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Overview

The Slack integration sends real-time notifications to your team about key events like feedback submissions, course completions, and training reminders. This guide shows you how to connect Zell to your Slack workspace.

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Setup Steps

1

Open Tenant Settings

At the bottom of the left sidebar, click Settings (the gear icon), then select Tenant Settings.Tenant Settings only appears for admins. Zell opens the Team overview first.
2

Find Slack Integration

In the settings menu on the left, scroll to the Integrations section and click Slack.
3

Connect to Slack

Click Connect to Slack. A Slack authorization window will open for your workspace.
You’ll need admin rights in your Slack workspace to complete this authorization.
4

Authorize the App

  1. Choose your workspace from the dropdown
  2. Review the requested permissions
  3. Click Allow to grant access
The app requires permissions to:
  • Post messages to channels
  • Read channel information
  • Send direct messages (for personal notifications)
5

Confirm Connection

Back in the Zell app, you should see Slack listed as Connected with a green indicator.
Connection successful! Your Slack integration is now active.

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Notification Types

The integration will automatically post notifications to your configured Slack channels for these events:

Feedback Submitted

When managers or peers submit feedback on a call or email

Course Events

Enrollment confirmations and completion reminders

Task Assignments

When new tasks are assigned to team members

Training Reminders

Automated reminders for upcoming training sessions