Using Slack within AI Companion

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.

Requirements for using Slack within AI Companion

• Custom AI Companion add-on
• Custom AI Companion for third-party apps must be enabled by account owners and admins and the third-party app must be integrated with AI Companion
• Slack workspace connected to your Zoom account
• Zoom desktop app
  • Windows: 6.4.5 or higher
  • macOS: 6.4.5 or higher
  • Linux: 6.4.5 or higher

How to connect Slack with AI Companion

1. Sign in to the Zoom desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type / for more field, click the add icon .
4. 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

1. Sign in to the Zoom App Marketplace as an account admin or owner.
2. In the top-right corner, click Manage.
3. In the navigation menu, click Added apps, then Slack.
4. Click Connections.
5. 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.

1. Sign in to the Zoom desktop app.
2. From an active product tab, click the AI Companion icon .
3. In the AI Companion side panel text box, enter any keywords, phrases, sentences or type /.
4. Click the send icon .
5. 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.

1. Sign in to the Zoom desktop app.
2. From an active product tab, click the AI Companion icon .
3. In the AI Companion side panel text box, enter a message.
4. Click the send icon .
5. 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.
6. (Optional) Edit the Message content in the Post a message window.
7. Click Update.

Note: AI Companion will not post a message without your confirmation.

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.