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The Slack integration enables your agent to send messages to Slack channels and list available channels in a connected workspace.

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Connecting Slack

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Prerequisites

  • A Slack workspace with appropriate permissions
  • Project management permissions in PolyAI

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Connection steps

  1. Go to the Integrations page in Agent Studio
  2. Find Slack and click Connect
  3. Select an environment (Sandbox, Pre-release, or Live)
  4. Click Connect new account
  5. Authenticate with your Slack workspace via OAuth
  6. You’ll be redirected back to PolyAI automatically

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Available actions

ActionCategoryDescription
Send MessageMessagingSend a message to a Slack channel, such as a notification or summary
List ChannelsMessagingList available channels in a connected Slack workspace

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Enabling actions

Reference Slack actions in your agent’s prompts — either enable all actions or select specific ones. See the Zoom integration for detailed examples of this pattern.

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Example use case

Escalation notification: 
You are a customer service agent. If you cannot resolve an issue and need to escalate,
send a message to the #escalations Slack channel with the customer's name, issue summary,
and urgency level.

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Troubleshooting

IssueSolution
Integration not appearingVerify the feature is enabled for your account and you have project management permissions
Agent can’t use Slack functionsCheck that Slack is connected for the correct environment and actions are enabled in the prompt
OAuth errorsEnsure pop-ups are not blocked, clear browser cache, or try a different browser

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Support

For additional help, contact PolyAI support.