> ## Documentation Index > Fetch the complete documentation index at: https://docs.usertick.com/llms.txt > Use this file to discover all available pages before exploring further. # Slack > Post responses to a Slack channel as cards your team can act on, and send alerts, reports, link previews and personal notifications to Slack. The Slack integration posts responses to Slack channels as cards. Buttons on a card assign the response, set its status or change its type, and Usertick saves the change as if it were made in the dashboard. Slack is available on the Starter plan and above. [Workflows](https://docs.usertick.com/workflows/overview.md) decide which responses Slack receives. Besides those cards, the Usertick app in Slack provides: * **Threshold alerts**: a workflow that posts one message when a number such as NPS crosses a line you set. * **Scheduled reports**: a survey's results or a dashboard as a PDF report, posted to a channel on a schedule. Scheduled reports require the Pro plan or above. * **Personal notifications**: your own Usertick notifications as direct messages from the Usertick app. * **Link previews**: a small card under a Usertick response link pasted in Slack. * **The `/usertick` command**: a survey's NPS or a search of responses from any channel. * **The Home tab**: the organization's last 7 days in Usertick, inside the Usertick app in Slack. ## Connect Slack **1. Open the Slack integration** In Usertick, go to **Settings** → **Integrations** and select **Slack**. **2. Add the app** Select **Add to Slack**, select the workspace in the Slack window that opens and select **Allow**. **3. Check the connection** After the Slack window closes, the connection appears in the list and **In Slack** shows the state of each feature. Connecting doesn't choose a channel, because each workflow step and report selects its own. To connect while you edit a workflow instead, select **Connect** next to Slack's **Post a message** under **Add a step**. ### Permissions Usertick requests these Slack permissions and uses each one for a single purpose: | Permission | Used for | | - | - | | `chat:write` | Posting cards, alerts, reports and direct messages | | `chat:write.public` | Posting to a public channel without an invite | | `channels:read`, `groups:read` | Listing public channels, and the private channels that include Usertick, in the channel list | | `users:read`, `usergroups:read` | Listing people and user groups for **Mention** | | `users:read.email` | Matching the person who selected a button to their Usertick account by email | | `links:read`, `links:write` | Showing a preview of a pasted response link | | `commands` | The `/usertick` command | If a workspace was connected before some of these permissions existed, its workflows keep posting but the newer features stay off. Settings then shows "Mentions, buttons and link previews require new Slack permissions, which are granted by reconnecting once. Rules keep posting in the meantime." To grant them, select **Reconnect** and allow the app again. ### The In Slack panel Under **In Slack**, each feature has a row with its state: | Row | State | | - | - | | **Buttons in messages** | **On** while a connection is healthy, otherwise **Off** | | **People** | How many members are linked, such as "3 of 12 members linked". See [Link your Slack account](#link-your-slack-account) | | **Link previews** | **On**, or **Needs reconnect** when the connection lacks the link permissions | | **/usertick command** | **Available**, or **Needs reconnect** when the connection lacks the command permission | | **Personal notifications** | "Each member turns it on in their notification settings." | ### Connect more than one workspace An organization can connect several Slack workspaces. To add one, select **Add connection** under Slack and select the other workspace in Slack. A new Slack step starts with the connection the organization used last, or the default connection, and each step can use another one under **Connection**. Several Usertick organizations can also connect the same Slack workspace. ## Post responses to a channel In a [workflow](https://docs.usertick.com/workflows/overview.md), add Slack's **Post a message** step and fill in its panel. | Setting | What it does | Default | | - | - | - | | **Channel** | Sets the channel the card is posted to | None | | **Mention** | Mentions people or user groups when the step posts | Nobody | | **Message** | Sets the card's text, in Slack's formatting | The survey name in bold, then the answers | | **Post each** | Posts each response as **Response as its own message**, or groups a day as **Day as one thread** | **Response as its own message** | | **Buttons in the message** | Adds **Assign to me**, **Set status (Planned, Resolved…)** and **Change type (Bug, Idea…)** | **Assign to me** and **Set status** | The workflow's trigger sets when the step runs, and its **Only if** conditions and **If / else** steps decide which responses reach it. To post when a number crosses a line instead, see [Send threshold