replies as notes

A reply in the Slack thread under a notification is added to the conversation as an internal note headed From Slack, with links kept and mentions shown as plain names. You receive a private confirmation in Slack. The Sektra app has to be a member of the channel for thread replies there to reach the conversation, so invite it to private channels.

Linking accounts

Clicks and replies need to know which teammate you are. Connect my Slack account on the Slack card under Settings, Integrations links your Slack identity to your Sektra login. Where the Slack app may read addresses, a first click by someone whose Slack address matches exactly one teammate is linked on its own. Without a link, Sektra asks you to connect your account.

Was this guide helpful?
FAQ

Common questions about this guide

Short answers to the questions people ask most about this subject. If yours is not covered, write to support.

Contact support
Can I reply to the customer from Slack?

No. A thread reply becomes an internal note the customer never sees. Open in Sektra leads to the conversation, where the reply is written and sent from the shared address.

Why was my click refused?

Either your Slack account is not linked to a Sektra teammate yet, or you do not have write access to the inbox the conversation belongs to. Connect your account on the Slack card, or ask an admin for access to the inbox.

Still need help?

Write to hello@sektra.ai or send a message through the contact page. A person on the team replies within one business day.

Try Sektra on your own inbox

The trial gives you 7 days of Team with no card and nothing to migrate. If you would rather ask a question first, support replies within one business day.

Start freeContact support
7 days of Team freeNo credit cardSet up in minutes