Who can use this
- Admins and operators enabling Slack monitoring.
- Users validating whether Slack context is available for their meetings or deals.
Before you start
- Connect Slack first.
- Confirm the target channels are approved for monitoring and the Slack app has been added to each one.
- For Slack Connect or other shared channels, confirm your team is comfortable with the app or bot being visible to channel members.
- Confirm whether your workflow needs a workspace install, user token, or both.
Steps
- Open the Slack integration in Integrations.
- Turn on Slack monitoring if your workspace is ready for monitored channels.
- Select or add the channels the app should access.
- Turn on pre-call meeting context if your team wants Slack context included before calls.
- Test with one channel and one meeting before broad rollout.
What to expect
- Slack context depends on channel access, bot membership, and the settings enabled for the workspace.
- Ergo monitors only channels it can directly access; unadded channels, DMs, and third-party Slack management tools are not substitutes for channel access.
- Pre-call context should be treated as context enrichment, not as a complete capture of every relevant Slack message.
- Private or restricted Slack spaces require the appropriate workspace and channel permissions.
Common issues
- The Slack app is not in the channel.
- Monitoring is off even though Slack is connected.
- The channel is private or restricted and the app lacks access.