alerts](#send-threshold-alerts). ### Write the message The message uses Slack's formatting: `*bold*`, `_italic_` and links written as ``. The default message is: ```text theme={null} *{{survey.name}}* {{answers}} ``` **Insert field** adds answers, response details, AI fields or respondent details. Usertick escapes the values it fills in, so an answer can't add a link or a mention. A message longer than 3,000 characters is cut and ends with "…". ### What the card shows From top to bottom, a card shows: * The people and groups selected under **Mention**. * The message. * The country and the page the response came from. * After someone acts on the response, its state, such as "**Planned** · Assigned to Maya Lin · Bug", and one line per action, such as "Maya Lin marked it Planned", with the time in each reader's own time zone. The card keeps the last 5 action lines. * The buttons. **Open response** is always included and opens the response in Usertick. The buttons selected in the step follow: **Assign to me**, **Planned** with a menu of more actions, and a **Change type** list. ### Group a day's responses in one thread With **Day as one thread**, the first response of the day starts a message with the survey and the date, such as "Checkout feedback · Wednesday, September 16", and a count such as "3 responses so far". Each later response that day is posted as a card in the thread, and the count goes up. Each workflow and channel has its own thread. The day follows the time zone in the profile of the organization's owner, or UTC when the owner hasn't set one. ### Test the step During a workflow's **Test run**, the Slack step posts a card to the channel immediately, marked "\[Test]", using the survey's latest response or a sample response. A test never joins the day's thread. A test card for a sample response keeps its buttons, but selecting one shows "The test used a sample response, so there is nothing to update. The buttons work on real responses." See [Test a workflow](https://docs.usertick.com/workflows/overview.md#test-a-workflow). ### Choose a channel The **Channel** list shows public channels and the private channels that include Usertick. Archived channels aren't listed. Usertick can post to any public channel without an invite. To post to a private channel, invite **@Usertick** to it in Slack first. ## Act on a response from Slack Each button acts in Usertick as the person who selected it, with that person's permissions, and the change appears in Usertick under their name. Using the buttons requires a [linked Slack account](#link-your-slack-account) and the **Manage responses** permission. Without that permission, Slack shows "This action requires permission to manage responses in Usertick." * **Assign to me** assigns the response to you. The button then changes to **Unassign**, which removes you again. * **Planned** sets the status to Planned, and the button then changes to **Resolved**. After the response is resolved or archived, the card has no status button. * The menu next to the status button contains **In progress**, **Resolved**, **Archive** and **Star**. A star is personal: Slack shows only you "You starred this response.", and the card doesn't change. Selecting **Star** again removes the star. * **Change type** opens a list of types: Bug, Idea, Complaint, Question and Praise. Buttons only move a status forward. Each button acts on the response as Usertick holds it now, so an older card catches up when someone uses it: * If the response already has that status, Slack shows "This response is already Planned." * If the response has moved further in Usertick, Slack shows "This response is already Resolved in Usertick. To change the status, open the response there." * If you select **Assign to me** while assigned, Slack shows "You are already assigned to this response." Replies to a button are visible only to the person who selected it. After a change, the card updates for everyone in the channel. If the organization's plan no longer includes Slack, posted cards stay in Slack, and a button shows "Your plan doesn't include this integration. To use it, upgrade your plan in Usertick." ## Link your Slack account Usertick needs to know which member selected a button. Most members are linked without doing anything: * **By email.** The first time you select a button, Usertick reads your Slack profile email. If Slack confirmed the email and it belongs to a confirmed Usertick account that is a member of the organization, the accounts are linked automatically. * **With a link.** Otherwise, Slack shows only you "To act on responses from Slack, link your Usertick account once." with a **Link my account** button. The button opens **Link your Slack account** in Usertick, which names the Slack workspace, the Usertick organization and your Slack user. Select **Link account** to finish. * **From Usertick.