You need permission to install apps in your Slack workspace, or a workspace admin who approves it.
Add your agent to Slack
1
Start the connection
Open your agent, click Channels, and click Connect on Slack. Slack’s authorization page opens.
2
Allow access
Pick your workspace at the top right, choose the channel to post in, and click Allow.
3
Ask it something
In Slack, find the app under Apps in the sidebar and send it a message. To use it in a channel, add the app to the channel and @mention it with your question.
How it works
- In direct messages the agent answers every message. In channels it answers when it’s @mentioned, in a thread.
- Each person’s conversation keeps its history. Type
/clearto start over. - Your actions work in Slack.
Tips
- Train the agent on your internal documents: handbook, IT guides, benefits, product specs.
- Create a channel such as
#ask-the-agentand add the app there, so answers are visible to everyone. - In the instructions, say where to send people when the agent doesn’t know, for example “Point people to #it-helpdesk.”
Knowledge
Upload your internal documents.
Channels
All the places your agent can answer.
