Slack


Slack integration

Integrating Slack Bot/App to the workspace

Add Slack General instructions for how to integrate your Slack Bot in Pez Dashboard.

  1. Create an Expert Bot in Pez.AI Dashboard.
  2. Go to Authoring > CUSTOMIZE YOUR BOT and select Slack channel to authorize the Pez.AI chatbot app to be installed in your workspace. If you are not logged in to a workspace, Slack will prompt you to do so.
  3. Choose your Slack bot’s name and avatar that will be displayed whenever the bot messages users.
  4. In your Slack workspace, Press + Add apps.
  5. Search for the bot name that you specified on the dashboard Integration.
  6. Press Add, and your bot will be added to your workspace!

Removing Slack integration from your workspace

Remove from Slack

  1. On dashboard, go to CUSTOMIZE YOUR BOT.
  2. Press the Slack channel integration.
  3. Press REMOVE FROM SLACK.
  4. You will see a message: “You have removed Slack integration from a workspace.”
  5. Check if the app is still present in your workspace, if the app is deleted, then integration is removed.

Slack as a fallback

Answering a question

Once there is an open question in your workspace, send the supposed answer to your bot in your workspace, the bot will detect it as an answer and return it to the asker.

Handing off a question
  1. In your workspace, send a direct message to the Pez.AI Expert bot, e.g. “ask @user he knows about <topic>“.
  2. The bot will respond with, “Got it. Next time I’ll ask @user about questions related to <topic>.” The question will then be sent to the assigned user.

Deregistering as the Fallback

This feature is currently unsupported via utterance. Please contact [email protected] to remove yourself as the fallback.

Slack as an SME

Answering a question

Once there is an open question in your workspace, send the supposed answer to your bot in your workspace, the bot will detect it as an answer and return it to the asker.


Handing off a question
  1. In your workspace, send a direct message to the Pez.AI Expert bot, e.g. “ask @user he knows about <topic>“.
  2. The bot will respond with, “Got it. Next time I’ll ask @user about questions related to <topic>.” The question will then be sent to the assigned user.

Deregistering as an SME

This feature is currently unsupported via bot interaction. Please contact [email protected] to remove yourself as an expert in a topic.