Slack: Step Types

Configuring the Step

  • Specify channel: Enter a default value here so it will be pre-populated when the step is shown as part of the flow in Sidekick
  • Message to post: Enter a default value here for the message

Note:

  • Default Values or Empty: There is no need to specify a default value and the fields can be left empty for the Rep to fill in.
  • Dynamic Variables: You can use dynamic variables for all the values by clicking the “+” icon on the right. That will show you all the variables that are available for you to use.
  • Hidden: If you’d like not to show the field to the Rep, then add a default value and select the “Hidden?” checkbox.
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Example Use Case in Sidekick

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