Using Slack with AI Companion and Zoom Virtual Agent
You can use AI Companion to search for information in your Slack workspace or post messages to Slack directly. This integration allows you to retrieve Slack conversations using natural language or command-based prompts and send messages to specific Slack channels or direct messages, all from within the Zoom Workplace app. Additionally, admins can connect Slack to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools.
Requirements for using Slack with AI Companion and Zoom Virtual Agent
AI Companion requirements
Zoom Virtual Agent requirements
How to connect Slack with AI Companion
- Sign in to the Zoom desktop app.
- Click the Home tab or click the AI Companion icon
from your active tab. - In the Write a message or type / for more field, click the add icon
. - Click the My Apps tab then Slack.
Note: Authorizing the Slack app allows AI Companion to view messages from public channels and access Slack metadata, including channel and user names.
How to disconnect the Slack app
- Sign in to the Zoom App Marketplace as an account admin or owner.
- In the top-right corner, click Manage.
- In the navigation menu, click Added apps, then Slack.
- Click Connections.
- Click the ellipsis icon
, then Disconnect.
Note: Slack app configuration data is deleted automatically when you remove the Slack app from the Zoom App Marketplace.
How to search Slack using AI Companion
You can ask AI Companion to search messages from Slack using natural language or slash commands.
- Sign in to the Zoom desktop app.
- From an active product tab, click the AI Companion icon .
- In the AI Companion side panel text box, enter any keywords, phrases, sentences or type /.
- Click the send icon
. - Hover over the summarized response or click sources to view the original Slack messages and channel names.
Note: Only content from public Slack channels and channels you have access to can be accessed.
How to post a message to Slack using AI Companion
You can compose and send a message to Slack directly from AI Companion. Before sending, you will receive a confirmation message where you can select the destination and edit the message.
- Sign in to the Zoom desktop app.
- From an active product tab, click the AI Companion icon .
- In the AI Companion side panel text box, enter a message.
- Click the send icon .
- In the confirmation modal, click the Destination drop-down menu, then do one of the following:
- Select a channel.
- Select a contact from your Slack contacts.
- (Optional) Edit the Message content in the Post a message window.
- Click Update.
Note: AI Companion will not post a message without your confirmation.
How to use Slack in AI Companion on the Web personal workflows
Authorizing the Slack app allows AI Companion to access your Slack records for automated creation and management.
- Sign in to the Zoom web portal and navigate to AI Companion on the web.
- In the navigation menu, click Workflows.
- Under Workflows, click + Create.
- In the Search all nodes field, enter Slack.
- Click Slack.
When prompted, click Authenticate to log in to your Slack account. - Select from the available predefined nodes.
Note: Only content from public Slack channels and channels you have access to is available for use in Workflows.
Nodes available for Slack in personal workflows
The following workflow nodes are available when Slack is connected to AI Companion on the web.
Note: Authentication is required before using the Slack nodes.
| Node name | Description | Fields that can be managed |
|---|
| Create Channel | Initiates a public or private channel-based conversation. |
- Channel Name
- Private Channel
- Team (Workspace)
|
| Fetch Conversation History | Fetches a chronological list of messages and events from a Slack conversation. |
- Channel ID
- Max Messages
- Oldest Timestamp
- Latest Timestamp
- Include Boundary Messages
|
| Fetch Message Thread From A Conversation | Retrieves replies to a specific parent message in a Slack conversation. |
- Channel ID
- Parent Message Timestamp (Thread TS)
- Max Messages to Return
- Include Boundary Messages
- Oldest Timestamp
- Latest Timestamp
|
| Find User By Email Address | Retrieves the Slack user object for an active user by email address. |
|
| Join An Existing Conversation | Joins an existing Slack conversation. |
|
| List All Channels | Lists conversations available to the user with filters and search options. |
- Channel Types
- Exclude Archived Channels
- Results Per Page
- Workspace (Team)
|
| Search Messages | Searches workspace-wide Slack messages. |
- Search Query
- Auto Paginate (Fetch All Pages)
- Results Per Page
- Page Number
- Sort By
- Sort Direction
- Highlight Matches
|
| Send Message | Posts a message to a Slack channel or direct message. |
- Channel
- Message Text
- Markdown Text
- Thread Timestamp
- Broadcast Reply to Channel
- Enable Markdown
- Blocks (JSON)
- Attachments (JSON)
- Unfurl Links
- Unfurl Media
- Link Names
- Parse Mode
|
| Updates A Slack Message | Updates a Slack message by modifying text or blocks. |
- Channel ID
- Message Timestamp (ts)
- Message Text
- Markdown Text
- Blocks (JSON)
- Attachments (JSON)
- Parse Mode
- Link Names
|
| Upload Or Create A File In Slack | Uploads or creates a file in Slack. |
- Channels (IDs or Names)
- File (Binary/Upload)
- File Content (Text)
- Filename
- File Title
- Initial Comment
- Thread Timestamp (Reply In Thread)
- File Type
- Slack Token
|
How to enable Zoom Virtual Agent Slack integration
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio then Integrations.
- In the Marketplace section, search for Slack then click Connect.
A new tab will open to begin the authentication process.
- If you are already logged into Slack, your credentials will not be requested.
- If you are not logged in, enter your Slack credentials and submit them.
- When Slack requests access to your account, click Accept, then Confirm to complete the connection.
- Once authentication is successful, the integration will appear on your Integrations page.
- In the navigation menu, click AI Studio then Integrations.
You will see the Slack application with a Connected status.
How to reconnect the Slack integration
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Studio then Integrations.
- In the upper right corner, click the four horizontal lines.
- In the Status column of the disconnected integration, click Re-connect.
You will be taken to the page where you can edit the integration details. - (Optional) Edit the integration details.
- Click Save.
A new tab will open to begin the authentication process.
- If you are already logged into Slack, your credentials will not be requested.
- If you are not logged in, enter your Slack credentials and submit them.
- In the navigation menu, click AI Studio then Integrations.
You will see the application with a Connected status.
How to use Slack integration with ZVA voice or chat agents
- In the navigation menu, click AI Studio then Tool Templates.
- Click the Marketplace tab.
- Expand Slack for Zoom to view the list of supported tools:
- Find File
- Download File
- Upload File
- Create Folder
- List Files
- Move File
- Trash File
- Create a voice or chat agent and use the desired Slack tools accordingly.
How your data is used
Zoom's Slack marketplace app allows Zoom Communications Inc. access to your Slack folders, pages and content. To do so, you'll need to share Slack permissions. The permissions you'll share with Zoom Communications Inc. include:
- Access Slack content: Zoom Communications Inc. will have permission to access your Slack Slack message info, this includes channels, messages and users.
By authorizing this connection, the Slack app maintains ongoing access to your information.
