> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack

> Post new inquiry alerts to Slack channels so your team never misses a lead

## Slack Overview

Connect your Slack workspace to get a message the moment a new inquiry lands. Alerts go to one or more channels of your choice — great for keeping sales, operations, or the whole team in sync without everyone watching the Cortado inbox.

You can configure Slack from **Settings > Integrations**.

## Connecting Your Workspace

<Steps>
  <Step title="Open Integrations">
    Go to **Settings > Integrations** and find the **Slack** card.
  </Step>

  <Step title="Start the OAuth flow">
    Click **Connect Slack**. A Slack authorization window opens.
  </Step>

  <Step title="Authorize Cortado">
    Sign in to your Slack workspace and approve Cortado's permissions.
  </Step>

  <Step title="Return to Cortado">
    The window closes automatically. The Slack card now shows a **Connected** badge, and the channel picker appears.
  </Step>
</Steps>

## Picking Channels

After connecting, choose which channels receive inquiry alerts. You can pick one channel or several.

1. Click the **Select channels...** dropdown on the Slack card
2. Search or scroll to find the channels you want
3. Click each channel to add it — selected channels show a checkmark

Private channels appear in the list with a **lock icon** next to the channel name, so you can distinguish them from public ones at a glance.

### Selected Channel Badges

The channels you've selected show up as small badges on the Slack card. Each badge has a dismiss button (an **X**) so you can remove a channel at any time without opening the picker.

<Warning>
  If you connect Slack but don't select any channels, Cortado shows an amber warning: *"No channel selected — new inquiries won't be posted to Slack."* You need at least one selected channel for notifications to fire.
</Warning>

## What Gets Posted

When a new inquiry comes in, Cortado posts a Slack message with:

* **Customer name**
* **Event date**
* **Event location**
* **Guest count**
* A **View Inquiry** link that takes your team straight to the lead in Cortado

The Slack card includes a live preview so you can see exactly what the message will look like before your first real inquiry arrives.

<Tip>
  Pick channels where your team already spends time. A dedicated `#new-leads` channel works well for sales-focused teams. Posting to a shared `#team` channel gives everyone visibility — useful for small teams wearing multiple hats.
</Tip>

## Disconnecting Slack

To disconnect Slack, click **Disconnect Slack** on the Slack card. This:

* Revokes Cortado's access to your Slack workspace
* Clears your selected channel configuration
* Stops all future inquiry notifications from being sent

Reconnecting later is a fresh OAuth flow — you'll pick channels again from scratch. Your Slack workspace itself is untouched.

## Best Practices

1. **Connect Slack early in onboarding** — the sooner alerts are live, the less chance of a missed inquiry
2. **Pick a small number of focused channels** — posting to too many channels creates noise and notification fatigue
3. **Use a private channel for sensitive leads** — if your inquiry details are confidential, keep the notification channel locked down
4. **Watch the "no channel" warning** — a connected-but-unselected integration looks active but sends nothing; double-check after any cleanup
5. **Use the preview to validate the format** — the live preview on the Slack card shows exactly what will post, so you'll know what to expect
6. **Disconnect cleanly when rotating workspaces** — the clean-disconnect flow clears saved channels so stale references don't linger

<CardGroup cols={2}>
  <Card title="Leads Pipeline" icon="chart-bar" href="/guides/leads-pipeline">
    See how new inquiries flow into your pipeline.
  </Card>

  <Card title="Analytics" icon="chart-line" href="/guides/integrations/analytics">
    Track inquiry volume alongside your Slack notifications.
  </Card>
</CardGroup>