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Engage

Slack Integration

Move from conversation to action in Slack

Answer mentions, request approvals, execute tasks, and share results with the team.

Discuss this feature

THE CHALLENGE

The challenge this feature solves

Understand the operational challenge this feature solves and how it fits into your workflow.

PRODUCT EXPERIENCE

Product experience

A generalized product view without customer or credential data.

This image is an illustrative representation of the feature. The actual interface may differ.

CAPABILITIES

Key capabilities

Representative capabilities organized around day-to-day operations.

01

Configure the feature for each project and team.

02

Run it with controlled permissions and clear outcomes.

03

Review execution status, history, and results.

HOW IT WORKS

How it works

The core path from configuration to outcome takes four steps.

  1. 01

    Configure

  2. 02

    Connect

  3. 03

    Run

  4. 04

    Review

DEPLOYMENT

Deployment and integrations

Review outcomes, connected capabilities, and decisions to make before deployment.

Outcomes to review

  • Execution status and history
  • Results and errors
  • Configuration and scope

Connected features

  • AI Support Agent workflows
  • Project tools
  • Notifications and dashboards

Before deployment

  • Target users and scope
  • Permissions and credentials
  • Failure handling and notifications

How to get started

  1. 1Sign in to your AI Support Agent account.
  2. 2A tenant administrator selects Connect with Slack in the admin console and approves OAuth access.
  3. 3Map the Slack channels you want to use to the appropriate projects.
  4. 4Invite AI Support Agent to a mapped channel and mention it to get started.

Primary permissions

We request the following bot permissions and use them within an administrator-connected workspace to generate answers, preserve context, and map conversations to projects.

  • Receive mentions and send messages in threads
  • Read conversation history in public channels, private channels, and direct messages the bot belongs to
  • Read files attached to questions
  • Read channel information for project mapping

Important information about AI

AI-generated responses may be inaccurate. Always verify important information and its sources before making a decision or taking action.

We do not use Slack data to train AI models. Data is processed only as needed to generate responses and provide the contracted service.

Do not use an AI response alone to automatically make legal, medical, employment, or other consequential decisions.

Data and support

Review how information is handled, how to request deletion, and how to contact support.

After signing in, a tenant administrator connects the workspace from the admin console.

Frequently asked questions

Can it be configured per project?

Yes. Scope, integrations, and operational settings can be managed for each project.

Can teams review execution results?

Yes. Status, history, and relevant results are available in the corresponding management views.

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