WelcoChat
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Guide · Business plan and up

Slack & Teams setup guide

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WelcoChat notifies your team by posting to a webhook URL you provide — there's no app to install or OAuth permission to grant on your side. You create the webhook in Slack or Teams, paste the URL into your WelcoChat setup page's Notifications section, and you're done. This works the same way for the generic webhook option (Zapier, Make, or any tool that can receive an incoming webhook).

Slack

  1. Go to api.slack.com/apps and sign in to your workspace.
  2. Click Create New App → From scratch. Give it a name (e.g. "WelcoChat") and pick your workspace.
  3. In the app's settings, open Incoming Webhooks in the left sidebar.
  4. Toggle Activate Incoming Webhooks to on.
  5. Scroll down and click Add New Webhook to Workspace.
  6. Choose the channel that should receive handoff notifications, and click Allow.
  7. Copy the Webhook URL that appears (starts with https://hooks.slack.com/services/...).
  8. In WelcoChat, go to your service's setup page → Notifications, set Channel to Slack, and paste the URL.

Microsoft Teams

Microsoft has been migrating Teams channels from the old "Connectors" (Office 365 Connector) system to Workflows — use Workflows if it's available in your tenant.

  1. Open the Teams channel that should receive handoff notifications.
  2. Click the ⋯ (more options) next to the channel name → Workflows.
  3. Search for and select the template "Post to a channel when a webhook request is received".
  4. Follow the prompts to confirm the channel, then click Create flow (or Add workflow).
  5. Copy the webhook URL Teams generates for you.
  6. In WelcoChat, go to your service's setup page → Notifications, set Channel to Microsoft Teams, and paste the URL.

If your tenant still only has the legacy "Incoming Webhook" connector available instead of Workflows, that also works the same way — add the Incoming Webhook connector to the channel, copy its URL, and paste it in the same place.

Generic webhook (Zapier, Make, etc.)

Choose Webhook as the channel and paste the "catch hook" URL from your automation tool. WelcoChat sends a JSON payload with the event type, a message, and relevant IDs (instance and conversation) — build your automation around whatever fields you need from that payload.

Testing it

After saving a channel and webhook URL, use the Send test message button on the setup page — it sends one real notification through the same path a live handoff would use, so you can confirm it lands in the right place before you rely on it.

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