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Connect Slack via Integration

To add Slack as an integration, follow these simple steps:

  1. Log into Relevance AI: https://app.relevanceai.com
  2. Go to the “Integrations” page in the sidebar of your Relevance AI dashboard.
  3. Click on “Slack” from the available integrations.
  4. Click on the “Add Integration” button.
  5. In the pop-up window, sign into your Slack workspace and authorize Relevance AI to access your Slack account.
  6. Select the channels you want to grant access to.
  7. Click “Allow” to complete the connection.

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Escalate your Agent to Slack

This feature may be deprecated in the future and an Agent Notification feature will be added instead.

To escalate your agent to Slack, follow these steps:

  1. Go to the “Agents” page in the sidebar of your Relevance AI dashboard.
  2. Select the agent you want to escalate.
  3. Navigate to the Build tab of your agent (top center)
  4. Click on “Escalations” in the left sidebar.

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Agent Notifications

This feature is currently in beta for some users
  1. Under “Agent Notifications”, click “Add agent notification”
  2. Configure your notification settings:
    1. Select “Slack” as the platform
    2. Choose the specific task statuses you want to trigger the notifications with (e.g., “Running” to trigger whenever the agent runs)
    3. Select a Slack account that you have previously authed or add a new Slack account
    4. Select a Slack channel you want to notify with new agent messages
  3. Invite the Relevance AI agent to the Slack channel you want to notify by typing “/invite @RelevanceAI” in the channel.
  4. Publish changes to your agent by clicking “Publish changes”
  5. Run your agent by selecting “Run” at the top of the page.
  6. Prompt the agent with some text, e.g. “Give me a summary of what Slack does”.
  7. You can click on “View task” to navigate back to the task in Relevance AI and perform further actions with this output.

Once connected, your Slack integration will be available for use with your Agents and Tools.

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Making API Calls With Slack Using Tool Steps

You can configure your Slack agent to make API calls to Slack via Relevance AI’s tool builder. This allows you to perform actions such as posting Slack messages to channels, or reading messages from channels. These are just a few examples of the many Slack actions available. Your agents can combine these actions with their reasoning capabilities to create sophisticated workflows that enhance team communication and productivity.

Type in “Slack” in the search bar to see all the available Slack actions.

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Remove Slack integration

If you need to remove the Slack integration:

  1. Go to the “Integrations” page from the sidebar.
  2. Search for Slack from the list.
  3. Click ”…” on the account you want to remove.
  4. Click “Remove” and confirm your choice.

This will disconnect your Slack workspace from Relevance AI, and your agents will no longer be able to interact with Slack until you reconnect the integration.

  • Outlook Integration - Combine Slack and Outlook integrations to create comprehensive communication workflows that span both platforms.
  • HubSpot Integration - Connect your Slack communications with your CRM data to provide context-aware responses and updates.
  • Knowledge Base - Import Slack conversations into your knowledge base to train your agents on your team’s communication patterns and frequently discussed topics.

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Disclaimer

Relevance AI enables users to access verified and genuine generative models from secure and trusted vendors. However, generative AI technologies still leave the potential for hallucinations leading to potentially inaccurate responses. Please review and verify the agent’s output and use a combination of deterministic and agentic behaviour to achieve the most reliable results.

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