** In **Settings → Preferences**, **Connect** on the **Slack** row links your account when a user of the connected workspace has the email address of your Usertick account and Slack confirmed it. See [Notifications](https://docs.usertick.com/workspace/notifications.md#slack-and-microsoft-teams). Each link works once and expires after 15 minutes. The Home tab and `/usertick` offer the same link to someone Usertick doesn't know yet. In **Settings** → **Integrations** → **Slack**, the **People** row shows how many members are linked. **See who** lists them, each marked **Matched by email** or **Linked from Slack**. **Unlink** in a row's menu removes the link, and buttons that person selects in Slack stop acting as them until they link again. Members can unlink themselves, and members who can manage the organization can unlink anyone. ## Send threshold alerts A workflow can post to Slack when a number crosses a line instead of on each response. Set its **Starts** to **When a number crosses a line**, set the number and the line in the trigger's panel, and add Slack's **Post a message** step. [Alert when a number crosses a line](https://docs.usertick.com/workflows/overview.md#alert-when-a-number-crosses-a-line) lists the settings, such as **NPS** that **Falls below** 30 over **The last 7 days**. Usertick checks the number every hour. NPS, averages and shares are evaluated only after the window has 30 responses. An alert is a single message with your text and an **Open results** button that opens the survey's results. An alert has no response buttons, never joins a daily thread and has no **Only if** conditions. The default message reads like this: ```text theme={null} *NPS fell below 30 on Checkout feedback* NPS 27 over the last 7 days, 41 the 7 days before. 58 responses. ``` When the number recovers, the headline reads like "NPS is back above 30 on Checkout feedback". The **Alert** group in **Insert field** contains **Headline**, **Detail line**, **Current number**, **Previous period number** and **Link to the results**. A **Test run** measures the number as it is now and posts only when the number is past the line, unless you select **Run anyway**. ## Scheduled reports A scheduled report can post to a Slack channel instead of sending email. In **Settings** → **Scheduled reports**, select **New report**, set **Send to** to **Slack channel** and select the **Channel**. If more than one Slack workspace is connected, select the **Slack workspace** first. On each scheduled send, Usertick posts one message with the report's name, the organization, the survey or dashboard it covers and the period, and the headline numbers of its PDF with their change from the period before. **Download the PDF** opens the report's PDF after signing in to Usertick and works for 30 days; the PDF shows the data the role of the person who opens it can see. **Open in Usertick** opens the page the report covers. In the reports list, the report shows the Slack logo and the channel. If a report can't be posted, the report's **Send history** says why, and the next period sends as usual. Scheduled reports require the Pro plan or above. See [Scheduled reports](https://docs.usertick.com/results/exports.md#scheduled-reports). ## Get your notifications in Slack Your own Usertick notifications can arrive as direct messages from the Usertick app. In **Settings** → **Preferences**, the **Notifications** section has a **Slack** row with the same options as the other channels. The row starts at **Off** for every notification type. Select **Everything**, or select **Custom** to choose types under **Choose what Slack sends you**. Each message shows the notification's title in bold, its text and an **Open** button. The row becomes available after your Slack account is linked in the organization you are viewing. Until then it shows "To link your Slack account, select any button on a Usertick message in Slack." ## Preview response links When someone pastes a Usertick response link in Slack, Slack shows a small card under it with the survey name as a link, the first written answer (up to 200 characters, or "No written answer."), and then the score, type, status and assignee, such as "NPS 3 · Bug · Planned · Assigned to Maya Lin". The preview appears only when the person who pasted the link could open it in Usertick: their Slack account is linked or matched by email, and they can view surveys in the organization that owns the response. Other links stay plain links. Answers to contact questions never appear in a preview. ## Use the /usertick command The `/usertick` command works in any channel or conversation, and only you see its answer. | Command | Answer | | - | - | | `/usertick nps Checkout` | The NPS of the survey whose name best matches "Checkout" over the last 7 days: the NPS and its change, the number of responses and its change, and the share of detractors, with **Open results** | | `/usertick search refund` | Up to 5 of the newest responses that mention "refund", each with its survey, score, date, an excerpt and an **Open** button. When more responses match, the answer says how many, such as "5 of 120 are shown here.", with a link to all of them in the inbox | | `/usertick help` | The list of commands | An answer with numbers or