Connect Slack

Install the TryAgent Slack bot for DMs and channel notifications.

Connect Slack

TryAgent reaches people and channels in Slack through a bot installed once per workspace. The bot can DM a user by Slack email and post to any channel it has been invited to.

Create the Slack app

In TryAgent, open Destinations -> Slack connection and choose Create the Slack app. This opens Slack’s create-from-manifest flow with the bot name and scopes pre-filled.

The bot token scopes are:

Scope	Purpose
chat:write	Post messages to people and channels.
channels:read	Resolve public channel names to IDs.
groups:read	Resolve private channel names to IDs.
users:read	Required parent scope for reading user email.
users:read.email	Find a person by Slack email for DMs.
im:write	Open a direct message with a person.

To create it manually, go to Slack apps, create an app from scratch, and add the same bot token scopes under OAuth & Permissions.

Install and connect

1. In Slack OAuth & Permissions, choose Install to Workspace.
2. Copy the Bot User OAuth Token. It starts with xoxb-.
3. In TryAgent Destinations -> Slack connection, paste the token and choose Connect.

TryAgent verifies the token with Slack and stores it encrypted for the workspace. Only owners and admins can connect Slack.

Use Slack destinations

• For DMs, add a Slack DM contact method on the People page using the person’s Slack email.
• For channels, invite the bot in Slack with /invite @TryAgent, then add a Slack destination with the channel name or ID.

Troubleshooting

• Slack is not connected for this workspace: finish the connection step.
• No Slack user found: confirm the email belongs to the Slack workspace and users:read.email is installed.
• not_in_channel: invite the bot to the channel.
• invalid_auth: reconnect with a valid xoxb- bot token.