Slack

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What Slack adds to Halo

Slack is the most common notification destination in Halo, plus a channel for AI agents to operate in: Connect at Integrations > Slack.

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Setup

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Connecting

Click Connect Slack. You’ll be redirected to Slack’s OAuth consent screen. The required scopes include:

• chat:write — post messages
• channels:read, channels:join, channels:history — read public channels
• groups:read, groups:history — read private channels
• app_mentions:read — react to @halo mentions
• users:read, users:read.email — identify Slack users
• reactions:write — add reactions

After approval, Halo registers an Events API webhook automatically. The Halo app appears in your workspace and can be added to channels.

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Mapping channels

To have a Halo agent answer in a Slack channel:

1. Go to AI Agents > [Your Agent] > Channels > Slack
2. Map the channels where the agent should respond
3. The agent only answers in mapped channels — DMs are blocked by design

You can map different channels to different agents (e.g. #support to the support agent, #sales-questions to the sales agent).

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Ingest mode

When ingest is on:

• Channel conversations — messages in mapped channels feed the AI’s awareness of team context
• Channel history — on initial mapping, Halo can pull up to 500 historical messages from a channel, summarize them, and add as customer-scoped knowledge

Knowledge ingest is gated by both ingest mode and the agent being a customer-facing agent — internal-only Slack agents don’t add to your customer-facing knowledge.

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Actions: post_message

The single Slack action lets an agent post messages into Slack channels. Configuration on the agent action card:

• Default channel — the channel the agent posts to when not specified
• Allowed channels — optional whitelist of channels the agent can post to

Use cases:

• Customer-facing agent posts a summary into #customer-success after every escalation
• Sales agent posts new lead alerts into #new-deals
• Support agent posts known-issue alerts into #engineering

The action is flagged destructive — be intentional about which agents have it.

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Notifications

Slack is the central notification sink in Halo. Configure notification routing on the Slack integration page: Each type can be enabled or disabled independently with its own destination channel.

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AI-enriched vs simple notifications

Halo notifications come in two flavors:

• Simple — fire as-is (e.g. “New ticket #1234 from Jane Doe”)
• AI-enriched — Halo runs a summarization pass before posting, so the message includes context, root cause hypothesis, suggested response, etc.

AI-enriched types include: escalation, conversation summary, negative sentiment, health score drop, knowledge gap, feedback alert.

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Testing notifications

Click Send test notification on the Slack integration page to verify wiring. A test message goes to your default notifications channel.

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Slack DMs

DMs to the Halo app are intentionally not processed. The agent only responds in channels where it’s been explicitly mapped. This prevents accidental cross-customer leakage in shared workspaces.

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Where to go next