responses has a **Share in channel** button, which posts the same answer for everyone with "Shared by" and your name. The button works for 30 minutes. After that, it shows "This result expired. Run the command again." The command requires a linked Slack account and the **View surveys and results** permission. If your account isn't linked, the answer is "To use /usertick, link your Usertick account once." with a **Link my account** button. The command reads only what you could see in Usertick. ## Use the Home tab The Usertick app's **Home** tab in Slack shows a linked member **Last 7 days at** and the organization's name, followed by: * **Responses** over the last 7 days with the change, and **Waiting for triage**, which counts open written responses from the last 7 days that aren't assigned to anyone. * **Assigned to you**: up to 5 open responses, each with an **Open** button. * **Your surveys**: up to 10 live surveys, each with its count in the last 7 days. * Under either list, when it holds more than it shows, how many there are in all, such as "5 of 23 are shown here.", with **See all of them in Usertick**. * An **Open Usertick** button. Someone Usertick doesn't know yet sees **Link your Usertick account** instead. If several Usertick organizations connected the same Slack workspace, the Home tab and `/usertick` use the organization that connected the workspace first, among those where you are linked and can view surveys. ## Limits and retries * Each Slack connection posts workflow messages at most once a second. When responses arrive faster, messages wait their turn and post a little later. * When Slack asks Usertick to slow down, the message waits as long as Slack asks and then tries again. Waiting doesn't count as a failed attempt. * When Slack doesn't answer or has a temporary problem, Usertick tries again after 30 seconds, 2 minutes, 10 minutes, 1 hour and 6 hours. * A workflow whose runs fail 20 times in a row is paused, and members whose role has the **Manage workflows** permission receive "A workflow was paused". After fixing the step, select **Turn on**. See [When a step fails](https://docs.usertick.com/workflows/overview.md#when-a-step-fails). A workflow's **Activity** lists its runs from the last 30 days, with **Retry** on a failed one. ## Disconnect Slack **Disconnect** in the connection's menu removes the connection. Workflow steps and reports that use it stop sending until another connection is assigned to them. A button on a card the connection posted then shows "This workspace is no longer connected to Usertick." Linked accounts are kept, so members don't need to link again after a reconnect. Disconnecting doesn't remove the Usertick app from the Slack workspace. If the app is removed in Slack, or Slack revokes Usertick's access, the connection shows **Revoked**, and members whose role has the **Manage integrations** permission receive a "Slack was disconnected" notification. To continue, select **Reconnect** in the connection's menu. ## Troubleshooting * **The channel isn't in the list.** The channel is private and doesn't include Usertick. Invite **@Usertick** to the channel in Slack, then open the list again. * **A run failed with a Slack error such as `Slack: channel_not_found` or `Slack: is_archived`.** The channel was deleted, archived or made private without Usertick in it. Select another channel in the workflow's Slack step, then publish the workflow. * **"Mentions, buttons and link previews require new Slack permissions, which are granted by reconnecting once."** The connection is older than these features. Select **Reconnect** under Slack in Settings. * **"To act on responses from Slack, link your Usertick account once."** Slack has no confirmed email for you, or the email matches no member of the organization. Select **Link my account**. * **"This link has expired. To get a new one, select a button on a Usertick message again."** A link works once and expires after 15 minutes. Select a button on a card again to get a new link. * **"Your Usertick account can't take actions from Slack right now."** The linked Usertick account is deactivated, is no longer a member of the organization, or was suspended because of the plan's member limit. A suspended member can act again once restored. See [Members suspended by the plan](https://docs.usertick.com/workspace/members-and-roles.md#members-suspended-by-the-plan). * **"This workspace is no longer connected to Usertick."** The connection that posted the card was disconnected or revoked. Reconnect Slack in Settings. * **"The action couldn't be completed. Try again in Usertick."** The change didn't go through. Open the response in Usertick and make the change there. * **The Slack row in notification preferences is unavailable.** Your Slack account isn't linked yet. Select any button on a Usertick card in Slack. * **A pasted link shows no preview.** Your Slack account isn't linked, you can't view that survey, or **Link previews** shows **Needs reconnect** in Settings. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.