Slack

How to integrate in Slack.

Introduction

In this tutorial we will show you how to integrate your Caleida AI Agent into a Slack Workspace. This integration is very easy and quick to do, it won't take you more than 5 minutes to do it.

Previous step

For this integration you need a Slack account and a workspace. If you have one you can easily create it from the following link. Make sure you are logged in before starting the process to speed up the process.

1. Choose your Agent

As with all integrations, the first thing you must do is choose the Agent you want to integrate from the Caleida Dashboard control panel. If you don't have one yet or just want to integrate a new one for Slack you can consult our tutorial on How to create and configure an Agent step by step.

2. Integrate your AI Agent with Slack

Once we already have the Agent chosen we will go to Integrations > Advanced, and here we will click on Settings in the Slack integration.

2.1 Add the Agent to Slack

Once you have clicked on "Add ", it will appear in the Pop-Up. Here you must click on Add to Slack..

Clicking it will redirect you to a Slack window to grant permissions to the Agent.

2.1.1 Grant Permissions to the Agent

In this window you will simply need to grant permissions to the Agent in order to add it to your Workspace.

Your privacy is important to us, so the permissions required are those strictly necessary for your Agent to function correctly in your Slack Workspace.

2.2 Verification

To check that you have integrated your Caleida AI Agent correctly in your Workspace access it from Slack.

In the left side menu, under Applications, a new application called Caleida should appear.

By clicking on it you will be able to start interacting with your Agent.

And so much for the tutorial to integrate your Caleida AI Agent into your Slack Workspace. Remember that if you have any questions, you can contact the Caleida team via email [e-mail].