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.