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Looking to use Omni in Slack? See the Omni Slack Agent guide.
Omni’s Slack AI integration extends the Omni Agent with the ability to search messages, threads, and files across your Slack workspace. This allows you to reference team conversations, decisions, and shared documents alongside your data analysis. Using the Slack integration, you could:
  • Pull context from discussions - Reference past conversations about a metric or definition while analyzing the corresponding data in Omni
  • Cross-check decisions - Find the thread where a KPI target or reporting change was agreed on and incorporate it into your analysis
  • Locate shared files - Surface spreadsheets, screenshots, or documents that were shared in channels relevant to your question
For example, you could ask: “Find the thread where we discussed last quarter’s churn target and compare it to this quarter’s actuals” - combining team context with data analysis in a single conversation.

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Common questions

Every Omni user that wants to use the Slack AI integration must connect their Slack account. This means that the Omni Agent will have the same permissions as the prompting user, accessing only the channels, messages, and files they have access to in Slack.
When individual users connect their Slack accounts, Omni will request the following scopes:
ScopePurpose
search:readSearch messages and files
users:readGet user info for metadata
team:readGet team info for workspace domain (used in permalinks)
channels:readRead channel info
channels:historyRead message history in public channels (for conversations.replies)
groups:readRead private channel info (if user has access)
groups:historyRead message history in private channels (for conversations.replies)
Slack messages, threads, and file contents are processed the same way as other AI features in Omni. Refer to AI data privacy for more information.
No. The Slack AI integration is different than the Omni Slack Agent.This integration allows the Omni Agent to use Slack messages, files, and threads as context, whereas the Omni Slack Agent enables your team to ask questions about your Omni data from within Slack.

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Setting up the Slack integration

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Requirements

To configure the Slack integration for your Omni organization, you’ll need:
  • Organization Admin permissions in Omni
  • Permissions in Slack that allow you to install or create apps in your workspace
1

Create the Slack app

  1. In a new browser tab, open Your Apps in Slack
  2. Click Create New App.
  3. In the Create an app dialog, click the From a manifest option and then Next.
  4. Select the Slack workspace to install the app into and click Next.
  5. Copy and paste the following app manifest into the code editor:
    Example Slack app manifest
    {
    "display_information": {
        "name": "Omni AI Context"
    },
    "oauth_config": {
        "redirect_urls": [
            "https://callbacks.omniapp.co/callback/slack-ai"
        ],
        "pkce_enabled": false
    },
    "settings": {
        "org_deploy_enabled": false,
        "socket_mode_enabled": false,
        "token_rotation_enabled": false,
        "is_mcp_enabled": false
    }
}
  6. Click Next.
  7. Review the app summary, clicking Create when finished.
2

Retrieve client credentials

After you create the app, you should be redirected to the app’s Basic information page.Locate the Client ID and Client Secret fields:
Highlighted Client ID and Client Secret fields in Slack app
Keep this page open - you’ll need it to complete the next step.
3

Enable and configure the Omni integration

  1. In Omni, navigate to Settings > Integrations.
  2. Click the AI Integrations tab.
  3. Toggle the integration to on.
  4. You’ll be prompted for your credentials:
    • OAuth Client ID - Paste the Client ID from the app
    • OAuth Client Secret - Paste the Client secret from the app
  5. Click Save.
The integration will be available in your Omni organization. Users will need to connect their individual accounts in their user settings to use the integration.

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Connecting your Slack account

This section applies to all users, not only admins. Every user who wants to use the AI integration must connect their account.
After the AI integration is enabled for your Omni organization, users will need to connect their individual accounts to use the integration:
1
In Omni, click your user icon and then Manage account.
2
Scroll down to the Connected Services section.
3
Next to the integration, click Connect.
4
Complete the authentication flow to connect your account.

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Using Slack in the Omni Agent

Before users can use Slack with the Omni Agent, they will need to connect their Slack accounts in their user settings.
Once your Slack account is connected, you can ask the Omni Agent to search messages, threads, and files across the channels you have access to.

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Searching messages

The Omni Agent can search across public channels and the private channels and DMs you’re a member of. To search messages, ask questions like:
  • “Find messages in #analytics about the new attribution model”
  • “Search Slack for discussions about Q3 revenue targets”
  • “Look for messages from our finance team about budget reporting”
The Omni Agent will return matching messages in the chat, including:
  • Channel name
  • Sender and timestamp
  • Message content with surrounding context
  • Direct link to the message in Slack

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Reading threads

You can also ask the Omni Agent to pull the full contents of a specific thread for deeper context:
  • “Show me the thread where we finalized the churn metric definition”
  • “Get the discussion from last week’s incident thread in #engineering”
The Omni Agent returns the thread contents inline, so you can review decisions and context without leaving Omni.

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Finding files

The Omni Agent can surface files shared in Slack channels you have access to:
  • “Find the pricing spreadsheet that was shared in #sales last month”
  • “Look for the architecture diagram shared in #platform”

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Next steps