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Documentation Index

Fetch the complete documentation index at: https://docs.omni.co/llms.txt

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See Scheduling Slack deliveries and the Slack AI integration for more information about other ways to use Slack with Omni.
The Omni Slack Agent lets your team ask data questions directly in Slack. Users can DM the agent or @Omni it in any channel to get AI-powered answers from your semantic model without leaving Slack.

Setting up the Omni Slack Agent

Requirements

To configure the Omni Slack Agent for your organization, you’ll need:
  • A Slack workspace
  • Organization Admin permissions in Omni
  • An Omni organization with AI features enabled
  • At least one topic configured in your model

Connecting Omni to your Slack workspace

1

Connect your Slack workspace

  1. In Omni, navigate to Settings > Integrations.
  2. Click Connect to Slack and complete the Slack authorization flow.
You’ll be redirected back to Omni once the connection is established. Admins will receive a welcome message in Slack confirming the integration is active.
Already connected for deliveries? If your Slack workspace is already connected for scheduled deliveries, you’ll see an option to upgrade the connection with additional permissions required by the Omni Slack Agent. Click Reconnect to authorize the expanded permissions.
2

Verify the agent and introduce it to your team

After connecting, the agent will send you a welcome message in Slack confirming the integration is active. To help your team discover the Omni Slack Agent, we recommend using the workflow in the welcome message that will allow the agent to introduce itself in a public channel. You can see a preview of the message in the welcome message.
Introducing the Omni Slack Agent in a public channel is the best way to drive broad awareness and encourage your team to connect their accounts and start asking questions.

Configuring agent settings

Organization Admin permissions are required to modify integration settings in Omni.
In Omni, navigate to Settings > Integrations and open the Slack tab to manage your integration’s settings:

Default model

Defines the default model the agent uses when answering questions. Users will still be able to use other models they have access to.

Channel response privacy

Restricts the behavior of how the agent’s responses are shared within Slack channels and group direct messages. The Require private responses setting controls the default:
  • Disabled (default) — Responses post to channel threads, unless the prompting user has private channel responses configured.
  • Enabled — Users always receive a private response and can choose to share it with the thread.

Disconnect the Slack integration

Disconnecting your Slack integration will cause the agent to ignore mentions in your workspace and delete all deliveries configured to send through Slack. Users will no longer be able to select Slack as a delivery destination.

Slack permissions

When connecting Omni to your Slack workspace, your Slack workspace admin can deselect any of the optional scopes at Slack’s authorization screen to install Omni with a reduced permission footprint. Required scopes cannot be deselected — opting out of them prevents the integration from working. Omni’s Slack integration is installed as a single app, so this scope selection applies to everything Omni does in Slack — agent mentions, slash commands, scheduled deliveries, link unfurling, and emoji reactions. Review the Impact if removed column below before deselecting any scope.
Opting out of channels:join or the files:* scopes significantly changes how Omni behaves in Slack. Review the impact below before deselecting.

Required scopes

These scopes are needed for the integration to function. They cannot be opted out of without breaking core functionality.
PermissionHow Omni uses it
app_mentions:readReceives @Omni mention events
channels:readReads public channel metadata
chat:writeSends messages to Slack
commandsRegisters and handles /omni slash commands
groups:readReads private channel metadata (only channels Omni is a member of)
im:readReads DM channel metadata
im:writeOpens DM channels with users
links:readReads URL metadata for unfurling Omni links in Slack
links:writeProvides rich unfurl previews when Omni URLs are shared in Slack
reactions:readObserves emoji reactions on messages
reactions:writeAdds and removes emoji reactions on messages
team:readReads workspace metadata to identify the workspace and display its name in Omni settings
users:readResolves Slack user IDs to names
users.profile:readReads Slack profile metadata for users surfaced in Omni
users:read.emailResolves a Slack user to an Omni user by matching on email

Optional scopes

These scopes can be deselected at Slack’s authorization screen. Omni recommends keeping all of them enabled for the best experience, but the Impact if removed column describes what changes if you opt out.
PermissionHow Omni uses itImpact if removed
channels:joinAuto-joins public channels so workspace members don’t need to add Omni manuallyScheduled deliveries to channels Omni isn’t a member of will fail until a workspace member adds Omni to the destination channel.
files:read, files:writeAttaches dashboard screenshots, exports, and other files to messages Omni sendsScheduled deliveries cannot include dashboard PDFs or PNGs — the delivery message links back to the source dashboard instead. Agent responses cannot include image or file attachments; users click Open in Omni to view visualizations or the full conversation.
channels:history, groups:history, im:history, mpim:historyReads Slack message history so the agent can use thread and conversation context when answeringThe agent answers only from the prompting message and cannot pull context from earlier messages in channels, threads, DMs, or group DMs. Omni recommends building robust context directly in your semantic model rather than relying on conversational history.
assistant:writeLets Omni act as a Slack AI assistant in Slack’s native assistant-thread UIFuture Omni functionality that depends on Slack’s native assistant integration will not be available.

