ZZetra

Slack

Add your agent to a Slack workspace so your team can ask it questions in any channel.

Overview

Add your agent to your Slack workspace and anyone on your team can ask it questions. Mention it in a channel, or send it a direct message, and it replies in Slack using your data sources.

What you can do

Give your whole workspace an AI teammate: mention it in any channel and it answers right there, in the thread.

Note

This page is about talking to your agent in Slack. To have Slack notified when a customer needs attention, connect Slack under Integrations → Slack and add the Notify Slack action (see Actions).

Before you start

  • A Zetra account with an agent. If you haven't built one yet, create a free account and follow the Quick start.
  • A Slack workspace you can install apps in (or permission from a Slack admin).

How to connect Slack

  1. Open the Slack channel

    Open your agent, click Channels and then Setup on the Slack card.

  2. Connect your workspace

    Click Connect. A Slack window opens: choose your workspace, review what the app can do and click Allow. The window closes and Zetra shows Connected to your workspace.

  3. Invite the agent to a channel

    In Slack, open a channel and type /invite @Zetra. You can also message the app directly: find Zetra under Apps in the sidebar.

Check it works

In the channel, type @Zetra followed by a question about your business. The agent replies in a thread within a few seconds.

How it behaves

  • Threads: the agent replies in a thread, and each thread is a separate conversation, so it keeps the context of that discussion.
  • Direct messages: in a DM you don't need to mention it; just ask.
  • Other bots: the agent ignores messages from bots, so it can't get into a loop with another automation.
  • Answers follow your agent's instructions and data sources, and use your message credits like any chat.

Managing the connection

To move the agent to another workspace, click Reconnect or choose another workspace on the Slack page. To remove it, disconnect on the same page, or uninstall the app in Slack under Tools → Apps.

Troubleshooting

The Slack page says Slack isn't set up on this server

Possible cause: Zetra's Slack app hasn't been configured by the administrator of this Zetra installation.

Solution: Contact Zetra support; the app credentials are added once per server.
The agent doesn't answer in a channel

Possible cause: it hasn't been invited to that channel, or it wasn't mentioned.

Solution: Run /invite @Zetra in the channel and start your message with @Zetra.

Next steps

Actions →Have the agent notify a Slack channel when a customer needs attention.Backstage →Manage your agent in plain language.
← SIP trunk and existing numbersShopify →