Send Messages to Slack from CSM

Use a Slack channel added to the Related Items pane of a saved Business Object record to send and receive conversations. Messages from CSM are sent to Slack as the Cherwell application bot instead of the CSM user.

To send messages to and from Slack:

  1. From a saved Business Object record, expand the Related Items pane.
  2. Select the Chat page.
  3. Create a channel, if one is not already available. See Create a Slack Channel from the Related Items Pane.
  4. Type messages at the bottom of the Chat page, and then press Enter.
  5. Select the Refresh icon to update the channel with messages from Slack.