Slack Integration
Connect Statisfy to your Slack workspace to enable AI-powered customer insights directly in your communication channels.
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
Installation
Prerequisites: You need Admin access to both Slack and Statisfy.
- Navigate to Settings > Slack or visit app.statisfy.com/settings?tab=slack
- Click Add to Slack
- Review and approve the requested permissions
- Select the Slack workspace to connect
Next Steps After Connecting
Capturing Sentiment from Slack Conversations
To enable sentiment analysis and conversation tracking:
- Invite the Statisfy bot to each customer-facing Slack channel by typing
/invite, selecting Add apps to this channel, and choosing Statisfy
- Once the bot is added, Statisfy will automatically map conversations to the corresponding customer accounts
- 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.
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.
Receiving Meeting Summaries via Slack
Install the Statisfy Slack App to enable automatic delivery of meeting summary emails directly within your Slack workspace.
Managing Slack Settings
Manage your integration from Settings > Slack (app.statisfy.com/settings?tab=slack).
The Slack settings tab is only visible to admin users with an active Slack installation.
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.
Channel List Columns
| Column | Description |
|---|
| Account | The customer account(s) linked to this channel. Supports multiple accounts per channel. |
| Slack Channel | Channel name with a public (#) or private (lock) icon. A red dot appears if the bot is no longer in the channel. |
| Channel ID | The unique Slack channel identifier |
| Workspace | The workspace the channel belongs to (only shown when multiple workspaces are connected) |
| Type | Whether the channel is shared (Slack Connect) or internal |
| Enable Stella | Checkbox to enable or disable Stella in this channel (only shown when Stella is enabled globally) |
| Actions | Per-channel actions menu (see below) |
Linking Channels to Accounts
- Find the channel in the list
- Click the Account dropdown in that row
- Search and select one or more customer accounts
- The link is saved automatically
Linking channels to accounts enables Statisfy to surface relevant customer context when Stella is active in that channel.
Per-Channel Actions
Each channel has a three-dot actions menu with the following options:
| Action | Description |
|---|
| Refresh | Triggers a metadata refresh for the channel. Has a 15-second cooldown between refreshes. |
| Validate Bot Access | Checks whether the Statisfy bot is still a member of the channel. |
Advanced Slack Settings
Expand the Advanced Slack Settings accordion to access the settings below.
Default Workspace
This setting only appears when multiple Slack workspaces are connected.
Enable Stella in Slack
Control who can interact with Stella in your Slack workspace:
| Option | Description |
|---|
| Disabled | Stella will not respond in Slack |
| Enable for Statisfy Users | Only users with Statisfy accounts can invoke Stella |
| Enable for All Users | Anyone in the Slack workspace can invoke Stella |
Stella Direct Messages
When Stella is enabled, you can also configure direct message behavior. This setting appears as a sub-option:
| Option | Description |
|---|
| Disabled | Stella will not respond to DMs |
| Enabled | Users can interact with Stella via direct messages |
Auto-Join Mode
Configure how Statisfy automatically joins customer Slack channels:
| Mode | Description |
|---|
| Disabled | Statisfy will not auto-join channels |
| Channel ID from CRM | Join channels using the channel ID stored in a CRM account field |
| Channel Name from CRM | Join channels by matching the name from a CRM account field |
| Channel Name Prefix | Join channels that start with a specific prefix |
Configuring Auto-Join
Channel ID / Channel Name from CRM:
- Select the auto-join mode
- Choose the CRM account field containing the channel information
- Click Save
Channel Name Prefix:
- Select “Channel Name Prefix” mode
- Enter the prefix (e.g.,
customer- or acct-)
- 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.
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.
Troubleshooting
Stella not responding in a channel
- Verify Stella is enabled globally in Advanced Slack Settings
- Check that the channel has the Enable Stella checkbox toggled on
- Ensure the Statisfy app is a member of the channel (use Validate Bot Access from the channel actions menu)
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.
Auto-join not working
- Verify the auto-join mode is configured correctly
- Check that you have granted the
channels:join permission
- Ensure the CRM field contains valid channel information
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
Enable Stella column not visible
The Enable Stella column only appears when Stella is globally enabled (not set to “Disabled”) in Advanced Slack Settings.
Support
Need help? Contact support@statisfy.com or reach out to your Customer Success Manager.
