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Note: This integration for Slack was developed by our team and is not affiliated with Slack. Please contact our Support for any questions/queries you may have.
To add Slack as an integration, follow these simple steps:
  1. Log into Relevance AI: https://app.relevanceai.com
  2. Go to the Integrations & API Keys 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.
The Relevance AI team are constantly making improvements to the Slack integrations. If a new Slack feature isn’t showing on your account, try to reconnect your Slack integration. To see our changes, sometimes integrations need a reconnect or marketplace re-approval.

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Triggering Agents or Workforces from Slack

Slack Triggers New Pn You can trigger your Agents or Workforces directly from Slack channels or your own DM. This will start your Agent or Workforce in Relevance AI based on a keyword of your choice, and then will reply to your message in Slack. You can now trigger entire Workforces from Slack, not just individual Agents. This allows you to kick off complex multi-agent workflows directly from your Slack conversations. Learn more about Workforce Triggers.

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Setting up triggers for channels

To trigger from a channel, first invite Relevance AI to the Slack channel by typing /invite @Relevance AI into the channel.

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Setting up triggers for DMs

To trigger from your own DM, open a DM with the Relevance AI bot in Slack and send it any message. This establishes the DM connection and makes your DM appear in the channel selection dropdown.
Channel vs DM setup:
  1. For channels: Use /invite @Relevance AI in the channel
  2. For your DM: Send a message to the Relevance AI bot (any message works)
Then, set up your Trigger from Relevance AI by following the steps below:
  1. To trigger your Agent: enter your Triggers page in your Agent, and create a new Trigger. To trigger your Workforce: enter your Workforce page, select a Trigger.
  2. Select Slack.
  3. Connect or select your Slack account, then click ‘Continue’.
  4. Select the channel or DM you want your Agent to be triggered on.
  5. Enter the keyword you want the Agent to be triggered on - if you want the Agent to be triggered on all messages that tag @Relevance AI, leave this blank.
  6. Click ‘Continue’.
  7. Queue work hours if needed.
  8. Click ‘Setup trigger’.
Once setup, you can trigger your Agent from Slack by tagging @Relevance AI and mentioning the keyword you’ve set (if you set a keyword)! You can also keep the conversation rolling in threads - simply @Relevance AI in thread for your agent to respond, with full context of the conversation.

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Advanced Trigger Settings

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Live Status Updates

When your Agent or Workforce is triggered from Slack, you’ll receive live status updates as it progresses through tasks. These updates are automatically enabled and appear directly in the Slack thread, showing you what your Agent is doing in real-time.

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Exclude Keywords

You can specify keywords that will prevent your Agent from triggering, even when messages mention your trigger keyword or tag @Relevance AI. To configure:
  1. In your Slack trigger settings, expand Advanced Settings
  2. Find the Exclude Keywords field
  3. Enter keywords or phrases (comma-separated)
  4. Save your configuration
If a message contains any of your exclude keywords, the Agent will not trigger. Keywords are case-insensitive.

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No Agent Reply

Enable this setting to have your Agent process Slack messages without posting a response back to the channel. This is useful for background processing, data collection, or triggering workflows that complete elsewhere. To enable:
  1. In your Slack trigger settings, expand Advanced Settings
  2. Toggle on “No Agent Reply” or “Disable Agent responses”
  3. Save your configuration
When “No Agent Reply” is enabled, you won’t receive confirmation in Slack that your Agent processed the message. Monitor your Agent’s task history in Relevance AI to verify it’s working correctly.

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Customize Message Formatting

When using the Send Message (advanced) tool step, you can send messages through Slack with enhanced formatting. This includes:
  1. Emojis: Add emojis to make your messages more engaging and expressive.
  2. Bolded text: Use bold formatting to highlight important information.
  3. Images: Include images to provide visual context or instructions.

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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:
    • Select “Slack” as the platform
    • Choose the specific task statuses you want to trigger the notifications with (e.g., “Running” to trigger whenever the agent runs)
    • Select a Slack account that you have previously authed or add a new Slack account
    • 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 reply to the agent’s notification directly in Slack, or if you’d prefer you can click on “View task” to navigate back to the task in Relevance AI and perform further actions.
Once connected, your integration for Slack 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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All Slack Tool steps

You can learn more about each of the Slack Tool steps on the following pages.

Send Message

Use a Tool step to send a message to your Slack channel.

Retrieve Messages

Use a Tool step to retrieve messages from one of your Slack channels.

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Remove integration for Slack

If you need to remove the integration for Slack:
  1. Go to the Integrations & API Keys 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 for Slack.

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Frequently asked questions (FAQs)

Yes! You can use your own Slack DM as a trigger source. Here’s how to set it up:
  1. Open a DM with the Relevance AI bot in Slack
  2. Send the bot any message (this establishes the DM connection)
  3. Your DM will then appear in the channel selection dropdown when setting up triggers in Relevance AI
Note: For DMs, you don’t use the /invite command. Simply sending a message to the bot is enough to establish the connection. If your DM doesn’t appear in the channel list, make sure you’ve sent at least one message to the Relevance AI bot first.
If you want to be able to send a message to a specific person in Slack, that person will first need to send a message to the Relevance AI bot in Slack. Once they do this, their name will appear as a destination option when sending Slack messages.
The most common reason Slack isn’t working as expected is that your integration needs to be updated. We occasionally release improvements to our Slack app, and older installations don’t pick these up automatically. Updating only takes a moment - go to your project’s integrations page, find your Slack connection and click ‘Reconnect’.
This usually happens for one of two reasons. First, the email address you use in Slack may not match the email you used when signing up to Relevance - we require these to be the same. Second, the Relevance AI app might not have been invited to the channel yet. To fix this, open the channel and run /invite @RelevanceAI, and it should appear.
The easiest and most reliable method is to install Slack directly through Relevance. Start the Slack integration connection flow in Relevance and a request will automatically be sent to your Slack admin for approval. In some cases, admins install the Relevance AI app in Slack before the integration is set up in Relevance, which can create sync issues. Installing via Relevance avoids this.
Yes! Live status updates are automatically enabled for all Slack triggers. You’ll see real-time progress updates posted in the Slack thread as your Agent works through its tasks.
Use the Exclude Keywords feature in your Slack trigger’s advanced settings. Add keywords or phrases that should prevent your Agent from triggering, even if the message mentions your trigger keyword or tags @Relevance AI.
Yes! Enable the “No Agent Reply” setting in your trigger’s advanced settings. This allows your Agent to process messages without posting a response back to Slack.
Agent triggers start a single AI Agent, while Workforce triggers kick off an entire multi-agent workflow with multiple Agents working together. Use Workforce triggers for complex, multi-step processes that require different specialized Agents to collaborate.

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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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