Integrations · Communication
Put an AI employee to work in Slack.
Team messaging used inside many companies. Your AI employee connects to it over Slack's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Slack
- Your coordinator agent posts each new lead or urgent call to the right Slack channel with the details.
- It answers the team's "what did the client say?" from the CRM record.
- It sends the daily summary of what the agents did and what is waiting on a person.
An example in Slack
An HVAC company gets a no-heat call late on a winter night. The agent answers, gets the address, the system type and whether anyone in the house is at risk, and posts it to the on-call Slack Channel, tagging the on-call User group. A technician replies in the Thread that he is taking it. The agent texts the homeowner that a technician is assigned and will call shortly, and posts that confirmation back in the Thread. In the CRM, the homeowner's record shows the call, the details and which technician took it.
What stays with your people
Your technicians decide who goes, and your office decides what to charge for the after-hours visit.
The connection
- How it connects
- Over Slack's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Slack
- Channel, Message, Thread, Direct message, User group.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Slack is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Slack
Questions about Slack
- Can the agent read all our Slack channels?
- No. It is added only to the Channels you choose, and it reads and posts there.
- Does it post customer details in Slack?
- It posts what the team needs to act, and AgentWorks can build it to leave out anything you would rather keep only in the CRM.
- Can people ask it questions in Slack?
- Yes. Team members can ask it in a Channel or Direct message, and it answers from the CRM record.
