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

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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:
  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 to use Slack in AI Companion on the Web personal workflows

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Authorizing the Slack app allows AI Companion to access your Slack records for automated creation and management.
  1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
  2. In the navigation menu, click Workflows.
  3. Under Workflows, click + Create.
  4. In the Search all nodes field, enter Slack.
  5. Click Slack.
    When prompted, click  Authenticate to log in to your Slack account.
  6. 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 nameDescriptionFields that can be managed
Create ChannelInitiates a public or private channel-based conversation.
  • Channel Name
  • Private Channel
  • Team (Workspace)
Fetch Conversation HistoryFetches 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 ConversationRetrieves 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 AddressRetrieves the Slack user object for an active user by email address.
  • Email Address
Join An Existing ConversationJoins an existing Slack conversation.
  • Channel ID
List All ChannelsLists conversations available to the user with filters and search options.
  • Channel Types
  • Exclude Archived Channels
  • Results Per Page
  • Workspace (Team)
Search MessagesSearches workspace-wide Slack messages.
  • Search Query
  • Auto Paginate (Fetch All Pages)
  • Results Per Page
  • Page Number
  • Sort By
  • Sort Direction
  • Highlight Matches
Send MessagePosts 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 MessageUpdates 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 SlackUploads 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 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:

By authorizing this connection, the Slack app maintains ongoing access to your information.