Connecting your Omni account

This section applies to all users, not only Slack admins. Every user who wants to interact with the Omni Slack Agent must connect their Omni account.
Before you can ask questions, you’ll need to link your Slack account to your Omni account:
1
Send a message to the Omni Slack Agent in a channel or DM by mentioning it with @Omni.
2
The agent will reply with a Connect account button.
3
Click the button and follow the prompts to link your Slack identity to your Omni account.
Once connected, you’ll receive a confirmation message and a welcome message explaining what you can do with the Omni Slack Agent. The agent will also pick up your original question automatically.
Use the /omni disconnect slash command to disconnect your Slack account.

Asking questions

You can interact with the Omni Slack Agent in three ways:
  • Direct message: DM the Omni Slack Agent directly starting your request with @Omni.
  • @mention in a channel: Type @Omni followed by your question in any channel.
  • Group DM: To include the Omni Slack Agent in a DM with other people, you must start a new group DM with the agent as one of the participants — you cannot add it to an existing DM.
The agent responds with an answer that can include:
  • Text — A written explanation or summary
  • Tables — Tabular data rendered in Slack’s Block Kit format
  • Open in Omni link — Click to view the full result in Omni
Response visibility depends on your organization’s privacy settings, and your own preferences if user-controlled privacy is enabled.

Follow-up questions

To ask a follow-up question, type @Omni followed by your question in the same Slack thread. The agent maintains conversation context within a thread, so you can refine results — add filters, change groupings, or drill into a metric.

Providing response feedback

You can rate the quality of agent responses using the and buttons that appear on AI responses. Your feedback helps improve the accuracy and usefulness of future responses. When you click the button, a form opens where you can optionally share additional context about what worked well. You can also skip providing details and simply register the positive feedback. When you click the button, a form opens where you can select a category that describes the issue and optionally provide additional details. You can also skip providing details and simply register the negative feedback.

Scoping responses

The Omni Slack Agent enforces the same permissions and model-level access controls as the rest of Omni. Each user’s access in Slack mirrors their access in the Omni app — the agent can only query connections, models, topics, and fields that the user is already permitted to see, including any restrictions applied through access grants, user attributes, and connection-level permissions. The topics the Omni Slack Agent can use are controlled by the ai_chat_topics model parameter, which is also honored by the Omni Agent and embedded chat instances.

Using slash commands

The Omni Slack Agent supports slash commands as an alternative way to interact with the agent. All slash commands use the /omni prefix.

/omni or /omni help

Shows a list of available commands. When you’re connected to Omni, this displays the full command reference. If you’re not yet connected, this shows a prompt to connect your account.

/omni ask [question]

Asks a question to the Omni Slack Agent. You can use this command in two ways:
  • With the ask keyword: /omni ask what was revenue last quarter?
  • Without the ask keyword: /omni what was revenue last quarter?
The agent posts your question to the channel or DM and responds in a thread, just like with @mentions. The response can include text, tables, and a link to open the full result in Omni.
If you use /omni ask while your account isn’t connected, you’ll see a prompt to connect. Unlike @mentions, the agent will not automatically resume your original question after you connect — you’ll need to ask again.

/omni model

Opens a menu to select your preferred Omni model. This is the model the agent will use when answering your questions.
  • If your organization has multiple models, you’ll see a dropdown to choose from
  • If only one model is available, you’ll see that model displayed
  • If you don’t have access to any models, you’ll see a message asking you to contact your administrator

/omni privacy

Toggles whether your responses in channels are visible to everyone or only to you.
  • If your administrator allows user-level privacy control, you’ll see a checkbox to toggle private responses on or off
  • If your administrator has enforced workspace-level privacy, you’ll see a message indicating that privacy is managed by your administrator

/omni disconnect

Disconnects your Slack account from your Omni account. You’ll be asked to confirm before the disconnection is completed. After disconnecting, you’ll need to reconnect to ask questions again.

Next steps