Slate

Slate Integration Overview
Ocelot can now integrate with Slate, a platform designed to improve communication between the admission office, school counselors, and students durin...
Fri, 28 Oct, 2022 at 6:15 AM
Step 1 - Set up Ocelot / Slate Integration: Installing "Get Queries"
In order to use the Ocelot / Slate integration, there are several setup steps necessary. A] Installing "Get Queries" First, you will ...
Tue, 29 Mar, 2022 at 1:06 PM
Step 2 - Set up Ocelot / Slate Integration: Installing Contact Lookup Query
                                                   This guide will show you how to install the "Contact Lookup" Saved Query in Slate in a manner...
Thu, 17 Feb, 2022 at 9:32 AM
Step 3 - Set up Ocelot / Slate Integration: Installing Interactions Source Format
This guide will show how to install the "Ocelot Interactions" Source Format in Slate in a manner that it can be utilized in Ocelot's dir...
Thu, 17 Feb, 2022 at 9:38 AM
Step 4 - Set up Ocelot / Slate Integration: Registering Slate Web Service
This guide will show you how to register an "Ocelot Interactions" Source Format in Ocelot. A] Navigating These steps begin at the home p...
Thu, 28 Jul, 2022 at 7:01 AM
Step 5 - Set up Ocelot / Slate Integration: Creating a Saved Query in Slate
This guide will show how to create and configure a Saved Query in Slate in a manner that it can be utilized in Ocelot's direct integration. A] Na...
Thu, 17 Feb, 2022 at 9:46 AM
Step 6 - Set up Ocelot / Slate Integration: Importing Contacts from Slate
This guide will show you how to import contacts from a Slate Saved Query to an Ocelot Contact List. A] Navigating These steps begin at the home pa...
Thu, 21 Apr, 2022 at 2:53 PM
Step 7 - Set up Ocelot / Slate Integration: Processing Interactions Quickly
Why is it Important to Process Interactions Immediately?  In normal Slate processing, there is usually a several minute delay before the Ocelot interactio...
Thu, 17 Feb, 2022 at 9:49 AM
How do SMS Messages/Chatbot IDK Forms appear on Student Profiles in Slate?
Ocelot SMS Interactions and Chatbot IDK Forms appear in Slate on the Dashboard and Timeline tabs. On the Dashboard tab, SMS Interactions and Cha...
Tue, 20 Sep, 2022 at 12:30 PM
How do SMS Messages with associated relationships display on a Student's Slate record?
If an SMS message is sent to relationships associated with the student, SMS messages will only appear in Slate for Linked Records. For example, usi...
Tue, 20 Sep, 2022 at 12:33 PM