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Slack Integration Guide

This guide will help you quickly configure and use FormAgent.ai's Slack integration to automatically sync visitor conversations to Slack, allowing your customer service team to view and respond to visitor inquiries within Slack.

✨ Features​

  • 🚀 One-Click Authorization - Quickly connect your Slack workspace via OAuth
  • 🎯 Visual Selection - Select message receiving channels directly from the interface after authorization
  • 📊 Auto-Sync Conversations - All visitor conversations automatically sync to Slack
  • 👤 Visitor Profile Display - Threads include detailed visitor information (location, device, source, etc.)
  • 💬 Bidirectional Message Sync - Visitor messages and agent replies sync in real-time
  • 🔄 Human Takeover - Support one-click enable/disable human service in Slack

Prerequisites​

  • Slack workspace account
  • FormAgent.ai account with created Agent
  • Administrator has completed Slack App configuration (if not configured, contact your system administrator)

Quick Start​

Step 1: Navigate to Integration Settings​

  1. Log in to FormAgent.ai admin dashboard
  2. Select your Agent
  3. Navigate to "Settings" → "Integrations" → "Slack"

Step 2: Connect to Slack​

  1. Click the "Connect to Slack" button on the page
  2. Your browser will redirect to the Slack authorization page
  3. Select the Workspace you want to authorize
  4. Review the permissions list and click "Allow" to authorize

After successful authorization, the page will automatically return to FormAgent.ai.

Step 3: Invite Bot to Channel​

⚠️ Important: Only channels with the FormAgent.ai Bot added will appear in the next step's channel list.

Open or create a channel in Slack, then use either method to add the Bot:

Method 1: Using Command (Recommended)

Enter the command in the channel:

/invite @FormAgent.ai

Method 2: Add via Channel Settings (Suitable for users unfamiliar with commands)

  1. In the Slack channel, click the channel name to open channel details
  2. Select the "Integrations" tab
  3. Click "Add apps"
  4. Search for FormAgent.ai
  5. Click the "Add" button to add the Bot to the channel

Once the Bot successfully joins the channel, you can select that channel in FormAgent.ai.

Step 4: Select Message Receiving Channel​

Return to the FormAgent.ai integration settings page:

  1. Select the message receiving channel from the dropdown (the channel where you just added the Bot)
  2. Click "Save" to save the configuration
  3. Enable the "Enable Integration" toggle

💡 Tips:

  • The dropdown list only shows channels with FormAgent.ai Bot added
  • If you don't see a channel, first add the Bot to that channel in Slack
  • You can change channels at any time without re-authorizing

Using the Features​

View Visitor Conversations​

When a visitor sends a message on your website:

  1. A new Thread will be automatically created in the Slack channel
  2. The Thread header contains visitor profile information:
    • Visitor location (city, country)
    • Device information (browser, operating system)
    • Source page URL
    • Access time
  3. The Thread displays visitor messages and AI auto-replies
  4. The Thread footer has a "🚀 Start Human Service" button

Human Takeover​

When you need human intervention:

  1. In the Slack Thread, click the "🚀 Start Human Service" button
  2. The system will display a prompt: "Human service enabled"
  3. AI auto-replies will pause
  4. Reply to the visitor in the Thread, and they will receive your message in real-time
  5. The visitor's subsequent replies will also sync to this Thread in real-time

End Human Service​

When the conversation ends or you want AI to resume auto-replies:

  1. Click the "End Human Service" button in the Slack Thread
  2. The button status will revert to "🚀 Start Human Service"
  3. AI will resume auto-replying to the visitor's new messages

FAQ​

How to change channels?​

  1. In Slack, add the FormAgent.ai Bot to the new channel (using /invite @FormAgent.ai command or through channel settings)
  2. Navigate to the FormAgent.ai integration settings page
  3. Select the new channel from the dropdown
  4. Click "Save"

💡 After changing channels, new conversations will be pushed to the new channel, while old conversation Threads remain in the original channel

How to revoke authorization?​

Method 1: Revoke in FormAgent.ai

  1. Navigate to the integration settings page
  2. Click the "Disconnect" button
  3. Confirm revocation

Method 2: Revoke in Slack

  1. Go to Slack Workspace Settings
  2. Select "Apps" → "Installed Apps"
  3. Find FormAgent.ai and click "Remove"

Can multiple Agents share one authorization?​

Yes, but not recommended.

  • ✅ Recommended: Each Agent authorizes separately and can select different channels
  • ⚠️ Shared authorization: All Agents' messages will be sent to the same channel, which may cause confusion

What if the channel list is empty?​

Possible causes:

  1. You haven't added the FormAgent.ai Bot to any channels yet
  2. You haven't joined any channels in Slack
  3. OAuth Scopes missing required permissions (contact administrator)

Solutions:

  1. First, create or join a channel in Slack
  2. Then, add the FormAgent.ai Bot to that channel (see Step 3)
  3. Finally, refresh the FormAgent.ai page, and the channel will appear in the dropdown

💡 Tip: The dropdown only shows channels with FormAgent.ai Bot added, not all channels you've joined

What if authorization redirect fails?​

Possible causes:

  1. Redirect URL configuration error
  2. Environment variables not properly configured

Solution: Contact your system administrator to check the configuration

Support​

For questions, please contact:

Document Version: v1.1 Last Updated: 2025-11-26 Update Notes: Adjusted step order, added GUI method for adding Bot