Alert your team to handoffs
Let your team know in Slack when a customer asks for a person, so the reply does not wait.
All integrations
Slack integration
Slack + Steps AI
Slack integrationKeep your team in the loop in Slack.
Connect Slack so your team hears about the conversations that matter, such as a customer asking for a person or a large order coming in, in the workspace they already use.
Slack + Steps AIIllustrative conversation
I would like to speak to someone about a bulk order.
Of course. I have let our team know and someone will join this chat shortly.
Connected once. Used in skills and workflows. Your team stays informed.
Messaging and marketing
What you can do with Slack connected.
Use Slack as a step in your workflows and agent skills.
Share important orders
Post a message when a high-value order or a refund comes in from your store.
Flag new leads
Tell your sales team when the agent captures a lead worth following up.
In practice
A conversation connected to Slack.
See the conversation alongside the information in your connected tool. Sample data is shown for illustration.
Slack · From Steps AI- Event
- Customer asked for a person
- Channel
- Website chat
- Topic
- Bulk order
Website conversationIllustration
I would like to speak to someone about a bulk order.
Of course. I have let our team know and someone will join this chat shortly.
How to connect
Connect Slack in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect Slack
Open Resources, then Apps, and choose Slack. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds Slack to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Use it in a workflow or skill
Add a Slack step to a workflow, or use it in a flow skill, and choose what it should do.
FAQ
Questions about the Slack integration.
Where do I use Slack after connecting it?
In the workflow builder and in flow skills, where a connected app can be chosen as an action.
Do I need to write code?
No. You choose steps from menus. Advanced options such as webhooks are there if your team wants them.
Integrations that work well with Slack.
See Steps AI work with Slack.
Book a demo and we will walk through a real conversation using Slack and your own information.