dialnote posts your incoming calls and texts to Slack. Each phone number gets its own channel, so calls to your sales line land in #sales and calls to your support line land in #support. You can also send calls to a channel by AI call tag, so every call tagged as a billing query shows up in #billing. Slack is included on the Business and Pro plans and in the free trial.
What gets posted#
dialnote posts one message for each incoming call and one for each incoming text:
- Answered calls, with the AI summary and tags once they're ready.
- Missed calls, as soon as the call ends.
- Voicemails, with the AI summary of the message. If the caller hangs up without leaving a message, you get a "Voicemail, no message" post about 5 minutes after the call.
- Texts, with the message text. A text with photos or files shows how many attachments it has.
Every message has the caller's name and number, the dialnote number they reached, and an Open in dialnote link to the conversation.
Outgoing calls and outgoing texts aren't posted.
One message per call
For a recorded call, dialnote waits until the summary and tags are finished, then posts a single complete message. You won't get an alert at call end and an update later.
Connect a channel to a phone number#
You need to be an owner or admin in dialnote.
- Go to Settings → Integrations and open Slack.
- Under Phone numbers, click Pick channel next to a number, then Continue to Slack.
- Slack asks which channel to post to. Pick one from the list and click Allow.
- You're brought back to dialnote, and the channel name shows next to the number.
Repeat for each phone number. Slack asks for approval once per number, because each approval is for one channel.
Private channels
You can pick a private channel on Slack's approval screen if you're a member of it.
Route calls by tag#
Tag rules send a call to a different channel based on its AI call tags, the tags you set up in Settings → AI Call Tags. They're available on the Business and Pro plans and during your free trial.
- On the Slack page, look under AI tags.
- Click Pick channel next to a tag and pick the channel on Slack's screen.
How tag rules behave:
- A call that carries a tag with a rule is posted to that tag's channel instead of the phone number's channel.
- A call that matches several tag rules is posted once in each matching channel.
- A call with no matching tag goes to its phone number's channel.
- Missed calls and calls without a recording have no tags, so they always go to the phone number's channel.
- Tag rules apply to calls on any of your phone numbers.
- Texts aren't tagged, so they always go to the phone number's channel.
What's in a message, and what isn't#
A call message carries the caller, your number, the outcome (incoming call, missed call, voicemail), the duration, the AI summary, and the tags.
dialnote doesn't post the recording, the full transcript, or the photos and files from a text into Slack. Use the Open in dialnote link to hear the recording, read the transcript, or see attachments.
Change or disconnect a channel#
- To move to another channel, open the ⋯ menu next to the channel and choose Change channel.
- To disconnect, open the ⋯ menu, choose Remove, and confirm. dialnote stops posting to that channel.
If a channel stops receiving messages#
dialnote retries a message that Slack doesn't accept, for about four days. While that's happening, the Slack section shows that the channel is failing and being retried, and nothing is lost.
If posting keeps failing (for example, the channel was archived or the dialnote app was removed from your Slack workspace), dialnote stops posting to it, marks the channel as stopped, and tells your owners and admins. Choose Change channel from the ⋯ menu to start posting again. Calls and texts that arrived while it was disconnected aren't posted afterwards.
Availability#
| Plan | Channel per phone number | Tag rules |
|---|---|---|
| Solo | No | No |
| Team | No | No |
| Business | Yes | Yes |
| Pro | Yes | Yes |
The free trial includes both. On Solo or Team, the Slack page shows what's available and lets you upgrade.
On the Team plan?
Team includes the Zapier integration, so you can still post calls to Slack with a Zap: use the New Call Log or New Call Recording trigger and Slack's Send Channel Message action. Zapier is also the way to build your own message format on any plan.
What's Next#
- Zapier integration: post to Slack on the Team plan, or build your own Slack messages from call events.
- Webhooks: send call and text events to your own systems.
- Communication tools overview: see what else is planned and what's live today.
The full list of tools dialnote connects to is on the integrations page.