Slack and Discord

If your team spends its day in Slack or Discord, Jelly can post there each time mail arrives or one of you sends a message, so you see new mail without keeping Jelly open. In Slack, you can also take a conversation straight from the channel.

Connecting Slack or Discord

Admins and the Owner connect Slack and Discord. A team connects one Slack workspace, and can post to as many of its channels, and as many Discord channels, as it likes.

Slack isn't offered to every team yet. If you don't see Settings → Slack, your team can connect Discord only, for now. And if Settings → Discord says Discord isn't set up here, Jelly's Discord app hasn't been switched on for your Jelly, so there's nothing to connect yet.

Slack

Go to Settings → Slack.
Press Add Jelly to Slack, and allow it on Slack's own page.
Back in Jelly, choose a channel under Where notifications go, then press Save the channel. Nothing is posted until you do.
Press Send a test notification, and check that it arrives in the channel.

Any public channel works. To use a private channel, invite the Jelly app to it first, with /invite in Slack.

If the channel you want isn't in the list, press Refresh the channel list. On a very large workspace it may still be missing. In that case, press Type a channel id instead and type the channel's id, which you'll find at the bottom of the channel's details in Slack.

Discord

Go to Settings → Discord.
Press Add Jelly to Discord. On Discord's own page, choose the server and then the channel, and allow it. You need permission to manage webhooks on that server.
Back in Jelly, press Send a test notification, and check that it arrives in the channel.

Jelly starts posting to that channel straight away. There's no bot to add and no role to set up. To move the posts to another channel, press Choose another channel and pick it on Discord's page.

What gets posted

Jelly posts once for each message: a new conversation, a customer's reply, and every message your team sends.

In Slack, a post says who wrote, links to the conversation, quotes the start of the message, and shows its labels and who has it. In Discord, a post is one line saying who wrote and about what, with a link and the start of the message under it. Discord posts don't say who has the conversation.

Jelly doesn't post about:

notes, archiving, snoozing, labels or other changes
spam, or mail from a blocked sender
old mail it brings in when you first connect your email, or import
anything while your team is paused, for example after a trial ends without a plan

Posting to several channels

You can post to more than one channel, and give each its own choice of mailboxes. One channel might get Billing and another Support. Or the whole company might get everything except HR, while the HR team's channel gets only HR.

Slack: under More channels, press Add another channel, and choose the channel on the page that opens. It uses the workspace you already connected, so there's nothing more to allow in Slack.
Discord: press Add another channel, and choose the channel on Discord's own page, as you did the first time.

Once there are several, the Slack or Discord page lists them, each with the mailboxes it gets and whether it's posting. Click a channel to change its channel or its mailboxes, send it a test notification, or remove it. A Discord channel whose name Jelly wasn't told is listed as Channel 1, Channel 2 and so on.

A conversation that belongs to several channels' mailboxes is posted to each of them.

Choosing which mailboxes are posted

If your team has more than one mailbox, each channel's page has a Which conversations section:

Every mailbox is what a channel starts with. Jelly posts about every conversation, including those in private mailboxes and in mailboxes made later.
Only the mailboxes I choose posts only about conversations in the mailboxes you turn on.

With Only the mailboxes I choose, the Any future mailboxes switch decides what happens when somebody makes a new mailbox. Turn it on, and the channel gets new mailboxes too, while the ones you turned off stay off. That's the way to keep one private mailbox, such as HR, out of a channel the whole company reads. Turn it off, and the channel gets nothing from a new mailbox until you turn that mailbox on here.

Each change is saved as you make it. A conversation can be in more than one mailbox, and Jelly posts about it if any of them is chosen.

If you're an Admin who isn't in a private mailbox, the page doesn't name it. It tells you how many such mailboxes the channel gets, and your changes leave them alone.

Moving a connection to another channel, or reconnecting it, keeps the mailboxes you chose. Only disconnecting clears them.

When a conversation changes mailbox

Jelly checks a conversation's mailboxes each time it's about to post, so a move takes effect straight away.

When a conversation moves out of a channel's mailboxes, Jelly posts nothing more about it there, and takes back its latest post:

If the post is less than 5 minutes old, Jelly deletes it. A conversation filed in the wrong mailbox and moved straight away leaves nothing behind.
If it's older, Jelly replaces it with "This conversation was moved to a mailbox this channel isn't told about." The subject, the words, the link and the I got this button all go, and the post doesn't say which mailbox the conversation went to.

Earlier posts about the same conversation stay as they were. So do posts already made when you change a channel's mailboxes on this page: only moving a conversation takes a post back.

When a conversation moves into a channel's mailboxes, Jelly doesn't post about the move. It posts about the conversation's next message.

Deleting a mailbox moves its conversations to your default mailbox, which counts as a move like any other. If the deleted mailbox was the only one a channel had chosen, that channel gets nothing until you choose another.

Taking a conversation from Slack

When nobody has a conversation, its Slack post has an I got this button. Pressing it takes the conversation, the same as I got this in Jelly.

The first time you press it, Jelly needs to know which Jelly account is yours:

Jelly replies in Slack, to you only, with a Link your Slack account link. Click it.
Jelly opens in your browser. Sign in if you need to.
Press Yes, that's me. Jelly takes the conversation for you and opens it.

After that, I got this in Slack takes the conversation at once, and Jelly replies to you there to confirm. Nobody else on the team sees the link between your Slack and Jelly accounts.

When someone takes a conversation or lets it go, in Jelly or in Slack, Jelly updates the conversation's newest post in each Slack channel to say who has it. Older posts keep their button.

If someone already has the conversation, or it's in a mailbox you're not in, I got this does nothing, and Jelly's reply tells you why.

Stopping the posts

To pause Slack's posts, choose — no channel — nothing is posted as the channel and press Save the channel. The connection stays.
To stop one of several channels, open it, press Remove… at the bottom and confirm. The others carry on.
To stop everything, press Disconnect Slack… or Disconnect Discord… at the bottom of the page and confirm. For Discord, this also removes Jelly's webhooks from the channels.

Disconnecting deletes nothing in Jelly, and the posts already in the channel stay. To connect again, you start from the beginning and choose a channel and its mailboxes again.

When posting fails

The status beside the connection says Posting when all is well. If a post fails, the settings page says what went wrong, and Jelly emails the team's Admins and the Owner, at most once a day. A post that fails isn't sent again later.

After ten failures in a row within a day, Jelly pauses posting to that channel and emails the Admins and the Owner again. Fix the problem the page describes, such as a deleted channel, then press Turn notifications back on. Saving a channel also turns them back on. Other channels carry on in the meantime.

Two problems need you to connect again:

Slack stops accepting Jelly, for example because someone removed the app from the workspace. Posting stops in every channel, and the page says Revoked by Slack. Press Reconnect with Slack. Connecting the same workspace keeps every channel and its mailboxes as they were.
Someone deletes Jelly's webhook in Discord, or the channel it's in. The page says so. Press Choose another channel.

If your team leaves Royal Jelly

The connection and its channels stay, but Jelly posts nothing. Messages that arrive in that time are never posted. Posting starts again with the next message after your team is back on Royal Jelly.