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Import Slack channel conversations into your Knowledge Base so your Agents and Workflows can reference real team discussions when generating answers.

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Connect your Slack workspace

1

Navigate to connected apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Settings sidebar showing the account settings entry point
Connected Apps page in account settings
2

Start the Slack connection

Find Slack in the list and click Connect, then click Get Started to begin setup.
Slack connection Get Started dialog
3

Create a Slack app

Follow the on-screen instructions to create a Slack app in your workspace. One person from your team completes this step.
Instructions for creating a Slack app in your workspace
4

Enter your credentials

Copy the Client ID and Client Secret from your Slack app and paste them into the corresponding fields in Cassidy. Click Connect.
Client ID and Client Secret input fields in Cassidy
5

Authorize access

Review the access request and click Accept to grant Cassidy permission to your Slack workspace.
Slack OAuth authorization screen requesting access for Cassidy
6

Confirm the connection

Slack now shows as Connected in your Connected Apps list.
Connected Apps list showing Slack with a Connected status and Disconnect button
7

Team member connections

After the workspace connection is set up, any team member can connect their own Slack account. Team members go to Connected Apps, click Connect next to Slack, and click Connect to Slack to authorize their individual access.
Connect Your Slack Workspace dialog showing the Connect to Slack button for team members

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Import Slack channels

1

Select Slack as the source

Navigate to your Knowledge Base, click Sync From Integrations, and select Sync from Slack.
Knowledge Base Sync From Integrations dropdown showing Sync from Slack option
2

Choose channels to import

Select the Slack channels you want to bring into your Knowledge Base, then click Import.
Import Channels from Slack dialog showing channels with checkboxes
Private channels only appear after Cassidy has been added to them. In the desired channel, send /invite @Cassidy.
Slack channels sync automatically every 24 hours. Enterprise plans support live syncing for real-time updates. Learn more about sync schedules and options.

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Next steps

Trigger Workflows from Slack

Automate actions when new messages arrive in Slack channels.

Deploy an Agent to Slack

Let your team chat with an Agent directly in Slack channels and DMs.