Plug your AI agents into Slack
Your AI agents live where your team works. Plug an agent into a Slack channel and your team chats with it directly. The agent reads from your shared database, acts on your data, and responds in real time. Messages stay in Slack. Agent actions are logged in the audit trail.
What you can build
Chat with your agents
Your team asks questions in a Slack channel. The agent reads the message, pulls live context from your shared database (CRM, billing, support), and responds with a real answer. Not a template, not a canned response.
Daily operational summaries
An agent posts a morning summary of open deals, overdue tasks, and key metrics to a Slack channel. Your team starts the day with context without opening a dashboard.
Approval workflows
An agent sends an approval request in Slack. The reviewer approves or rejects. The agent processes the decision, updates the record, and notifies the requester. The approval action is logged in the audit trail.
Incident and anomaly alerts
When an agent detects an anomaly (failed payment, SLA breach, inventory drop), it posts an alert to the relevant Slack channel with details and suggested actions.
Customer onboarding triggers
When a deal closes, an agent notifies the CS team in Slack with account details and the onboarding checklist. The agent pulls the data from your CRM and billing tools.
Interactive command interface
Your team types commands in Slack and an agent responds with live data from your internal tools. Status checks, invoice lookups, project updates, all from the chat.
Weekly compiled reports
An agent compiles data from your internal tools and posts a formatted report to Slack on schedule. Revenue, support metrics, project status, aggregated from every app in your Core.
Multi-agent workspace
Different agents serve different channels. Your sales agent in #sales, your support agent in #support, your ops agent in #operations. Each with its own identity and RBAC scope.
Connect Slack in three steps
Connect your Slack workspace
OAuth login. Choose which channels your agents can access. The connection is shared across all agents in your project.
Plug agents into channels
Assign agents to specific Slack channels. Each agent knows which channel to listen to. Your team chats with the agent directly where they already work.
Agents act, actions are logged
The agent reads messages, pulls data from your shared database, and takes actions (updates records, sends emails, triggers workflows). Messages stay in Slack. Agent actions are logged in the RootCX audit trail.
Why connect Slack through RootCX
Agents with real data
Your Slack agents read from the same database your apps use. When someone asks "what is the status of project X?", the agent pulls live data from your project tracker, CRM, and billing tools. Not a cached summary.
Actions logged, not messages
Messages stay in Slack where they belong. What gets logged in the RootCX audit trail is what the agent does: which records it read, what it updated, which workflows it triggered. This is the compliance-relevant data.
RBAC on agent capabilities
Control which agents can access which channels and which data. A sales agent can read CRM data but not billing records. Permissions are enforced at the platform level.
How Slack works with RootCX
Slack as your operational interface
Most internal tools require your team to log into a dashboard. With RootCX channels, your team stays in Slack and the agents bring the data to them. This is not a Slack bot that runs pre-programmed responses. These are AI agents with access to your entire shared database. They respond with real, live context from your CRM, billing tools, and project trackers.
What gets logged and what does not
Messages in Slack stay in Slack. RootCX does not copy your Slack messages into its database. What gets logged in the immutable audit trail is what the agent does: which database records it read, which records it updated, which emails it sent, which workflows it triggered. This distinction matters for compliance. The audit trail shows agent actions, not chat history.
Channels are not integrations
In RootCX, Slack is a channel, not an app integration. The distinction matters. An app integration (like Salesforce or Gmail) gives your apps and agents access to external data. A channel gives your team a way to interact with agents. Your agent can use the Salesforce integration to read CRM data and the Slack channel to deliver the answer to your team. They are complementary, not the same thing.
Slack integration FAQ
Are Slack messages stored in RootCX?
No. Messages stay in Slack. RootCX logs what the agent does (records read, records updated, workflows triggered) in the audit trail, not the chat messages themselves.
Can I use Slack and Telegram at the same time?
Yes. RootCX supports multiple channels simultaneously. The same agent can be reachable on Slack, Telegram, Discord, and email.
Can agents read messages in private channels?
Only if the agent is explicitly added to the channel. Agents cannot access channels they are not invited to.
Is Slack a channel or an integration?
Slack is a channel. It gives your team a way to interact with agents. It is different from app integrations (like Salesforce or Gmail) which give your apps access to external data. You can use both together: an agent uses the Gmail integration to send an email and the Slack channel to tell your team it sent it.
