Recover customer chat context for a Slack handoff
Get the useful conversation history before picking up a customer issue again.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get all chat messages
Tool to retrieve all chat messages. Use when you need to list full conversation history.
Why this helps
A handoff often means someone must stop, search, and reconstruct what the customer already said.
- Reduces repeated customer questions
- Helps a teammate resume with context
- Cuts down on manual conversation searching
Setup
Build it in a few focused steps.
- 1Connect Slack and Gleap to Notis once in the portal.
- 2Create an automation or ask Notis conversationally for a customer handoff summary.
- 3In one plain-language prompt, ask Notis to retrieve Gleap chat history only when a Slack message clearly identifies the relevant active chat or customer session.
- 4Choose the Slack channel message trigger and a channel for run reports.
- 5Test with one real handoff and confirm the retrieved history matches the intended conversation.
Questions about this workflow
Does retrieving history send a customer reply?
No. This workflow retrieves conversation history to support the handoff.
What if the Slack message lacks a clear chat reference?
Ask Notis to report that the conversation could not be identified instead of selecting a possible match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Gleap. A trigger fires from one place; an action lands in another.
Slack triggers
Gleap actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create a new chat message
Tool to create a new chat message. Use when sending a message in an active chat session.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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Direct Message Received
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Tool to create a new ticket. Use when you have ticket details ready to open a support ticket.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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Tool to retrieve a help center collection by ID. Use when you need to fetch specific collection details by its ID.
Connect any two apps with Notis in the middle.
Slack and Gleap, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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