Slack

Last updated: October 17, 2026

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Use this page to connect Slack and manage the core Slack workspace connection.

Who can use this

  • Admins connecting the Slack workspace.

  • Users and operators validating Slack delivery, monitoring, or pre-call context settings.

Before you start

  • Use a Slack workspace where your team has approved Ergo access.

  • Add the Ergo app or bot to each channel the workflow should use; workspace installation alone does not grant channel coverage.

  • Confirm the channels and user-token behavior your workflow needs.

  • Keep Slack monitoring and pre-call context settings separate from the base Slack connection.

Steps

  • Open Integrations and select Slack.

  • Complete the Slack install or OAuth flow.

  • Confirm the workspace appears connected.

  • Review Slack monitoring and pre-call context only if those workflows are enabled for your team.

What to expect

  • The Slack connection can support notifications, summaries, handoff workflows, and Slack-related context where configured.

  • Monitoring and pre-call context require additional settings and channel access.

  • Slack context applies to channels Ergo can access after the app or bot is added; do not expect retroactive coverage of prior channel history.

  • Slack channel permissions, bot membership, and user-token setup can affect what Ergo can read or deliver.

Common issues

  • The app is installed in the workspace but not added to the target channel.

  • The user-token flow required for a workflow was not completed.

  • The workspace or channel policy blocks bot access.

AI-generated content disclaimer

Ergo uses AI, including large language models, to summarise, organise, and surface customer context in Slack. AI-generated responses, summaries, and pre-call context may occasionally be inaccurate, incomplete, or outdated.

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