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Slack Integration

Connect Statisfy to your Slack workspace to enable AI-powered customer insights directly in your communication channels.

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Overview

The Statisfy Slack app enables:
  • Stella AI assistance in Slack channels and direct messages
  • Automatic channel-to-account linking for customer context
  • Sentiment analysis from Slack conversations on the AI Timeline
  • Automated Slack notifications based on filters and conditions
  • Meeting summary delivery directly in Slack

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Installation

Prerequisites: You need Admin access to both Slack and Statisfy.
  1. Navigate to Settings > Slack or visit app.statisfy.com/settings?tab=slack
  2. Click Add to Slack
  3. Review and approve the requested permissions
  4. Select the Slack workspace to connect
You can connect Slack and Microsoft Teams at the same time. Each provider keeps its own settings, Stella switch, and notification channels.

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Next Steps After Connecting

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Capturing Sentiment from Slack Conversations

To enable sentiment analysis and conversation tracking:
  1. Invite the Statisfy bot to each customer-facing Slack channel by typing /invite, selecting Add apps to this channel, and choosing Statisfy
  2. Once the bot is added, Statisfy will automatically map conversations to the corresponding customer accounts
  3. These interactions will appear on the AI Timeline with Slack as the data source, along with sentiment insights
You can also use Auto-Join Mode to have Statisfy automatically join channels based on CRM data or naming conventions.

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Posting Slack Messages Based on Filters/Conditions

You can set up automated Slack messages to internal channels based on predefined conditions. For example:
  • Receive updates only for Enterprise accounts
  • Automatically share customer feedback (e.g., from meetings) in a designated internal Slack channel
This helps streamline internal collaboration and ensure timely visibility into customer interactions.

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Receiving Meeting Summaries via Slack

Install the Statisfy Slack App to enable automatic delivery of meeting summary emails directly within your Slack workspace.

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Managing Slack Settings

Manage your integration from Settings > Slack (app.statisfy.com/settings?tab=slack). You can also open the same settings by clicking Settings on the Slack tile on the Integrations page.
The Slack settings tab is only visible to admin users with an active Slack installation.

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Channel Management

The channels table shows all Slack channels the Statisfy app has access to. You can search channels by name or account using the search bar.

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Channel List Columns

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Linking Channels to Accounts

Each Slack channel can be linked to at most one customer account. To link a channel:
  1. Find the channel in the list
  2. Click the Account dropdown in that row
  3. Search and select a customer account
  4. The link is saved automatically
To remove a mapping, select (No Account Selected) in the dropdown. This clears the account link for that channel. Linking channels to accounts enables Statisfy to surface relevant customer context when Stella is active in that channel.
Channels that were linked to multiple accounts before the one-account rule keep their extra mappings until edited. These channels show the first account in the dropdown plus a +N badge indicating how many additional accounts are still linked. Picking an account (or clearing the selection) replaces all of the legacy mappings.

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Per-Channel Actions

Each channel has a three-dot actions menu with the following options:

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Advanced Slack Settings

Expand the Advanced Slack Settings accordion to access the settings below.

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Default Workspace

This setting only appears when multiple Slack workspaces are connected.
Select which workspace should be used as the default for Slack operations. Choose a workspace from the radio group and the change is saved automatically.

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Enable Stella in Slack

Control who can interact with Stella in your Slack workspace. This setting applies to Slack only. Microsoft Teams has its own Stella switch on the Microsoft Teams settings page. When Stella is enabled, @mention Stella in a channel thread to ask a question. Every @mention in the same thread is part of one conversation, so you can ask follow-up questions and Stella uses the earlier messages in that thread. Slack conversations with Stella don’t appear in your web chat history. If Stella needs your sign-off before it runs an action, such as creating a Jira ticket, it posts an approval card in the thread. Click Approve or Reject and Stella continues in the thread. Only the person who asked Stella can decide. See Approving Stella’s actions.

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Stella Direct Messages

When Stella is enabled, you can also configure direct message behavior. This setting appears as a sub-option:

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Auto-Join Mode

Configure how Statisfy automatically joins customer Slack channels:

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Configuring Auto-Join

Channel ID / Channel Name from CRM:
  1. Select the auto-join mode
  2. Choose the CRM account field containing the channel information
  3. Click Save
Channel Name Prefix:
  1. Select “Channel Name Prefix” mode
  2. Enter the prefix (e.g., customer- or acct-)
  3. Click Save
Statisfy will automatically join channels matching your configuration.
Auto-join requires the channels:join Slack permission. If your installation does not have this scope, a warning will appear with a Grant Permissions button. Click it to authorize the additional scope via Slack OAuth.

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Private and archived channels

Statisfy is never added to private or archived channels. To include a private channel, invite Statisfy to it from Slack.

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Bot name & avatar

Set the name and image Statisfy posts under in each connected Slack workspace. Stella replies, Stella direct messages, and Slack notifications post under this name and avatar. Digital Worker replies and replies sent as a CSM keep their own identity. The Bot name & avatar section shows one row per workspace. If the workspace doesn’t have the customization permission yet, the row says posts appear under the default Statisfy name and avatar. To customize it:
  1. Click Customise name & avatar.
  2. Approve the extra permission in Slack. Slack re-authorizes the app and keeps the permissions you already granted.
If the workspace has the customization permission, set its identity:
  1. Enter a name in the name field (up to 80 characters). Leave it blank to use Statisfy.
  2. Click Save.
  3. Click Upload image and choose a PNG, JPG, GIF, or WebP file up to 10 MB. Statisfy saves the avatar right after upload.
  4. To go back to the default avatar, click Remove.

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Validate Connection

At the bottom of Advanced Settings, click Validate Connection to verify that Statisfy can communicate with your Slack workspace. On success, the connected workspace name is displayed. On failure, an error message is shown.

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Differences from Microsoft Teams

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Troubleshooting

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Stella not responding in a channel

  1. Verify Stella is enabled globally in Advanced Slack Settings
  2. Check that the channel has the Enable Stella checkbox toggled on
  3. Ensure the Statisfy app is a member of the channel (use Validate Bot Access from the channel actions menu)

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Red dot on a channel name

This indicates the Statisfy bot is no longer present in the channel. Use Validate Bot Access from the actions menu to confirm, then re-invite the bot if needed.

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Auto-join not working

  1. Verify the auto-join mode is configured correctly
  2. Check that you have granted the channels:join permission
  3. Ensure the CRM field contains valid channel information

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Channel not appearing in the list

  • The Statisfy app must be invited to or be a member of the channel
  • Private channels require explicit invitation
  • Use the search bar to check if the channel exists but is filtered out

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Stella posts under the default Statisfy name and avatar

The workspace doesn’t have the customization permission, or no custom name or avatar is set. In Advanced Slack Settings > Bot name & avatar, click Customise name & avatar for the workspace, then set a name and avatar.

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Enable Stella column not visible

The Enable Stella column only appears when Stella is globally enabled (not set to “Disabled”) in Advanced Slack Settings.

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Support

Need help? Contact support@statisfy.com or reach out to your Customer Success Manager.