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Slack Integration

Veezoo's Slack integration lets you deliver scheduled Agent and Board results directly to Slack channels or as direct messages.

Overview​

There are two separate Slack integrations in Veezoo:

IntegrationPurposeConfiguration
Slack Agent Delivery (recommended)Deliver scheduled Agent/Board results to channels or DMsOAuth (Connect with Slack)
Slack Activity Feed (legacy)Log user questions to a single Slack channelIncoming Webhook URL

This page covers the Slack Agent Delivery integration. The legacy webhook-based Activity Feed is configured separately on the Integrations page and is not related.

Connecting Slack​

A Creator connects the Slack workspace once for the entire organization.

  1. Go to Studio > Integrations.
  2. Find the Slack Agent Delivery card and click Connect with Slack.
  3. Sign in to your Slack workspace and authorize the Veezoo app.
  4. On success the card shows a green Connected badge with your workspace name.
info

Once connected, all users in the organization can select Slack as a delivery target when scheduling Agents or Boards.

Scheduling Deliveries to Slack​

  1. Open an Agent or Board and go to the schedule configuration.
  2. Under Deliver to, check Slack.
  3. Choose where to deliver:
    • Send to me — sends you a direct message on Slack.
    • # channel-name — sends to a public channel.
    • 🔒 private-channel — sends to a private channel (see below).
  4. Save the schedule.

You can enable both Email and Slack delivery at the same time.

Private Channels​

The Veezoo bot can only see and post to private channels it has been invited to.

To add the bot to a private channel:

  1. Open the private channel in Slack.
  2. Type /invite @Veezoo and confirm.
  3. The channel will now appear in the delivery dropdown for all users in Veezoo.
caution

Once the bot is invited to a private channel, every user in your organization can select it as a delivery target — not just the person who invited the bot. Keep this in mind when inviting the bot to sensitive channels.

Disconnecting​

  1. Go to Studio > Integrations.
  2. Click Disconnect on the Slack Agent Delivery card.

Existing schedules with Slack delivery will stop working until Slack is reconnected.

note

Disconnecting and reconnecting causes the bot to lose its membership in all private channels. You will need to re-invite it with /invite @Veezoo.

Troubleshooting​

I don't see my private channel in the list​

Make sure the Veezoo bot has been invited to the channel — type /invite @Veezoo in the channel and try again.

Scheduled delivery to Slack stopped working​

  • Verify that Slack is still connected on the Integrations page.
  • For private channels, check that the bot is still a member of the channel.
  • If issues persist, try disconnecting and reconnecting Slack on the Integrations page. Note that reconnecting causes the bot to leave all private channels — you will need to re-invite it with /invite @Veezoo.