Integration

Slack Integration for AI Agents

Your agents talk to customers; your team lives in Slack. Connect the two so hand-offs, hot leads and problems appear in the right channel with the context attached, and your staff can act on them without switching tools. Internal assistants for HR and IT questions can also run inside Slack.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel

What You Can Do With Slack

Team notifications first, internal assistants where it fits

Hand-off Notifications

When an agent hands a conversation to a person, a message lands in the support channel with the customer's request, a summary and a link to the conversation.

Hot Lead Alerts

When a lead qualifies or books a meeting, the sales channel gets a short brief so the account owner can follow up quickly.

Problem Alerts

Repeated failed answers, negative sentiment or a spike in similar complaints can be posted to a channel for a team lead to review.

Channel Routing

Send different events to different channels, such as billing hand-offs to one channel and technical ones to another.

Daily Summaries

A scheduled post with conversation counts, hand-offs and unanswered questions from the previous day.

Internal Assistants

Employees can ask an internal agent HR or IT questions in Slack. This uses Slack's API and is configured as part of the setup.

Getting Connected

Typical setup steps

Authorise Your Workspace
A Slack admin approves the connection to your workspace and the channels the agent may post to.
Choose Events
Pick which agent events should post to Slack: hand-offs, qualified leads, bookings, alerts or summaries.
Map Events to Channels
Route each event type to the right channel and decide whether to mention a person or group.
Format the Message
Choose what each post includes, such as customer name, request summary and conversation link.
5
Test With Sample Events
Trigger test hand-offs and leads to confirm posts land where expected.

What Gets Posted to Slack

You choose which fields each message includes

Conversation summary

A short summary of what the customer asked and what the agent already did.

Customer details

Name, contact and any identifiers such as order or account number, as you configure.

Reason for hand-off

Why the agent escalated: a rule, a customer request, or an unanswered question.

Lead brief

Qualification answers and the booked meeting time for sales alerts.

Conversation link

A link to the full transcript for whoever picks it up.

Daily metrics

Conversation and hand-off counts for the scheduled summary.

What It Looks Like in Practice

Illustrative examples of a customer conversation and the resulting Slack alert.

Hand-off posted to #support-billing

Illustrative example

English

My invoice shows the wrong GST number

I will get our billing team to correct that. Could you share the correct GSTIN?

Shared above

Thanks. Our billing team has your request and will send a corrected invoice.

Posted to #support-billing with GSTIN and invoice number

Billing team notified in Slack

Internal question in Slack

Illustrative example

English

Is 14 November a company holiday?

No, 14 November is a working day. The next holiday on the company list is 25 December. Want the full holiday list?

Answer from the uploaded holiday calendar

Answered inside Slack

Slack Integration FAQ

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Keep Your Team in the Loop Without Watching a Dashboard

Tell us which events matter to your team and we will route them to the right Slack channels.

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Every business is unique. Let's discuss your specific needs and create a pricing plan that works for you.

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