Plans and permissions:
- Add-on: Copilot, billed separately
- Connect Copilot to Slack: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations
Use Copilot in Slack to give everyone in your company quick answers from your support knowledge, right where they work. It’s especially useful for sales and customer success teams, who often need support information to help their customers.
In Assembled, the Slack app is the Cal AI Assistant card. To set it up, go to Configure > Third-party integrations and find the card under AI products only.
How Slack answers work
- The Slack app uses the same knowledge base as Copilot in your support platform, such as Zendesk, so its answers are consistent with what your support team sees.
- To control what it can answer from, manage your knowledge in Configure > Knowledge. See Knowledge management.
- To review the quality of its answers, filter the AI agent QA scorecard by the Slack source.
Connect Slack
- Go to Configure > Third-party integrations.
- On the Cal AI Assistant card, select Connect integration.
- Follow Slack’s steps to install the app in your Slack workspace.
The app is added to your workspace, and anyone in it can ask it questions.
Ask a question in Slack
In Slack, mention the app as @Cal, followed by your question. The app answers in Slack, from your knowledge base.