Adding Agents to Slack channels

Configure AI agents to respond in specific Slack channels

Before adding agents to Slack channels, the Realm Slack app must be installed in your workspace by an admin. See Slack app for setup instructions.

Adding an agent to a Slack channel

1. Invite Realm

   In the desired Slack channel, type @Realm and add the Realm app.

2. Copy Channel ID

   Click the channel name at the top and find the Channel ID at the bottom of the pop-up window.

   
3. Configure the agent

   In the Realm agent editor under Advanced Settings, paste the Channel ID into the Slack Integration section.

   

How to interact with an agent in a channel

Team members can mention the agent with the @ key followed by their question in the connected channel. The designated agent will post a threaded reply with the answer and source citations.

Example use cases

• #sales-support: An agent trained on product documentation, pricing, and competitive battle cards.
• #customer-success: An agent connected to your CRM and support systems for quick customer account summaries.

Tips

• You can call a different agent than the default one by typing @Realm <Agent name> <your question>.
• Admins can control how Realm replies in Slack: automatically or with a preview before posting.

Only users with an active Realm license can interact with agents in Slack.