> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack Integration

> Connect Statisfy to Slack for AI-powered customer insights, sentiment analysis, and automated notifications in your communication channels.

# 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.

1. Navigate to **Settings > Slack** or visit [app.statisfy.com/settings?tab=slack](https://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

## Next Steps After Connecting

### 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

<Tip>You can also use [Auto-Join Mode](#auto-join-mode) to have Statisfy automatically join channels based on CRM data or naming conventions.</Tip>

### 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](https://app.statisfy.com/settings?tab=slack)).

<Note>The Slack settings tab is only visible to admin users with an active Slack installation.</Note>

## 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

1. Find the channel in the list
2. Click the **Account** dropdown in that row
3. Search and select one or more customer accounts
4. 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.                                                                                                                                                                                                                                                                           |
| **Archive**             | Hides the channel from the Statisfy settings list **and asks the Statisfy bot to leave the Slack channel** so it stops receiving events for it. Use the **Include Archived** toggle above the table to view (or unarchive) archived channels — note that unarchiving does not re-invite the bot; you'll need to invite it again from Slack. |

## Advanced Slack Settings

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

### Default Workspace

<Note>This setting only appears when multiple Slack workspaces are connected.</Note>

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.

### 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:**

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.

<Warning>
  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.
</Warning>

### 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

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)

### 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

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

### 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](mailto:support@statisfy.com) or reach out to your Customer Success Manager.