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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 and threads across your Slack workspace. 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
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 who 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 threads they have access to in Slack.
When you connect your Slack account, Omni will request the following scopes:
Slack messages and thread 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 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 to create an app
1

Create a Slack app

As a Slack user with permissions to create an app in your workspace:
  1. Click here to open Slack’s app wizard.
  2. In the Start new app dialog, click From a manifest.
  3. Click Continue.
  4. In the input field, paste the following manifest:
  5. In the Workspace dropdown, select the workspace you want to create the app in.
  6. Click Continue.
  7. Review the app configuration and click Create and install when finished.
2

Get the app's Client ID and Client Secret

  1. Open Basic Information from the sidebar.
  2. Under App Credentials, copy the Client ID and Client Secret. You’ll need both in 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 Slack integration to on.
  4. You’ll be prompted for your Slack credentials:
    • OAuth Client ID - Paste the Client ID from the Slack app
    • OAuth Client Secret - Paste the Client secret from the Slack app
  5. Click Save.
The integration will be available in your Omni organization. Each user must 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 Slack admins. Every user who wants to use the Slack AI integration must connect their Slack account.
After the Slack AI integration is enabled for your Omni organization, users will need to connect their individual Slack accounts to use the integration. You can connect your account from the connector menu in the Omni Agent (click the button, then Connectors, then Connect next to Slack) or from your user settings:
1
In Omni, click your user icon and then Manage account.
2
Scroll down to the Connected Services section.
3
Next to the Slack 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, an Organization Admin needs to set up the Slack integration. Users can then connect their individual Slack accounts in their user settings.
Once you’ve connected your Slack account, you can ask the Omni Agent to search messages and threads 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.
By default, results are ranked by relevance. To sort by recency instead, ask for the most recent messages.

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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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Troubleshooting

This error can be caused by:
  • An incorrect or rotated client secret
  • An incorrect callback URL
  • An expired authorization code. Codes are single-use and expire after 10 minutes
Tools will only become accessible after an individual user connects their Slack account in their user settings. Verify that the user has connected their Slack account.
If you previously connected Slack, you may be asked to reconnect. This happens when your existing connection was authorized under an older, smaller set of scopes that no longer covers everything the search tool needs. Reconnecting your account applies the current scopes.
The sender filter matches a person’s Slack username (for example, corey), not their full display name. If a search for someone by name returns no results, ask the Omni Agent to search using their username instead.

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Next steps