Connect Vizmo to Slack so that hosts get a Slack message when a visitor arrives. When a visitor needs the host's approval, the message includes Accept and Reject buttons, so the host can respond without opening the Vizmo portal.

The integration is set up for one location at a time.

Before you start

• You must be a company admin or a location admin.
• You must be allowed to authorise apps in your Slack workspace. Slack asks you to approve that Vizmo can view people and their email addresses, and send messages.
• Allow pop-ups for the Vizmo portal. The Slack approval opens in a new window.
• Vizmo matches hosts to Slack users by email address. Each host's email in Vizmo must be the same as their confirmed email in Slack.
• For the Accept and Reject buttons, a host approval must be set up for your visitors in Visitors > Settings > Approvals. See how to set up host approval for visitors. Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Connect Slack

1. Sign in to the Vizmo portal and select the location you want to connect.
2. Select Integrations, then select Add Integration. The Available Integrations panel opens.

3. On the Slack card, select Add.
4. In the Slack panel, select Add. A Slack window opens.

5. Sign in to Slack if you are asked to, then select Allow.

The portal shows "Slack integration has been added successfully" and the Slack card appears on the Integrations page. Vizmo then matches the employees at that location to Slack users by email address.

Turn the integration on or off

1. Open Integrations and select the edit (pencil) icon on the Slack card.
2. Turn the Enabled toggle on or off.
3. Select Update.

While the integration is off, Vizmo sends nothing to Slack.

What hosts receive in Slack

• A visitor arrives. If Host Notifications is on for the visitor type, the host gets a Slack message with the visitor's name, phone, email, company, photo and check-in answers.
• A visitor needs the host's approval. The same message also shows Accept and Reject buttons and the time by which the host needs to respond. After the host chooses, the message shows Accepted or Rejected.

If the host has an active personal assistant, the message goes to the assistant instead. It follows the assistant's Push Notifications Channel setting and Slack link.

Slack is used only for these visitor messages. Invites, bookings and visitor notifications are not sent to Slack.

Check that it works

1. Check that the Slack integration is enabled.
2. In Location Settings > Notifications, check that Push is on. Its description says it covers system-wide push notifications, including Vizmo Pass and Slack.
3. Ask the host to open their profile and check that Push Notifications Channel is on under Notification Channels.
4. In Visitors > Settings > Visitor Types, open the visitor type, go to the Notifications tab and check that Host Notifications is on. For the Accept and Reject buttons, also check that a host approval applies to that visitor type.
5. Check in a test visitor for a host whose Vizmo email matches their Slack email, for example at the kiosk or with touchless check-in. The host should receive a Slack message from Vizmo.

Things to know

• Each location can have one Slack connection. Once Slack is added, its card no longer appears under Available Integrations. Use the edit (pencil) icon on the Slack card on the Integrations page instead.
• Vizmo matches employees to Slack users when you connect Slack, when you add a new employee, and when a person joins your Slack workspace.
• Only Slack users whose email is confirmed in Slack are matched.
• If you correct an email address afterwards, delete the Slack integration and add it again so that Vizmo matches everyone again.
• If a host has already accepted or rejected a visitor, or the visitor has checked out, Slack shows a note such as "Above visitor has been accepted already" instead of the buttons.

Troubleshooting

• A host gets nothing in Slack. Go through the steps in "Check that it works", then check that the host's email in Vizmo is the same as their Slack email.
• Slack stops working after a change in your Slack workspace, for example the Vizmo app was removed. Select the delete (bin) icon on the Slack card, confirm in the Delete Integration dialog, then add the integration again.
• The portal shows "Failed to open the authorization window". Allow pop-ups for the portal, then select Add again.
• The portal shows "Slack authorization has been cancelled". The Slack window was closed before you selected Allow. Select Add again.
• The portal shows "Integration for Slack has already been configured". This location already has Slack. Edit the existing card instead.
• You need Slack at another location. Add the integration separately for that location.

Related: Manage location notifications