Accept or Reject Incoming Call Transfer Requests in a Slack Channel

Crystal Field Updated by Crystal Field

Connect your account to Slack

  1. Create a channel for your team to receive incoming call notifications, e.g., #smithai-notifications
  2. Invite your team members (Sales, Support, etc.) to this channel (only people who would answer the calls)
  3. Send a request to "authorize notifications in Slack" to Please include:
    1. The Slack UserIDs of anyone requiring notification (e.g., Aaron: U064WMUJ3 Justin: U066S03RQ) . Here's how to get that:
      1. Go to their profile in Slack. The easiest way is by going to the Workspace Directory and then clicking on their profile
      2. Click the overflow (three dots) button
      3. Click the member ID at the bottom of the list
      4. Paste it next to their name in the list
  4. Log in to your Slack workspace:
  5. Visit this page: authorization
    slack authorization
  6. Select the channel you just created
  7. Click "Authorize"
  8. Wait for an email confirmation from the support team that your request has been approved. This will typically happen within 2 business days.

Enable Slack notifications for your channel

You need to enable all notifications for the Slack channel you set up. Also, make sure it is not muted.

  1. In your Slack workspace or app, go to your channel
  2. Click on the gear icon
  3. Click on "Notification preferences ..."
    slack gear icon
  4. Make sure "All new messages" is selected for both Desktop and Mobile
    slack notification preferences
  5. Click "Done"

All set! You'll see notifications from every time a call comes in that meets your "live transfer" criteria.

How to respond to Slack notifications

When your caller meets your "live transfer" requirements, you'll see a notification that looks like this in your Slack channel:

Approve a call transfer request

Click "Yes" to approve the transfer request and have the call connected to you.

Deny a call transfer request

Click "No" to deny the transfer request and have your receptionist handle the call.

What happens if we receive no response

If we do not receive a "Yes" or "No" response within 15 seconds, we will assume you are busy and will not attempt to transfer the call.

Note: Call Transfer Requests via Slack are not currently available with Essential plans.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

Accept or reject incoming call transfer requests in Microsoft Teams