You need permission to add apps to your Slack workspace. If your workspace requires approval for new apps, a Slack admin approves Easy-Peasy.AI Employees first.
Connect Slack
1
Open an employee's Apps
Open the employee’s workspace (Manage in its direct message) and click Apps. Find the Slack card.
2
Add to Slack
Click Add to Slack, check that the right workspace is selected in the top corner of Slack’s page, and click Allow.
3
Done
You come back to the same page. The employee now answers in Slack, and it’s the default employee for messages that don’t name anyone.
Choose which employees answer
Slack is connected once for your account. For each employee, open its Apps, click Manage on the Slack card, and turn on whether it answers in Slack. Messages that don’t name an employee go to your default employee. To change it, open another employee’s Slack card and click Make, followed by its name, the default.How your team talks to employees
While an employee works on a message, the message gets an 👀 reaction. People can attach files in Slack, up to 25 MB each, and the employee reads them. Files the employee makes come back as links.
Each Slack thread, and each person’s direct message, is its own conversation, kept apart from your private chats with the employee. It works on a separate computer too.
What people in Slack can use
People in Slack aren’t you, so your employees work for them with less access. Your employees don’t use what they learned in your private conversations, don’t save anything from Slack to their memory, and don’t use your browser sign-ins. Anything that sends or changes something follows the employee’s approval settings. On any employee’s Slack card, under What people in Slack can use, you set for all your employees in the workspace:
Replies run on your plan, so they use your words and credits like a chat. If your plan runs out, the employee says it can’t reply right now.
Approvals from Slack
When an employee wants to send an email or change something in an app for someone in Slack, the request waits in your Approvals and you get an email. After you decide, a note in the Slack thread says whether it was done. See Approvals.See and disconnect
The Slack card lists Recent Slack conversations, with Open in Slack links. To disconnect, click Disconnect Slack on the card. The app is removed from your Slack workspace for all your employees.Limits
- One Slack workspace per account, and one account per Slack workspace.
- Install the app into one workspace. Organization-wide installs on Slack Enterprise Grid aren’t supported.
- Results of long background work, such as a video that takes several minutes to render, don’t come back to Slack. Ask in the employee’s direct message for those.
The employee doesn't answer in a channel
The employee doesn't answer in a channel
Check that @AI Team is in the channel and that the message mentions it. In a thread the employees are already in, a reply without a mention works too, unless it mentions someone else. Also check that the employee is turned on for Slack and isn’t paused.
A guest or a Slack Connect user gets no answer
A guest or a Slack Connect user gets no answer
Turn on Guests and other organizations on the Slack card.
It says the workspace is connected to another account
It says the workspace is connected to another account
A Slack workspace can be connected to one Easy-Peasy.AI account only. Disconnect it from the other account first, or use that account.
Apps
The apps each employee can use.
Agents in Slack
Put an agent that answers customers in Slack instead.